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Disclosed positions
Investor's Fiduciary Advisor Network, LLC: source evidence dated 2026-08-14T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $13,339,000
- Reported amount
- 46,099
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002044901-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
Show the table · 50 rows, 7 columns
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| APPLE INC | AAPL | COM | $13,339,000 | 46,099 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $12,592,000 | 397,125 | SH | None |
| MICROSOFT CORP | MSFT | COM | $11,951,000 | 32,040 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $10,812,000 | 14,683 | SH | None |
| CATERPILLAR INC | CAT | COM | $9,995,000 | 9,387 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $7,497,000 | 34,405 | SH | None |
| SPDR SERIES TRUST | BIL | ST STR BLO 1 ETF | $7,297,000 | 79,637 | SH | None |
| AMAZON COM INC | AMZN | COM | $6,577,000 | 27,599 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $5,432,000 | 34,378 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $5,066,000 | 10,125 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $4,547,000 | 22,727 | SH | None |
| PACER FDS TR | ICOW | DEVELOPED MRKT | $4,483,000 | 107,701 | SH | None |
| REALTY INCOME CORP | O | COM | $4,198,000 | 67,764 | SH | None |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $4,053,000 | 34,067 | SH | None |
| MERCK & CO INC | MRK | COM | $4,029,000 | 31,358 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSPT | S&P500 EQL TEC | $3,633,000 | 56,334 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $3,559,000 | 16,220 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $3,506,000 | 5,106 | SH | None |
| ISHARES TR | IQLT | MSCI INTL QUALTY | $3,339,000 | 67,405 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $3,283,000 | 17,232 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JQUA | US QUALTY FCTR | $3,254,000 | 45,021 | SH | None |
| PACER FDS TR | CALF | US SM CAP CA ETF | $3,160,000 | 62,453 | SH | None |
| MORGAN STANLEY ETF TRUST | EVMO | EATO VAN MTG ETF | $3,110,000 | 62,215 | SH | None |
| VISA INC | V | COM CL A | $3,085,000 | 8,992 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $3,076,000 | 41,907 | SH | None |
| BROADCOM INC | AVGO | COM | $2,743,000 | 7,262 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $2,651,000 | 7,503 | SH | None |
| ENSIGN GROUP INC | ENSG | COM | $2,640,000 | 16,471 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $2,596,000 | 4,469 | SH | None |
| ISHARES INC | EMXC | MSCI EMRG CHN | $2,521,000 | 24,644 | SH | None |
| INTEL CORP | INTC | COM | $2,435,000 | 17,446 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $2,392,000 | 27,777 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $2,382,000 | 29,572 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $2,364,000 | 33,180 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $2,350,000 | 79,853 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $2,313,000 | 6,473 | SH | None |
| PIMCO ETF TR | MINT | ENHAN SHRT MA AC | $2,259,000 | 22,415 | SH | None |
| NNN REIT INC | NNN | COM | $2,204,000 | 47,377 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FTSM | FIRST TR ENH NEW | $2,172,000 | 36,365 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $2,166,000 | 5,856 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $2,065,000 | 2,208 | SH | None |
| IRON MTN INC DEL | IRM | COM | $2,055,000 | 16,270 | SH | None |
| CISCO SYS INC | CSCO | COM | $2,047,000 | 17,429 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $2,045,000 | 12,338 | SH | None |
| DEERE & CO | DE | COM | $2,037,000 | 3,213 | SH | None |
| ELI LILLY & CO | LLY | COM | $2,029,000 | 1,692 | SH | None |
| PROSHARES TR | NOBL | S&P 500 DV ARIST | $2,022,000 | 36,012 | SH | None |
| VANGUARD WORLD FD | VFH | FINANCIALS ETF | $1,876,000 | 14,257 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPIE | INCOME ETF | $1,872,000 | 40,657 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $1,707,000 | 6,725 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.