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.
Financial Advisors Network, Inc. (CIK 1697856) reported $724.3M across 204 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BND ($95.3M, 13.16%), VEA ($57.2M, 7.90%), SCHG ($38.5M, 5.31%), VTV ($35.4M, 4.89%), SCHV ($32.3M, 4.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $95.3M | 13.16% | 1.3M | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $57.2M | 7.90% | 892,836 | Trimmed |
| 3 | SCHG | SCHWAB STRATEGIC TR | $38.5M | 5.31% | 1.3M | Added |
| 4 | VTV | VANGUARD INDEX FDS | $35.4M | 4.89% | 180,640 | Trimmed |
| 5 | SCHV | SCHWAB STRATEGIC TR | $32.3M | 4.46% | 1.1M | Added |
| 6 | VUG | VANGUARD INDEX FDS | $28.7M | 3.96% | 65,615 | Trimmed |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $28.2M | 3.89% | 521,152 | Trimmed |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $23.4M | 3.22% | 486,082 | Added |
| 9 | GILD | GILEAD SCIENCES INC | $21.7M | 3.00% | 155,861 | Trimmed |
| 10 | IDEV | ISHARES TR | $20.6M | 2.84% | 246,173 | Added |
| 11 | EMB | ISHARES TR | $18.0M | 2.48% | 191,122 | Added |
| 12 | HYG | ISHARES TR | $15.6M | 2.15% | 196,031 | Added |
| 13 | IJS | ISHARES TR | $13.9M | 1.92% | 117,453 | Trimmed |
| 14 | AAPL | APPLE INC | $13.8M | 1.91% | 54,390 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $11.0M | 1.52% | 62,917 | Trimmed |
| 16 | IVW | ISHARES TR | $11.0M | 1.52% | 97,159 | Trimmed |
| 17 | IEMG | ISHARES INC | $10.7M | 1.48% | 153,366 | Added |
| 18 | IVE | ISHARES TR | $10.3M | 1.43% | 49,012 | Trimmed |
| 19 | EFA | ISHARES TR | $9.0M | 1.25% | 92,841 | Trimmed |
| 20 | IJT | ISHARES TR | $8.5M | 1.18% | 58,999 | Trimmed |
| 21 | VNQ | VANGUARD INDEX FDS | $7.8M | 1.08% | 88,439 | Added |
| 22 | VBK | VANGUARD INDEX FDS | $6.7M | 0.93% | 22,173 | Added |
| 23 | ABNB | AIRBNB INC | $6.7M | 0.92% | 52,723 | Trimmed |
| 24 | ADSK | AUTODESK INC | $5.8M | 0.80% | 24,227 | New |
| 25 | EXPE | EXPEDIA GROUP INC | $5.8M | 0.79% | 24,934 | New |
Source: SEC Form 13F filings · as of 2026-03-31