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Investor's Fiduciary Advisor Network - Q2 2026 13F Filings

IN

Investor's Fiduciary Advisor Network, LLC

CIK: 0002044901
Address: Washington Snoqualmie 7829 Center Blvd., Se #304
$294.46 M
Portfolio Value
219
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/13/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VTV Vanguard Value Etf
+$1.97 M
2. VUG Vanguard Growth Etf
+$1.91 M
3. VO Vanguard Mid-Cap Etf
+$1.58 M
4. RSPT Invesco S&P 500 Equal Weight Technology Etf
+$1.54 M
5. NOBL Proshares S&P 500 Dividend Aristocrats Etf
+$970,798.07

Top Sells

Q2 2026
1. AAPL Apple
−$3.36 M
2. DSI Ishares Esg Msci Kld 400 Etf
−$2.23 M
3. LCTU Blackrock Us Carbon Transition Readiness Etf
−$2.17 M
4. SPLG Spdr Portfolio S&P 500 Etf
−$1.83 M
5. EAGG Ishares Esg Aware Us Aggregate Bond Etf
−$1.71 M

Asset Allocation

Stocks/ETFs
-9.77%
$293.85 M 99.79%
Options
$0 0.00%
Debt
$0 0.00%
Other
-17.58%
$614,000 0.21%

Sector Allocation (Stocks)

Investor's Fiduciary Advisor Network Q2 2026 Filing Summary

Investor's Fiduciary Advisor Network, LLC filed its 13F report for Q2 2026 on August 13, 2026. The portfolio totaled 294.46 M reflecting a -9.79% change from the prior quarter, spanning 219 assets. The top 10 holdings comprised 30.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 21 new positions and 72 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Investor's Fiduciary Advisor Network’s Q2 2026 Filing

Investor's Fiduciary Advisor Network submitted their Form 13F-HR for the Q2 2026 period on 08/13/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Investor's Fiduciary Advisor Network reported a managed portfolio value of 294.46 M, consisting of 219 individual positions.

This page displays the raw filing documents. To see which stocks Investor's Fiduciary Advisor Network bought or sold during Q2 2026, please visit Investor's Fiduciary Advisor Network's Portfolio Analysis page.