§ 13F · FUND PROFILE
Investor's Fiduciary Advisor Network, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $295K (13F)Positions · 236Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 58K | $15K | 4.5% | −7% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 435K | $13K | 4.1% | −8% |
| 3 | MSFT | MICROSOFT CORP | 34K | $13K | 3.9% | −3% |
| 4 | QQQ | INVESCO QQQ TR | 17K | $10K | 3.0% | −75% |
| 5 | BIL | SPDR SERIES TRUST | 78K | $7K | 2.2% | +11% |
| 6 | CAT | CATERPILLAR INC | 10K | $7K | 2.1% | −2% |
| 7 | AMZN | AMAZON COM INC | 28K | $6K | 1.8% | −5% |
| 8 | VYM | VANGUARD WHITEHALL FDS | 36K | $5K | 1.6% | −2% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 11K | $5K | 1.6% | +11% |
| 10 | VTV | VANGUARD INDEX FDS | 25K | $5K | 1.5% | −40% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVESTOR'S SIGNAL
AC read
Investor's Fiduciary Advisor Network, LLC is a Other fund managing $295 thousand in assets. The fund runs a broad portfolio of 236 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed