StockDriftsStockDriftsTop 50 Investor's Fiduciary Advisor Network LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.53% | 46.1K | $13.3M | -20.14%(-11.63K) | $230.71(+32.36%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 4.28% | 397.1K | $12.6M | -8.77%(-38.18K) | $27.74(+23.88%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.06% | 32.0K | $12.0M | -6.84%(-2.35K) | $431.96(+12.53%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.67% | 14.7K | $10.8M | -12.38%(-2.08K) | $578.52(+26.62%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 3.39% | 9.4K | $10.0M | -1.66%(-158) | $376.91(+130.68%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.55% | 34.4K | $7.5M | +35.62%(+9.04K) | $189.68(+19.94%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 2.48% | 79.6K | $7.3M | +1.72%(+1.35K) | $91.64(-0.10%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.23% | 27.6K | $6.6M | -1.94%(-545) | $204.55(+28.35%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 1.84% | 34.4K | $5.4M | -3.21%(-1.14K) | $135.81(+22.43%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.72% | 10.1K | $5.1M | -5.68%(-610) | $485.95(+3.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.17% |
| Top 20 Holdings Unweighted | — | — | — | — | +21.94% |
Investor's Fiduciary Advisor Network LLC reports $294.46M in US-listed equity holdings across 219 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.5%), SCHD (4.3%) and MSFT (4.1%). The top 20 holdings account for 43.86% of reported assets. Its disclosed equity book has returned +17.17% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Investor's Fiduciary Advisor Network LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2044901). View Investor's Fiduciary Advisor Network LLC’s 13F filings on SEC