Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Investor's Fiduciary Advisor Network, LLC (CIK 2044901) reported $294.5M across 219 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($13.3M, 4.53%), SCHD ($12.6M, 4.28%), MSFT ($12.0M, 4.06%), QQQ ($10.8M, 3.67%), CAT ($10.0M, 3.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $13.3M | 4.53% | 46,099 | Trimmed |
| 2 | SCHD | SCHWAB STRATEGIC TR | $12.6M | 4.28% | 397,125 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $12.0M | 4.06% | 32,040 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $10.8M | 3.67% | 14,683 | Trimmed |
| 5 | CAT | CATERPILLAR INC | $10.0M | 3.39% | 9,387 | Trimmed |
| 6 | VTV | VANGUARD INDEX FDS | $7.5M | 2.55% | 34,405 | Added |
| 7 | BIL | SPDR SERIES TRUST | $7.3M | 2.48% | 79,637 | Added |
| 8 | AMZN | AMAZON COM INC | $6.6M | 2.23% | 27,599 | Trimmed |
| 9 | VYM | VANGUARD WHITEHALL FDS | $5.4M | 1.84% | 34,378 | Trimmed |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.1M | 1.72% | 10,125 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $4.5M | 1.54% | 22,727 | Trimmed |
| 12 | ICOW | PACER FDS TR | $4.5M | 1.52% | 107,701 | Added |
| 13 | O | REALTY INCOME CORP | $4.2M | 1.43% | 67,764 | Trimmed |
| 14 | SPYG | SPDR SERIES TRUST | $4.1M | 1.38% | 34,067 | Trimmed |
| 15 | MRK | MERCK & CO INC | $4.0M | 1.37% | 31,358 | Trimmed |
| 16 | RSPT | INVESCO EXCHANGE TRADED FD T | $3.6M | 1.23% | 56,334 | Added |
| 17 | QUAL | ISHARES TR | $3.6M | 1.21% | 16,220 | Trimmed |
| 18 | VOO | VANGUARD INDEX FDS | $3.5M | 1.19% | 5,106 | Added |
| 19 | IQLT | ISHARES TR | $3.3M | 1.13% | 67,405 | Added |
| 20 | JQUA | J P MORGAN EXCHANGE TRADED F | $3.3M | 1.11% | 45,021 | Trimmed |
| 21 | XLK | SELECT SECTOR SPDR TR | $3.3M | 1.11% | 17,232 | Trimmed |
| 22 | CALF | PACER FDS TR | $3.2M | 1.07% | 62,453 | Trimmed |
| 23 | EVMO | MORGAN STANLEY ETF TRUST | $3.1M | 1.06% | 62,215 | Added |
| 24 | V | VISA INC | $3.1M | 1.05% | 8,992 | Trimmed |
| 25 | BND | VANGUARD BD INDEX FDS | $3.1M | 1.04% | 41,907 | Added |
Source: SEC Form 13F filings · as of 2026-06-30