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 $326.4M across 267 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($14.7M, 4.49%), SCHD ($13.4M, 4.09%), MSFT ($12.7M, 3.90%), QQQ ($9.7M, 2.96%), BIL ($7.2M, 2.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $14.7M | 4.49% | 57,728 | Trimmed |
| 2 | SCHD | SCHWAB STRATEGIC TR | $13.4M | 4.09% | 435,304 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $12.7M | 3.90% | 34,394 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $9.7M | 2.96% | 16,758 | Trimmed |
| 5 | BIL | SPDR SERIES TRUST | $7.2M | 2.20% | 78,287 | Added |
| 6 | CAT | CATERPILLAR INC | $6.8M | 2.07% | 9,545 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $5.9M | 1.80% | 28,144 | Trimmed |
| 8 | VYM | VANGUARD WHITEHALL FDS | $5.3M | 1.61% | 35,518 | Trimmed |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.1M | 1.58% | 10,735 | Added |
| 10 | VTV | VANGUARD INDEX FDS | $5.0M | 1.52% | 25,368 | Trimmed |
| 11 | O | REALTY INCOME CORP | $4.7M | 1.45% | 77,514 | Trimmed |
| 12 | ICOW | PACER FDS TR | $4.4M | 1.34% | 103,195 | Added |
| 13 | QUAL | ISHARES TR | $4.3M | 1.32% | 22,386 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $4.2M | 1.28% | 24,030 | Added |
| 15 | MRK | MERCK & CO INC | $4.0M | 1.22% | 33,042 | Trimmed |
| 16 | SPYG | SPDR SERIES TRUST | $3.6M | 1.09% | 36,360 | Added |
| 17 | ENSG | ENSIGN GROUP INC | $3.3M | 1.02% | 16,506 | Trimmed |
| 18 | JQUA | J P MORGAN EXCHANGE TRADED F | $3.1M | 0.96% | 51,277 | Trimmed |
| 19 | BND | VANGUARD BD INDEX FDS | $3.1M | 0.94% | 41,678 | Added |
| 20 | AVGO | BROADCOM INC | $3.1M | 0.94% | 9,912 | Trimmed |
| 21 | V | VISA INC | $3.0M | 0.92% | 9,903 | Trimmed |
| 22 | CVIE | MORGAN STANLEY ETF TRUST | $3.0M | 0.91% | 58,816 | Added |
| 23 | GOOG | ALPHABET INC | $3.0M | 0.91% | 10,312 | Trimmed |
| 24 | XLK | SELECT SECTOR SPDR TR | $2.9M | 0.90% | 22,117 | Trimmed |
| 25 | VO | VANGUARD INDEX FDS | $2.8M | 0.87% | 9,907 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31