Investor's Fiduciary Advisor Network, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Investor's Fiduciary Advisor Network, LLC reported 199 stock positions worth $261.2 million. Its top holding was Microsoft (MSFT) at 6.0% of the portfolio, followed by Apple (AAPL, 5.9%) and Schwab US DVD Equity ETF (SCHD, 4.9%).
- Most Recent 13F
- Q2 2026
- Location
- SNOQUALMIE, WA
- CIK
- 0002044901
- Portfolio Value
- $261.2M (Q4 2024)
- SEC Filing
- 0002044901-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 199 stocks · $261.2M
| MSFT Microsoft Corp. | 6.00% | 37,204 | $15.7M | — |
| AAPL Apple Inc. | 5.90% | 61,541 | $15.4M | — |
| SCHD Schwab US DVD Equity ETF | 4.94% | 472,547 | $12.9M | — |
| QQQ Invesco QQQ Trust Series 1 | 3.60% | 18,408 | $9.4M | — |
| AMZN Amazon.com Inc. | 2.16% | 25,760 | $5.7M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.06% | 58,990 | $5.4M | — |
| QUAL iShares MSCI USA Quality Fac | 2.02% | 29,694 | $5.3M | — |
| VYM Vanguard High DVD Yield ETF | 1.71% | 35,027 | $4.5M | — |
| NOBL Proshares S&P 500 Dividend A | 1.67% | 43,880 | $4.4M | — |
| O Realty Income Corp. | 1.65% | 80,642 | $4.3M | — |
| CAT Caterpillar Inc. | 1.42% | 10,205 | $3.7M | — |
| V Visa Inc. Class A | 1.41% | 11,660 | $3.7M | — |
| AVGO Broadcom Inc. | 1.40% | 15,829 | $3.7M | — |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 1.40% | 34,675 | $3.6M | — |
| JQUA JPMorgan US Quality Factor | 1.34% | 61,239 | $3.5M | — |
| MRK Merck & Co. Inc. | 1.30% | 34,146 | $3.4M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.28% | 38,018 | $3.3M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.18% | 44,745 | $3.1M | — |
| DSI iShares ESG MSCI KLD 400 ETF | 1.15% | 27,316 | $3.0M | — |
| LCTU iShares U.S. Carbon Transiti | 1.15% | 46,880 | $3.0M | — |
| GOOG Alphabet Inc. Class C | 1.14% | 15,652 | $3.0M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.09% | 10,816 | $2.9M | — |
| XLK SS Technology Select Sector | 1.08% | 12,142 | $2.8M | — |
| NNN NNN REIT Inc. | 1.03% | 65,582 | $2.7M | — |
| LLY Eli Lilly & Co. | 0.95% | 3,216 | $2.5M | — |
| ENSG The Ensign Group Inc. | 0.94% | 18,548 | $2.5M | — |
| NVDA Nvidia Corp. | 0.94% | 18,354 | $2.5M | — |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.87% | 51,753 | $2.3M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.84% | 11,102 | $2.2M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.84% | 5,340 | $2.2M | — |
| USXF iShares ESG Advance MSCI USA | 0.82% | 43,274 | $2.2M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.79% | 45,742 | $2.1M | — |
| VFH Vanguard Financials ETF | 0.79% | 17,425 | $2.1M | — |
| IVW iShares S&P 500 Growth ETF | 0.79% | 20,208 | $2.1M | — |
| FTSM First Trust Enh Short Mat FD | 0.74% | 32,519 | $1.9M | — |
| COST Costco Wholesale Corp. | 0.71% | 2,020 | $1.9M | — |
| SUSC iShares ESG Aware Usd Corpor | 0.71% | 81,115 | $1.8M | — |
| EAGG iShares ESG Aware US Aggrega | 0.69% | 39,091 | $1.8M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.67% | 10,330 | $1.7M | — |
| CVX Chevron Corp. | 0.66% | 11,885 | $1.7M | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.61% | 31,084 | $1.6M | — |
| XOM Exxon Mobil Corp. | 0.61% | 14,789 | $1.6M | — |
| FDL First Trust Morn DVD Lead Inc. | 0.57% | 37,081 | $1.5M | — |
| JEPI JPMorgan Equity Premium Inco | 0.57% | 25,857 | $1.5M | — |
| FVD First Trust Value Line DVD | 0.56% | 33,289 | $1.5M | — |
| BX Blackstone Inc. | 0.55% | 8,387 | $1.4M | — |
| DMXF iShares ESG Advanc MSCI Eafe | 0.55% | 22,121 | $1.4M | — |
| DE Deere & Co. | 0.54% | 3,319 | $1.4M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.54% | 24,843 | $1.4M | — |
| ESGU iShares ESG Aware MSCI USA | 0.53% | 10,684 | $1.4M | — |
| HD Home Depot Inc. | 0.52% | 3,501 | $1.4M | — |
| MBB iShares MBS ETF | 0.52% | 14,840 | $1.4M | — |
| PG The Procter & Gamble Co. | 0.51% | 7,981 | $1.3M | — |
| SO The Southern Co. | 0.51% | 16,251 | $1.3M | — |
| SCHZ Schwab US Aggregate Bond ETF | 0.51% | 58,647 | $1.3M | — |
| EFG iShares MSCI Eafe Growth ETF | 0.48% | 13,069 | $1.3M | — |
| BND Vanguard Total Bond Market | 0.48% | 17,584 | $1.3M | — |
| VHT Vanguard Health Care ETF | 0.48% | 4,973 | $1.3M | — |
| SCHW Schwab (charles) Corp. | 0.47% | 16,481 | $1.2M | — |
| BIPC Brookfield Infrastructure-A | 0.46% | 29,988 | $1.2M | — |
| DHR Danaher Corp. | 0.46% | 5,217 | $1.2M | — |
| EFV iShares MSCI Eafe Value ETF | 0.45% | 22,535 | $1.2M | — |
| EPD Enterprise Products Partners | 0.44% | 36,545 | $1.1M | — |
| AMD Advanced Micro Devices | 0.42% | 9,115 | $1.1M | — |
| CSCO Cisco Systems Inc. | 0.41% | 17,960 | $1.1M | — |
| DGRO iShares Core Dividend Growth | 0.41% | 17,335 | $1.1M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.39% | 1,742 | $1.0M | — |
| MUB iShares National Muni Bond E | 0.38% | 9,359 | $997K | — |
| JNJ Johnson & Johnson | 0.38% | 6,806 | $984K | — |
| ESGE iShares Inc. iShares ESG Awar | 0.36% | 28,108 | $938K | — |
| RSPT Invesco S&P 500 Equal Weight | 0.35% | 24,780 | $927K | — |
| JPM JPMorgan Chase & Co. | 0.35% | 3,780 | $905K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.34% | 3,752 | $901K | — |
| IVV iShares Core S&P 500 ETF | 0.34% | 1,529 | $900K | — |
| QTEC First Trust Nasdq 100 Tech I | 0.34% | 4,760 | $896K | — |
| IVE iShares S&P 500 Value ETF | 0.33% | 4,569 | $872K | — |
| IYW iShares Ustechnology ETF | 0.33% | 5,455 | $870K | — |
| LOW Lowe's Cos Inc. | 0.33% | 3,505 | $865K | — |
| ABBV Abbvie Inc. | 0.33% | 4,833 | $858K | — |
| XLV SS Health Care Select Sector | 0.32% | 6,061 | $833K | — |
| WK Workiva Inc. | 0.32% | 7,560 | $827K | — |
| META Meta Platforms Inc. Class A | 0.31% | 1,370 | $802K | — |
| PEP Pepsico Inc. | 0.31% | 5,280 | $802K | — |
| NFLX Netflix Inc. | 0.31% | 899 | $801K | — |
| BLK BlackRock Inc. | 0.31% | 780 | $800K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 2,753 | $797K | — |
| WM Waste Management Inc. | 0.29% | 3,750 | $756K | — |
| UPS United Parcel Service Class B | 0.29% | 5,921 | $746K | — |
| AMGN Amgen Inc. | 0.28% | 2,821 | $735K | — |
| SHEL Shell PLC-ADR | 0.28% | 11,635 | $728K | — |
| ADBE Adobe Inc. | 0.28% | 1,632 | $725K | — |
| KO The Coca-Cola Co. | 0.27% | 11,340 | $706K | — |
| IQLT iShares MSCI International Q | 0.27% | 19,015 | $705K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.26% | 12,167 | $674K | — |
| UNP Union Pacific Corp. | 0.26% | 2,928 | $667K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.26% | 9,488 | $666K | — |
| PFE Pfizer Inc. | 0.25% | 25,066 | $664K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 14,744 | $647K | — |
| WFC Wells Fargo & Co. | 0.24% | 9,004 | $632K | — |
| IUSG iShares Core S&P U.S. Growth | 0.24% | 4,526 | $630K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 219 | $294.5M | AAPL, SCHD, MSFT, QQQ, CAT |
| Q1 2026 | 270 | $326.4M | AAPL, SCHD, MSFT, QQQ, BIL |
| Q4 2025 | 273 | $466.2M | QQQ, MSFT, AAPL, QUAL, SCHD |
| Q3 2025 | 236 | $295.1M | MSFT, AAPL, SCHD, QQQ, AMZN |
| Q2 2025 | 220 | $269.1M | MSFT, SCHD, AAPL, QQQ, AMZN |
| Q1 2025 | 166 | $212.0M | SCHD, AAPL, QQQ, MSFT, BIL |
| Q4 2024 | 199 | $261.2M | MSFT, AAPL, SCHD, QQQ, AMZN |