Investor's Fiduciary Advisor Network, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Investor's Fiduciary Advisor Network, LLC held in its portfolio 266 assets valued at $466,322 (i.e. $466.32K).
The most valuable assets in the portfolio included: INVESCO QQQ TR ($40.65K), MICROSOFT CORP ($17.23K), and APPLE INC ($16.95K).
The chart below shows the top 10 valuable assets, and the table below shows the top 266 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Investor's Fiduciary Advisor Network, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO QQQ TR | 66167 | 40646 | UNIT SER 1 |
| MICROSOFT CORP | 35625 | 17228 | COM |
| APPLE INC | 62352 | 16951 | COM |
| ISHARES TR | 84530 | 16789 | MSCI USA QLT FCT |
| SPDR SERIES TRUST | 190402 | 13707 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 471283 | 12927 | US DIVIDEND EQ |
| SCHWAB STRATEGIC TR | 426852 | 12639 | US LCAP VA ETF |
| SPDR DOW JONES INDL AVERAGE | 24945 | 11987 | UT SER 1 |
| VANGUARD INDEX FDS | 36919 | 10714 | MID CAP ETF |
| BLACKROCK ETF TRUST | 172177 | 10470 | ISHARES US EQUIT |
| VANGUARD INDEX FDS | 42588 | 8133 | VALUE ETF |
| VANGUARD INTL EQUITY INDEX F | 138244 | 7432 | FTSE EMR MKT ETF |
| AMAZON COM INC | 29723 | 6860 | COM |
| VANGUARD INDEX FDS | 9461 | 5933 | S&P 500 ETF SHS |
| CATERPILLAR INC | 9737 | 5578 | COM |
| DBX ETF TR | 114897 | 5527 | XTRACK MSCI EAFE |
| VANGUARD WHITEHALL FDS | 36139 | 5186 | HIGH DIV YLD |
| BERKSHIRE HATHAWAY INC DEL | 9673 | 4861 | CL B NEW |
| REALTY INCOME CORP | 84982 | 4790 | COM |
| VANGUARD WHITEHALL FDS | 49776 | 4479 | INTL HIGH ETF |
| NVIDIA CORPORATION | 22201 | 4140 | COM |
| J P MORGAN EXCHANGE TRADED F | 61494 | 3885 | US QUALTY FCTR |
| ISHARES TR | 31447 | 3876 | S&P 500 GRWT ETF |
| BROADCOM INC | 10734 | 3715 | COM |
| FIRST TR EXCHANGE-TRADED FD | 65175 | 3711 | SHS |
| VISA INC | 10558 | 3702 | COM CL A |
| ALPHABET INC | 11254 | 3531 | CAP STK CL C |
| MERCK & CO INC | 33445 | 3520 | COM |
| SPDR S&P 500 ETF TR | 4885 | 3331 | TR UNIT |
| SELECT SECTOR SPDR TR | 22210 | 3197 | STATE STREET TEC |
| ISHARES TR | 14663 | 3109 | S&P 500 VAL ETF |
| ISHARES TR | 64238 | 3094 | FUTURE AI & TECH |
| VANGUARD BD INDEX FDS | 40066 | 2967 | TOTAL BND MRKT |
| ENSIGN GROUP INC | 16584 | 2888 | COM |
| PACER FDS TR | 62269 | 2762 | US SMALL CAP CAS |
| AMERICAN CENTY ETF TR | 26786 | 2731 | US SML CP VALU |
| BOWHEAD SPECIALTY HLDGS INC | 95569 | 2727 | COM SHS |
| ISHARES TR | 13079 | 2611 | U.S. TECH ETF |
| VANGUARD INDEX FDS | 5300 | 2585 | GROWTH ETF |
| NNN REIT INC | 64723 | 2564 | COM |
| ISHARES TR | 55991 | 2544 | MSCI INTL QUALTY |
| ISHARES TR | 19142 | 2466 | ESG MSCI KLD 400 |
| SCHWAB STRATEGIC TR | 91653 | 2466 | US LRG CAP ETF |
| ISHARES TR | 33855 | 2460 | ESG AWR MSCI USA |
| BLACKROCK ETF TRUST | 33038 | 2447 | ISHARES US CARBO |
| MORGAN STANLEY ETF TRUST | 47710 | 2420 | EATON VANCE MORT |
| CHEVRON CORP NEW | 15761 | 2402 | COM |
| ISHARES TR | 103952 | 2377 | IBONDS 26 TRM TS |
| ISHARES TR | 102317 | 2299 | IBONDS 27 TRM TS |
| GLOBAL X FDS | 33993 | 2202 | DEFENSE TECH ETF |
| VANGUARD WORLD FD | 16220 | 2165 | FINANCIALS ETF |
| FIRST TR EXCHANGE-TRADED FD | 36057 | 2160 | FIRST TR ENH NEW |
| COSTCO WHSL CORP NEW | 2429 | 2094 | COM |
| PROSHARES TR | 19816 | 2062 | S&P 500 DV ARIST |
| J P MORGAN EXCHANGE TRADED F | 34841 | 2024 | NASDAQ EQT PREM |
| ELI LILLY & CO | 1810 | 1945 | COM |
| ALPHABET INC | 6179 | 1934 | CAP STK CL A |
| J P MORGAN EXCHANGE TRADED F | 41274 | 1910 | INCOME ETF |
| IRON MTN INC DEL | 22723 | 1884 | COM |
| J P MORGAN EXCHANGE TRADED F | 32702 | 1871 | EQUITY PREMIUM |
| PIMCO ETF TR | 18020 | 1808 | ENHAN SHRT MA AC |
| GLOBAL X FDS | 36610 | 1749 | US INFR DEV ETF |
| EXXON MOBIL CORP | 14494 | 1744 | COM |
| ISHARES INC | 25617 | 1721 | CORE MSCI EMKT |
| ISHARES TR | 69765 | 1631 | ESG AWRE USD ETF |
| ISHARES TR | 33855 | 1619 | ESG AWR US AGRGT |
| ISHARES INC | 21463 | 1559 | MSCI EMRG CHN |
| VANGUARD INDEX FDS | 7210 | 1527 | SM CP VAL ETF |
| SCHWAB STRATEGIC TR | 64202 | 1500 | US AGGREGATE B |
| JOHNSON & JOHNSON | 7180 | 1485 | COM |
| VANGUARD INDEX FDS | 4427 | 1484 | TOTAL STK MKT |
| ISHARES TR | 21291 | 1478 | CORE DIV GRWTH |
| DEERE & CO | 3175 | 1478 | COM |
| ADVANCED MICRO DEVICES INC | 6863 | 1469 | COM |
| INVESCO EXCHANGE TRADED FD T | 31945 | 1453 | S&P500 EQL TEC |
| VANGUARD WORLD FD | 5029 | 1447 | HEALTH CAR ETF |
| JPMORGAN CHASE & CO. | 4387 | 1413 | COM |
| CISCO SYS INC | 18042 | 1389 | COM |
| SOUTHERN CO | 15710 | 1369 | COM |
| ISHARES TR | 28801 | 1340 | CORE UNIVRSL USD |
| VANGUARD MUN BD FDS | 25271 | 1270 | TAX EXEMPT BD |
| INVESCO EXCHANGE TRADED FD T | 21296 | 1262 | S&P 500 TOP 50 |
| BROOKFIELD INFRASTRUCTURE CO | 27668 | 1256 | COM SUB VTG A |
| META PLATFORMS INC | 1899 | 1253 | CL A |
| ISHARES TR | 17545 | 1252 | EAFE VALUE ETF |
| SCHWAB CHARLES CORP | 12211 | 1219 | COM |
| PACER FDS TR | 31162 | 1205 | DEVELOPED MRKT |
| HOME DEPOT INC | 3491 | 1201 | COM |
| BLACKSTONE INC | 7737 | 1192 | COM |
| PROCTER AND GAMBLE CO | 8201 | 1175 | COM |
| PFIZER INC | 46905 | 1167 | COM |
| FIDELITY COVINGTON TRUST | 20237 | 1147 | HIGH DIVID ETF |
| ISHARES TR | 19852 | 1143 | ESG MSCI USA ETF |
| VERIZON COMMUNICATIONS INC | 28022 | 1141 | COM |
| ISHARES INC | 25299 | 1117 | ESG AWR MSCI EM |
| DANAHER CORPORATION | 4854 | 1111 | COM |
| ENTERPRISE PRODS PARTNERS L | 33975 | 1089 | COM |
| SELECT SECTOR SPDR TR | 9242 | 1087 | STATE STREET COM |
| ISHARES TR | 11028 | 1050 | MBS ETF |
| BONDBLOXX ETF TRUST | 22074 | 1020 | BLOOMBERG TEN YR |
| ISHARES TR | 2150 | 1017 | RUS 1000 GRW ETF |
| DIMENSIONAL ETF TRUST | 18468 | 998 | GLOBAL CORE PLUS |
| WALMART INC | 8947 | 996 | COM |
| ISHARES TR | 1444 | 988 | CORE S&P500 ETF |
| ISHARES TR | 26289 | 983 | BROAD USD HIGH |
| JANUS DETROIT STR TR | 21245 | 970 | HENDERSON MTG |
| VANGUARD INTL EQUITY INDEX F | 6713 | 946 | TT WRLD ST ETF |
| ISHARES TR | 7781 | 935 | CORE S&P SCP ETF |
| AMGEN INC | 2859 | 935 | COM |
| UNITED PARCEL SERVICE INC | 9415 | 933 | CL B |
| ISHARES TR | 8629 | 924 | NATIONAL MUN ETF |
| ISHARES TR | 9518 | 905 | ESG AW MSCI EAFE |
| ISHARES TR | 2336 | 903 | RUSSELL 3000 ETF |
| KINSALE CAP GROUP INC | 2308 | 902 | COM |
| WELLS FARGO CO NEW | 9538 | 888 | COM |
| ISHARES TR | 17295 | 874 | ULTRA SHORT DUR |
| MORGAN STANLEY | 4912 | 872 | COM NEW |
| BLACKROCK INC | 812 | 868 | COM |
| WASTE MGMT INC DEL | 3912 | 859 | COM |
| ABBVIE INC | 3745 | 855 | COM |
| VANGUARD INDEX FDS | 3013 | 841 | MCAP GR IDXVIP |
| PACER FDS TR | 13847 | 833 | US CASH COWS 100 |
| SHELL PLC | 10549 | 775 | SPON ADS |
| ISHARES TR | 7581 | 770 | 10-20 YR TRS ETF |
| VANGUARD INDEX FDS | 2964 | 764 | SMALL CP ETF |
| INVESCO EXCH TRADED FD TR II | 6411 | 764 | S&P 500 MOMNTM |
| SELECT SECTOR SPDR TR | 4922 | 761 | STATE STREET HEA |
| ISHARES TR | 11492 | 758 | CORE S&P MCP ETF |
| COCA COLA CO | 10783 | 753 | COM |
| PEPSICO INC | 5055 | 725 | COM |
| UNION PAC CORP | 3040 | 703 | COM |
| INTEL CORP | 18693 | 689 | COM |
| INTERNATIONAL BUSINESS MACHS | 2312 | 684 | COM |
| VANGUARD WHITEHALL FDS | 7417 | 678 | INTL DVD ETF |
| BANK AMERICA CORP | 12252 | 673 | COM |
| CLEARWAY ENERGY INC | 19977 | 664 | CL C |
| BLACKROCK ETF TRUST | 19793 | 659 | ISHARES A I INNO |
| VANGUARD TAX-MANAGED FDS | 10547 | 658 | VAN FTSE DEV MKT |
| VANGUARD WORLD FD | 3538 | 654 | UTILITIES ETF |
| ISHARES TR | 7319 | 654 | CORE MSCI EAFE |
| WORKIVA INC | 7560 | 652 | COM CL A |
| VANGUARD INDEX FDS | 2158 | 651 | SML CP GRW ETF |
| MCDONALDS CORP | 2117 | 647 | COM |
| BLACKROCK ETF TRUST | 16734 | 645 | ISHARES US THEMA |
| LOWES COS INC | 2664 | 642 | COM |
| AMERICAN EXPRESS CO | 1702 | 629 | COM |
| ISHARES TR | 6429 | 626 | GLOB HLTHCRE ETF |
| NUSHARES ETF TR | 13359 | 601 | NUVEEN ESG LRGVL |
| VANGUARD STAR FDS | 7675 | 578 | VG TL INTL STK F |
| VANGUARD INTL EQUITY INDEX F | 6864 | 573 | FTSE EUROPE ETF |
| RTX CORPORATION | 3105 | 569 | COM |
| GRANITESHARES GOLD TR | 13409 | 569 | SHS BEN INT |
| BROOKFIELD RENEWABLE CORP | 14455 | 554 | CL A EX SUB VTG |
| ISHARES TR | 23852 | 549 | US TREAS BD ETF |
| NETFLIX INC | 5745 | 538 | COM |
| TESLA INC | 1196 | 537 | COM |
| BLACKROCK ETF TRUST II | 10134 | 534 | ISHARES FLEXIBLE |
| ALLSTATE CORP | 2556 | 532 | COM |
| FIRST TR EXCHANGE-TRADED FD | 14056 | 532 | NO AMER ENERGY |
| ISHARES TR | 3036 | 532 | GLOB INDSTRL ETF |
| HONEYWELL INTL INC | 2717 | 530 | COM |
| ISHARES TR | 3131 | 525 | CORE S&P US GWT |
| NUSHARES ETF TR | 5261 | 514 | NUVEEN ESG LRGCP |
| ISHARES TR | 5296 | 509 | RUS MID CAP ETF |
| WORLD GOLD TR | 5952 | 508 | SPDR GLD MINIS |
| AMERICAN CENTY ETF TR | 6581 | 506 | AVANTIS EMGMKT |
| SLB LIMITED | 12916 | 495 | COM STK |
| DIAMONDBACK ENERGY INC | 3236 | 486 | COM |
| QUALCOMM INC | 2792 | 477 | COM |
| STRYKER CORPORATION | 1351 | 474 | COM |
| INVESCO EXCHANGE TRADED FD T | 6265 | 470 | S&P500 QUALITY |
| ROCKET LAB CORP | 6750 | 470 | COM |
| FIRST TR EXCHANGE TRADED FD | 4714 | 463 | RBA INDL ETF |
| ISHARES TR | 9277 | 463 | CORE INTL AGGR |
| BRISTOL-MYERS SQUIBB CO | 8548 | 461 | COM |
| LAM RESEARCH CORP | 2675 | 457 | COM NEW |
| SPROTT ASSET MANAGEMENT LP | 13595 | 448 | PHYSICAL GOLD TR |
| MARKEL GROUP INC | 208 | 447 | COM |
| STARBUCKS CORP | 5231 | 440 | COM |
| INVESCO EXCHANGE TRADED FD T | 3848 | 438 | S&P 500 GARP ETF |
| ORACLE CORP | 2209 | 430 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1391 | 422 | SPONSORED ADS |
| ISHARES TR | 3079 | 421 | RUS MD CP GR ETF |
| VANGUARD INDEX FDS | 4692 | 415 | REAL ESTATE ETF |
| ISHARES TR | 4125 | 414 | 0-3 MNTH TREASRY |
| CAPITAL ONE FINL CORP | 1710 | 414 | COM |
| LOCKHEED MARTIN CORP | 854 | 413 | COM |
| ISHARES TR | 4283 | 413 | GLOBAL MATER ETF |
| VANGUARD SCOTTSDALE FDS | 2570 | 411 | VNG RUS2000VAL |
| ISHARES TR | 1476 | 408 | RUS TP200 GR ETF |
| LINEAGE INC | 11553 | 404 | COM |
| BECTON DICKINSON & CO | 2085 | 404 | COM |
| WISDOMTREE TR | 9692 | 402 | INTL QULTY DIV |
| ISHARES TR | 15859 | 400 | ESG AWRE 1 5 YR |
| GENERAL MLS INC | 8622 | 400 | COM |
| SYSCO CORP | 5418 | 399 | COM |
| KIMBERLY-CLARK CORP | 3883 | 391 | COM |
| GE AEROSPACE | 1257 | 387 | COM NEW |
| CORNING INC | 4427 | 387 | COM |
| VANGUARD SPECIALIZED FUNDS | 1760 | 386 | DIV APP ETF |
| FIRST TR EXCHANGE TRADED FD | 5553 | 385 | RISNG DIVD ACHIV |
| INVESCO EXCH TRADED FD TR II | 1522 | 384 | NASDAQ 100 ETF |
| SELECT SECTOR SPDR TR | 8494 | 379 | STATE STREET ENE |
| TIDAL TRUST III | 21623 | 377 | AFFORDABLE HOUS |
| SIXTH STREET SPECIALTY LENDI | 17308 | 375 | COM |
| ISHARES TR | 6063 | 372 | GLB INFRASTR ETF |
| VANGUARD INDEX FDS | 1736 | 363 | EXTEND MKT ETF |
| ISHARES TR | 2847 | 360 | GLOBAL 100 ETF |
| ISHARES TR | 3493 | 358 | CORE S&P US VLU |
| BOEING CO | 1645 | 357 | COM |
| UNITEDHEALTH GROUP INC | 1062 | 350 | COM |
| CSX CORP | 9549 | 346 | COM |
| BLACKROCK ETF TRUST | 6227 | 340 | ISHARES WORLD EX |
| ISHARES TR | 3534 | 339 | MSCI EAFE ETF |
| DUKE ENERGY CORP NEW | 2861 | 335 | COM NEW |
| FRANKLIN TEMPLETON HOLDINGS | 5795 | 333 | RESPBLY SRCD GLD |
| ISHARES TR | 1350 | 332 | RUSSELL 2000 ETF |
| 3M CO | 2073 | 331 | COM |
| VANECK ETF TRUST | 13569 | 330 | GREEN BOND ETF |
| AT&T INC | 13253 | 329 | COM |
| NIKE INC | 5136 | 327 | CL B |
| COUPANG INC | 13454 | 317 | CL A |
| SEMPRA | 3515 | 310 | COM |
| ADOBE INC | 872 | 305 | COM |
| NUSHARES ETF TR | 7753 | 303 | NUVEEN ESG MIDVL |
| PRICE T ROWE GROUP INC | 2967 | 303 | COM |
| VANGUARD WORLD FD | 1192 | 299 | MEGA CAP INDEX |
| BLUEROCK PVT REAL ESTATE FD | 19978 | 299 | COM |
| APPLIED MATLS INC | 1163 | 298 | COM |
| VANGUARD WORLD FD | 385 | 290 | INF TECH ETF |
| ISHARES TR | 2944 | 283 | JPMORGAN USD EMG |
| ISHARES TR | 1901 | 282 | CORE S&P TTL STK |
| WISDOMTREE TR | 3079 | 271 | US LARGECAP DIVD |
| CUMMINS INC | 519 | 265 | COM |
| VANGUARD SCOTTSDALE FDS | 4390 | 263 | INTER TERM TREAS |
| ISHARES TR | 3017 | 260 | MSCI EAFE MIN VL |
| CONSOLIDATED EDISON INC | 2612 | 259 | COM |
| SPROTT ASSET MANAGEMENT LP | 10844 | 256 | PHYSICAL SILVER |
| MASTERCARD INCORPORATED | 449 | 256 | CL A |
| DISNEY WALT CO | 2239 | 254 | COM |
| CONSTELLATION ENERGY CORP | 713 | 251 | COM |
| ISHARES TR | 1179 | 247 | RUS 1000 VAL ETF |
| SELECT SECTOR SPDR TR | 4471 | 244 | STATE STREET FIN |
| ALEXANDRIA REAL ESTATE EQ IN | 4771 | 233 | COM |
| VIKING HOLDINGS LTD | 3249 | 232 | ORD SHS |
| L3HARRIS TECHNOLOGIES INC | 788 | 231 | COM |
| FRANKLIN TEMPLETON ETF TR | 4114 | 231 | US MID CP MLTFCT |
| VANECK ETF TRUST | 910 | 227 | RETAIL ETF |
| VANGUARD SCOTTSDALE FDS | 2927 | 227 | TOTAL CORP BND |
| WISDOMTREE TR | 3854 | 226 | US QUALITY GROW |
| ISHARES TR | 2603 | 226 | 20 YR TR BD ETF |
| SPDR GOLD TR | 565 | 223 | GOLD SHS |
| US BANCORP DEL | 4174 | 222 | COM NEW |
| ISHARES TR | 2087 | 219 | GLOBAL TECH ETF |
| CORTEVA INC | 3278 | 219 | COM |
| WESTERN MIDSTREAM PARTNERS L | 5500 | 217 | COM UNIT LP INT |
| MONDELEZ INTL INC | 3969 | 213 | CL A |
| T ROWE PRICE ETF INC | 4551 | 209 | PRICE GRW STOCK |
| UNITED RENTALS INC | 256 | 207 | COM |
| VANGUARD BD INDEX FDS | 2968 | 206 | LONG TERM BOND |
| T-MOBILE US INC | 1011 | 205 | COM |
| SCHWAB STRATEGIC TR | 7054 | 200 | US SML CAP ETF |
| EATON VANCE TAX-MANAGED BUY- | 11358 | 163 | COM |
| PURECYCLE TECHNOLOGIES INC | 17100 | 146 | COM |
| NUVEEN CALIFORNIA MUNI VLU F | 13176 | 117 | COM STK |
| DENISON MINES CORP | 10869 | 28 | COM |
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