account_balance
Investment manager · 13F filer · SEC CIK 2044901
Investor's Fiduciary Advisor Network, LLC
Reported value$303Mas of Sep 30, 2026
Positions221 22 new, 20 sold out
Top 10 weight31.3%MSFT alone is 5%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
5.4%
AAPLApple Inc.
5.1%
SCHDSchwab Strategic Tr
4.1%Trimmed −3%
QQQInvesco QQQ Tr
3.4%Trimmed −4%
VTVVanguard Index FDS
2.7%Added +9%
CATCaterpillar Inc
2.5%
BILSPDR Series Trust
2.4%
AMZNAmazon.com Inc
2.2%
VYMVanguard Whitehall FDS
1.8%
NVDANVIDIA Corp
1.7%
BRK-BBerkshire Hathaway Inc
1.7%
VOOVanguard Index FDS
1.6%+32%
MSFTMicrosoft Corp
5.4%
AAPLApple Inc.
5.1%
SCHDSchwab Strategic Tr
4.1%
QQQInvesco QQQ Tr
3.4%
VTVVanguard Index FDS
2.7%+9%
CATCaterpillar Inc
2.5%
BILSPDR Series Trust
2.4%
AMZNAmazon.com Inc
2.2%
VYM1.8%
NVDABRK-BVOO1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 5.4% HeldAAPL Apple Inc. 5.1% Held
SCHD Schwab Strategic Tr 4.1% Trimmed −3%
QQQ Invesco QQQ Tr 3.4% Trimmed −4%
VTV Vanguard Index FDS 2.7% Added +9%
CAT Caterpillar Inc 2.5% HeldBIL SPDR Series Trust 2.4% Held
AMZN Amazon.com Inc 2.2% HeldVYM Vanguard Whitehall FDS 1.8% Held
NVDA NVIDIA Corp 1.7% HeldBRK-B Berkshire Hathaway Inc 1.7% HeldVOO Vanguard Index FDS 1.6% Added +32%
What changed
Biggest moves since Jun 30, 2026
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