Investor's Fiduciary Advisor Network, LLC

CIK

2044901

Location

SNOQUALMIE, WA

Portfolio Value

Micro $5,773,020

Diversification

Diversified

Filing Date

Global Rank

#4,778 / 8,586 ▼ 524

Top Industry

Consumer Electronics 10.3%

3Y Alpha vs SPY

+1.1%

Period ended 3 months ago

Filed May 12, 2026 · 35d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+27.4%

SPY

+25.8%

Annualised alpha

+1.2%

Max drawdown

−17.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

132 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.5%

−10.2 pts

Top 5

32.1%

−13.2 pts

Top 10

46.0%

−10.5 pts

HHI

312

Diversified−312

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.0%	$43,255,756	22
Financial Services	11.9%	$18,419,444	22
Industrials	10.9%	$16,888,004	20
Healthcare	10.9%	$16,798,942	15
Unclassified	7.7%	$11,922,668	6
Consumer Cyclical	7.2%	$11,092,383	11
Real Estate	6.0%	$9,303,867	3
Consumer Defensive	5.6%	$8,595,158	10
Energy	4.6%	$7,091,050	5
Utilities	3.7%	$5,773,020	11
Communication Services	3.4%	$5,195,553	6
Basic Materials	0.2%	$263,267	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BPRE	Bluerock Private Real Estate Fund	+22,618	42,596	$707,519
T	At&T Inc.	+3,163	16,416	$475,899
CPNG	Coupang, Inc.	+2,796	16,250	$306,800
NVDA	Nvidia Corp	+1,829	24,030	$4,190,832
SO	Southern Co	+1,660	17,370	$1,676,552
BAR	GraniteShares Gold Trust	+1,280	14,689	$677,603
BRK-B	Berkshire Hathaway Inc	+1,062	10,735	$5,144,212
TSLA	Tesla, Inc.	+982	2,178	$809,671
USB	US Bancorp \De\	+854	5,028	$261,506
ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	+847	12,205	$166,842
LMT	Lockheed Martin Corp	+799	1,653	$999,056
NKE	NIKE, Inc.	+627	5,763	$304,401
WMT	Walmart Inc.	+566	9,513	$1,182,275
ADBE	Adobe Inc.	+562	1,434	$348,576
CSCO	Cisco Systems, Inc.	+495	18,537	$1,438,285
BAC	Bank Of America Corp /De/	+465	12,717	$619,953
CEG	Constellation Energy Corp	+301	1,014	$283,159
PEP	Pepsico Inc	+283	5,338	$828,938
ALL	Allstate Corp	+262	2,818	$584,284
NFLX	Netflix Inc	+257	6,002	$577,092
BMY	Bristol Myers Squibb Co	+253	8,801	$533,780
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+245	1,636	$552,886
TMUS	T-Mobile US, Inc.	+180	1,191	$250,145
SYK	Stryker Corp	+169	1,520	$499,456
HD	Home Depot, Inc.	+164	3,655	$1,202,092
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	−49,409	16,758	$9,672,382
O	Realty Income Corp	−7,468	77,514	$4,742,306
TSLX	Sixth Street Specialty Lending, Inc.	−6,410	10,898	$200,305
NNN	Nnn REIT, Inc.	−6,319	58,404	$2,454,720
AAPL	Apple Inc.	−4,624	57,728	$14,650,789
PFE	Pfizer Inc	−3,910	42,995	$1,207,299
CWEN	Clearway Energy, Inc.	−3,612	16,365	$642,980
SPY	Spdr S&P 500 ETF Trust	−3,535	1,350	$877,959
VZ	Verizon Communications Inc	−2,792	25,230	$1,266,546
CVX	Chevron Corp	−2,469	13,292	$2,750,114
IRM	Iron Mountain Inc	−2,096	20,627	$2,106,841
BIPC	Brookfield Infrastructure Corp	−2,093	25,575	$1,010,724
XOM	Exxon Mobil Corp	−1,733	12,761	$2,165,031
AMZN	Amazon Com Inc	−1,579	28,144	$5,861,550
SCHW	Schwab Charles Corp	−1,434	10,777	$1,012,822
MSFT	Microsoft Corp	−1,231	34,394	$12,731,626
AMD	Advanced Micro Devices Inc	−839	6,024	$1,225,462
AVGO	Broadcom Inc.	−822	9,912	$3,067,863
V	Visa Inc.	−655	9,903	$2,993,082
UPS	United Parcel Service Inc	−638	8,777	$863,481
IBM	International Business Machines Corp	−585	1,727	$418,607
LRCX	Lam Research Corp	−572	2,103	$449,326
ORCL	Oracle Corp	−535	1,674	$246,262
KO	Coca Cola Co	−455	10,328	$785,444
HON	Honeywell International Inc	−425	2,292	$518,060
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CHD	Church & Dwight Co Inc /De/	10,509	$980,699
XEL	Xcel Energy Inc	4,645	$368,998
MCK	Mckesson Corp	423	$366,047
AEP	American Electric Power Co Inc	2,772	$363,353
COR	Cencora, Inc.	1,121	$352,150
RSG	Republic Services, Inc.	1,484	$325,025
ORLY	O Reilly Automotive Inc	3,439	$317,454
ETN	Eaton Corp plc	843	$301,515
HWM	Howmet Aerospace Inc.	1,235	$284,618
ADP	Automatic Data Processing Inc	1,399	$284,248
MELI	Mercadolibre Inc	163	$281,830
MSI	Motorola Solutions, Inc.	635	$275,570
AZO	Autozone Inc	79	$266,844
CTAS	Cintas Corp	1,468	$248,297
ANET	Arista Networks, Inc.	1,978	$242,858
GEV	GE Vernova Inc.	263	$229,572
NEE	Nextera Energy Inc	2,454	$227,927
GS	Goldman Sachs Group Inc	265	$224,187
ETR	Entergy Corp /De/	1,979	$222,360
USCI	United States Commodity Index Funds Trust	2,285	$217,806
MRSH	Marsh & Mclennan Companies, Inc.	1,239	$214,904
AJG	Arthur J. Gallagher & Co.	976	$211,382
BTC	Grayscale Bitcoin Mini Trust ETF	7,007	$210,139
Q	Qnity Electronics, Inc.	1,767	$203,876
PANW	Palo Alto Networks Inc	1,269	$203,446
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
DIA	Spdr Dow Jones Industrial Average ETF Trust	24,945	$11,987,818
BOW	Bowhead Specialty Holdings Inc.	95,569	$2,727,539
KNSL	Kinsale Capital Group, Inc.	2,308	$902,704
SHEL	Shell plc	10,549	$775,140
BEPC	Brookfield Renewable Corp	14,455	$554,204
GLDM	World Gold Trust	5,952	$508,122
FANG	Diamondback Energy, Inc.	3,236	$486,467
MKL	Markel Group Inc.	208	$447,127
COF	Capital One Financial Corp	1,710	$414,435
LINE	Lineage, Inc.	11,553	$404,355
FGDL	Franklin Templeton Holdings Trust	5,795	$333,792
MA	Mastercard Inc	449	$256,325
DIS	Walt Disney Co	2,239	$254,731
ARE	Alexandria Real Estate Equities, Inc.	4,771	$233,492
VIK	Viking Holdings Ltd	3,249	$232,011
URI	United Rentals, Inc.	256	$207,185
PCT	PureCycle Technologies, Inc.	17,100	$146,889
DNN	Denison Mines Corp.	10,869	$28,911
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

11 positions · $5,773,020 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ETR	Entergy Corp /De/ Utilities	NEW	1,979	NEW	$222,360	NEW	3.85%
NEE	Nextera Energy Inc Utilities	NEW	2,454	NEW	$227,927	NEW	3.95%
CEG	Constellation Energy Corp Utilities	Added	1,014	+301	$283,159	+12.4%	4.90%
ED	Consolidated Edison Inc Utilities	Held	2,612	0	$295,626	+14.0%	5.12%
DUK	Duke Energy CORP Utilities	Reduced	2,595	-266	$339,789	+1.3%	5.89%
SRE	Sempra Utilities	Held	3,515	0	$341,552	+10.1%	5.92%
AEP	American Electric Power Co Inc Utilities	NEW	2,772	NEW	$363,353	NEW	6.29%
XEL	Xcel Energy Inc Utilities	NEW	4,645	NEW	$368,998	NEW	6.39%
CWEN	Clearway Energy, Inc. Utilities	Reduced	16,365	-3,612	$642,980	−3.2%	11.14%
BIPC	Brookfield Infrastructure Corp Utilities	Reduced	25,575	-2,093	$1,010,724	−19.5%	17.51%
SO	Southern Co Utilities	Added	17,370	+1,660	$1,676,552	+22.4%	29.04%