Institutional Fund
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WACIK 20449015 filings on record
Portfolio Value
$326.4K
Q1 2026
Holdings
270
Reported positions
New Buys
40
Opened this quarter
QoQ Change
-30.0%
from $466.2K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.5%
- Schwab Strategic Tr4.1%
- Microsoft Corp3.9%
- Invesco Qqq Tr3.0%
- Spdr Series Trust2.2%
- Caterpillar Inc2.1%
- Other80.3%
Portfolio Holdings
270 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 57.7K | $14.7K | 4.5% | −4.6K | Reduced |
| 2 | Schwab Strategic Tr | 435.3K | $13.4K | 4.1% | −36.0K | Reduced |
| 3 | Microsoft Corp | 34.4K | $12.7K | 3.9% | −1.2K | Reduced |
| 4 | Invesco Qqq Tr | 16.8K | $9.7K | 3.0% | −49.4K | Reduced |
| 5 | Spdr Series Trust | 78.3K | $7.2K | 2.2% | +7.6K | Added |
| 6 | Caterpillar Inc | 9.5K | $6.8K | 2.1% | −192 | Reduced |
| 7 | Amazon Com Inc | 28.1K | $5.9K | 1.8% | −1.6K | Reduced |
| 8 | Vanguard Whitehall Fds | 35.5K | $5.3K | 1.6% | −621 | Reduced |
| 9 | Berkshire Hathaway Inc Del | 10.7K | $5.1K | 1.6% | +1.1K | Added |
| 10 | Vanguard Index Fds | 25.4K | $5.0K | 1.5% | −17.2K | Reduced |
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