Investor's Fiduciary Advisor Network, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 3, 2025), Investor's Fiduciary Advisor Network, LLC reported 236 stock positions worth $295.1 million. Its top holding was Microsoft (MSFT) at 6.2% of the portfolio, followed by Apple (AAPL, 5.1%) and Schwab US DVD Equity ETF (SCHD, 4.3%). Compared with Q2 2025, it opened 23 new positions, sold out of 7, added to 84 and reduced 106. The biggest buy was a new position in Berkshire Hathaway Class B (BRK.B) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SNOQUALMIE, WA
- CIK
- 0002044901
- Portfolio Value
- $295.1M (Q3 2025)
- SEC Filing
- 0002044901-25-000004 ↗ filed Nov 3, 2025
Holdings Value
Holdings 236 stocks · $295.1M
| MSFT Microsoft Corp. | 6.24% | 35,556 | $18.4M | Reduce -0.9% |
| AAPL Apple Inc. | 5.14% | 59,603 | $15.2M | Reduce -0.6% |
| SCHD Schwab US DVD Equity ETF | 4.34% | 468,797 | $12.8M | Reduce -3.5% |
| QQQ Invesco QQQ Trust Series 1 | 3.60% | 17,710 | $10.6M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 2.09% | 28,086 | $6.2M | Reduce -0.6% |
| QUAL iShares MSCI USA Quality Fac | 1.91% | 28,935 | $5.6M | Reduce -1.9% |
| O Realty Income Corp. | 1.76% | 85,490 | $5.2M | Add +0.3% |
| VYM Vanguard High DVD Yield ETF | 1.72% | 35,983 | $5.1M | Reduce -1.3% |
| CAT Caterpillar Inc. | 1.64% | 10,166 | $4.8M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.60% | 9,382 | $4.7M | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.56% | 50,038 | $4.6M | Add +4.2% |
| JQUA JPMorgan US Quality Factor | 1.35% | 63,143 | $4.0M | Reduce -2.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.27% | 35,797 | $3.7M | Reduce -1.0% |
| AVGO Broadcom Inc. | 1.25% | 11,202 | $3.7M | Reduce -15.5% |
| V Visa Inc. Class A | 1.18% | 10,214 | $3.5M | Reduce -3.4% |
| NVDA Nvidia Corp. | 1.10% | 17,431 | $3.3M | Reduce -11.2% |
| XLK SS Technology Select Sector | 1.10% | 11,487 | $3.2M | Add +0.3% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 1.01% | 68,217 | $3.0M | Add +1.3% |
| ENSG The Ensign Group Inc. | 1.01% | 17,200 | $3.0M | Reduce -0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.99% | 9,988 | $2.9M | Reduce -3.5% |
| NNN NNN REIT Inc. | 0.96% | 66,420 | $2.8M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.93% | 32,862 | $2.8M | Reduce -0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.89% | 5,460 | $2.6M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 0.88% | 10,643 | $2.6M | Reduce -3.2% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.84% | 24,385 | $2.5M | Reduce -18.8% |
| CVX Chevron Corp. | 0.83% | 15,772 | $2.4M | Add +9.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.81% | 19,065 | $2.4M | Reduce -4.7% |
| LCTU iShares U.S. Carbon Transiti | 0.79% | 32,231 | $2.3M | Reduce -4.6% |
| SCHX Schwab US Large-Cap ETF | 0.79% | 88,568 | $2.3M | Add +10.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.75% | 11,940 | $2.2M | Add +1.8% |
| VFH Vanguard Financials ETF | 0.73% | 16,469 | $2.2M | Add +0.3% |
| IQLT iShares MSCI International Q | 0.72% | 48,287 | $2.1M | Add +39.9% |
| NOBL Proshares S&P 500 Dividend A | 0.72% | 20,544 | $2.1M | Reduce -3.9% |
| JEPI JPMorgan Equity Premium Inco | 0.70% | 36,230 | $2.1M | Add +5.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.69% | 35,507 | $2.0M | Add +5.0% |
| FTSM First Trust Enh Short Mat FD | 0.69% | 34,009 | $2.0M | Add +2.2% |
| COST Costco Wholesale Corp. | 0.67% | 2,121 | $2.0M | Add +1.7% |
| IVW iShares S&P 500 Growth ETF | 0.61% | 14,977 | $1.8M | Reduce -4.9% |
| JPIE JPMorgan Income ETF | 0.61% | 38,899 | $1.8M | Reduce -1.4% |
| ESGU iShares ESG Aware MSCI USA | 0.60% | 12,240 | $1.8M | Add +25.1% |
| LLY Eli Lilly & Co. | 0.58% | 2,230 | $1.7M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.57% | 8,006 | $1.7M | Reduce -7.7% |
| BND Vanguard Total Bond Market | 0.57% | 22,469 | $1.7M | Reduce -4.3% |
| EAGG iShares ESG Aware US Aggrega | 0.57% | 34,729 | $1.7M | Reduce -7.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.56% | 27,756 | $1.6M | Reduce -2.3% |
| SUSC iShares ESG Aware Usd Corpor | 0.52% | 65,302 | $1.5M | Add +9.3% |
| DE Deere & Co. | 0.52% | 3,347 | $1.5M | Reduce -0.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.52% | 19,470 | $1.5M | Reduce -4.8% |
| XOM Exxon Mobil Corp. | 0.52% | 13,490 | $1.5M | Reduce -0.3% |
| FDL First Trust Morn DVD Lead Inc. | 0.50% | 33,803 | $1.5M | Reduce -8.4% |
| SO The Southern Co. | 0.50% | 15,429 | $1.5M | Reduce -1.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.48% | 20,966 | $1.4M | Add +11.7% |
| SCHZ Schwab US Aggregate Bond ETF | 0.48% | 59,933 | $1.4M | Add +4.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.47% | 4,224 | $1.4M | Add +3.7% |
| RSPT Invesco S&P 500 Equal Weight | 0.47% | 31,087 | $1.4M | Add +7.8% |
| FVD First Trust Value Line DVD | 0.47% | 29,762 | $1.4M | Reduce -2.3% |
| VZ Verizon Communications Inc. | 0.45% | 30,515 | $1.3M | Add +50.5% |
| DGRO iShares Core Dividend Growth | 0.45% | 19,684 | $1.3M | Add +1.2% |
| EFV iShares MSCI Eafe Value ETF | 0.45% | 19,730 | $1.3M | Reduce -15.8% |
| HD Home Depot Inc. | 0.45% | 3,299 | $1.3M | Reduce -2.2% |
| VHT Vanguard Health Care ETF | 0.45% | 5,107 | $1.3M | Add +1.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.45% | 28,174 | $1.3M | Reduce -19.1% |
| JNJ Johnson & Johnson | 0.43% | 6,905 | $1.3M | Add +0.8% |
| SPTS SS SPDR P St Term TSY ETF | 0.43% | 43,623 | $1.3M | Add +13.1% |
| PFE Pfizer Inc. | 0.43% | 49,647 | $1.3M | Add +4.3% |
| IEMG iShares Core MSCI Emerging | 0.42% | 18,728 | $1.2M | Reduce -2.3% |
| PG The Procter & Gamble Co. | 0.42% | 8,016 | $1.2M | Reduce -1.2% |
| BX Blackstone Inc. | 0.41% | 7,164 | $1.2M | Reduce -3.5% |
| CSCO Cisco Systems Inc. | 0.41% | 17,867 | $1.2M | Reduce -0.5% |
| AMD Advanced Micro Devices | 0.40% | 7,363 | $1.2M | Reduce -0.2% |
| BIPC Brookfield Infrastructure-A | 0.40% | 28,925 | $1.2M | Reduce -3.3% |
| XLG Invesco S&P 500 Top 50 ETF | 0.40% | 20,338 | $1.2M | Add +106.2% |
| USXF iShares ESG Advance MSCI USA | 0.39% | 20,315 | $1.2M | Reduce -26.3% |
| JPM JPMorgan Chase & Co. | 0.38% | 3,519 | $1.1M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 1,659 | $1.1M | Add +0.1% |
| IVE iShares S&P 500 Value ETF | 0.37% | 5,333 | $1.1M | Reduce -0.5% |
| SCHW Schwab (charles) Corp. | 0.37% | 11,474 | $1.1M | Reduce -4.4% |
| GOOGL Alphabet Inc. Class A | 0.37% | 4,477 | $1.1M | Add +1.8% |
| EPD Enterprise Products Partners | 0.36% | 34,412 | $1.1M | Reduce -1.7% |
| ABBV Abbvie Inc. | 0.36% | 4,643 | $1.1M | Add +0.9% |
| MBB iShares MBS ETF | 0.36% | 11,087 | $1.1M | Add +1.5% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.35% | 22,279 | $1.0M | Add +2.6% |
| DHR Danaher Corp. | 0.34% | 5,106 | $1.0M | Reduce -2.1% |
| EVMO Eaton Vance Mortgage Opp ETF | 0.33% | 19,540 | $987K | New |
| QTEC First Trust Nasdq 100 Tech I | 0.33% | 4,261 | $978K | Reduce -1.8% |
| MINT PIMCO Enhanced Short Maturit | 0.33% | 9,681 | $974K | Add +2.3% |
| META Meta Platforms Inc. Class A | 0.31% | 1,255 | $921K | Reduce -3.8% |
| ESGE iShares Inc. iShares ESG Awar | 0.31% | 21,208 | $920K | Reduce -2.2% |
| MUB iShares National Muni Bond E | 0.31% | 8,613 | $917K | Reduce -3.3% |
| BLK BlackRock Inc. | 0.31% | 776 | $904K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.30% | 9,516 | $884K | Add +28.0% |
| JMBS Janus Henderson Mortg Backed | 0.30% | 19,300 | $881K | New |
| WM Waste Management Inc. | 0.29% | 3,912 | $863K | Add +4.3% |
| FDVV Fidelity High Dividend ETF | 0.28% | 15,006 | $835K | Add +17.3% |
| XLC SS Comm Select Sector SPDR | 0.28% | 6,870 | $813K | Add +11.2% |
| UPS United Parcel Service Class B | 0.28% | 9,735 | $813K | Add +17.5% |
| IVV iShares Core S&P 500 ETF | 0.27% | 1,179 | $789K | Reduce -9.7% |
| AMGN Amgen Inc. | 0.26% | 2,764 | $780K | Add +0.4% |
| COWZ Pacer US Cash Cows 100 ETF | 0.26% | 13,517 | $776K | Add +12.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.26% | 2,996 | $761K | Reduce -6.6% |
Portfolio Sells Q2 2025 → Q3 2025
| SCHD Schwab US DVD Equity ETF | Reduce -3.5% | 4.34% | −0.44 |
| MSFT Microsoft Corp. | Reduce -0.9% | 6.24% | −0.39 |
| DMXF iShares ESG Advanc MSCI Eafe | Sold out | 0.00% | −0.31 |
| IRM Iron Mountain Inc. | Reduce -18.8% | 0.84% | −0.30 |
| V Visa Inc. Class A | Reduce -3.4% | 1.18% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 2.09% | −0.21 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -72.3% | 0.07% | −0.21 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.16 |
| USXF iShares ESG Advance MSCI USA | Reduce -26.3% | 0.39% | −0.16 |
| EUSB Ishr ESG Advn Universal BD-$ | Sold out | 0.00% | −0.16 |
| IYW iShares Ustechnology ETF | Reduce -59.1% | 0.11% | −0.15 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -19.1% | 0.45% | −0.15 |
| DE Deere & Co. | Reduce -0.3% | 0.52% | −0.12 |
| AVGO Broadcom Inc. | Reduce -15.5% | 1.25% | −0.11 |
| EAGG iShares ESG Aware US Aggrega | Reduce -7.9% | 0.57% | −0.10 |
| EFV iShares MSCI Eafe Value ETF | Reduce -15.8% | 0.45% | −0.10 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.9% | 1.91% | −0.10 |
| JQUA JPMorgan US Quality Factor | Reduce -2.3% | 1.35% | −0.10 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.3% | 1.72% | −0.09 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.5% | 0.99% | −0.08 |
| NOBL Proshares S&P 500 Dividend A | Reduce -3.9% | 0.72% | −0.08 |
| VWOB Vanguard Emerg MKTS Gov BND | Sold out | 0.00% | −0.08 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -8.4% | 0.50% | −0.08 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.08 |
| BND Vanguard Total Bond Market | Reduce -4.3% | 0.57% | −0.08 |
| NFLX Netflix Inc. | Reduce -8.2% | 0.22% | −0.07 |
| JPIE JPMorgan Income ETF | Reduce -1.4% | 0.61% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -1.2% | 0.42% | −0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -7.7% | 0.57% | −0.06 |
| BIPC Brookfield Infrastructure-A | Reduce -3.3% | 0.40% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.8% | 3.60% | −0.06 |
| ADBE Adobe Inc. | Reduce -16.4% | 0.12% | −0.05 |
| LCTU iShares U.S. Carbon Transiti | Reduce -4.6% | 0.79% | −0.05 |
| SBUX Starbucks Corp. | Reduce -9.1% | 0.16% | −0.05 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -4.7% | 0.81% | −0.05 |
| NVDA Nvidia Corp. | Reduce -11.2% | 1.10% | −0.05 |
| XLV SS Health Care Select Sector | Reduce -11.3% | 0.25% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -0.5% | 0.41% | −0.05 |
| KO The Coca-Cola Co. | Reduce -2.6% | 0.23% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -3.8% | 0.31% | −0.05 |
| FLQM Franklin U.S. Mid Cap Multif | Reduce -31.3% | 0.09% | −0.05 |
| SHEL Shell PLC-ADR | Reduce -7.7% | 0.26% | −0.04 |
| HON Honeywell International Inc. | Reduce -0.1% | 0.19% | −0.04 |
| DHR Danaher Corp. | Reduce -2.1% | 0.34% | −0.04 |
| FVD First Trust Value Line DVD | Reduce -2.3% | 0.47% | −0.04 |
| EPD Enterprise Products Partners | Reduce -1.7% | 0.36% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -0.7% | 0.93% | −0.04 |
| SO The Southern Co. | Reduce -1.1% | 0.50% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -4.4% | 0.37% | −0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| BRK.B Berkshire Hathaway Inc. Class B | New | 1.60% | +1.60 |
| EVMO Eaton Vance Mortgage Opp ETF | New | 0.33% | +0.33 |
| JMBS Janus Henderson Mortg Backed | New | 0.30% | +0.30 |
| XLG Invesco S&P 500 Top 50 ETF | Add +106.2% | 0.40% | +0.21 |
| CWEN Clearway Energy Inc. Class C | New | 0.19% | +0.19 |
| TSLX Sixth Street Specialty Lendi | New | 0.18% | +0.18 |
| IQLT iShares MSCI International Q | Add +39.9% | 0.72% | +0.17 |
| BAR Graniteshares Gold Trust | New | 0.17% | +0.17 |
| NLY Annaly Capital Management Inc. | New | 0.14% | +0.14 |
| EVUS iShares ESG Aw MSCI US Value | New | 0.14% | +0.14 |
| VZ Verizon Communications Inc. | Add +50.5% | 0.45% | +0.13 |
| BAI Ishrs AI in and Tech Act ETF | Add +149.8% | 0.20% | +0.13 |
| SHLD Global X Defense Tech ETF | New | 0.12% | +0.12 |
| ESGU iShares ESG Aware MSCI USA | Add +25.1% | 0.60% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.10% | +0.10 |
| TROW T Rowe Price Group Inc. | New | 0.10% | +0.10 |
| ICOW Pacer Developed Markets Inte | New | 0.10% | +0.10 |
| FGDL Franklin Resp Sourced Gold | New | 0.10% | +0.10 |
| GE General Electric | New | 0.09% | +0.09 |
| AVEM Avantis Emerging Markets Eq | New | 0.09% | +0.09 |
| TLH iShares 10-20 Year Treasury | New | 0.08% | +0.08 |
| XLF SS Financial Select Sector | New | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +1.8% | 0.37% | +0.08 |
| VTC Vanguard Total Corporate BND | New | 0.08% | +0.08 |
| BEN Franklin Templeton Inc. | New | 0.07% | +0.07 |
| LHX L3HARRIS Technologies Inc. | New | 0.07% | +0.07 |
| VIK Viking Holdings Ltd. | New | 0.07% | +0.07 |
| AMAT Applied Materials Inc. | New | 0.07% | +0.07 |
| GLD SPDR Gold Shares | New | 0.07% | +0.07 |
| SCHX Schwab US Large-Cap ETF | Add +10.7% | 0.79% | +0.06 |
| CVX Chevron Corp. | Add +9.1% | 0.83% | +0.06 |
| INTC Intel Corp. | Add +0.5% | 0.21% | +0.06 |
| GLDM SPDR Gold Minishares Trust | Add +48.7% | 0.15% | +0.06 |
| ESGD iShares Trust iShares ESG Aw | Add +28.0% | 0.30% | +0.05 |
| ABBV Abbvie Inc. | Add +0.9% | 0.36% | +0.05 |
| JNJ Johnson & Johnson | Add +0.8% | 0.43% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +38.3% | 0.16% | +0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +11.7% | 0.48% | +0.04 |
| IXJ iShares Global Healthcare Et | Add +31.2% | 0.19% | +0.04 |
| FDVV Fidelity High Dividend ETF | Add +17.3% | 0.28% | +0.04 |
| RSPT Invesco S&P 500 Equal Weight | Add +7.8% | 0.47% | +0.03 |
| GLW Corning Inc. | Add +0.1% | 0.11% | +0.03 |
| LRCX Lam Research Corp. | Add +7.0% | 0.11% | +0.03 |
| XLC SS Comm Select Sector SPDR | Add +11.2% | 0.28% | +0.03 |
| RDVY First Trust Rising Dividend | Add +28.9% | 0.12% | +0.03 |
| VXF Vanguard Extended Market ETF | Add +26.5% | 0.12% | +0.02 |
| XLK SS Technology Select Sector | Add +0.3% | 1.10% | +0.02 |
| EXI iShares Global Industrials E | Add +16.4% | 0.18% | +0.02 |
| COWZ Pacer US Cash Cows 100 ETF | Add +12.7% | 0.26% | +0.02 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Add +1.3% | 1.01% | +0.02 |
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 |