DOSSIER · 13F-HR · Q1 2026

Investor's Fiduciary Advisor Network, LLC

$326M in tracked AUM across 270 positions as of Q1 2026.

IF
CIK 0002044901 · last filed Mar 31, 2026
Total AUM
$326M
as of Q1 2026
Holdings
270
positions
Whale Score
42
42
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Investor's Fiduciary 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
AAPL
APPLE INC
$15M58K4.5%
02
SCHD
SCHWAB STRATEGIC TR
$13M435K4.1%
03
MSFT
MICROSOFT CORP
$13M34K3.9%
04
QQQ
INVESCO QQQ TR
$10M17K3.0%
05
BIL
SPDR SERIES TRUST
$7M78K2.2%
06
CAT
CATERPILLAR INC
$7M10K2.1%
07
AMZN
AMAZON COM INC
$6M28K1.8%
08
VYM
VANGUARD WHITEHALL FDS
$5M36K1.6%
09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$5M11K1.6%
10
VTV
VANGUARD INDEX FDS
$5M25K1.5%

Filing history

2026Q1Mar 31
$326M 30.0%
270 positionsView →
2025Q4Dec 31
$466M 58.0%
273 positionsView →
2025Q3Sep 30
$295M 9.6%
236 positionsView →
2025Q2Jun 30
$269M 26.9%
220 positionsLocked
2025Q1Mar 31
$212M 18.8%
166 positionsLocked
2024Q4Dec 31
$261M
199 positionsLocked