Portfolio (Quarterly) Guide ↗

Investor's Fiduciary Advisor Network, LLC

· CIK 0002044901

13F Portfolio $326M AUM 270 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 40 New 79 Added 114 Reduced 43 Exited

Page 1 of 3 · 43 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SCHV	SCHWAB STRATEGIC TR	—	426,852	$12.6M	2.71%	SOLD
2	DIA	SPDR DOW JONES INDL AVERAGE	Financial Services	24,945	$12.0M	2.57%	SOLD
3	DBEF	DBX ETF TR	—	114,897	$5.5M	1.19%	SOLD
4	VYMI	VANGUARD WHITEHALL FDS	—	49,776	$4.5M	0.96%	SOLD
5	ARTY	ISHARES TR	—	64,238	$3.1M	0.66%	SOLD
6	AVUV	AMERICAN CENTY ETF TR	—	26,786	$2.7M	0.59%	SOLD
7	BOW	BOWHEAD SPECIALTY HLDGS INC	Financial Services	95,569	$2.7M	0.58%	SOLD
8	—	ISHARES TR	—	103,952	$2.4M	0.51%	SOLD
9	—	ISHARES TR	—	102,317	$2.3M	0.49%	SOLD
10	PAVE	GLOBAL X FDS	—	36,610	$1.7M	0.38%	SOLD
11	VTEB	VANGUARD MUN BD FDS	—	25,271	$1.3M	0.27%	SOLD
12	XLG	INVESCO EXCHANGE TRADED FD T	—	21,296	$1.3M	0.27%	SOLD
13	DFGP	DIMENSIONAL ETF TRUST	—	18,468	$998K	0.21%	SOLD
14	VT	VANGUARD INTL EQUITY INDEX F	—	6,713	$946K	0.20%	SOLD
15	IWV	ISHARES TR	—	2,336	$903K	0.19%	SOLD
16	KNSL	KINSALE CAP GROUP INC	Financial Services	2,308	$902K	0.19%	SOLD
17	VOT	VANGUARD INDEX FDS	—	3,013	$841K	0.18%	SOLD
18	SHEL	SHELL PLC	Energy	10,549	$775K	0.17%	SOLD
19	VBK	VANGUARD INDEX FDS	—	2,158	$651K	0.14%	SOLD
20	BEPC	BROOKFIELD RENEWABLE CORP	Utilities	14,455	$554K	0.12%	SOLD

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Sector Allocation

Technology 28.5%

Financial Services 16.1%

Industrials 11.2%

Healthcare 10.9%

Consumer Cyclical 7.3%

Real Estate 6.2%

Consumer Defensive 5.7%

Communication Services 5.4%

Energy 4.7%

Utilities 3.8%