13F filer

Investor's Fiduciary Advisor Network

As of Jun 30, 2026 Filed Aug 13, 2026 CIK 2044901 SEC filings ↗

13F Value

$294.5M

Positions

219

Top Position

AAPL4.5%

Top 5

19.9%

Latest filing changes

vs Mar 31, 2026

1 VTV Vanguard Morningstar Value Index Fund — ETF Shares +35.6%+$2.0M

2 RSPT Invesco S&P 500 Equal Weight Technology ETF +73.6%+$1.5M

3 VEA Vanguard Developed Markets Index Fund — ETF Shares +41.4%+$692K

4 VOO Vanguard 500 Index Fund — ETF Shares +19.0%+$559K

5 IQLT iShares MSCI Intl Quality Factor ETF +18.9%+$532K

Holdings219

#
1	AAPL Apple	4.5%	$13.3M	-20.1%	46.1K	4.5%	Common Stock
2	SCHD Schwab U.S. Dividend Equity ETF	4.3%	$12.6M	-8.8%	397.1K	4.1%	ETF
3	MSFT Microsoft	4.1%	$12.0M	-6.8%	32.0K	3.9%	Common Stock
4	QQQ Invesco QQQ Trust, Series 1	3.7%	$10.8M	-12.4%	14.7K	3.0%	ETF
5	CAT Caterpillar	3.4%	$10.0M	-1.7%	9.4K	2.1%	Common Stock
6	VTV Vanguard Morningstar Value Index Fund — ETF Shares	2.5%	$7.5M	+35.6%	34.4K	1.5%	ETF
7	BIL State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF	2.5%	$7.3M	+1.7%	79.6K	2.2%	ETF
8	AMZN Amazon	2.2%	$6.6M	-1.9%	27.6K	1.8%	Common Stock
9	VYM Vanguard High Dividend Yield Index Fund — ETF Shares	1.8%	$5.4M	-3.2%	34.4K	1.6%	ETF
10	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 10,125 reported quantity $5,066,000 reported value	1.7%	$5.1M	-5.7%	10.1K	1.6%	Common Stock
11	NVDA NVIDIA	1.5%	$4.5M	-5.4%	22.7K	1.3%	Common Stock
12	ICOW Pacer Developed Markets International Cash Cows 100 ETF	1.5%	$4.5M	+4.4%	107.7K	1.3%	ETF
13	O Realty Income	1.4%	$4.2M	-12.6%	67.8K	1.5%	Common Stock
14	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	1.4%	$4.1M	-6.3%	34.1K	1.1%	ETF
15	MRK Merck	1.4%	$4.0M	-5.1%	31.4K	1.2%	Common Stock
16	RSPT Invesco S&P 500 Equal Weight Technology ETF	1.2%	$3.6M	+73.6%	56.3K	0.4%	ETF
17	QUAL iShares MSCI USA Quality Factor ETF	1.2%	$3.6M	-27.5%	16.2K	1.3%	ETF
18	VOO Vanguard 500 Index Fund — ETF Shares	1.2%	$3.5M	+19.0%	5.1K	0.8%	ETF
19	IQLT iShares MSCI Intl Quality Factor ETF	1.1%	$3.3M	+18.9%	67.4K	0.8%	ETF
20	XLK State Street(R) Technology Select Sector SPDR(R) ETF	1.1%	$3.3M	-22.1%	17.2K	0.9%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing72

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.