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
$1.58T
$308,000 0.1% of portfolio
1,105
Q3 2025 New
$0
$287,000 0.1% of portfolio
385
Q3 2025 Added 8.45%
$0
$258,000 0.09% of portfolio
3,447
Q3 2025 New
$0
$276,000 0.09% of portfolio
1,901
Q2 2025 New
$85.1B
$253,000 0.09% of portfolio
1,193
Q2 2025 New
$34.3B
$262,000 0.09% of portfolio
2,612
Q3 2025 Added 0.08%
$337B
$278,000 0.09% of portfolio
926
Q3 2025 New
$0
$251,000 0.09% of portfolio
4,464
Q3 2025 Reduced 31.3%
$0
$267,000 0.09% of portfolio
3,079
Q4 2024 New
$312B
$280,000 0.09% of portfolio
811
Q3 2025 Reduced 2.29%
$17.4B
$275,000 0.09% of portfolio
3,542
Q3 2025 Added 0.06%
$123B
$234,000 0.08% of portfolio
713
Q2 2025 New
$253B
$227,000 0.08% of portfolio
949
Q3 2025 Added 2.59%
$0
$228,000 0.08% of portfolio
1,919
Q3 2025 Added 3.12%
$69.3B
$250,000 0.08% of portfolio
5,174
Q2 2025 New
$77.6B
$239,000 0.08% of portfolio
3,834
Q3 2025 Reduced 0.75%
$0
$229,000 0.08% of portfolio
2,927
Q3 2025 New
$0
$228,000 0.08% of portfolio
910
Q4 2024 New
$0
$241,000 0.08% of portfolio
2,343
Q3 2025 New
$0
$240,000 0.08% of portfolio
4,471
Q3 2025 New
$0
$246,000 0.08% of portfolio
4,850
Q3 2025 Added 3.7%
$0
$216,000 0.07% of portfolio
3,322
Q3 2025 Reduced 1.19%
$55.2B
$207,000 0.07% of portfolio
679
Q3 2025 New
$14.5B
$216,000 0.07% of portfolio
5,500
Q1 2025 New
$205B
$203,000 0.07% of portfolio
992
Q3 2025 New
Viking Holdings LTD
-
$207,000 0.07% of portfolio
-
Q3 2025 New
$0
$211,000 0.07% of portfolio
2,490
Q2 2025 New
$0
$212,000 0.07% of portfolio
1,868
Q3 2025 Reduced 72.3%
$0
$214,000 0.07% of portfolio
3,030
Q3 2025 Reduced 2.16%
$44.6B
$221,000 0.07% of portfolio
3,278
Q2 2025 New
$204B
$207,000 0.07% of portfolio
1,814
Q3 2025 Reduced 13.16%
$11.4B
$221,000 0.07% of portfolio
9,583
Q3 2025 New
$127B
$200,000 0.07% of portfolio
565
Q3 2025 New
$0
$170,000 0.06% of portfolio
11,939
Q3 2025 Added 3.57%
$0
$117,000 0.04% of portfolio
13,176
Q2 2025 New

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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