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 $815.6M across 208 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BND ($91.6M, 11.24%), VEA ($65.9M, 8.08%), SCHG ($45.8M, 5.62%), VTV ($42.1M, 5.16%), SCHV ($38.2M, 4.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $91.6M | 11.24% | 1.2M | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $65.9M | 8.08% | 924,776 | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $45.8M | 5.62% | 1.4M | Added |
| 4 | VTV | VANGUARD INDEX FDS | $42.1M | 5.16% | 193,041 | Added |
| 5 | SCHV | SCHWAB STRATEGIC TR | $38.2M | 4.68% | 1.1M | Added |
| 6 | VUG | VANGUARD INDEX FDS | $35.2M | 4.31% | 408,191 | Added |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $32.6M | 3.99% | 545,701 | Added |
| 8 | IDEV | ISHARES TR | $23.1M | 2.84% | 259,897 | Added |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | $22.6M | 2.77% | 467,071 | Trimmed |
| 10 | GILD | GILEAD SCIENCES INC | $22.2M | 2.72% | 175,677 | Added |
| 11 | EMB | ISHARES TR | $17.8M | 2.18% | 184,579 | Trimmed |
| 12 | IJS | ISHARES TR | $16.8M | 2.06% | 122,972 | Added |
| 13 | AAPL | APPLE INC | $16.2M | 1.98% | 55,888 | Added |
| 14 | HYG | ISHARES TR | $15.2M | 1.86% | 189,462 | Trimmed |
| 15 | IVW | ISHARES TR | $13.3M | 1.63% | 96,750 | Trimmed |
| 16 | IEMG | ISHARES INC | $13.2M | 1.61% | 158,841 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $12.9M | 1.58% | 64,432 | Added |
| 18 | IVE | ISHARES TR | $11.0M | 1.35% | 48,603 | Trimmed |
| 19 | IJT | ISHARES TR | $10.7M | 1.32% | 60,086 | Added |
| 20 | EFA | ISHARES TR | $9.5M | 1.16% | 91,145 | Trimmed |
| 21 | FTNT | FORTINET INC | $9.0M | 1.11% | 58,688 | Trimmed |
| 22 | PANW | PALO ALTO NETWORKS INC | $8.8M | 1.08% | 25,831 | Added |
| 23 | VBK | VANGUARD INDEX FDS | $8.3M | 1.02% | 22,694 | Added |
| 24 | VNQ | VANGUARD INDEX FDS | $8.2M | 1.00% | 84,755 | Trimmed |
| 25 | ABNB | AIRBNB INC | $7.9M | 0.97% | 55,346 | Added |
Source: SEC Form 13F filings · as of 2026-06-30