QuantOrb.pro

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)

$IVV$MS$SPYM

+$IVV +24.5K sh · −$425+$MS +11.2K sh · +$486+$SPYM +3.33K sh · +$179

Biggest trims (shares)

$SCHW$QQQ$BLK

−$SCHW −471K sh · −$12.7K−$QQQ −49.4K sh · −$31K−$BLK −20.8K sh · −$2.77K

Added from nil (new positions)

$CHD$XEL$MCK$AEP$COR

5 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$DIA$XYL$BEN$FANG$COF

$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)

Financials 20%Information Technology 17%ETFs 13%Industrials 3%Consumer Discretionary 3%Real Estate 2%Health Care 2%Communication Services 2%Other holdings 38%SECTORS
  • $XLFFinancials19.6%
  • $XLKInformation Technology17.4%
  • ETFs12.5%
  • $XLIIndustrials3.4%
  • $XLYConsumer Discretionary3.0%
  • $XLREReal Estate2.4%
  • $XLVHealth Care2.0%
  • $XLCCommunication Services1.5%
  • Other holdings38.1%

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 & Brokerage 11%Technology Hardware, Storage & Peripherals 7%Systems Software 6%Asset Management & Custody Banks 4%Semiconductors 4%Construction Machinery & Heavy Transportation Equipment 3%Broadline Retail 3%Multi-Sector Holdings 3%Other holdings 58%INDUSTRIES
  • 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 ↓

TickerHoldingSharesValueΔ QoQWeight
$SCHWCharles Schwab Corporation602K$18.3K-471K9.2%
$AAPLApple Inc57.7K$14.7K-4.62K7.4%
$MSFTMicrosoft Corporation34.4K$12.7K-1.23K6.4%
$CATCaterpillar Inc9.54K$6.76K-1923.4%
$AMZNAmazon.com Inc28.1K$5.86K-1.58K2.9%
$BLKBlackRock Inc60.8K$5.29K-20.8K2.7%
$BRK.BBerkshire Hathaway Inc.-Class B10.7K$5.14K+1.06K2.6%
$ORealty Income Corporation77.5K$4.74K-7.47K2.4%

…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 IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-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.

Newsletter signup

Free subscription. Daily trading day morning dispatch. No spam.