Integrated Advisors Network LLC

Q2 2026 13F-HR Holdings

Location
Dallas, TX
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
679
Total value ($000)
$2,175,507
Net value change ($000)
+269,952 (14.2%)
New positions
73
Sold out positions
85
Turnover %
5.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 25,318 27.4%
AAPL 18,591 36.9%
CAT 14,144 46.8%
EMB 11,895 298.2%
AMZN 11,783 50.8%
SPY 10,941 18.9%
GOOGL 10,368 41.7%
NVDA 10,283 27.8%
CLS 10,149 NEW
PANW 9,782 69.6%
Top Reduces (Value $000, Stocks/ETFs)
BIL -18,858 -36.2%
SDS -10,703 -94.8%
AGG -6,610 -67.0%
PODD -5,609 -100.0%
IDXX -5,502 -100.0%
IJS -5,037 -100.0%
HON -4,924 -100.0%
TMDX -4,731 -100.0%
CVX -4,191 -39.2%
IJK -4,102 -81.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 917 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type