Investor's Fiduciary Advisor Network, LLC
271 holdingsFiling period: 2026-03-31Current AUM: $364.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 57.7K | $14.7M | $17.8M | 4.89% | -4,624 | 2026-03-31 |
| 2 | SCHD | SCHWAB STRATEGIC TR | 435.3K | $13.4M | $14.6M | 3.99% | -35,979 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 34.4K | $12.7M | $16.0M | 4.38% | -1,231 | 2026-03-31 |
| 4 | QQQ | INVESCO QQQ TR | 16.8K | $9.7M | $11.5M | 3.16% | -49,409 | 2026-03-31 |
| 5 | BIL | SPDR SERIES TRUST | 78.3K | $7.2M | $7.2M | 1.97% | +7.6K | 2026-03-31 |
| 6 | CAT | CATERPILLAR INC | 9.5K | $6.8M | $7.8M | 2.13% | -192 | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 28.1K | $5.9M | $7.6M | 2.09% | -1,579 | 2026-03-31 |
| 8 | VYM | VANGUARD WHITEHALL FDS | 35.5K | $5.3M | $5.8M | 1.58% | -621 | 2026-03-31 |
| 9 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 10.7K | $5.1M | $5.1M | 1.41% | +1.1K | 2026-03-31 |
| 10 | VTV | VANGUARD INDEX FDS | 25.4K | $5.0M | $5.6M | 1.53% | -17,220 | 2026-03-31 |
| 11 | O | REALTY INCOME CORP | 77.5K | $4.7M | $5.0M | 1.36% | -7,468 | 2026-03-31 |
| 12 | ICOW | PACER FDS TR | 103.2K | $4.4M | $4.5M | 1.24% | +72.0K | 2026-03-31 |
| 13 | QUAL | ISHARES TR | 22.4K | $4.3M | $4.9M | 1.35% | -62,144 | 2026-03-31 |
| 14 | NVDA | NVIDIA CORPORATION | 24.0K | $4.2M | $4.8M | 1.32% | +1.8K | 2026-03-31 |
| 15 | MRK | MERCK & CO INC | 33.0K | $4.0M | $4.3M | 1.18% | -403 | 2026-03-31 |
| 16 | SPYG | SPDR SERIES TRUST | 36.4K | $3.6M | $4.3M | 1.17% | +356 | 2026-03-31 |
| 17 | ENSG | ENSIGN GROUP INC | 16.5K | $3.3M | $2.9M | 0.81% | -78 | 2026-03-31 |
| 18 | JQUA | J P MORGAN EXCHANGE TRADED F | 51.3K | $3.1M | $3.7M | 1.01% | -10,217 | 2026-03-31 |
| 19 | BND | VANGUARD BD INDEX FDS | 41.7K | $3.1M | $3.0M | 0.82% | +1.6K | 2026-03-31 |
| 20 | AVGO | BROADCOM INC | 9.9K | $3.1M | $3.9M | 1.06% | -822 | 2026-03-31 |
| 21 | V | VISA INC | 9.9K | $3.0M | $3.6M | 0.99% | -655 | 2026-03-31 |
| 22 | EVMO | MORGAN STANLEY ETF TRUST | 58.8K | $3.0M | $2.9M | 0.80% | +11.1K | 2026-03-31 |
| 23 | GOOG | ALPHABET INC | 10.3K | $3.0M | $3.7M | 1.01% | -942 | 2026-03-31 |
| 24 | XLK | SELECT SECTOR SPDR TR | 22.1K | $2.9M | $3.9M | 1.06% | -93 | 2026-03-31 |
| 25 | VO | VANGUARD INDEX FDS | 9.9K | $2.8M | $3.2M | 0.88% | -27,012 | 2026-03-31 |
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