Filed: 8/12/2025ACC: 0002059344-25-000003
📋 What this filing means
INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC filed this quarterly 13F‑HR report disclosing 220 equity positions with a total reported market value of $269.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
220
Positions
$269.1K
Total AUM (reported)
3.29M
Total Shares
Allocation by class
COM$269.1K100.0%
Portfolio Concentration
Top 3$43.0K16.0%
4–10$39.6K14.7%
11–25$44.5K16.5%
Rest$142.0K52.8%
Top 3 weight
16.0%
Top 10 weight
30.7%
Voting Authority Distribution
Total shares with voting rights: 3.29M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.29M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole220
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings220
Rows:
MICROSOFT CORP
SOLEShares35.88K
TypeSH
Market value$17.8K
6.63%
Sole
0.00
Shared
0.00
None
35.88K
SCHWAB STRATEGIC TR
SOLEShares485.52K
TypeSH
Market value$12.9K
4.78%
Sole
0.00
Shared
0.00
None
485.52K
APPLE INC
SOLEShares59.98K
TypeSH
Market value$12.3K
4.57%
Sole
0.00
Shared
0.00
None
59.98K
INVESCO QQQ TR
SOLEShares17.86K
TypeSH
Market value$9.9K
3.66%
Sole
0.00
Shared
0.00
None
17.86K
AMAZON COM INC
SOLEShares28.25K
TypeSH
Market value$6.2K
2.30%
Sole
0.00
Shared
0.00
None
28.25K
ISHARES TR
SOLEShares29.49K
TypeSH
Market value$5.4K
2.00%
Sole
0.00
Shared
0.00
None
29.49K
REALTY INCOME CORP
SOLEShares85.20K
TypeSH
Market value$4.9K
1.82%
Sole
0.00
Shared
0.00
None
85.20K
VANGUARD WHITEHALL FDS
SOLEShares36.45K
TypeSH
Market value$4.9K
1.81%
Sole
0.00
Shared
0.00
None
36.45K
SPDR SERIES TRUST
SOLEShares48.05K
TypeSH
Market value$4.4K
1.64%
Sole
0.00
Shared
0.00
None
48.05K
CATERPILLAR INC
SOLEShares10.22K
TypeSH
Market value$4.0K
1.47%
Sole
0.00
Shared
0.00
None
10.22K
J P MORGAN EXCHANGE TRADED F
SOLEShares64.62K
TypeSH
Market value$3.9K
1.44%
Sole
0.00
Shared
0.00
None
64.62K
VISA INC
SOLEShares10.58K
TypeSH
Market value$3.8K
1.40%
Sole
0.00
Shared
0.00
None
10.58K
BROADCOM INC
SOLEShares13.26K
TypeSH
Market value$3.7K
1.36%
Sole
0.00
Shared
0.00
None
13.26K
SPDR SERIES TRUST
SOLEShares36.15K
TypeSH
Market value$3.4K
1.28%
Sole
0.00
Shared
0.00
None
36.15K
NVIDIA CORPORATION
SOLEShares19.62K
TypeSH
Market value$3.1K
1.15%
Sole
0.00
Shared
0.00
None
19.62K
IRON MTN INC DEL
SOLEShares30.03K
TypeSH
Market value$3.1K
1.14%
Sole
0.00
Shared
0.00
None
30.03K
SELECT SECTOR SPDR TR
SOLEShares11.45K
TypeSH
Market value$2.9K
1.08%
Sole
0.00
Shared
0.00
None
11.45K
VANGUARD INDEX FDS
SOLEShares10.35K
TypeSH
Market value$2.9K
1.08%
Sole
0.00
Shared
0.00
None
10.35K
NNN REIT INC
SOLEShares66.36K
TypeSH
Market value$2.9K
1.06%
Sole
0.00
Shared
0.00
None
66.36K
PACER FDS TR
SOLEShares67.37K
TypeSH
Market value$2.7K
1.00%
Sole
0.00
Shared
0.00
None
67.37K
ENSIGN GROUP INC
SOLEShares17.22K
TypeSH
Market value$2.7K
0.99%
Sole
0.00
Shared
0.00
None
17.22K
MERCK & CO INC
SOLEShares33.09K
TypeSH
Market value$2.6K
0.97%
Sole
0.00
Shared
0.00
None
33.09K
VANGUARD INDEX FDS
SOLEShares5.49K
TypeSH
Market value$2.4K
0.89%
Sole
0.00
Shared
0.00
None
5.49K
ISHARES TR
SOLEShares20.01K
TypeSH
Market value$2.3K
0.86%
Sole
0.00
Shared
0.00
None
20.01K
BLACKROCK ETF TRUST
SOLEShares33.80K
TypeSH
Market value$2.3K
0.84%
Sole
0.00
Shared
0.00
None
33.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 35.88K | SH | $17.8K 6.63% | 0.00 | 0.00 | 35.88K |
SCHWAB STRATEGIC TRSOLE | COM | 485.52K | SH | $12.9K 4.78% | 0.00 | 0.00 | 485.52K |
APPLE INCSOLE | COM | 59.98K | SH | $12.3K 4.57% | 0.00 | 0.00 | 59.98K |
INVESCO QQQ TRSOLE | COM | 17.86K | SH | $9.9K 3.66% | 0.00 | 0.00 | 17.86K |
AMAZON COM INCSOLE | COM | 28.25K | SH | $6.2K 2.30% | 0.00 | 0.00 | 28.25K |
ISHARES TRSOLE | COM | 29.49K | SH | $5.4K 2.00% | 0.00 | 0.00 | 29.49K |
REALTY INCOME CORPSOLE | COM | 85.20K | SH | $4.9K 1.82% | 0.00 | 0.00 | 85.20K |
VANGUARD WHITEHALL FDSSOLE | COM | 36.45K | SH | $4.9K 1.81% | 0.00 | 0.00 | 36.45K |
SPDR SERIES TRUSTSOLE | COM | 48.05K | SH | $4.4K 1.64% | 0.00 | 0.00 | 48.05K |
CATERPILLAR INCSOLE | COM | 10.22K | SH | $4.0K 1.47% | 0.00 | 0.00 | 10.22K |
J P MORGAN EXCHANGE TRADED FSOLE | COM | 64.62K | SH | $3.9K 1.44% | 0.00 | 0.00 | 64.62K |
VISA INCSOLE | COM | 10.58K | SH | $3.8K 1.40% | 0.00 | 0.00 | 10.58K |
BROADCOM INCSOLE | COM | 13.26K | SH | $3.7K 1.36% | 0.00 | 0.00 | 13.26K |
SPDR SERIES TRUSTSOLE | COM | 36.15K | SH | $3.4K 1.28% | 0.00 | 0.00 | 36.15K |
NVIDIA CORPORATIONSOLE | COM | 19.62K | SH | $3.1K 1.15% | 0.00 | 0.00 | 19.62K |
IRON MTN INC DELSOLE | COM | 30.03K | SH | $3.1K 1.14% | 0.00 | 0.00 | 30.03K |
SELECT SECTOR SPDR TRSOLE | COM | 11.45K | SH | $2.9K 1.08% | 0.00 | 0.00 | 11.45K |
VANGUARD INDEX FDSSOLE | COM | 10.35K | SH | $2.9K 1.08% | 0.00 | 0.00 | 10.35K |
NNN REIT INCSOLE | COM | 66.36K | SH | $2.9K 1.06% | 0.00 | 0.00 | 66.36K |
PACER FDS TRSOLE | COM | 67.37K | SH | $2.7K 1.00% | 0.00 | 0.00 | 67.37K |
ENSIGN GROUP INCSOLE | COM | 17.22K | SH | $2.7K 0.99% | 0.00 | 0.00 | 17.22K |
MERCK & CO INCSOLE | COM | 33.09K | SH | $2.6K 0.97% | 0.00 | 0.00 | 33.09K |
VANGUARD INDEX FDSSOLE | COM | 5.49K | SH | $2.4K 0.89% | 0.00 | 0.00 | 5.49K |
ISHARES TRSOLE | COM | 20.01K | SH | $2.3K 0.86% | 0.00 | 0.00 | 20.01K |
BLACKROCK ETF TRUSTSOLE | COM | 33.80K | SH | $2.3K 0.84% | 0.00 | 0.00 | 33.80K |
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