Investor'S Fiduciary Advisor Network, LLC Portfolio Holdings

Investor'S Fiduciary Advisor Network, LLC

  • $295 Million
  • Q3 2025

Investor'S Fiduciary Advisor Network, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $295 Million distributed in 236 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $18.4M, Apple Inc. with a value of $15.2M, Schwab Strategic Tr Us Dividen with a value of $12.8M, Invesco Qqq Trust, Series 1 with a value of $10.6M, and Amazon Com Inc with a value of $6.17M.

Examining the 13F form we can see an increase of $25.9M in the current position value, from $269M to 295M.

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 $295 Million
ETFs: $146 Million
Technology: $47.1 Million
Financial Services: $16.9 Million
Healthcare: $14.4 Million
Industrials: $11.9 Million
Real Estate: $10.9 Million
Consumer Cyclical: $10.1 Million
Communication Services: $7.39 Million
Other: $17.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.71T
$18.4 Million 6.24% of portfolio
35,556
Q3 2025 Reduced 0.91%
$4.34T
$15.2 Million 5.14% of portfolio
59,603
Q3 2025 Reduced 0.64%
$0
$12.8 Million 4.34% of portfolio
468,797
Q3 2025 Reduced 3.45%
$0
$10.6 Million 3.6% of portfolio
17,710
Q3 2025 Reduced 0.85%
$2.48T
$6.17 Million 2.09% of portfolio
28,086
Q3 2025 Reduced 0.57%
$0
$5.63 Million 1.91% of portfolio
28,935
Q3 2025 Reduced 1.89%
$34.8B
$5.2 Million 1.76% of portfolio
85,490
Q3 2025 Added 0.35%
$0
$5.07 Million 1.72% of portfolio
35,983
Q3 2025 Reduced 1.29%
$301B
$4.85 Million 1.64% of portfolio
10,166
Q3 2025 Reduced 0.53%
$635B
$4.72 Million 1.6% of portfolio
9,382
Q3 2025 New
$0
$4.59 Million 1.56% of portfolio
50,038
Q3 2025 Added 4.15%
$0
$3.97 Million 1.35% of portfolio
63,143
Q3 2025 Reduced 2.29%
$0
$3.74 Million 1.27% of portfolio
35,797
Q3 2025 Reduced 0.99%
$144B
$3.7 Million 1.25% of portfolio
11,202
Q3 2025 Reduced 15.51%
$551B
$3.49 Million 1.18% of portfolio
10,214
Q3 2025 Reduced 3.42%
$469B
$3.25 Million 1.1% of portfolio
17,431
Q3 2025 Reduced 11.16%
$0
$2.99 Million 1.01% of portfolio
68,217
Q3 2025 Added 1.26%
$10.1B
$2.97 Million 1.01% of portfolio
17,200
Q3 2025 Reduced 0.11%
$0
$2.93 Million 0.99% of portfolio
9,988
Q3 2025 Reduced 3.53%
$7.02B
$2.83 Million 0.96% of portfolio
66,420
Q3 2025 Added 0.08%
$217B
$2.76 Million 0.93% of portfolio
32,862
Q3 2025 Reduced 0.67%
$0
$2.62 Million 0.89% of portfolio
5,460
Q3 2025 Reduced 0.56%
$1.74T
$2.59 Million 0.88% of portfolio
10,643
Q3 2025 Reduced 3.18%
$29.3B
$2.49 Million 0.84% of portfolio
24,385
Q3 2025 Reduced 18.79%
$299B
$2.45 Million 0.83% of portfolio
15,772
Q3 2025 Added 9.14%
$0
$2.4 Million 0.81% of portfolio
19,065
Q3 2025 Reduced 4.72%
$0
$2.34 Million 0.79% of portfolio
32,231
Q3 2025 Reduced 4.63%
$0
$2.33 Million 0.79% of portfolio
88,568
Q3 2025 Added 10.73%
$0
$2.23 Million 0.75% of portfolio
11,940
Q3 2025 Added 1.75%
$0
$2.16 Million 0.73% of portfolio
16,469
Q3 2025 Added 0.34%
$0
$2.13 Million 0.72% of portfolio
48,287
Q3 2025 Added 39.89%
$0
$2.12 Million 0.72% of portfolio
20,544
Q3 2025 Reduced 3.87%
$0
$2.07 Million 0.7% of portfolio
36,230
Q3 2025 Added 5.2%
$0
$2.04 Million 0.69% of portfolio
35,507
Q3 2025 Added 4.99%
$0
$2.04 Million 0.69% of portfolio
34,009
Q3 2025 Added 2.23%
$409B
$1.96 Million 0.66% of portfolio
2,121
Q3 2025 Added 1.73%
$0
$1.81 Million 0.61% of portfolio
38,899
Q3 2025 Reduced 1.42%
$0
$1.81 Million 0.61% of portfolio
14,977
Q3 2025 Reduced 4.93%
$0
$1.78 Million 0.6% of portfolio
12,240
Q3 2025 Added 25.14%
$891B
$1.7 Million 0.58% of portfolio
2,230
Q2 2025 New
$0
$1.67 Million 0.57% of portfolio
8,006
Q3 2025 Reduced 7.66%
$0
$1.67 Million 0.57% of portfolio
22,469
Q3 2025 Reduced 4.34%
$0
$1.67 Million 0.57% of portfolio
34,729
Q3 2025 Reduced 7.91%
$0
$1.64 Million 0.56% of portfolio
27,756
Q3 2025 Reduced 2.27%
$0
$1.53 Million 0.52% of portfolio
19,470
Q3 2025 Reduced 4.79%
$143B
$1.53 Million 0.52% of portfolio
3,347
Q3 2025 Reduced 0.27%
$477B
$1.52 Million 0.52% of portfolio
13,490
Q3 2025 Reduced 0.27%
$0
$1.54 Million 0.52% of portfolio
65,302
Q3 2025 Added 9.31%
$0
$1.47 Million 0.5% of portfolio
33,803
Q3 2025 Reduced 8.43%

Summary

  • Portfolio
  • No. of Stocks 236
  • Current Value $295 Million
  • Prior Value $269 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 106 stocks
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