Investor's Fiduciary Advisor Network
Investor's Fiduciary Advisor Network reported 219 stocks worth $294K in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are AAPL (4.5%), SCHD (4.3%) and MSFT (4.1%). Compared with Q1 2026, the fund opened new positions in MU, added to VTV, BIL and ICOW, trimmed AAPL, SCHD and MSFT and sold out of SPYM, EAGG and SUSC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $13K | 4.5% | 46K | −12K (−20%) | 7 of 7 | |
| 2 |  SCHD Schwab US Dividend Equity ETF | $13K | 4.3% | 397K | −38K (−9%) | 7 of 7 | |
| 3 |  MSFT Microsoft Corp | $12K | 4.1% | 32K | −2,354 (−7%) | 7 of 7 | |
| 4 |  QQQ Invesco Qqq TR | $11K | 3.7% | 15K | −2,075 (−12%) | 7 of 7 | |
| 5 |  CAT Caterpillar Inc | $10K | 3.4% | 9,387 | −158 (−2%) | 6 of 7 | |
| 6 |  VTV Vanguard Index Fds | $7K | 2.5% | 34K | +9,037 (+36%) | 7 of 7 | |
| 7 |  BIL ST Stert Spdr Blmbg 1 3 | $7K | 2.5% | 80K | +1,350 (+2%) | 7 of 7 | |
| 8 |  AMZN Amazon Com Inc | $7K | 2.2% | 28K | −545 (−2%) | 7 of 7 | |
| 9 |  VYM Vanguard Whitehall Fds | $5K | 1.8% | 34K | −1,140 (−3%) | 7 of 7 | |
| 10 |  BRK.B Berkshire Hathaway Inc Del | $5K | 1.7% | 10K | −610 (−6%) | 4 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SPYM Spdr Series Trust | $2K | 24K |
 EAGG Ishares TR | $2K | 36K |
 SUSC Ishares TR | $2K | 70K |
 IVE Ishares TR | $2K | 7,208 |
 DYNF Blackrock ETF Trust | $1K | 26K |
🔒 Free account: see all 30.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Investor's Fiduciary Advisor Network 13F FAQ
What does Investor's Fiduciary Advisor Network own?
Investor's Fiduciary Advisor Network reported 219 stocks worth $294K in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are AAPL (4.5%), SCHD (4.3%) and MSFT (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Investor's Fiduciary Advisor Network buy and sell in Q2 2026?
Compared with Q1 2026: 21 new positions, 43 added to, 146 trimmed and 72 sold out. New positions include MU. It sold all of SPYM, EAGG and SUSC.
When will Investor's Fiduciary Advisor Network file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Investor's Fiduciary Advisor Network's portfolio worth?
The Q2 2026 filing reports $294K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.