Institutional Fund
Integrated Advisors Network LLC
Dallas, TXCIK 16601775 filings on record
Portfolio Value
$1.91B
Q1 2026
Holdings
687
Reported positions
New Buys
92
Opened this quarter
QoQ Change
-15.6%
from $2.26B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr4.9%
- Spdr S&P 500 ETF Tr3.0%
- Spdr Series Trust2.7%
- Apple Inc2.6%
- Nvidia Corporation1.9%
- Ishares Tr1.6%
- Other83.1%
Portfolio Holdings
687 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 141.7K | $92.55M | 4.9% | −33.2K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 89.2K | $58.02M | 3.0% | −28.5K | Reduced |
| 3 | Spdr Series Trust | 569.2K | $52.16M | 2.7% | +269.4K | Added |
| 4 | Apple Inc | 198.3K | $50.33M | 2.6% | −35.8K | Reduced |
| 5 | Nvidia Corporation | 212.4K | $37.05M | 1.9% | −64.1K | Reduced |
| 6 | Ishares Tr | 456.0K | $31.23M | 1.6% | +75.1K | Added |
| 7 | Caterpillar Inc | 42.7K | $30.23M | 1.6% | −3.0K | Reduced |
| 8 | Invesco Qqq Tr | 47.9K | $27.66M | 1.5% | −8.9K | Reduced |
| 9 | Vanguard Index Fds | 44.2K | $26.43M | 1.4% | −7.4K | Reduced |
| 10 | Microsoft Corp | 68.9K | $25.52M | 1.3% | −14.1K | Reduced |
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