Investor's Fiduciary Advisor Network, LLC

13F filer, CIK 2044901, SNOQUALMIE, WA

Investor's Fiduciary Advisor Network, LLC reported $212,102,000 across 166 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-29. Its ten largest share positions make up 31.96% of the portfolio.

Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001898296-25-000007

Period: 2025-03-31
Reported value: $212M
Holdings: 166
Top 10 weight: 31.96%
New: 7
Sold out: 40

Largest buys vs the previous quarter

Security	Shares change	Approx. value
JPIEnew	+31,537	$1.45M
EMXCadded	+14,006	$771K
COWZnew	+11,736	$642K
CALFadded	+14,020	$526K
IQLTadded	+9,652	$383K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
MSFTreduced	-18,739	-$7.03M
CATexited	-10,205	-$3.7M
AAPLreduced	-11,878	-$2.64M
LLYexited	-3,216	-$2.48M
DEexited	-3,319	-$1.41M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001898296-25-000007, largest first. % of portfolio is the value over $212,021,000, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
SCHDSCHWAB STRATEGIC TR	478,996	$13.4M	6.32%	+6,449	Timeline
AAPLAPPLE INC	49,663	$11M	5.2%	-11,878	Timeline
QQQINVESCO QQQ TR	17,886	$8.39M	3.96%	-522	Timeline
MSFTMICROSOFT CORP	18,465	$6.93M	3.27%	-18,739	Timeline
BILSPDR SERIES TRUST	56,444	$5.18M	2.44%	-2,546	Timeline
QUALISHARES TR	30,047	$5.13M	2.42%	+353	Timeline
OREALTY INCOME CORP	83,688	$4.85M	2.29%	+3,046	Timeline
AMZNAMAZON COM INC	23,969	$4.56M	2.15%	-1,791	Timeline
VYMVANGUARD WHITEHALL FDS	33,095	$4.27M	2.01%	-1,932	Timeline
NOBLPROSHARES TR	39,507	$4.04M	1.9%	-4,373	Timeline
JQUAJ P MORGAN EXCHANGE TRADED F	63,095	$3.56M	1.68%	+1,856	Timeline
VVISA INC	9,854	$3.45M	1.63%	-1,806	Timeline
LCTUBLACKROCK ETF TRUST	48,916	$2.96M	1.4%	+2,036	Timeline
SPYGSPDR SERIES TRUST	35,642	$2.86M	1.35%	-2,376	Timeline
SPYMSPDR SERIES TRUST	42,888	$2.82M	1.33%	-1,857	Timeline
DSIISHARES TR	27,292	$2.79M	1.32%	-24	Timeline
NNNNNN REIT INC	64,292	$2.74M	1.29%	-1,290	Timeline
IRMIRON MTN INC DEL	30,949	$2.66M	1.26%	-3,726	Timeline
VOVANGUARD INDEX FDS	10,138	$2.62M	1.24%	-678	Timeline
MRKMERCK & CO INC	27,574	$2.48M	1.17%	-6,572	Timeline
CALFPACER FDS TR	65,773	$2.47M	1.16%	+14,020	Timeline
GOOGALPHABET INC	15,438	$2.41M	1.14%	-214	Timeline
ENSGENSIGN GROUP INC	18,111	$2.34M	1.11%	-437	Timeline
AVGOBROADCOM INC	13,692	$2.29M	1.08%	-2,137	Timeline
XLKSELECT SECTOR SPDR TR	10,709	$2.21M	1.04%	-1,433	Timeline
USXFISHARES TR	46,296	$2.16M	1.02%	+3,022	Timeline
IUSBISHARES TR	44,722	$2.06M	0.97%	-1,020	Timeline
VTVVANGUARD INDEX FDS	11,624	$2.01M	0.95%	+1,294	Timeline
VFHVANGUARD WORLD FD	16,611	$1.98M	0.94%	-814	Timeline
FTSMFIRST TR EXCHANGE-TRADED FD	31,691	$1.9M	0.89%	-828	Timeline
VUGVANGUARD INDEX FDS	5,020	$1.86M	0.88%	-320	Timeline
SUSCISHARES TR	80,542	$1.86M	0.88%	-573	Timeline
EAGGISHARES TR	39,071	$1.85M	0.87%	-20	Timeline
IVWISHARES TR	18,833	$1.75M	0.82%	-1,375	Timeline
VBRVANGUARD INDEX FDS	9,332	$1.74M	0.82%	-1,770	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	28,451	$1.62M	0.77%	+2,594	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	36,455	$1.58M	0.75%	-626	Timeline
DMXFISHARES TR	22,634	$1.52M	0.72%	+513	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,584	$1.5M	0.71%	-436	Timeline
BNDVANGUARD BD INDEX FDS	20,209	$1.48M	0.7%	+2,625	Timeline
NVDANVIDIA CORPORATION	13,669	$1.48M	0.7%	-4,685	Timeline
DYNFBLACKROCK ETF TRUST	30,124	$1.47M	0.69%	-960	Timeline
JPIEJ P MORGAN EXCHANGE TRADED F	31,537	$1.45M	0.68%	new	Timeline
SOSOUTHERN CO	15,721	$1.45M	0.68%	-530	Timeline
EMXCISHARES INC	26,173	$1.44M	0.68%	+14,006	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	27,517	$1.42M	0.67%	+2,674	Timeline
SCHZSCHWAB STRATEGIC TR	60,921	$1.41M	0.67%	+2,274	Timeline
MBBISHARES TR	14,829	$1.39M	0.66%	-11	Timeline
FVDFIRST TR EXCHANGE-TRADED FD	30,947	$1.38M	0.65%	-2,342	Timeline
ESGUISHARES TR	11,219	$1.37M	0.64%	+535	Timeline
VHTVANGUARD WORLD FD	5,045	$1.33M	0.63%	+72	Timeline
EFVISHARES TR	21,434	$1.26M	0.6%	-1,101	Timeline
EFGISHARES TR	12,142	$1.21M	0.57%	-927	Timeline
SCHWCHARLES SCHWAB CORP (THE)	15,435	$1.21M	0.57%	-1,046	Timeline
EPDENTERPRISE PRODS PARTNERS L	34,715	$1.19M	0.56%	-1,830	Timeline
IQLTISHARES TR	28,667	$1.14M	0.54%	+9,652	Timeline
DGROISHARES TR	18,209	$1.12M	0.53%	+874	Timeline
BIPCBROOKFIELD INFRASTRUCTURE CO	29,988	$1.08M	0.51%	0	Timeline
HDHOME DEPOT INC	2,917	$1.07M	0.5%	-584	Timeline
DHRDANAHER CORP DEL	5,212	$1.07M	0.5%	-5	Timeline
MUBISHARES TR	9,826	$1.04M	0.49%	+467	Timeline
BXBLACKSTONE INC	7,389	$1.03M	0.49%	-998	Timeline
ESGEISHARES INC	29,255	$1.02M	0.48%	+1,147	Timeline
RSPTINVESCO EXCHANGE TRADED FD T	28,449	$972K	0.46%	+3,669	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,653	$924K	0.44%	-89	Timeline
XLVSELECT SECTOR SPDR TR	5,894	$860K	0.41%	-167	Timeline
SHELSHELL PLC	11,638	$852K	0.4%	+3	Timeline
JPMJPMORGAN CHASE & CO	3,452	$846K	0.4%	-328	Timeline
IVEISHARES TR	4,432	$844K	0.4%	-137	Timeline
WMWASTE MGMT INC DEL	3,549	$821K	0.39%	-201	Timeline
VBVANGUARD INDEX FDS	3,690	$818K	0.39%	-62	Timeline
IVVISHARES TR	1,420	$798K	0.38%	-109	Timeline
QTECFIRST TR EXCHANGE-TRADED FD	4,537	$787K	0.37%	-223	Timeline
XOMEXXON MOBIL CORP	6,445	$766K	0.36%	-8,344	Timeline
CVXCHEVRON CORPORATION	4,567	$764K	0.36%	-7,318	Timeline
METAMETA PLATFORMS INC	1,306	$752K	0.35%	-64	Timeline
PFEPFIZER INC	29,207	$740K	0.35%	+4,141	Timeline
BLKBLACKROCK INC	772	$730K	0.34%	-8	Timeline
AMGNAMGEN INC	2,339	$728K	0.34%	-482	Timeline
IYWISHARES TR	4,850	$681K	0.32%	-605	Timeline
IEFAISHARES TR	8,936	$676K	0.32%	-552	Timeline
SCHXSCHWAB STRATEGIC TR	30,591	$675K	0.32%	+9,639	Timeline
GOOGLALPHABET INC	4,168	$644K	0.3%	+1,031	Timeline
COWZPACER FDS TR	11,736	$642K	0.3%	new	Timeline
MINTPIMCO ETF TR	6,273	$631K	0.3%	+1,100	Timeline
AMDADVANCED MICRO DEVICES INC	6,079	$624K	0.29%	-3,036	Timeline
LOWLOWES COS INC	2,657	$619K	0.29%	-848	Timeline
VPUVANGUARD WORLD FD	3,583	$612K	0.29%	-121	Timeline
GOVTISHARES TR	26,391	$606K	0.29%	+40	Timeline
SLBSLB LIMITED	14,430	$603K	0.28%	-33	Timeline
UPSUNITED PARCEL SVCS INC	5,428	$597K	0.28%	-493	Timeline
ALLALLSTATE CORP	2,816	$583K	0.27%	0	Timeline
TLTISHARES TR	6,382	$580K	0.27%	-62	Timeline
WKWORKIVA INC	7,560	$573K	0.27%	0	Timeline
FANGDIAMONDBACK ENERGY INC	3,559	$569K	0.27%	+74	Timeline
LCTDBLACKROCK ETF TRUST	11,824	$546K	0.26%	+631	Timeline
FDVVFIDELITY COVINGTON TRUST	10,967	$543K	0.26%	+898	Timeline
IUSGISHARES TR	4,269	$542K	0.26%	-257	Timeline
VIGIVANGUARD WHITEHALL FDS	6,467	$536K	0.25%	0	Timeline
EMLPFIRST TR EXCHANGE-TRADED FD	14,218	$533K	0.25%	-897	Timeline
XLCSELECT SECTOR SPDR TR	5,357	$516K	0.24%	-183	Timeline
BINCBLACKROCK ETF TRUST II	9,618	$503K	0.24%	+895	Timeline
IEMGISHARES INC	9,300	$501K	0.24%	-249	Timeline
SBUXSTARBUCKS CORP	4,978	$488K	0.23%	-1,619	Timeline
VTIVANGUARD INDEX FDS	1,775	$487K	0.23%	-978	Timeline
IJHISHARES TR	8,271	$482K	0.23%	-541	Timeline
NULVNUSHARES ETF TR	11,923	$482K	0.23%	0	Timeline
BEPCBROOKFIELD RENEWABLE CORP	17,145	$478K	0.23%	-550	Timeline
SPGPINVESCO EXCHANGE TRADED FD T	4,769	$476K	0.22%	-613	Timeline
VGKVANGUARD INTL EQUITY INDEX F	6,668	$468K	0.22%	0	Timeline
SPMOINVESCO EXCH TRADED FD TR II	4,983	$461K	0.22%	+111	Timeline
AREALEXANDRIA REAL ESTATE EQ IN	4,941	$457K	0.22%	+180	Timeline
IXJISHARES TR	4,955	$451K	0.21%	+1,635	Timeline
SUSBISHARES TR	17,859	$446K	0.21%	-577	Timeline
NULGNUSHARES ETF TR	5,702	$446K	0.21%	0	Timeline
WMTWALMART INC	5,048	$443K	0.21%	-928	Timeline
MSMORGAN STANLEY	3,744	$436K	0.21%	-1,051	Timeline
EUSBISHARES TR	10,009	$433K	0.2%	+377	Timeline
FLQMFRANKLIN TEMPLETON ETF TR	7,963	$422K	0.2%	+2,136	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	6,231	$413K	0.19%	0	Timeline
SYKSTRYKER CORPORATION	1,066	$396K	0.19%	-277	Timeline
IUSVISHARES TR	4,244	$391K	0.18%	-372	Timeline
XLESELECT SECTOR SPDR TR	4,128	$385K	0.18%	+180	Timeline
ESGDISHARES TR	4,499	$367K	0.17%	0	Timeline
SPHYSPDR SERIES TRUST	15,680	$367K	0.17%	0	Timeline
KOCOCA COLA CO	5,069	$363K	0.17%	-6,271	Timeline
MXIISHARES TR	4,333	$354K	0.17%	+220	Timeline
VNQVANGUARD INDEX FDS	3,862	$349K	0.16%	-139	Timeline
OWNSQUAKER INVT TR	20,184	$346K	0.16%	-13	Timeline
VTWVVANGUARD SCOTTSDALE FDS	2,556	$340K	0.16%	-1,260	Timeline
EXIISHARES TR	2,334	$339K	0.16%	+788	Timeline
ADBEADOBE INC	879	$337K	0.16%	-753	Timeline
PHYSSPROTT ASSET MANAGEMENT LP	13,366	$321K	0.15%	+940	Timeline
AIRRFIRST TR EXCHANGE TRADED FD	4,654	$317K	0.15%	+550	Timeline
UNHUNITEDHEALTH GROUP INC	588	$307K	0.14%	-358	Timeline
GRNBVANECK ETF TRUST	12,495	$300K	0.14%	+6	Timeline
LMTLOCKHEED MARTIN CORP	661	$295K	0.14%	-66	Timeline
IQDGWISDOMTREE TR	8,152	$290K	0.14%	new	Timeline
IWMISHARES TR	1,435	$286K	0.13%	+50	Timeline
MGCVANGUARD WORLD FD	1,424	$286K	0.13%	-253	Timeline
CSCOCISCO SYS INC	4,628	$285K	0.13%	-13,332	Timeline
JNJJOHNSON & JOHNSON	1,701	$282K	0.13%	-5,105	Timeline
DUKDUKE ENERGY CORP NEW	2,307	$281K	0.13%	-567	Timeline
SRESEMPRA	3,934	$280K	0.13%	-1,224	Timeline
QQQMINVESCO EXCH TRADED FD TR II	1,391	$268K	0.13%	+127	Timeline
MCDMCDONALDS CORP	858	$268K	0.13%	-1,050	Timeline
UNPUNION PAC CORP	1,117	$263K	0.12%	-1,811	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,054	$262K	0.12%	-529	Timeline
BABOEING CO	1,474	$251K	0.12%	-12	Timeline
EFAISHARES TR	3,064	$250K	0.12%	-677	Timeline
PINSPINTEREST INC	8,004	$248K	0.12%	0	Timeline
IWYISHARES TR	1,173	$247K	0.12%	-86	Timeline
DLNWISDOMTREE TR	3,079	$244K	0.12%	0	Timeline
PEPPEPSICO INC	1,558	$233K	0.11%	-3,722	Timeline
TSLATESLA INC	900	$233K	0.11%	-190	Timeline
VWOVANGUARD INTL EQUITY INDEX F	5,120	$231K	0.11%	+47	Timeline
PGPROCTER & GAMBLE CO	1,345	$229K	0.11%	-6,636	Timeline
WESWESTERN MIDSTREAM PARTNERS L	5,500	$225K	0.11%	new	Timeline
BLVVANGUARD BD INDEX FDS	3,111	$219K	0.1%	0	Timeline
NKENIKE INC	3,380	$214K	0.1%	-1,688	Timeline
VWOBVANGUARD WHITEHALL FDS	3,257	$209K	0.1%	new	Timeline
SCHASCHWAB STRATEGIC TR	8,865	$207K	0.1%	new	Timeline
RTHVANECK ETF TRUST	910	$205K	0.1%	0	Timeline
GLDMWORLD GOLD TR	3,281	$203K	0.1%	new	Timeline
ETVEATON VANCE TAX-MANAGED BUY-	11,198	$147K	0.07%	+703	Timeline
CLEARSIDE BIOMEDICAL INCCLEARSIDE BIOMEDICAL INC	33,800	$31K	0.01%	0

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
CATCATERPILLAR INC	10,205	$3.7M	shares
LLYELI LILLY & CO	3,216	$2.48M	shares
DEDEERE & CO	3,319	$1.41M	shares
ABBVABBVIE INC	4,833	$858K	shares
NFLXNETFLIX INC.	899	$801K	shares
BACBANK OF AMER CORP	14,744	$647K	shares
WFCWELLS FARGO & CO	9,004	$632K	shares
HONHONEYWELL INTL INC	2,624	$592K	shares
GISGENERAL MILLS INC	8,831	$563K	shares
QCOMQUALCOMM INC	3,655	$561K	shares
KMBKIMBERLY-CLARK CORP	3,987	$522K	shares
TAT&T INC	21,845	$497K	shares
BDXBECTON DICKINSON & CO	2,087	$473K	shares
BMYBRISTOL-MYERS SQUIBB CO	8,200	$463K	shares
ORCLORACLE CORP	2,754	$458K	shares
AXPAMERICAN EXPRESS CO	1,525	$452K	shares
INTCINTEL CORP	21,861	$438K	shares
SYYSYSCO CORP	5,508	$421K	shares
PLTRPALANTIR TECHNOLOGIES INC	4,954	$374K	shares
VZVERIZON COMMUNICATIONS INC	8,167	$326K	shares
RTXRTX CORPORATION	2,754	$318K	shares
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,605	$316K	shares
MMM3M CO	2,258	$291K	shares
CSXCSX CORP	9,010	$290K	shares
VIGVANGUARD SPECIALIZED FUNDS	1,458	$285K	shares
USBUS BANCORP	5,729	$274K	shares
DDDUPONT DE NEMOURS INC	3,273	$249K	shares
IJRISHARES TR	2,100	$241K	shares
DISDISNEY WALT CO	2,139	$238K	shares
EDCONSOLIDATED EDISON INC	2,605	$232K	shares
VOOVANGUARD INDEX FDS	428	$230K	shares
XLFSELECT SECTOR SPDR TR	4,665	$225K	shares
MDLZMONDELEZ INTL INC	3,755	$224K	shares
DISCOVER FINL SVCSDISCOVER FINL SVCS	1,264	$218K	shares
RWJINVESCO EXCH TRADED FD TR II	4,570	$209K	shares
TMUST-MOBILE US INC	937	$206K	shares
CNRGSPDR SERIES TRUST	3,417	$206K	shares
VCITVANGUARD SCOTTSDALE FDS	2,546	$204K	shares
URIUNITED RENTALS INC	288	$203K	shares
NCANUVEEN CALIFORNIA MUNI VLU F	10,176	$85K	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001898296-25-000007	base		2025-04-29	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC