Investor'S Fiduciary Advisor Network, LLC Portfolio Holdings

Investor'S Fiduciary Advisor Network, LLC

  • $269 Million
  • Q2 2025

Investor'S Fiduciary Advisor Network, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $269 Million distributed in 220 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $17.8M, Schwab Strategic Tr Us Dividen with a value of $12.9M, Apple Inc. with a value of $12.3M, Invesco Qqq Trust, Series 1 with a value of $9.85M, and Amazon Com Inc with a value of $6.2M.

Examining the 13F form we can see an increase of $57M in the current position value, from $212M to 269M.

Investor'S Fiduciary Advisor Network, LLC is based out at Snoqualmie, WA

Below you can find more details about Investor'S Fiduciary Advisor Network, LLC portfolio as well as his latest detailed transactions.

Portfolio value $269 Million
ETFs: $136 Million
Technology: $42.7 Million
Healthcare: $13.4 Million
Real Estate: $11.2 Million
Financial Services: $11 Million
Industrials: $10.6 Million
Consumer Cyclical: $10 Million
Consumer Defensive: $7.5 Million
Other: $15.9 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.37B
$2.87 Million 1.06% of portfolio
66,365
Q2 2025 Added 3.22%
$9.07B
$2.66 Million 0.99% of portfolio
17,219
Q2 2025 Reduced 4.93%
$3.53B
$517,000 0.19% of portfolio
7,560
Q4 2024 New
$9.35B
$431,000 0.16% of portfolio
21,072
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 220
  • Current Value $269 Million
  • Prior Value $212 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 56 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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