13F Insight
DOSSIER · 13F-HR · Q1 2026

Capital Advisor Network LLC

Advisor Network's holding co. based in Stamford, CT — $85M in tracked AUM across 149 positions as of Q1 2026.

AN
Advisor Network·Stamford, CT·Holding Co.
CIK 0002131047 · last filed Mar 31, 2026
Total AUM
$85M
▲ 1.5%
vs prior
Holdings
149
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
26% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Capital Advisor Network LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
G7709Q104
Royalty Pharma PLC
$14M3.0M16.1%
02
IVV
ISHARES CORE S&P 500 ETF
$7M11K8.8%
03
QQQ
INVESCO QQQ TR
$7M13K8.5%
04
VUG
VANGUARD GROWTH INDEX FUND ETF SHARES
$7M16K8.1%
05
VTV
VANGUARD VALUE INDEX FUND ETF SHARES
$7M35K8.0%
06
GLD
SPDR GOLD SHARES
$6M14K7.0%
07
DIA
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
$5M10K5.5%
08
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
$4M42K4.6%
09
IJH
ISHARES CORE S&P MID-CAP ETF
$4M57K4.5%
10
BAR
GRANITESHARES GOLD TRUST
$3M61K3.3%

Filing history

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