Investor's Fiduciary Advisor Network, LLC

CIK: 0002044901SEC EDGAR →

Portfolio Value

$466.2M

Holdings

273

As of

Q4 2025

New Positions

273

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	NDQ INVESCO QQQ TR	66,167	$40.6M	8.72%
2	MSFT MICROSOFT CORP	35,625	$17.2M	3.70%
3	AAPL APPLE INC	62,352	$17.0M	3.64%
4	QUAL ISHARES TR	84,530	$16.8M	3.60%
5	SCHD SCHWAB STRATEGIC TR	471,283	$12.9M	2.77%
6	SCHV SCHWAB STRATEGIC TR	426,852	$12.6M	2.71%
7	DON SPDR DOW JONES INDL AVERAGE	24,945	$12.0M	2.57%
8	VO VANGUARD INDEX FDS	36,919	$10.7M	2.30%
9	DYNF BLACKROCK ETF TRUST	172,177	$10.5M	2.25%
10	VTV VANGUARD INDEX FDS	42,588	$8.1M	1.74%

Quarterly Changes

Top Buys

NDQNEW

$40.6M

MSFTNEW

$17.2M

AAPLNEW

$17.0M

QUALNEW

$16.8M

SCHDNEW

$12.9M

Top Sells

No sells this quarter

New Positions (273)

$40.6M · 66K shares

$17.2M · 36K shares

$17.0M · 62K shares

$16.8M · 85K shares

$12.9M · 471K shares

$12.6M · 427K shares

$12.0M · 25K shares

$10.7M · 37K shares

$10.5M · 172K shares

$8.1M · 43K shares

$7.4M · 138K shares

$6.9M · 30K shares

$6.5M · 71K shares

$5.9M · 9K shares

$5.6M · 10K shares

$5.5M · 115K shares

$5.2M · 36K shares

$4.9M · 10K shares

$4.8M · 85K shares

$4.5M · 50K shares

$4.1M · 22K shares

$3.9M · 61K shares

$3.9M · 31K shares

$3.8M · 36K shares

$3.7M · 11K shares

$3.5M · 11K shares

$3.5M · 33K shares

$3.3M · 5K shares

$3.2M · 22K shares

$3.1M · 15K shares

$3.1M · 64K shares

$3.0M · 40K shares

$2.9M · 17K shares

$2.8M · 62K shares

$2.7M · 27K shares

$2.7M · 96K shares

$2.6M · 13K shares

$2.6M · 5K shares

$2.6M · 65K shares

$2.5M · 56K shares

$2.5M · 19K shares

$2.5M · 92K shares

$2.4M · 33K shares

$2.4M · 48K shares

$2.4M · 16K shares

$2.4M · 104K shares

$2.3M · 102K shares

$2.2M · 34K shares

$2.2M · 16K shares

$2.2M · 36K shares

$2.1M · 2K shares

$2.1M · 20K shares

$2.0M · 35K shares

$1.9M · 2K shares

$1.9M · 6K shares

$1.9M · 41K shares

$1.9M · 23K shares

$1.9M · 33K shares

$1.8M · 18K shares

$1.8M · 12K shares

$1.7M · 37K shares

$1.7M · 14K shares

$1.7M · 26K shares

$1.6M · 21K shares

$1.6M · 70K shares

$1.6M · 34K shares

$1.6M · 21K shares

$1.5M · 7K shares

$1.5M · 64K shares

$1.5M · 7K shares

$1.5M · 4K shares

$1.5M · 3K shares

$1.5M · 21K shares

$1.5M · 7K shares

$1.5M · 32K shares

$1.4M · 5K shares

$1.4M · 32K shares

$1.4M · 4K shares

$1.4M · 48K shares

$1.4M · 18K shares

$1.4M · 16K shares

$1.3M · 29K shares

$1.3M · 29K shares

$1.3M · 25K shares

$1.3M · 21K shares

$1.3M · 28K shares

$1.3M · 2K shares

$1.3M · 18K shares

$1.2M · 12K shares

$1.2M · 31K shares

$1.2M · 3K shares

$1.2M · 8K shares

$1.2M · 47K shares

$1.1M · 20K shares

$1.1M · 20K shares

$1.1M · 28K shares

$1.1M · 25K shares

$1.1M · 5K shares

$1.1M · 34K shares

$1.1M · 9K shares

$1.1M · 11K shares

$1.0M · 22K shares

$1.0M · 2K shares

$998K · 18K shares

$996K · 9K shares

$988K · 1K shares

$983K · 26K shares

$970K · 21K shares

$956K · 4K shares

$946K · 7K shares

$935K · 3K shares

$935K · 8K shares

$933K · 9K shares

$924K · 9K shares

$905K · 10K shares

$903K · 2K shares

$902K · 2K shares

$888K · 10K shares

$874K · 17K shares

$872K · 5K shares

$868K · 812 shares

$859K · 4K shares

$855K · 4K shares

$841K · 3K shares

$833K · 14K shares

$775K · 11K shares

$770K · 8K shares

$764K · 6K shares

$764K · 3K shares

XLV

$761K · 5K shares

IJH

$758K · 11K shares

$753K · 11K shares

$725K · 5K shares

$707K · 22K shares

$703K · 3K shares

$689K · 19K shares

$684K · 2K shares

$678K · 7K shares

$673K · 12K shares

$664K · 20K shares

$659K · 20K shares

$658K · 11K shares

$654K · 4K shares

$654K · 7K shares

$652K · 8K shares

$651K · 2K shares

$647K · 2K shares

$645K · 17K shares

$642K · 3K shares

$629K · 2K shares

$626K · 6K shares

$601K · 13K shares

$578K · 8K shares

$573K · 7K shares

$569K · 13K shares

$569K · 3K shares

$554K · 14K shares

$549K · 24K shares

$538K · 6K shares

$537K · 1K shares

$534K · 10K shares

$532K · 3K shares

$532K · 14K shares

$532K · 3K shares

$530K · 3K shares

$525K · 3K shares

$514K · 5K shares

$509K · 5K shares

$508K · 6K shares

$506K · 7K shares

$495K · 13K shares

$486K · 3K shares

$477K · 3K shares

$474K · 1K shares

$470K · 6K shares

$470K · 7K shares

$463K · 5K shares

$463K · 9K shares

$461K · 9K shares

$457K · 3K shares

$448K · 14K shares

$447K · 208 shares

$440K · 5K shares

$438K · 4K shares

$430K · 2K shares

$422K · 1K shares

$421K · 3K shares

$415K · 5K shares

$414K · 4K shares

$414K · 2K shares

$413K · 854 shares

$413K · 4K shares

$411K · 3K shares

$408K · 1K shares

$404K · 12K shares

$404K · 2K shares

$402K · 10K shares

$400K · 16K shares

$400K · 9K shares

$399K · 5K shares

$391K · 4K shares

$387K · 4K shares

$387K · 1K shares

$386K · 2K shares

$385K · 6K shares

$384K · 2K shares

$379K · 8K shares

$377K · 22K shares

$375K · 17K shares

$372K · 6K shares

$363K · 15K shares

$363K · 2K shares

$360K · 3K shares

$358K · 3K shares

$357K · 2K shares

$350K · 1K shares

$346K · 10K shares

$340K · 6K shares

$339K · 4K shares

$335K · 3K shares

$333K · 6K shares

$332K · 1K shares

$331K · 2K shares

$330K · 14K shares

$329K · 13K shares

$327K · 5K shares

$317K · 13K shares

$310K · 4K shares

$305K · 872 shares

$303K · 3K shares

$303K · 8K shares

$299K · 20K shares

$299K · 1K shares

$298K · 1K shares

$290K · 385 shares

$283K · 3K shares

$282K · 2K shares

$271K · 3K shares

$265K · 519 shares

$263K · 4K shares

$260K · 3K shares

$259K · 3K shares

$256K · 449 shares

$256K · 11K shares

$254K · 2K shares

$251K · 713 shares

$247K · 1K shares

$244K · 4K shares

$233K · 5K shares

$232K · 3K shares

$231K · 4K shares

$231K · 788 shares

$227K · 3K shares

$227K · 910 shares

$226K · 4K shares

$226K · 3K shares

$223K · 565 shares

$222K · 4K shares

$219K · 3K shares

$219K · 2K shares

$217K · 6K shares

$213K · 4K shares

$209K · 5K shares

$207K · 256 shares

$206K · 3K shares

$205K · 1K shares

$200K · 7K shares

$163K · 11K shares

$146K · 17K shares

$117K · 13K shares

$28K · 11K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	166	$283.0M	60.7%
Unknown	14	$54.5M	11.7%
Technology	19	$51.1M	11.0%
Healthcare	12	$15.6M	3.3%
Industrials	16	$13.3M	2.9%
Consumer Cyclical	9	$11.2M	2.4%
Real Estate	5	$9.9M	2.1%
Communication Services	7	$8.0M	1.7%
Energy	7	$7.2M	1.5%
Consumer Defensive	9	$7.1M	1.5%
Utilities	8	$5.0M	1.1%
Basic Materials	1	$219K	0.0%