13F HOLDINGS REPORT

Investor's Fiduciary Advisor Network, LLC

Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0002059344-25-000003

Total Value

$269,106

Positions

220

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (220)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	MICROSOFT CORP	MSFT	35,883	$17,848	6.63%
2	SCHWAB STRATEGIC TR	808524797	485,525	$12,866	4.78%
3	APPLE INC	AAPL	59,984	$12,306	4.57%
4	INVESCO QQQ TR	IVZ	17,862	$9,853	3.66%
5	AMAZON COM INC	AMZN	28,248	$6,197	2.30%
6	ISHARES TR	46432F339	29,491	$5,391	2.00%
7	REALTY INCOME CORP	O	85,196	$4,908	1.82%
8	VANGUARD WHITEHALL FDS	921946406	36,453	$4,859	1.81%
9	SPDR SERIES TRUST	78468R663	48,045	$4,407	1.64%
10	CATERPILLAR INC	CAT	10,220	$3,967	1.47%
11	J P MORGAN EXCHANGE TRADED F	46641Q761	64,621	$3,880	1.44%
12	VISA INC	V	10,576	$3,755	1.40%
13	BROADCOM INC	AVGO	13,258	$3,654	1.36%
14	SPDR SERIES TRUST	78464A409	36,154	$3,446	1.28%
15	NVIDIA CORPORATION	NVDA	19,620	$3,099	1.15%
16	IRON MTN INC DEL	46284V101	30,028	$3,079	1.14%
17	SELECT SECTOR SPDR TR	81369Y803	11,454	$2,900	1.08%
18	VANGUARD INDEX FDS	922908629	10,353	$2,896	1.08%
19	NNN REIT INC	NNN	66,365	$2,865	1.06%
20	PACER FDS TR	69374H857	67,367	$2,682	1.00%
21	ENSIGN GROUP INC	ENSG	17,219	$2,656	0.99%
22	MERCK & CO INC	MRK	33,085	$2,619	0.97%
23	VANGUARD INDEX FDS	922908736	5,491	$2,407	0.89%
24	ISHARES TR	464288570	20,010	$2,324	0.86%
25	BLACKROCK ETF TRUST	BLK	33,796	$2,273	0.84%
26	PROSHARES TR	74348A467	21,370	$2,151	0.80%
27	VANGUARD WORLD FD	92204A405	16,414	$2,089	0.78%
28	VANGUARD INDEX FDS	922908744	11,735	$2,074	0.77%
29	CHEVRON CORP NEW	CVX	14,451	$2,069	0.77%
30	COSTCO WHSL CORP NEW	22160K105	2,085	$2,064	0.77%
31	FIRST TR EXCHANGE-TRADED FD	33739Q408	33,267	$1,991	0.74%
32	J P MORGAN EXCHANGE TRADED F	46641Q332	34,440	$1,957	0.73%
33	SCHWAB STRATEGIC TR	808524201	79,984	$1,954	0.73%
34	ALPHABET INC	GOOG	10,993	$1,950	0.72%
35	J P MORGAN EXCHANGE TRADED F	46654Q203	33,820	$1,839	0.68%
36	J P MORGAN EXCHANGE TRADED F	46641Q159	39,459	$1,827	0.68%
37	ISHARES TR	46435U549	37,713	$1,792	0.67%
38	ELI LILLY & CO	LLY	2,230	$1,738	0.65%
39	ISHARES TR	464287309	15,754	$1,734	0.64%
40	VANGUARD BD INDEX FDS	921937835	23,488	$1,729	0.64%
41	DEERE & CO	DE	3,356	$1,706	0.63%
42	VANGUARD INDEX FDS	922908611	8,670	$1,690	0.63%
43	ISHARES TR	46434V613	34,804	$1,608	0.60%
44	BLACKROCK ETF TRUST	BLK	28,401	$1,546	0.57%
45	FIRST TR EXCHANGE-TRADED FD	336917109	36,915	$1,545	0.57%
46	ISHARES TR	46434V456	34,518	$1,491	0.55%
47	ISHARES TR	464288877	23,432	$1,487	0.55%
48	ISHARES TR	46436E767	27,581	$1,487	0.55%
49	SPDR SERIES TRUST	78464A854	20,450	$1,486	0.55%
50	EXXON MOBIL CORP	XOM	13,527	$1,458	0.54%
51	SOUTHERN CO	SOMN	15,595	$1,432	0.53%
52	ISHARES TR	46435G193	59,742	$1,387	0.52%
53	FIRST TR EXCHANGE-TRADED FD	33734H106	30,457	$1,361	0.51%
54	SCHWAB STRATEGIC TR	808524839	57,543	$1,337	0.50%
55	ISHARES TR	46435G425	9,781	$1,323	0.49%
56	PROCTER AND GAMBLE CO	742718109	8,111	$1,292	0.48%
57	VANGUARD WORLD FD	92204A504	5,024	$1,247	0.46%
58	CISCO SYS INC	CSCO	17,955	$1,245	0.46%
59	BROOKFIELD INFRASTRUCTURE CO	BIPC	29,910	$1,244	0.46%
60	ISHARES TR	46434V621	19,453	$1,243	0.46%
61	VANGUARD INDEX FDS	922908769	4,072	$1,237	0.46%
62	HOME DEPOT INC	HD	3,372	$1,236	0.46%
63	ISHARES INC	46434G764	18,779	$1,185	0.44%
64	INVESCO EXCHANGE TRADED FD T	IVZ	28,825	$1,175	0.44%
65	PFIZER INC	PFE	47,597	$1,153	0.43%
66	ISHARES INC	46434G103	19,177	$1,151	0.43%
67	SPDR SERIES TRUST	78468R101	38,575	$1,129	0.42%
68	BLACKSTONE INC	BX	7,423	$1,110	0.41%
69	SCHWAB CHARLES CORP	SCHW-PJ	12,002	$1,095	0.41%
70	ENTERPRISE PRODS PARTNERS L	293792107	35,012	$1,085	0.40%
71	ISHARES TR	464287408	5,362	$1,047	0.39%
72	ADVANCED MICRO DEVICES INC	AMD	7,380	$1,047	0.39%
73	JOHNSON & JOHNSON	JNJ	6,850	$1,046	0.39%
74	DANAHER CORPORATION	235851102	5,218	$1,030	0.38%
75	ISHARES TR	464288588	10,921	$1,025	0.38%
76	SPDR S&P 500 ETF TR	SPY	1,658	$1,024	0.38%
77	JPMORGAN CHASE & CO.	VYLD	3,519	$1,020	0.38%
78	BONDBLOXX ETF TRUST	09789C812	21,713	$1,002	0.37%
79	META PLATFORMS INC	META	1,305	$963	0.36%
80	PIMCO ETF TR	72201R833	9,463	$951	0.35%
81	ISHARES TR	464288414	8,905	$930	0.35%
82	FIRST TR EXCHANGE-TRADED FD	337345102	4,341	$923	0.34%
83	VERIZON COMMUNICATIONS INC	VZ	20,281	$877	0.33%
84	WASTE MGMT INC DEL	94106L109	3,750	$858	0.32%
85	ABBVIE INC	ABBV	4,601	$854	0.32%
86	ISHARES INC	46434G863	21,688	$849	0.32%
87	UNITED PARCEL SERVICE INC	UPS	8,283	$836	0.31%
88	ISHARES TR	46436E759	11,182	$832	0.31%
89	BLACKROCK INC	BLK	776	$814	0.30%
90	ISHARES TR	464287200	1,305	$810	0.30%
91	SHELL PLC	RYDAF	11,432	$804	0.30%
92	SELECT SECTOR SPDR TR	81369Y209	5,887	$793	0.29%
93	NETFLIX INC	NFLX	585	$783	0.29%
94	ALPHABET INC	GOOG	4,397	$774	0.29%
95	AMGEN INC	AMGN	2,752	$768	0.29%
96	VANGUARD INDEX FDS	922908751	3,209	$760	0.28%
97	ISHARES TR	464288885	6,743	$755	0.28%
98	COCA COLA CO	KO	10,680	$755	0.28%
99	ISHARES TR	464287721	4,132	$715	0.27%
100	WELLS FARGO CO NEW	949746101	8,537	$683	0.25%
101	ISHARES TR	46432F842	8,163	$681	0.25%
102	MORGAN STANLEY	MS-PQ	4,789	$674	0.25%
103	UNION PAC CORP	UNP	2,933	$674	0.25%
104	PEPSICO INC	PEP	5,075	$670	0.25%
105	SELECT SECTOR SPDR TR	81369Y852	6,177	$670	0.25%
106	LOWES COS INC	548661107	3,013	$668	0.25%
107	FIDELITY COVINGTON TRUST	316092840	12,790	$665	0.25%
108	ISHARES TR	46435G516	7,435	$663	0.25%
109	PACER FDS TR	69374H881	11,997	$661	0.25%
110	WALMART INC	WMT	6,598	$645	0.24%
111	VANGUARD WORLD FD	92204A876	3,558	$628	0.23%
112	HONEYWELL INTL INC	438516106	2,647	$616	0.23%
113	ISHARES TR	46429B267	26,622	$611	0.23%
114	MCDONALDS CORP	MCD	2,049	$598	0.22%
115	ORACLE CORP	ORCL-PD	2,710	$592	0.22%
116	BLACKROCK ETF TRUST	BLK	16,538	$588	0.22%
117	QUALCOMM INC	QCOM	3,648	$580	0.22%
118	STARBUCKS CORP	SBUX	6,289	$576	0.21%
119	VANGUARD WHITEHALL FDS	921946810	6,378	$574	0.21%
120	ALLSTATE CORP	ALL-PJ	2,794	$562	0.21%
121	BROOKFIELD RENEWABLE CORP	BEPC	17,070	$559	0.21%
122	FIRST TR EXCHANGE-TRADED FD	33738D101	14,710	$551	0.20%
123	VANGUARD INTL EQUITY INDEX F	922042874	7,022	$544	0.20%
124	STRYKER CORPORATION	SYK	1,353	$535	0.20%
125	NUSHARES ETF TR	NU	12,732	$533	0.20%
126	NUSHARES ETF TR	NU	5,603	$526	0.20%
127	INVESCO EXCH TRADED FD TR II	IVZ	4,659	$524	0.19%
128	WORKIVA INC	WK	7,560	$517	0.19%
129	INVESCO EXCHANGE TRADED FD T	IVZ	9,865	$513	0.19%
130	KIMBERLY-CLARK CORP	KMB	3,961	$510	0.19%
131	BLACKROCK ETF TRUST II	BLK	9,645	$509	0.19%
132	AMERICAN EXPRESS CO	AXP	1,541	$491	0.18%
133	ISHARES TR	464287671	3,240	$487	0.18%
134	BANK AMERICA CORP	060505104	10,222	$483	0.18%
135	INTERNATIONAL BUSINESS MACHS	INTR	1,642	$483	0.18%
136	SCHLUMBERGER LTD	SLB	14,212	$480	0.18%
137	DIAMONDBACK ENERGY INC	FANG	3,436	$472	0.18%
138	ADOBE INC	ADBE	1,203	$465	0.17%
139	ISHARES TR	46435G672	8,980	$458	0.17%
140	GENERAL MLS INC	370334104	8,734	$452	0.17%
141	INVESCO EXCHANGE TRADED FD T	IVZ	6,248	$445	0.17%
142	INVESCO EXCHANGE TRADED FD T	IVZ	4,041	$435	0.16%
143	CONAGRA BRANDS INC	CAG	21,072	$431	0.16%
144	ISHARES TR	464288729	2,604	$430	0.16%
145	ISHARES TR	464287325	4,924	$423	0.16%
146	INTEL CORP	INTC	18,790	$420	0.16%
147	ISHARES TR	46436E619	9,610	$418	0.16%
148	SYSCO CORP	SYY	5,518	$417	0.15%
149	BLACKROCK ETF TRUST	BLK	8,138	$413	0.15%
150	RTX CORPORATION	RTX	2,731	$398	0.15%
151	SELECT SECTOR SPDR TR	81369Y506	4,671	$396	0.15%
152	LOCKHEED MARTIN CORP	LMT	832	$385	0.14%
153	TESLA INC	TSLA	1,205	$382	0.14%
154	ISHARES TR	46435G243	15,148	$381	0.14%
155	ALEXANDRIA REAL ESTATE EQ IN	015271109	5,234	$380	0.14%
156	SPDR SERIES TRUST	78468R606	15,960	$379	0.14%
157	AT&T INC	T-PC	13,004	$376	0.14%
158	ISHARES TR	464288695	4,333	$370	0.14%
159	BRISTOL-MYERS SQUIBB CO	CELG-RI	7,966	$368	0.14%
160	VANGUARD INDEX FDS	922908553	4,109	$365	0.14%
161	NIKE INC	NKE	5,116	$363	0.13%
162	FIRST TR EXCHANGE TRADED FD	33738R704	4,434	$360	0.13%
163	BECTON DICKINSON & CO	BDX	2,081	$358	0.13%
164	VANGUARD SCOTTSDALE FDS	92206C649	2,556	$355	0.13%
165	FRANKLIN TEMPLETON ETF TR	FGDL	6,498	$352	0.13%
166	TIDAL TRUST III	74741A106	20,195	$345	0.13%
167	ISHARES TR	464287663	3,627	$343	0.13%
168	SPROTT PHYSICAL GOLD TR	SII	13,366	$338	0.13%
169	DUKE ENERGY CORP NEW	DUKB	2,858	$337	0.13%
170	SEMPRA	SREA	4,401	$333	0.12%
171	INVESCO EXCH TRADED FD TR II	IVZ	1,458	$331	0.12%
172	VANGUARD WORLD FD	921910873	1,424	$320	0.12%
173	VANGUARD INDEX FDS	922908363	559	$317	0.12%
174	ISHARES TR	464287465	3,534	$315	0.12%
175	3M CO	MMM	2,073	$315	0.12%
176	BOEING CO	BA-PA	1,492	$312	0.12%
177	VANGUARD SPECIALIZED FUNDS	921908844	1,508	$308	0.11%
178	VANECK ETF TRUST	92189F171	12,505	$303	0.11%
179	VANGUARD INTL EQUITY INDEX F	922042858	6,026	$298	0.11%
180	ISHARES TR	464287655	1,380	$297	0.11%
181	CSX CORP	CSX	9,052	$295	0.11%
182	WISDOMTREE TR	WT	7,432	$294	0.11%
183	ISHARES TR	464289438	1,174	$289	0.11%
184	NUSHARES ETF TR	NU	7,852	$283	0.11%
185	VANGUARD STAR FDS	921909768	4,079	$281	0.10%
186	ISHARES TR	464288281	2,905	$269	0.10%
187	VANGUARD INDEX FDS	922908652	1,371	$264	0.10%
188	FIRST TR EXCHANGE TRADED FD	33738R506	4,212	$264	0.10%
189	CONSOLIDATED EDISON INC	ED	2,610	$261	0.10%
190	MONDELEZ INTL INC	609207105	3,863	$260	0.10%
191	DISNEY WALT CO	254687106	2,089	$259	0.10%
192	WORLD GOLD TR	GLDW	3,965	$259	0.10%
193	UNITEDHEALTH GROUP INC	UNH	830	$258	0.10%
194	ISHARES TR	464287150	1,901	$256	0.10%
195	CAPITAL ONE FINL CORP	14040H105	1,193	$253	0.09%
196	WISDOMTREE TR	WT	3,079	$252	0.09%
197	CORTEVA INC	CTVA	3,278	$244	0.09%
198	DUPONT DE NEMOURS INC	DD	3,540	$242	0.09%
199	ROCKET LAB CORP	RKLB	6,750	$241	0.09%
200	ISHARES TR	46434V878	4,677	$237	0.09%
201	VANGUARD WORLD FD	92204A702	355	$235	0.09%
202	US BANCORP DEL	USB-PS	5,174	$234	0.09%
203	CONSTELLATION ENERGY CORP	CEG	713	$230	0.09%
204	MICRON TECHNOLOGY INC	MU	1,818	$224	0.08%
205	T-MOBILE US INC	TMUSZ	925	$220	0.08%
206	VANECK ETF TRUST	92189F684	910	$217	0.08%
207	VANGUARD BD INDEX FDS	921937793	3,097	$215	0.08%
208	VANGUARD WHITEHALL FDS	921946885	3,280	$214	0.08%
209	WESTERN MIDSTREAM PARTNERS L	WES	5,500	$212	0.08%
210	LAM RESEARCH CORP	LRCX	2,186	$212	0.08%
211	ISHARES TR	46429B689	2,490	$209	0.08%
212	ISHARES TR	464287507	3,362	$208	0.08%
213	ISHARES TR	464287432	2,338	$206	0.08%
214	CORNING INC	GLW	3,925	$206	0.08%
215	BLACKROCK ETF TRUST	BLK	7,038	$203	0.08%
216	UNITED RENTALS INC	URI	270	$203	0.08%
217	ISHARES TR	464287804	1,861	$203	0.08%
218	EATON VANCE TAX-MANAGED BUY-	ETN	11,527	$159	0.06%
219	NUVEEN CALIFORNIA MUNI VLU F	NU	13,176	$114	0.04%
220	CLEARSIDE BIOMEDICAL INC	CLSDQ	33,800	$27	0.01%