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Investor's Fiduciary Advisor Network, LLC 13F Filings, Portfolio & Analysis

CIK: 0002044901
Snoqualmie 7829 Center Blvd., Se #304
Zip Code: 98065
Latest Portfolio Value
$294.46 M
-9.79%
Total Holdings
219
-51
Latest Report Date
Q2 2026
Top 10 Concentration
30.82%

Investor's Fiduciary Advisor Network, LLC — Portfolio Overview & Company Profile

Investor's Fiduciary Advisor Network, LLC (CIK: 0002044901) is a financial institution headquartered at 7829 Center Blvd., Se #304, , Snoqualmie, Washington 98065. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $294.46 M, comprising 219 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 30.8%. Quarterly turnover: 6.4%. ▲ 21 new, +44 added, −146 reduced, ×72 exited.

Portfolio Summary (Q2 2026)

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)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
46,099 $13.34 M 4.53% ▼ 11,629 Reduce -20.1%
397,125 $12.59 M 4.28% ▼ 38,179 Reduce -8.8%
32,040 $11.95 M 4.06% ▼ 2,354 Reduce -6.8%
14,683 $10.81 M 3.67% ▼ 2,075 Reduce -12.4%
9,387 $10 M 3.39% ▼ 158 Reduce -1.7%
34,405 $7.5 M 2.55% ▲ 9,037 Add 35.6%
79,637 $7.3 M 2.48% ▲ 1,350 Add 1.7%
27,599 $6.58 M 2.23% ▼ 545 Reduce -1.9%
34,378 $5.43 M 1.84% ▼ 1,140 Reduce -3.2%
10,125 $5.07 M 1.72% ▼ 610 Reduce -5.7%

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