Investor's Fiduciary Advisor Network, LLC: 13F holdings
CIK 20449012026Q2
| Positions | 219 |
|---|
| Reported value | $294.5m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 219 (-51 vs prior quarter) |
|---|
| Reported value | $294.5m (-9.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 46,099 | $13.3m | 4.5% |
| SCHD SCHWAB STRATEGIC TR | 397,125 | $12.6m | 4.3% |
| MSFT MICROSOFT CORP | 32,040 | $12.0m | 4.1% |
| QQQ INVESCO QQQ TR | 14,683 | $10.8m | 3.7% |
| CAT CATERPILLAR INC | 9,387 | $10.0m | 3.4% |
| VTV VANGUARD INDEX FDS | 34,405 | $7.5m | 2.5% |
| BIL SPDR SERIES TRUST | 79,637 | $7.3m | 2.5% |
| AMZN AMAZON COM INC | 27,599 | $6.6m | 2.2% |
| VYM VANGUARD WHITEHALL FDS | 34,378 | $5.4m | 1.8% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 10,125 | $5.1m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2044901")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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