Investor's Fiduciary Advisor Network, LLC
SEC Form 13F institutional filer · CIK 0002044901
13F-HR · 126 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
46.7%
Investor's Fiduciary Advisor Network, LLC — $199K AUM allocation strategy
Investor's Fiduciary Advisor Network, LLC files SEC Form 13F and reports $199K of long US equity value across 126 reported holdings for 2026-03-31.
Its largest sector bet is Financials 19.6%, followed by Information Technology 17.4% and Industrials 3.4%.
The top 10 holdings account for 47% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Investor's Fiduciary Advisor Network, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$199K
total across 126 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
47% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +24.5K sh · −$425+$MS +11.2K sh · +$486+$SPYM +3.33K sh · +$179
Biggest trims (shares)
−$SCHW −471K sh · −$12.7K−$QQQ −49.4K sh · −$31K−$BLK −20.8K sh · −$2.77K
Exited to nil (held last quarter, gone now)
$DIA ($12K last qtr)$XYL ($5.53K last qtr)$BEN ($564 last qtr)$FANG ($486 last qtr)$COF ($414 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage11.1%—
- Technology Hardware, Storage & Peripherals7.4%—
- Systems Software6.4%—
- Asset Management & Custody Banks4.5%—
- Semiconductors3.7%—
- Construction Machinery & Heavy Transportation Equipment3.4%—
- Broadline Retail3.0%—
- Multi-Sector Holdings2.6%—
- Other holdings58.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 602K | $18.3K | -471K | 9.2% |
| $AAPL | Apple Inc | 57.7K | $14.7K | -4.62K | 7.4% |
| $MSFT | Microsoft Corporation | 34.4K | $12.7K | -1.23K | 6.4% |
| $CAT | Caterpillar Inc | 9.54K | $6.76K | -192 | 3.4% |
| $AMZN | Amazon.com Inc | 28.1K | $5.86K | -1.58K | 2.9% |
| $BLK | BlackRock Inc | 60.8K | $5.29K | -20.8K | 2.7% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 10.7K | $5.14K | +1.06K | 2.6% |
| $O | Realty Income Corporation | 77.5K | $4.74K | -7.47K | 2.4% |
…and 118 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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