Investor's Fiduciary Advisor Network, LLC

All 13F Filings

Location
Snoqualmie, WA
Most recent 13F
Q2 2026
Holdings value ($000)
294,461
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/13/2026 219 294,461 13F-HR Investor's Fiduciary Advisor Network, LLC
Q1 2026 5/12/2026 270 326,427 13F-HR Investor's Fiduciary Advisor Network, LLC
Q4 2025 2/12/2026 273 466,182 13F-HR Investor's Fiduciary Advisor Network, LLC
Q3 2025 11/3/2025 236 295,054 13F-HR Investor's Fiduciary Advisor Network, LLC
Q2 2025 8/12/2025 220 269,106 13F-HR Investor's Fiduciary Advisor Network, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 157.7 K 53.6% 0 6.337 K -6.337 K
ETFs 136.8 K 46.4% 0 25.11 K -25.11 K
Debt 0 0.0% 0 518 -518
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Fund Snapshot

Q2 2026
Latest filed
8/13/2026
Total value ($000)
294,461
Holdings
219
QoQ value change ($000)
-31,966 (-9.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.