13F HOLDINGS REPORT
Investor's Fiduciary Advisor Network, LLC
Quarter ended Q3 2025 · Filed November 3, 2025 · Accession 0002044901-25-000004
Total Value
$295,054
Positions
236
Other Managers
0
Confidential Omitted
No
Holdings (236)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 35,556 | $18,416 | 6.24% |
| 2 | APPLE INC | AAPL | 59,603 | $15,176 | 5.14% |
| 3 | SCHWAB STRATEGIC TR | 808524797 | 468,797 | $12,798 | 4.34% |
| 4 | INVESCO QQQ TR | IVZ | 17,710 | $10,632 | 3.60% |
| 5 | AMAZON COM INC | AMZN | 28,086 | $6,166 | 2.09% |
| 6 | ISHARES TR | 46432F339 | 28,935 | $5,627 | 1.91% |
| 7 | REALTY INCOME CORP | O | 85,490 | $5,196 | 1.76% |
| 8 | VANGUARD WHITEHALL FDS | 921946406 | 35,983 | $5,071 | 1.72% |
| 9 | CATERPILLAR INC | CAT | 10,166 | $4,850 | 1.64% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,382 | $4,716 | 1.60% |
| 11 | SPDR SERIES TRUST | 78468R663 | 50,038 | $4,590 | 1.56% |
| 12 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 63,143 | $3,972 | 1.35% |
| 13 | SPDR SERIES TRUST | 78464A409 | 35,797 | $3,741 | 1.27% |
| 14 | BROADCOM INC | AVGO | 11,202 | $3,695 | 1.25% |
| 15 | VISA INC | V | 10,214 | $3,486 | 1.18% |
| 16 | NVIDIA CORPORATION | NVDA | 17,431 | $3,252 | 1.10% |
| 17 | SELECT SECTOR SPDR TR | 81369Y803 | 11,487 | $3,237 | 1.10% |
| 18 | PACER FDS TR | 69374H857 | 68,217 | $2,986 | 1.01% |
| 19 | ENSIGN GROUP INC | ENSG | 17,200 | $2,971 | 1.01% |
| 20 | VANGUARD INDEX FDS | 922908629 | 9,988 | $2,933 | 0.99% |
| 21 | NNN REIT INC | NNN | 66,420 | $2,827 | 0.96% |
| 22 | MERCK & CO INC | MRK | 32,862 | $2,758 | 0.93% |
| 23 | VANGUARD INDEX FDS | 922908736 | 5,460 | $2,618 | 0.89% |
| 24 | ALPHABET INC | GOOG | 10,643 | $2,592 | 0.88% |
| 25 | IRON MTN INC DEL | 46284V101 | 24,385 | $2,485 | 0.84% |
| 26 | CHEVRON CORP NEW | CVX | 15,772 | $2,449 | 0.83% |
| 27 | ISHARES TR | 464288570 | 19,065 | $2,401 | 0.81% |
| 28 | BLACKROCK ETF TRUST | BLK | 32,231 | $2,339 | 0.79% |
| 29 | SCHWAB STRATEGIC TR | 808524201 | 88,568 | $2,332 | 0.79% |
| 30 | VANGUARD INDEX FDS | 922908744 | 11,940 | $2,226 | 0.75% |
| 31 | VANGUARD WORLD FD | 92204A405 | 16,469 | $2,161 | 0.73% |
| 32 | ISHARES TR | 46434V456 | 48,287 | $2,133 | 0.72% |
| 33 | PROSHARES TR | 74348A467 | 20,544 | $2,117 | 0.72% |
| 34 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 36,230 | $2,068 | 0.70% |
| 35 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 35,507 | $2,042 | 0.69% |
| 36 | FIRST TR EXCHANGE-TRADED FD | 33739Q408 | 34,009 | $2,037 | 0.69% |
| 37 | COSTCO WHSL CORP NEW | 22160K105 | 2,121 | $1,962 | 0.66% |
| 38 | ISHARES TR | 464287309 | 14,977 | $1,808 | 0.61% |
| 39 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 38,899 | $1,805 | 0.61% |
| 40 | ISHARES TR | 46435G425 | 12,240 | $1,782 | 0.60% |
| 41 | ELI LILLY & CO | LLY | 2,230 | $1,701 | 0.58% |
| 42 | VANGUARD INDEX FDS | 922908611 | 8,006 | $1,671 | 0.57% |
| 43 | VANGUARD BD INDEX FDS | 921937835 | 22,469 | $1,670 | 0.57% |
| 44 | ISHARES TR | 46435U549 | 34,729 | $1,668 | 0.57% |
| 45 | BLACKROCK ETF TRUST | BLK | 27,756 | $1,643 | 0.56% |
| 46 | ISHARES TR | 46435G193 | 65,302 | $1,538 | 0.52% |
| 47 | DEERE & CO | DE | 3,347 | $1,530 | 0.52% |
| 48 | SPDR SERIES TRUST | 78464A854 | 19,470 | $1,525 | 0.52% |
| 49 | EXXON MOBIL CORP | XOM | 13,490 | $1,520 | 0.52% |
| 50 | FIRST TR EXCHANGE-TRADED FD | 336917109 | 33,803 | $1,467 | 0.50% |
| 51 | SOUTHERN CO | SOMN | 15,429 | $1,462 | 0.50% |
| 52 | ISHARES INC | 46434G764 | 20,966 | $1,415 | 0.48% |
| 53 | SCHWAB STRATEGIC TR | 808524839 | 59,933 | $1,406 | 0.48% |
| 54 | VANGUARD INDEX FDS | 922908769 | 4,224 | $1,386 | 0.47% |
| 55 | INVESCO EXCHANGE TRADED FD T | IVZ | 31,087 | $1,385 | 0.47% |
| 56 | FIRST TR EXCHANGE-TRADED FD | 33734H106 | 29,762 | $1,376 | 0.47% |
| 57 | VERIZON COMMUNICATIONS INC | VZ | 30,515 | $1,341 | 0.45% |
| 58 | ISHARES TR | 46434V621 | 19,684 | $1,340 | 0.45% |
| 59 | ISHARES TR | 464288877 | 19,730 | $1,338 | 0.45% |
| 60 | HOME DEPOT INC | HD | 3,299 | $1,336 | 0.45% |
| 61 | VANGUARD WORLD FD | 92204A504 | 5,107 | $1,325 | 0.45% |
| 62 | ISHARES TR | 46434V613 | 28,174 | $1,316 | 0.45% |
| 63 | JOHNSON & JOHNSON | JNJ | 6,905 | $1,280 | 0.43% |
| 64 | SPDR SERIES TRUST | 78468R101 | 43,623 | $1,279 | 0.43% |
| 65 | PFIZER INC | PFE | 49,647 | $1,265 | 0.43% |
| 66 | ISHARES INC | 46434G103 | 18,728 | $1,234 | 0.42% |
| 67 | PROCTER AND GAMBLE CO | 742718109 | 8,016 | $1,231 | 0.42% |
| 68 | BLACKSTONE INC | BX | 7,164 | $1,223 | 0.41% |
| 69 | CISCO SYS INC | CSCO | 17,867 | $1,222 | 0.41% |
| 70 | ADVANCED MICRO DEVICES INC | AMD | 7,363 | $1,191 | 0.40% |
| 71 | BROOKFIELD INFRASTRUCTURE CO | BIPC | 28,925 | $1,189 | 0.40% |
| 72 | INVESCO EXCHANGE TRADED FD T | IVZ | 20,338 | $1,169 | 0.40% |
| 73 | ISHARES TR | 46436E767 | 20,315 | $1,164 | 0.39% |
| 74 | JPMORGAN CHASE & CO. | VYLD | 3,519 | $1,110 | 0.38% |
| 75 | SPDR S&P 500 ETF TR | SPY | 1,659 | $1,105 | 0.37% |
| 76 | ISHARES TR | 464287408 | 5,333 | $1,101 | 0.37% |
| 77 | SCHWAB CHARLES CORP | SCHW-PJ | 11,474 | $1,095 | 0.37% |
| 78 | ALPHABET INC | GOOG | 4,477 | $1,088 | 0.37% |
| 79 | ENTERPRISE PRODS PARTNERS L | 293792107 | 34,412 | $1,076 | 0.36% |
| 80 | ABBVIE INC | ABBV | 4,643 | $1,075 | 0.36% |
| 81 | ISHARES TR | 464288588 | 11,087 | $1,054 | 0.36% |
| 82 | BONDBLOXX ETF TRUST | 09789C812 | 22,279 | $1,038 | 0.35% |
| 83 | DANAHER CORPORATION | 235851102 | 5,106 | $1,012 | 0.34% |
| 84 | MORGAN STANLEY ETF TRUST | MS-PQ | 19,540 | $987 | 0.33% |
| 85 | FIRST TR EXCHANGE-TRADED FD | 337345102 | 4,261 | $978 | 0.33% |
| 86 | PIMCO ETF TR | 72201R833 | 9,681 | $974 | 0.33% |
| 87 | META PLATFORMS INC | META | 1,255 | $921 | 0.31% |
| 88 | ISHARES INC | 46434G863 | 21,208 | $920 | 0.31% |
| 89 | ISHARES TR | 464288414 | 8,613 | $917 | 0.31% |
| 90 | BLACKROCK INC | BLK | 776 | $904 | 0.31% |
| 91 | ISHARES TR | 46435G516 | 9,516 | $884 | 0.30% |
| 92 | JANUS DETROIT STR TR | 47103U852 | 19,300 | $881 | 0.30% |
| 93 | WASTE MGMT INC DEL | 94106L109 | 3,912 | $863 | 0.29% |
| 94 | FIDELITY COVINGTON TRUST | 316092840 | 15,006 | $835 | 0.28% |
| 95 | SELECT SECTOR SPDR TR | 81369Y852 | 6,870 | $813 | 0.28% |
| 96 | UNITED PARCEL SERVICE INC | UPS | 9,735 | $813 | 0.28% |
| 97 | ISHARES TR | 464287200 | 1,179 | $789 | 0.27% |
| 98 | AMGEN INC | AMGN | 2,764 | $780 | 0.26% |
| 99 | PACER FDS TR | 69374H881 | 13,517 | $776 | 0.26% |
| 100 | VANGUARD INDEX FDS | 922908751 | 2,996 | $761 | 0.26% |
| 101 | MORGAN STANLEY | MS-PQ | 4,755 | $755 | 0.26% |
| 102 | SHELL PLC | RYDAF | 10,547 | $754 | 0.26% |
| 103 | SELECT SECTOR SPDR TR | 81369Y209 | 5,221 | $726 | 0.25% |
| 104 | WELLS FARGO CO NEW | 949746101 | 8,557 | $717 | 0.24% |
| 105 | ISHARES TR | 46432F842 | 8,144 | $711 | 0.24% |
| 106 | PEPSICO INC | PEP | 5,006 | $703 | 0.24% |
| 107 | UNION PAC CORP | UNP | 2,934 | $693 | 0.23% |
| 108 | COCA COLA CO | KO | 10,403 | $689 | 0.23% |
| 109 | LOWES COS INC | 548661107 | 2,723 | $684 | 0.23% |
| 110 | WALMART INC | WMT | 6,624 | $682 | 0.23% |
| 111 | VANGUARD WORLD FD | 92204A876 | 3,448 | $653 | 0.22% |
| 112 | WORKIVA INC | WK | 7,560 | $650 | 0.22% |
| 113 | NETFLIX INC | NFLX | 537 | $643 | 0.22% |
| 114 | INTEL CORP | INTC | 18,887 | $633 | 0.21% |
| 115 | MCDONALDS CORP | MCD | 2,060 | $625 | 0.21% |
| 116 | ORACLE CORP | ORCL-PD | 2,204 | $619 | 0.21% |
| 117 | BLACKROCK ETF TRUST | BLK | 16,364 | $619 | 0.21% |
| 118 | ISHARES TR | 46429B267 | 26,703 | $617 | 0.21% |
| 119 | BLACKROCK ETF TRUST | BLK | 17,584 | $600 | 0.20% |
| 120 | QUALCOMM INC | QCOM | 3,538 | $588 | 0.20% |
| 121 | VANGUARD WHITEHALL FDS | 921946810 | 6,412 | $574 | 0.19% |
| 122 | ISHARES TR | 464287325 | 6,460 | $572 | 0.19% |
| 123 | CLEARWAY ENERGY INC | CWEN-A | 20,209 | $570 | 0.19% |
| 124 | BROOKFIELD RENEWABLE CORP | BEPC | 16,520 | $568 | 0.19% |
| 125 | HONEYWELL INTL INC | 438516106 | 2,645 | $556 | 0.19% |
| 126 | NUSHARES ETF TR | NU | 12,587 | $551 | 0.19% |
| 127 | NUSHARES ETF TR | NU | 5,531 | $550 | 0.19% |
| 128 | ALLSTATE CORP | ALL-PJ | 2,558 | $549 | 0.19% |
| 129 | VANGUARD INTL EQUITY INDEX F | 922042874 | 6,864 | $547 | 0.19% |
| 130 | FIRST TR EXCHANGE-TRADED FD | 33738D101 | 14,204 | $543 | 0.18% |
| 131 | BLACKROCK ETF TRUST II | BLK | 10,190 | $542 | 0.18% |
| 132 | INVESCO EXCH TRADED FD TR II | IVZ | 4,481 | $542 | 0.18% |
| 133 | ISHARES TR | 464287671 | 3,225 | $530 | 0.18% |
| 134 | BANK AMERICA CORP | 060505104 | 10,222 | $527 | 0.18% |
| 135 | ISHARES TR | 464288729 | 3,030 | $523 | 0.18% |
| 136 | SIXTH STREET SPECIALTY LENDI | TSLX | 22,790 | $520 | 0.18% |
| 137 | AMERICAN EXPRESS CO | AXP | 1,542 | $512 | 0.17% |
| 138 | STRYKER CORPORATION | SYK | 1,353 | $500 | 0.17% |
| 139 | DIAMONDBACK ENERGY INC | FANG | 3,456 | $494 | 0.17% |
| 140 | GRANITESHARES GOLD TR | BAR | 12,943 | $492 | 0.17% |
| 141 | STARBUCKS CORP | SBUX | 5,717 | $483 | 0.16% |
| 142 | KIMBERLY-CLARK CORP | KMB | 3,883 | $482 | 0.16% |
| 143 | TESLA INC | TSLA | 1,074 | $477 | 0.16% |
| 144 | ISHARES TR | 46435G672 | 9,277 | $475 | 0.16% |
| 145 | VANGUARD INDEX FDS | 922908363 | 773 | $473 | 0.16% |
| 146 | SCHLUMBERGER LTD | SLB | 13,492 | $463 | 0.16% |
| 147 | INVESCO EXCHANGE TRADED FD T | IVZ | 6,265 | $459 | 0.16% |
| 148 | INTERNATIONAL BUSINESS MACHS | INTR | 1,626 | $458 | 0.16% |
| 149 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,027 | $457 | 0.15% |
| 150 | WORLD GOLD TR | GLDW | 5,895 | $450 | 0.15% |
| 151 | SYSCO CORP | SYY | 5,421 | $446 | 0.15% |
| 152 | RTX CORPORATION | RTX | 2,626 | $439 | 0.15% |
| 153 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 5,234 | $436 | 0.15% |
| 154 | FIRST TR EXCHANGE TRADED FD | 33738R704 | 4,504 | $435 | 0.15% |
| 155 | VANGUARD INDEX FDS | 922908553 | 4,726 | $432 | 0.15% |
| 156 | LOCKHEED MARTIN CORP | LMT | 856 | $427 | 0.14% |
| 157 | GENERAL MLS INC | 370334104 | 8,433 | $425 | 0.14% |
| 158 | BLACKROCK ETF TRUST | BLK | 7,737 | $412 | 0.14% |
| 159 | ANNALY CAPITAL MANAGEMENT IN | NLY-PJ | 20,276 | $409 | 0.14% |
| 160 | ISHARES TR | 46436E221 | 12,732 | $400 | 0.14% |
| 161 | SPDR SERIES TRUST | 78468R606 | 16,675 | $399 | 0.14% |
| 162 | VANGUARD SCOTTSDALE FDS | 92206C649 | 2,556 | $398 | 0.13% |
| 163 | ISHARES TR | 464288695 | 4,283 | $396 | 0.13% |
| 164 | SELECT SECTOR SPDR TR | 81369Y506 | 4,409 | $393 | 0.13% |
| 165 | BECTON DICKINSON & CO | BDX | 2,083 | $389 | 0.13% |
| 166 | SPROTT ASSET MANAGEMENT LP | SII | 12,973 | $384 | 0.13% |
| 167 | ISHARES TR | 46435G243 | 14,867 | $376 | 0.13% |
| 168 | INVESCO EXCH TRADED FD TR II | IVZ | 1,508 | $372 | 0.13% |
| 169 | AT&T INC | T-PC | 13,004 | $367 | 0.12% |
| 170 | FIRST TR EXCHANGE TRADED FD | 33738R506 | 5,428 | $365 | 0.12% |
| 171 | ISHARES TR | 464287663 | 3,646 | $364 | 0.12% |
| 172 | VANGUARD INDEX FDS | 922908652 | 1,734 | $362 | 0.12% |
| 173 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 7,970 | $359 | 0.12% |
| 174 | GLOBAL X FDS | 37960A529 | 5,105 | $358 | 0.12% |
| 175 | SEMPRA | SREA | 3,987 | $358 | 0.12% |
| 176 | NIKE INC | NKE | 5,116 | $356 | 0.12% |
| 177 | ADOBE INC | ADBE | 1,006 | $354 | 0.12% |
| 178 | VANGUARD STAR FDS | 921909768 | 4,815 | $353 | 0.12% |
| 179 | DUKE ENERGY CORP NEW | DUKB | 2,858 | $353 | 0.12% |
| 180 | VANGUARD WORLD FD | 921910873 | 1,426 | $347 | 0.12% |
| 181 | TIDAL TRUST III | 74741A106 | 19,911 | $346 | 0.12% |
| 182 | BOEING CO | BA-PA | 1,585 | $342 | 0.12% |
| 183 | WISDOMTREE TR | WT | 8,472 | $337 | 0.11% |
| 184 | ISHARES TR | 464287721 | 1,690 | $331 | 0.11% |
| 185 | ISHARES TR | 464287655 | 1,372 | $331 | 0.11% |
| 186 | ISHARES TR | 464287465 | 3,534 | $329 | 0.11% |
| 187 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,517 | $327 | 0.11% |
| 188 | ROCKET LAB CORP | RKLB | 6,750 | $323 | 0.11% |
| 189 | ISHARES TR | 464289438 | 1,183 | $323 | 0.11% |
| 190 | CORNING INC | GLW | 3,930 | $322 | 0.11% |
| 191 | CSX CORP | CSX | 9,059 | $321 | 0.11% |
| 192 | 3M CO | MMM | 2,065 | $320 | 0.11% |
| 193 | LAM RESEARCH CORP | LRCX | 2,338 | $313 | 0.11% |
| 194 | VANGUARD INTL EQUITY INDEX F | 922042858 | 5,689 | $308 | 0.10% |
| 195 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,105 | $308 | 0.10% |
| 196 | PRICE T ROWE GROUP INC | TROW | 2,967 | $304 | 0.10% |
| 197 | PACER FDS TR | 69374H873 | 8,314 | $302 | 0.10% |
| 198 | VANECK ETF TRUST | 92189F171 | 12,366 | $302 | 0.10% |
| 199 | NUSHARES ETF TR | NU | 7,752 | $299 | 0.10% |
| 200 | FRANKLIN TEMPLETON HOLDINGS | FGDL | 5,762 | $297 | 0.10% |
| 201 | VANGUARD WORLD FD | 92204A702 | 385 | $287 | 0.10% |
| 202 | ISHARES TR | 464288281 | 2,955 | $281 | 0.10% |
| 203 | UNITEDHEALTH GROUP INC | UNH | 811 | $280 | 0.09% |
| 204 | GE AEROSPACE | 369604301 | 926 | $278 | 0.09% |
| 205 | ISHARES TR | 464287150 | 1,901 | $276 | 0.09% |
| 206 | DUPONT DE NEMOURS INC | DD | 3,542 | $275 | 0.09% |
| 207 | WISDOMTREE TR | WT | 3,079 | $267 | 0.09% |
| 208 | CONSOLIDATED EDISON INC | ED | 2,612 | $262 | 0.09% |
| 209 | AMERICAN CENTY ETF TR | 025072604 | 3,447 | $258 | 0.09% |
| 210 | CAPITAL ONE FINL CORP | 14040H105 | 1,193 | $253 | 0.09% |
| 211 | FRANKLIN TEMPLETON ETF TR | FGDL | 4,464 | $251 | 0.09% |
| 212 | US BANCORP DEL | USB-PS | 5,174 | $250 | 0.08% |
| 213 | ISHARES TR | 46434V878 | 4,850 | $246 | 0.08% |
| 214 | UNITED RENTALS INC | URI | 256 | $244 | 0.08% |
| 215 | ISHARES TR | 464288653 | 2,343 | $241 | 0.08% |
| 216 | SELECT SECTOR SPDR TR | 81369Y605 | 4,471 | $240 | 0.08% |
| 217 | MONDELEZ INTL INC | 609207105 | 3,834 | $239 | 0.08% |
| 218 | CONSTELLATION ENERGY CORP | CEG | 713 | $234 | 0.08% |
| 219 | VANGUARD SCOTTSDALE FDS | 92206C573 | 2,927 | $229 | 0.08% |
| 220 | ISHARES TR | 464287804 | 1,919 | $228 | 0.08% |
| 221 | VANECK ETF TRUST | 92189F684 | 910 | $228 | 0.08% |
| 222 | T-MOBILE US INC | TMUSZ | 949 | $227 | 0.08% |
| 223 | FRANKLIN RESOURCES INC | BEN | 9,583 | $221 | 0.07% |
| 224 | CORTEVA INC | CTVA | 3,278 | $221 | 0.07% |
| 225 | ISHARES TR | 464287507 | 3,322 | $216 | 0.07% |
| 226 | WESTERN MIDSTREAM PARTNERS L | WES | 5,500 | $216 | 0.07% |
| 227 | VANGUARD BD INDEX FDS | 921937793 | 3,030 | $214 | 0.07% |
| 228 | ISHARES TR | 464288885 | 1,868 | $212 | 0.07% |
| 229 | ISHARES TR | 46429B689 | 2,490 | $211 | 0.07% |
| 230 | L3HARRIS TECHNOLOGIES INC | LHX | 679 | $207 | 0.07% |
| 231 | VIKING HOLDINGS LTD | VIK | 3,341 | $207 | 0.07% |
| 232 | DISNEY WALT CO | 254687106 | 1,814 | $207 | 0.07% |
| 233 | APPLIED MATLS INC | 038222105 | 992 | $203 | 0.07% |
| 234 | SPDR GOLD TR | GLD | 565 | $200 | 0.07% |
| 235 | EATON VANCE TAX-MANAGED BUY- | ETN | 11,939 | $170 | 0.06% |
| 236 | NUVEEN CALIFORNIA MUNI VLU F | NU | 13,176 | $117 | 0.04% |