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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 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 SCHA SCHWAB STRATEGIC TR 7,054 $200K 0.04% SOLD
42 PCT PURECYCLE TECHNOLOGIES INC Industrials 17,100 $146K 0.03% SOLD
43 DNN DENISON MINES CORP Energy 10,869 $28K 0.01% SOLD
Page 3 of 3  ·  43 positions
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%