Investor's Fiduciary Advisor Network, LLC
•CIK: 2044901•Filing: Q4 2025
**Investor's Fiduciary Advisor Network, LLC** manages $466M across a diversified portfolio of 273 positions. The strategy exhibits significant concentration in technology and quality names, highlighted by the top holdings of NDQ at $40.6M, MSFT at $17.2M, and AAPL at $17.0M. Further allocations include substantial positions in QUAL ($16.8M) and a core defensive tilt with SCHD ($12.9M) and SCHV ($12.6M). This structure suggests a mandate focused on established, high-quality equity exposure.
Total AUM
$466.2M
QoQ Performance
+58.0%
Positions
161
Top 10 Concentration
35.6%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
NDQ8.7%
MSFT3.7%
AAPL3.6%
QUAL3.6%
SCHD2.8%
SCHV2.7%
DON2.6%
VO2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.7%
Technology12.2%
Financial3.5%
Consumer3.0%
Healthcare2.6%
ETF2.3%
Industrial2.3%
Real Estate1.1%
🚪 Exited Positionssold since Q3 2025
+56 more exited positions
Changes from Q3 2025
NEW25 new positions
↑111 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024