Investor's Fiduciary Advisor Network, LLC

CIK

2044901

Location

SNOQUALMIE, WA

Portfolio Value

Small $294,567,604

Diversification

Diversified

Filing Date

Global Rank

#5,294 / 8,818 ▼ 598

Top Industry

Semiconductors 9.8%

Period ended 4 months ago

Filed Aug 13, 2026 · 3mo

7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 42.6%, 40.1 effective positions, active share 58.8% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

16.5% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.2 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 58.8%; sector active share 39.2% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

219 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.7%

−5.2 pts

Top 5

26.3%

−4.9 pts

Top 10

42.6%

−2.5 pts

HHI

249

Diversified−72

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	51.4%	$151,472,425	100
Technology	15.8%	$46,640,487	24
Industrials	6.9%	$20,232,069	21
Financial Services	5.7%	$16,904,327	22
Healthcare	5.4%	$15,848,814	14
Consumer Cyclical	3.6%	$10,489,511	8
Real Estate	2.9%	$8,458,171	3
Communication Services	2.4%	$7,188,442	6
Consumer Defensive	2.4%	$7,187,307	7
Energy	2.0%	$5,774,958	5
Utilities	1.4%	$4,112,281	8
Basic Materials	0.1%	$258,812	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RSPT	Victory Portfolios II	+23,885	56,334	$3,633,543
VUG	VANGUARD GROWTH INDEX FUND	+22,183	27,777	$2,392,710
VO	VANGUARD MID-CAP INDEX FUND	+19,665	29,572	$2,382,616
—		+17,290	36,012	$2,022,433
IQLT	iShares MSCI Intl Quality Factor ETF	+10,737	67,405	$3,339,917
VEA	Vanguard FTSE Developed Markets ETF	+9,709	33,180	$2,364,075
VTV	VANGUARD VALUE INDEX FUND	+9,037	34,405	$7,497,881
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+6,237	10,804	$637,219
VXUS	Vanguard Total International Stock ETF	+5,514	10,744	$918,504
INFQ	Infleqtion, Inc.	+4,568	14,599	$194,458
ICOW	Pacer Developed Markets International Cash Cows 100 ETF	+4,506	107,701	$4,483,592
ICSH	iShares Ultra Short Duration Bond Active ETF	+3,613	31,183	$1,577,236
—		+3,399	62,215	$3,110,127
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	+3,073	22,415	$2,259,656
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+2,507	2,882	$344,456
IWF	iShares Russell 1000 Growth ETF	+2,467	3,310	$411,002
FDVV	Fidelity High Dividend ETF	+2,366	22,483	$1,355,500
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+1,376	5,856	$2,166,954
—		+1,350	79,637	$7,297,934
VOO	VANGUARD 500 INDEX FUND	+814	5,106	$3,506,851
EMXC	iShares MSCI Emerging Markets ex China ETF	+742	24,644	$2,521,081
FDL	First Trust Morningstar Dividend Leaders Index Fund	+660	32,493	$1,581,109
FTSM	First Trust Enhanced Short Maturity ETF	+603	36,365	$2,172,081
JPIE	JPMorgan Income ETF	+520	40,657	$1,872,254
DHR	Danaher Corp	+477	5,182	$987,067
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHZ	Schwab U.S. Aggregate Bond ETF	−54,792	9,464	$218,902
SCHD	Schwab U.S. Dividend Equity ETF	−38,179	397,125	$12,592,833
LCTU		−27,054	3,971	$318,315
DSI	iShares ESG MSCI KLD 400 ETF	−15,737	1,501	$213,727
IVW	iShares S&P 500 Growth ETF	−11,706	2,616	$359,778
AAPL	Apple Inc.	−11,629	46,099	$13,339,206
NNN	Nnn REIT, Inc.	−11,027	47,377	$2,204,451
ESGU	iShares ESG Aware MSCI USA ETF	−10,298	1,368	$223,900
O	Realty Income Corp	−9,750	67,764	$4,198,657
PFE	Pfizer Inc	−9,533	33,462	$805,764
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	−8,919	27,311	$1,678,534
SCHX	Schwab U.S. Large-Cap ETF	−6,777	79,853	$2,350,073
JEPI	JPMorgan Equity Premium Income ETF	−6,476	25,555	$1,443,346
JQUA	JPMorgan U.S. Quality Factor ETF	−6,256	45,021	$3,254,117
QUAL	iShares MSCI USA Quality Factor ETF	−6,166	16,220	$3,559,154
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−4,885	17,232	$3,283,040
SPMO	Invesco Ltd.	−4,753	1,446	$233,586
CWEN	Clearway Energy, Inc.	−4,429	11,936	$407,972
IRM	Iron Mountain Inc	−4,357	16,270	$2,055,063
COWZ	Pacer US Cash Cows 100 ETF	−4,229	16,592	$1,032,022
—		−3,931	55,762	$1,617,655
T	At&T Inc.	−3,918	12,498	$258,708
SCHW	Schwab Charles Corp	−3,853	6,924	$638,877
SPGP	Victory Portfolios II	−3,729	4,840	$591,883
VZ	Verizon Communications Inc	−3,223	22,007	$931,776
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	559	$645,248
IDEV	iShares Core MSCI International Developed Markets ETF	6,163	$548,568
TBUX	T. Rowe Price Ultra Short-Term Bond ETF	7,384	$367,501
CRWD	CrowdStrike Holdings, Inc.	468	$357,149
IWR	iShares Russell Mid-Cap ETF	2,862	$315,735
DELL	Dell Technologies Inc.	718	$309,788
URI	United Rentals, Inc.	254	$287,754
AAAU	Goldman Sachs Physical Gold ETF	6,915	$273,626
CRS	Carpenter Technology Corp	418	$257,839
VRT	Vertiv Holdings Co	750	$251,115
SCHG	Schwab U.S. Large-Cap Growth ETF	7,189	$243,275
CVS	CVS HEALTH Corp	2,351	$243,210
PICK	iShares MSCI Global Metals & Mining Producers ETF	4,161	$241,962
ASML	Asml Holding NV	120	$238,732
COF	Capital One Financial Corp	1,156	$231,916
JCI	Johnson Controls International plc	1,503	$219,603
FTEC	Fidelity MSCI Information Technology Index ETF	745	$212,757
BNDX	Vanguard Total International Bond ETF	4,320	$209,217
RWJ	Invesco Ltd.	3,416	$203,252
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	1,321	$201,029
SMH	VanEck Semiconductor ETF	306	$200,702
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	23,875	$1,827,392
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	35,905	$1,707,282
SUSC	iShares ESG Aware USD Corporate Bond ETF	69,754	$1,613,968
IVE	iShares S&P 500 Value ETF	7,208	$1,521,969
DYNF	iShares U.S. Equity Factor Rotation Active ETF	25,511	$1,484,229
GOVT	iShares U.S. Treasury Bond ETF	54,668	$1,252,443
IUSB	iShares Core Universal USD Bond ETF	26,435	$1,221,032
USXF	iShares ESG Advanced MSCI USA ETF	19,832	$1,094,726
MBB	iShares MBS ETF	11,140	$1,057,743
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	21,353	$979,248
MUB	iShares National Muni Bond ETF	9,066	$962,355
ESGD	iShares ESG Aware MSCI EAFE ETF	8,805	$841,934
CORO		23,629	$759,743
IVV	iShares Core S&P 500 ETF	1,114	$727,675
EFV	iShares MSCI EAFE Value ETF	9,568	$711,380
BPRE	Bluerock Private Real Estate Fund	42,596	$707,519
ACWX	iShares MSCI ACWI ex U.S. ETF	10,193	$697,914
EVUS	iShares ESG Aware MSCI USA Value ETF	21,338	$679,231
BAI	BlackRock ETF Trust	18,515	$610,069
THRO		16,465	$596,362
AVEM	Avantis Emerging Markets Equity ETF	7,355	$592,665
ALL	Allstate Corp	2,818	$584,284
IEFA	iShares Core MSCI EAFE ETF	6,005	$543,632
NULV	Nuveen ESG Large-Cap Value ETF	11,899	$541,404
SHLD	Global X Defense Tech ETF	7,503	$531,512
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

219 tracked positions · $294,567,604 total · filing declares 219 positions · $294,461 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 219 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	46,099	-11,629	$13,339,206	−9.0%	7	before history	4.53%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	397,125	-38,179	$12,592,833	−5.7%	7	before history	4.28%
MSFT	Microsoft Corp Technology	Reduced	32,040	-2,354	$11,951,560	−6.1%	7	before history	4.06%
QQQ	Invesco Qqq Trust, Series 1	Reduced	14,683	-2,075	$10,812,561	+11.8%	7	before history	3.67%
CAT	Caterpillar Inc Industrials	Reduced	9,387	-158	$9,996,216	+47.8%	5	$333.30	3.39%
VTV	VANGUARD VALUE INDEX FUND	Added	34,405	+9,037	$7,497,881	+50.6%	7	before history	2.55%
		Added	79,637	+1,350	$7,297,934	+1.7%	7	before history	2.48%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	27,599	-545	$6,577,945	+12.2%	7	before history	2.23%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	34,378	-1,140	$5,432,755	+3.3%	7	before history	1.84%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	10,125	-610	$5,066,448	−1.5%	4	$485.36	1.72%
NVDA	Nvidia Corp Technology	Reduced	22,727	-1,303	$4,547,445	+8.5%	7	before history	1.54%
ICOW	Pacer Developed Markets International Cash Cows 100 ETF	Added	107,701	+4,506	$4,483,592	+2.4%	4	$40.59	1.52%
O	Realty Income Corp Real Estate	Reduced	67,764	-9,750	$4,198,657	−11.5%	7	before history	1.43%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	34,067	-2,293	$4,053,632	+13.9%	7	before history	1.38%
MRK	Merck & Co., Inc. Healthcare	Reduced	31,358	-1,684	$4,029,503	+1.4%	7	before history	1.37%
RSPT	Victory Portfolios II	Added	56,334	+23,885	$3,633,543	+147.4%	7	before history	1.23%
QUAL	iShares MSCI USA Quality Factor ETF	Reduced	16,220	-6,166	$3,559,154	−17.1%	7	before history	1.21%
VOO	VANGUARD 500 INDEX FUND	Added	5,106	+814	$3,506,851	+36.7%	5	unpriced	1.19%
IQLT	iShares MSCI Intl Quality Factor ETF	Added	67,405	+10,737	$3,339,917	+27.5%	7	before history	1.13%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	17,232	-4,885	$3,283,040	+11.7%	7	before history	1.11%
JQUA	JPMorgan U.S. Quality Factor ETF	Reduced	45,021	-6,256	$3,254,117	+3.5%	7	before history	1.10%
CALF	Pacer US Small Cap Cash Cows 100 ETF	Reduced	62,453	-416	$3,160,746	+12.0%	7	before history	1.07%
		Added	62,215	+3,399	$3,110,127	+5.1%	4	$50.59	1.06%
V	Visa Inc. Financial Services	Reduced	8,992	-911	$3,085,065	+3.1%	7	before history	1.05%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	41,907	+229	$3,076,392	+0.2%	7	before history	1.04%
AVGO	Broadcom Inc. Technology	Reduced	7,262	-2,650	$2,743,220	−10.6%	7	before history	0.93%
GOOG	Alphabet Inc. Communication Services	Reduced	7,503	-2,809	$2,651,034	−10.4%	7	before history	0.90%
ENSG	Ensign Group, Inc Healthcare	Reduced	16,471	-35	$2,640,301	−20.6%	7	before history	0.90%
AMD	Advanced Micro Devices Inc Technology	Reduced	4,469	-1,555	$2,596,086	+111.8%	7	before history	0.88%
EMXC	iShares MSCI Emerging Markets ex China ETF	Added	24,644	+742	$2,521,081	+34.1%	7	before history	0.86%
INTC	Intel Corp Technology	Reduced	17,446	-1,179	$2,435,984	+196.4%	5	$20.74	0.83%
VUG	VANGUARD GROWTH INDEX FUND	Added	27,777	+22,183	$2,392,710	−2.1%	7	before history	0.81%
VO	VANGUARD MID-CAP INDEX FUND	Added	29,572	+19,665	$2,382,616	−16.3%	7	before history	0.81%
VEA	Vanguard FTSE Developed Markets ETF	Added	33,180	+9,709	$2,364,075	+57.2%	3	$65.56	0.80%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	79,853	-6,777	$2,350,073	+5.8%	7	before history	0.80%
GOOGL	Alphabet Inc. Communication Services	Added	6,473	+296	$2,313,256	+30.2%	7	before history	0.79%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	Added	22,415	+3,073	$2,259,656	+16.2%	7	before history	0.77%
NNN	Nnn REIT, Inc. Real Estate	Reduced	47,377	-11,027	$2,204,451	−10.2%	7	before history	0.75%
FTSM	First Trust Enhanced Short Maturity ETF	Added	36,365	+603	$2,172,081	+1.6%	7	before history	0.74%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	5,856	+1,376	$2,166,954	+50.8%	7	before history	0.74%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	2,208	-146	$2,065,517	−11.9%	7	before history	0.70%
IRM	Iron Mountain Inc Real Estate	Reduced	16,270	-4,357	$2,055,063	−2.5%	7	before history	0.70%
CSCO	Cisco Systems, Inc. Technology	Reduced	17,429	-1,108	$2,047,210	+42.3%	7	before history	0.69%
CVX	Chevron Corp Energy	Reduced	12,338	-954	$2,045,146	−25.6%	7	before history	0.69%
DE	Deere & Co Industrials	Reduced	3,213	-7	$2,038,102	+12.4%	5	$490.61	0.69%
LLY	ELI LILLY & Co Healthcare	Reduced	1,692	-85	$2,029,435	+24.2%	5	$777.07	0.69%
		Added	36,012	+17,290	$2,022,433	+101837.1%	7	before history	0.69%
VFH	VANGUARD FINANCIALS INDEX FUND	Reduced	14,257	-1,625	$1,876,221	—	7	before history	0.64%
JPIE	JPMorgan Income ETF	Added	40,657	+520	$1,872,254	+1.3%	6	$45.90	0.64%
JNJ	Johnson & Johnson Healthcare	Reduced	6,725	-454	$1,707,948	−2.7%	7	before history	0.58%

Showing the top 50 of 219 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.