Investor'S Fiduciary Advisor Network, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$326K
Q ending 2026-03-31
Prior quarter
$466K
Q ending 2025-12-31
Change
-30.0% QoQ · +53.9% YoY
Positions
270
reported holdings
Largest positions
Top 100 of 270 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $15K | 58K |
| Schwab Strategic Tr | SCHD | Shares | $13K | 435K |
| Microsoft Corp | MSFT | Shares | $13K | 34K |
| Invesco Qqq Tr | QQQ | Shares | $10K | 17K |
| Spdr Series Trust | BIL | Shares | $7K | 78K |
| Caterpillar Inc | CAT | Shares | $7K | 10K |
| Amazon Com Inc | AMZN | Shares | $6K | 28K |
| Vanguard Whitehall Fds | VYM | Shares | $5K | 36K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $5K | 11K |
| Vanguard Index Fds | VTV | Shares | $5K | 25K |
| Realty Income Corp | O | Shares | $5K | 78K |
| Pacer Fds Tr | ICOW | Shares | $4K | 103K |
| Ishares Tr | QUAL | Shares | $4K | 22K |
| Nvidia Corporation | NVDA | Shares | $4K | 24K |
| Merck & Co Inc | MRK | Shares | $4K | 33K |
| Spdr Series Trust | SPYG | Shares | $4K | 36K |
| Ensign Group Inc | ENSG | Shares | $3K | 17K |
| J P Morgan Exchange Traded F | JQUA | Shares | $3K | 51K |
| Vanguard Bd Index Fds | BND | Shares | $3K | 42K |
| Broadcom Inc | AVGO | Shares | $3K | 10K |
| Visa Inc | V | Shares | $3K | 10K |
| Morgan Stanley Etf Trust | EVMO | Shares | $3K | 59K |
| Alphabet Inc | GOOG | Shares | $3K | 10K |
| Select Sector Spdr Tr | XLK | Shares | $3K | 22K |
| Vanguard Index Fds | VO | Shares | $3K | 10K |
| Pacer Fds Tr | CALF | Shares | $3K | 63K |
| Chevron Corporation | CVX | Shares | $3K | 13K |
| Ishares Tr | IQLT | Shares | $3K | 57K |
| Vanguard Index Fds | VOO | Shares | $3K | 4K |
| Nnn Reit Inc | NNN | Shares | $2K | 58K |
| Vanguard Index Fds | VUG | Shares | $2K | 6K |
| Costco Wholesale Corporation | COST | Shares | $2K | 2K |
| Schwab Strategic Tr | SCHX | Shares | $2K | 87K |
| Blackrock Etf Trust | LCTU | Shares | $2K | 31K |
| Exxon Mobil Corp | XOM | Shares | $2K | 13K |
| First Tr Exchange-Traded Fd | FTSM | Shares | $2K | 36K |
| Iron Mtn Inc Del | IRM | Shares | $2K | 21K |
| Ishares Tr | DSI | Shares | $2K | 17K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $2K | 36K |
| Proshares Tr | NOBL | Shares | $2K | 19K |
| Pimco Etf Tr | MINT | Shares | $2K | 19K |
| Vanguard World Fd | VFH | Shares | $2K | 16K |
| Ishares Inc | EMXC | Shares | $2K | 24K |
| J P Morgan Exchange Traded F | JPIE | Shares | $2K | 40K |
| Spdr Series Trust | SPYM | Shares | $2K | 24K |
| J P Morgan Exchange Traded F | JEPI | Shares | $2K | 32K |
| Deere & Co | DE | Shares | $2K | 3K |
| Alphabet Inc | GOOGL | Shares | $2K | 6K |
| Johnson & Johnson | JNJ | Shares | $2K | 7K |
| Spdr Series Trust | SPTS | Shares | $2K | 60K |
| Ishares Tr | EAGG | Shares | $2K | 36K |
| Southern Co | SO | Shares | $2K | 17K |
| Ishares Tr | ESGU | Shares | $2K | 12K |
| Eli Lilly & Co | LLY | Shares | $2K | 2K |
| Ishares Tr | IVW | Shares | $2K | 14K |
| First Tr Exchange-Traded Fd | FDL | Shares | $2K | 32K |
| Ishares Tr | SUSC | Shares | $2K | 70K |
| Ishares Tr | DGRO | Shares | $2K | 22K |
| Ishares Tr | IVE | Shares | $2K | 7K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2K | 23K |
| Schwab Strategic Tr | SCHZ | Shares | $1K | 64K |
| Blackrock Etf Trust | DYNF | Shares | $1K | 26K |
| Invesco Exchange Traded Fd T | RSPT | Shares | $1K | 32K |
| Cisco Sys Inc | CSCO | Shares | $1K | 19K |
| Vanguard Index Fds | VTI | Shares | $1K | 4K |
| Ishares Tr | ICSH | Shares | $1K | 28K |
| Vanguard Index Fds | VBR | Shares | $1K | 6K |
| Vanguard World Fd | VHT | Shares | $1K | 5K |
| First Tr Exchange-Traded Fd | FVD | Shares | $1K | 28K |
| Pacer Fds Tr | COWZ | Shares | $1K | 21K |
| Jpmorgan Chase & Co | JPM | Shares | $1K | 4K |
| Enterprise Prods Partners L | EPD | Shares | $1K | 34K |
| Ishares Inc | IEMG | Shares | $1K | 18K |
| Verizon Communications Inc | VZ | Shares | $1K | 25K |
| Ishares Tr | GOVT | Shares | $1K | 55K |
| Advanced Micro Devices Inc | AMD | Shares | $1K | 6K |
| Ishares Tr | IUSB | Shares | $1K | 26K |
| Pfizer Inc | PFE | Shares | $1K | 43K |
| Home Depot Inc | HD | Shares | $1K | 4K |
| Procter & Gamble Co | PG | Shares | $1K | 8K |
| Walmart Inc | WMT | Shares | $1K | 10K |
| Fidelity Covington Trust | FDVV | Shares | $1K | 20K |
| Ishares Tr | USXF | Shares | $1K | 20K |
| Ishares Tr | USHY | Shares | $1K | 30K |
| Ishares Inc | ESGE | Shares | $1K | 24K |
| Janus Detroit Str Tr | JMBS | Shares | $1K | 23K |
| Ishares Tr | MBB | Shares | $1K | 11K |
| Schwab Charles Corp | SCHW | Shares | $1K | 11K |
| Brookfield Infrastructure Co | BIPC | Shares | $1K | 26K |
| Select Sector Spdr Tr | XLC | Shares | $1K | 9K |
| Lockheed Martin Corp | LMT | Shares | $999 | 2K |
| Church & Dwight Co Inc | CHD | Shares | $980 | 11K |
| Bondbloxx Etf Trust | XTEN | Shares | $979 | 21K |
| Ishares Tr | MUB | Shares | $962 | 9K |
| Invesco Exchange Traded Fd T | SPGP | Shares | $922 | 9K |
| Waste Mgmt Inc Del | WM | Shares | $905 | 4K |
| Blackstone Inc | BX | Shares | $902 | 8K |
| Danaher Corp Del | DHR | Shares | $891 | 5K |
| Amgen Inc | AMGN | Shares | $889 | 3K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $877 | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.