Investor
Financial Advisors Network, Inc.
CIK 0001697856 · filed 2026-05-15 · SEC filing
13F book
$724.3M
Positions
204
33 new · 25 sold
Largest name
13.2%
Vanguard Bd Index Fds
Est. mark
−$12.8M
Price effect on 171 names still held. Flow $7.47M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds | — | 1.29M | $95.3M | 13.2% | −$474.6K | Added$13.6M |
| Vanguard Tax-Managed Fds | — | 892.8K | $57.2M | 7.9% | $1.44M | Cut−$1.96M |
| Schwab Strategic Tr | — | 1.32M | $38.5M | 5.3% | −$4.53M | Added−$3.89M |
| Vanguard Index Fds | — | 180.6K | $35.4M | 4.9% | $941.2K | Cut−$885.6K |
| Schwab Strategic Tr | — | 1.06M | $32.3M | 4.5% | $924.7K | Added$1.56M |
| Vanguard Growth Etf | — | 65.6K | $28.7M | 4.0% | −$3.35M | Cut−$3.94M |
| Vanguard Intl Equity Index F | — | 521.2K | $28.2M | 3.9% | $151.1K | Cut−$870K |
| Vanguard Charlotte Fds | — | 486.1K | $23.4M | 3.2% | −$100.9K | Added$5.29M |
| Gilead Sciences, Inc. | GILD | 155.9K | $21.7M | 3.0% | $2.59M | Cut$2.59M |
| Ishares Tr | — | 246.2K | $20.6M | 2.8% | $260.3K | Added$876.3K |
| Ishares Tr | — | 191.1K | $18M | 2.5% | −$366.5K | Added$2.94M |
| Ishares Tr | — | 196K | $15.6M | 2.2% | −$181.7K | Added$1.9M |
| Ishares Tr | — | 117.5K | $13.9M | 1.9% | $555.6K | Cut−$535.4K |
| Apple Inc. | AAPL | 54.4K | $13.8M | 1.9% | −$982.9K | Cut−$4.8M |
| Ishares Tr | — | 97.2K | $11M | 1.5% | −$986.1K | Cut−$1.81M |
| Nvidia Corp | NVDA | 62.9K | $11M | 1.5% | −$761.3K | Cut−$2.58M |
| Ishares Inc | — | 153.4K | $10.7M | 1.5% | $380.2K | Added$596.6K |
| Ishares Tr | — | 49K | $10.3M | 1.4% | −$45.1K | Cut−$71.2K |
| Ishares Tr | — | 92.8K | $9.02M | 1.2% | $102.1K | Cut−$186.9K |
| Ishares Tr | — | 59K | $8.54M | 1.2% | $209.4K | Cut−$11.4K |
| Vanguard Index Fds | — | 88.4K | $7.84M | 1.1% | $15.6K | Added$1.29M |
| Vanguard Index Fds | — | 22.2K | $6.7M | 0.9% | $2.81K | Added$264.9K |
| Airbnb, Inc. | ABNB | 52.7K | $6.66M | 0.9% | −$497.7K | Cut−$892K |
| Autodesk, Inc. | ADSK | 24.2K | $5.8M | 0.8% | — | New |
| Expedia Group, Inc. | EXPE | 24.9K | $5.76M | 0.8% | — | New |
| Altria Group, Inc. | MO | 85.5K | $5.64M | 0.8% | $712.3K | Cut$399.6K |
| Adobe Inc. | ADBE | 21.1K | $5.14M | 0.7% | −$787.7K | Added$2.56M |
| Mckesson Corp | MCK | 5.76K | $4.98M | 0.7% | $259.2K | Cut−$1.3M |
| Fortinet, Inc. | FTNT | 59.2K | $4.84M | 0.7% | $131.8K | Added$310.6K |
| Cardinal Health Inc | CAH | 22.8K | $4.81M | 0.7% | $132.4K | Cut−$2.26M |
| APA Corp | APA | 102.6K | $4.36M | 0.6% | — | New |
| NetApp, Inc. | NTAP | 41.6K | $4.26M | 0.6% | −$195.5K | Cut−$322.6K |
| Ishares Tr | — | 74.5K | $4.23M | 0.6% | $155K | Cut$122.1K |
| Vanguard Index Fds | — | 19.1K | $4.14M | 0.6% | $99.8K | Added$271K |
| Palo Alto Networks Inc | PANW | 24.8K | $3.98M | 0.5% | −$592.7K | Cut−$1.09M |
| Otis Worldwide Corp | OTIS | 50.5K | $3.89M | 0.5% | −$517.6K | Added−$511.6K |
| Eog Res Inc | — | 26.8K | $3.87M | 0.5% | — | New |
| Dominos Pizza Inc | DPZ | 10.4K | $3.72M | 0.5% | −$597K | Added−$563.9K |
| Spdr S&P 500 Etf Tr | — | 5.17K | $3.37M | 0.5% | −$161K | Added−$112.8K |
| GoDaddy Inc. | GDDY | 36.6K | $3.03M | 0.4% | −$1.52M | Cut−$1.94M |
| Edwards Lifesciences Corp | EW | 35.8K | $2.87M | 0.4% | −$168.4K | Added$90.1K |
| Motorola Solutions, Inc. | MSI | 6.59K | $2.86M | 0.4% | — | New |
| Chevron Corp New | CVX | 13.5K | $2.78M | 0.4% | $733.2K | Cut$484.2K |
| Fair Isaac Corp | FICO | 2.56K | $2.73M | 0.4% | −$1.42M | Added−$1.13M |
| Applovin Corp | APP | 6.79K | $2.7M | 0.4% | — | New |
| Hilton Worldwide Hldgs Inc | — | 8.85K | $2.69M | 0.4% | — | New |
| Alphabet Inc | — | 9.17K | $2.63M | 0.4% | −$242.7K | Added−$196.2K |
| Vertex Pharmaceuticals Inc | — | 5.83K | $2.6M | 0.4% | — | New |
| Match Group Inc New | — | 84.2K | $2.59M | 0.4% | −$124.7K | Added$39.4K |
| Monster Beverage Corp New | — | 35K | $2.54M | 0.4% | −$147.4K | Cut−$914.4K |
| Dexcom Inc | DXCM | 40.3K | $2.53M | 0.3% | — | New |
| NXP Semiconductors N.V. | NXPI | 12.6K | $2.48M | 0.3% | −$254.3K | Cut−$432K |
| Arista Networks, Inc. | ANET | 20.2K | $2.47M | 0.3% | −$19.2K | Added$2.17M |
| Ralph Lauren Corp | RL | 7.08K | $2.44M | 0.3% | — | New |
| Microsoft Corp | MSFT | 6.47K | $2.39M | 0.3% | −$684.9K | Added−$524.2K |
| Amazon Com Inc | AMZN | 10.6K | $2.2M | 0.3% | −$238.1K | Cut−$341.5K |
| Intuit Inc. | INTU | 4.85K | $2.1M | 0.3% | −$218.2K | Added$1.47M |
| Paycom Software, Inc. | PAYC | 17.2K | $2.1M | 0.3% | −$60K | Added$1.84M |
| RTX Corp | RTX | 10.4K | $2M | 0.3% | $98.5K | Cut$62.3K |
| Broadcom Inc. | AVGO | 6.25K | $1.93M | 0.3% | −$228.7K | Cut−$250.5K |
| Gartner Inc | IT | 11.9K | $1.88M | 0.3% | −$642.6K | Added$154.1K |
| Alphabet Inc | — | 6.43K | $1.85M | 0.3% | −$163.7K | Cut−$182.2K |
| Invesco Qqq Tr | — | 2.99K | $1.73M | 0.2% | −$94.4K | Added$164.8K |
| Spdr Series Trust | — | 17.3K | $1.67M | 0.2% | $41.9K | Cut−$34.6K |
| Climb Global Solutions, Inc. | CLMB | 80K | $1.59M | 0.2% | −$1.66M | Added−$470.3K |
| Tesla, Inc. | TSLA | 4.22K | $1.57M | 0.2% | −$329.4K | Cut−$416.2K |
| Vanguard Index Fds | — | 4.35K | $1.4M | 0.2% | −$62K | Added−$40.1K |
| Ishares Tr | — | 2.09K | $1.37M | 0.2% | −$66.4K | Cut−$78.1K |
| Prologis Inc. | — | 10.3K | $1.36M | 0.2% | $43K | Added$144.5K |
| Meta Platforms, Inc. | META | 2.33K | $1.34M | 0.2% | −$205.3K | Cut−$2.67M |
| Exxon Mobil Corp | — | 6.72K | $1.14M | 0.2% | $331.3K | Cut$26.3K |
| Unitedhealth Group Inc | UNH | 4.12K | $1.11M | 0.2% | −$231.8K | Added−$170.6K |
| Advanced Micro Devices Inc | AMD | 5.43K | $1.1M | 0.2% | −$58.3K | Cut−$157.2K |
| Spdr Series Trust | — | 11.5K | $1.09M | 0.1% | $41.4K | Cut$30K |
| Berkshire Hathaway Inc Del | — | 2.04K | $979K | 0.1% | −$47.9K | Cut−$180.1K |
| Walmart Inc. | WMT | 7.58K | $941.9K | 0.1% | $96.9K | Added$103.1K |
| Netflix Inc | NFLX | 9.72K | $935.1K | 0.1% | $22.2K | Added$64.2K |
| Vanguard Index Fds | — | 3.54K | $926K | 0.1% | $13.9K | Cut−$340.1K |
| Johnson & Johnson | JNJ | 3.78K | $924.6K | 0.1% | $141.7K | Cut−$213.6K |
| Procter And Gamble Co | PG | 6.19K | $894.5K | 0.1% | $7.02K | Cut$4.87K |
| Verizon Communications Inc | VZ | 17.4K | $874.8K | 0.1% | $143K | Added$259.6K |
| International Business Machs | — | 3.6K | $871.3K | 0.1% | −$193.6K | Cut−$216.1K |
| Cisco Sys Inc | — | 10.9K | $843.5K | 0.1% | $6.13K | Cut−$73.4K |
| Paychex Inc | PAYX | 8.74K | $805.1K | 0.1% | −$143.6K | Added$2.15K |
| Vanguard Specialized Funds | — | 3.56K | $766.3K | 0.1% | −$16.2K | Added$14.3K |
| Lockheed Martin Corp | LMT | 1.25K | $752.9K | 0.1% | $124.3K | Added$254.8K |
| Lam Research Corp | LRCX | 3.46K | $738.1K | 0.1% | $146.7K | Cut−$5.11M |
| Cummins Inc | CMI | 1.37K | $735.8K | 0.1% | $37.7K | Cut$28K |
| Mcdonalds Corp | MCD | 2.35K | $729.2K | 0.1% | $12K | Added$12.3K |
| Palantir Technologies Inc. | PLTR | 4.92K | $719K | 0.1% | −$147.9K | Added−$116.3K |
| Caterpillar Inc | CAT | 1.01K | $712.5K | 0.1% | $136.3K | Cut$128.3K |
| Masco Corp | — | 11.4K | $690.8K | 0.1% | −$35.4K | Cut−$252K |
| Home Depot, Inc. | HD | 2.05K | $675.3K | 0.1% | −$31.2K | Cut−$49.4K |
| Valero Energy Corp | — | 2.71K | $669.4K | 0.1% | $228.3K | Cut−$61.5K |
| Qualcomm Inc | — | 5.11K | $658K | 0.1% | −$214.4K | Added−$209.4K |
| Omnicom Group Inc. | OMC | 8.46K | $637.4K | 0.1% | −$46.1K | Cut−$311.7K |
| Wec Energy Group, Inc. | WEC | 5.42K | $627K | 0.1% | $51.5K | Added$100K |
| General Dynamics Corp | GD | 1.83K | $626.9K | 0.1% | $9.5K | Added$138.6K |
| Vanguard Star Fds | — | 8.11K | $625.5K | 0.1% | $13.5K | Cut−$1.47M |
| Consolidated Edison Inc | ED | 5.5K | $622.2K | 0.1% | $75K | Added$84.8K |
| Fastenal Co | FAST | 12.9K | $600.8K | 0.1% | $81.2K | Cut$58.7K |
| Dte Energy Co | — | 4.02K | $588K | 0.1% | $61.1K | Added$130.6K |
| Merck & Co., Inc. | MRK | 4.73K | $569.1K | 0.1% | $71.2K | Cut−$2.55M |
| Automatic Data Processing In | — | 2.79K | $566.4K | 0.1% | −$150.7K | Cut−$4.08M |
| Costco Whsl Corp New | — | 562 | $560.1K | 0.1% | $75.2K | Cut−$148.3K |
| Comcast Corp New | — | 19.2K | $550.6K | 0.1% | −$13.3K | Added$215K |
| Duke Energy Corp New | — | 4.19K | $548.7K | 0.1% | $53.5K | Added$91.8K |
| Emerson Elec Co | — | 4.15K | $543.2K | 0.1% | −$7.05K | Cut−$13.9K |
| Best Buy Co Inc | BBY | 8.46K | $543K | 0.1% | −$12.6K | Added$235.1K |
| Philip Morris Intl Inc | — | 3.06K | $506.3K | 0.1% | $15.2K | Cut$9.09K |
| Jpmorgan Chase & Co. | — | 1.65K | $485.4K | 0.1% | −$46.2K | Cut−$88.5K |
| Edison Intl | — | 6.53K | $478K | 0.1% | $86K | Cut$7.22K |
| Select Sector Spdr Tr | — | 4.25K | $470.7K | 0.1% | −$29.1K | Cut−$66.7K |
| Kla Corp | KLAC | 318 | $468.2K | 0.1% | — | New |
| Shopify Inc. | SHOP | 3.94K | $467.2K | 0.1% | −$166.8K | Held |
| Hershey Co | HSY | 2.24K | $466.1K | 0.1% | $51.8K | Added$102.7K |
| Exelon Corp | EXC | 9.49K | $465.3K | 0.1% | $48.8K | Added$73.8K |
| Mastercard Inc | MA | 930 | $464.7K | 0.1% | −$66.2K | Held |
| Eaton Corp Plc | ETN | 1.28K | $458.2K | 0.1% | $32.6K | Added$193.2K |
| Alliant Energy Corp | LNT | 6.37K | $457.3K | 0.1% | $39.3K | Added$79.4K |
| Amer States Wtr Co | — | 6.01K | $454.2K | 0.1% | $18.9K | Held |
| Vanguard Scottsdale Fds | — | 4.52K | $452.5K | 0.1% | $2.95K | Added$3.05K |
| Lyondellbasell Industries N | — | 5.61K | $451.6K | 0.1% | $208.9K | Cut−$5.27K |
| Kimberly Clark Corp | KMB | 4.65K | $448.5K | 0.1% | −$20.5K | Cut−$44.9K |
| American Elec Pwr Co Inc | — | 3.38K | $443.1K | 0.1% | $52.7K | Added$56.8K |
| Hp Inc | HPQ | 22.9K | $438.9K | 0.1% | −$70.2K | Cut−$3.32M |
| Cms Energy Corp | — | 5.64K | $437.6K | 0.1% | $39.1K | Added$80.3K |
| General Mls Inc | GIS | 11.6K | $433.4K | 0.1% | −$108.1K | Cut−$148.4K |
| Xcel Energy Inc | — | 5.38K | $427.2K | 0.1% | $27K | Added$68.7K |
| Pepsico Inc | PEP | 2.66K | $412.9K | 0.1% | $29.2K | Added$57K |
| Applied Matls Inc | — | 1.19K | $407.1K | 0.1% | $101K | Cut−$156.6K |
| Visa Inc. | V | 1.31K | $397.3K | 0.1% | −$64K | Added−$63.7K |
| Texas Instrs Inc | — | 2K | $388.5K | 0.1% | $40.1K | Added$51.6K |
| Garmin Ltd | GRMN | 1.66K | $385.1K | 0.1% | $48.4K | Cut−$2.37M |
| Taiwan Semiconductor Mfg Ltd | — | 1.13K | $381.9K | 0.1% | $37.3K | Added$49.4K |
| Medtronic Plc | MDT | 4.35K | $377K | 0.1% | −$40.9K | Cut−$284K |
| Hartford Insurance Group Inc | — | 2.67K | $361.7K | 0.1% | −$6.82K | Added−$5.6K |
| United Parcel Service Inc | UPS | 3.6K | $354K | 0.0% | −$2.29K | Added$70.9K |
| Eli Lilly & Co | LLY | 384 | $353.2K | 0.0% | −$59.5K | Cut−$76.7K |
| Spdr Gold Tr | — | 817 | $351.5K | 0.0% | $24K | Added$71.4K |
| Honeywell Intl Inc | — | 1.55K | $351.5K | 0.0% | $48.1K | Cut−$81.7K |
| Firstenergy Corp | FE | 6.89K | $348.9K | 0.0% | $40.6K | Cut$38.3K |
| Coca Cola Co | KO | 4.58K | $347.9K | 0.0% | $28.1K | Cut−$130.4K |
| Bank America Corp | — | 7.09K | $345.6K | 0.0% | −$44.3K | Cut−$74.5K |
| Snap-on Inc | SNA | 947 | $344.1K | 0.0% | $14K | Added$84.2K |
| Ishares Tr | — | 2.76K | $342.7K | 0.0% | $11.4K | Cut$8.27K |
| Schwab Strategic Tr | — | 11.2K | $342.2K | 0.0% | $36.2K | Cut−$51K |
| Boeing Co | — | 1.7K | $337.8K | 0.0% | −$30.7K | Cut−$79.3K |
| Price T Rowe Group Inc | TROW | 3.75K | $337.6K | 0.0% | −$35.2K | Added$43.1K |
| Capital One Finl Corp | — | 1.83K | $334.8K | 0.0% | −$110K | Cut−$113.9K |
| First Tr Exchange-Traded Fd | — | 6.57K | $333.7K | 0.0% | $42.4K | Cut$37.4K |
| Seagate Technology Hldngs Pl | — | 840 | $329.1K | 0.0% | $97.8K | Cut$87K |
| Phillips 66 | PSX | 1.71K | $312.2K | 0.0% | $91K | Cut$56.4K |
| Archer-Daniels-Midland Co | ADM | 4.12K | $299.5K | 0.0% | $62.6K | Cut−$28.3K |
| Kroger Co | KR | 3.96K | $286.5K | 0.0% | $38.8K | Added$41.3K |
| Accenture Plc Ireland | — | 1.42K | $281K | 0.0% | — | New |
| Bunge Global Sa | BG | 2.21K | $280.4K | 0.0% | $84K | Cut−$127.3K |
| Allstate Corp | — | 1.34K | $278.7K | 0.0% | — | New |
| The Campbells Company | — | 12.5K | $278.3K | 0.0% | — | New |
| Oneok Inc /New/ | OKE | 3.06K | $276.4K | 0.0% | — | New |
| Vanguard Index Fds | — | 938 | $269.5K | 0.0% | −$2.82K | Held |
| Barrick Mng Corp | — | 6.6K | $269.2K | 0.0% | −$18.2K | Held |
| Spdr Index Shs Fds | — | 5.85K | $267.2K | 0.0% | $6.36K | Added$39.3K |
| Metlife Inc | — | 3.76K | $266.2K | 0.0% | — | New |
| Starbucks Corp | SBUX | 2.97K | $266K | 0.0% | $16K | Cut−$17.4K |
| Salesforce, Inc. | CRM | 1.42K | $264.3K | 0.0% | −$97.9K | Added−$67.1K |
| Marriott Intl Inc New | — | 802 | $262.3K | 0.0% | $13.5K | Held |
| Target Corp | TGT | 2.13K | $258.5K | 0.0% | — | New |
| Mondelez Intl Inc | — | 4.48K | $258.4K | 0.0% | — | New |
| First Tr Exchange Traded Fd | — | 2.73K | $255.8K | 0.0% | −$8.69K | Cut−$16K |
| Molson Coors Beverage Co | — | 5.91K | $254.6K | 0.0% | — | New |
| Welltower Inc. | WELL | 1.27K | $251K | 0.0% | — | New |
| Equity Residential | EQR | 4.19K | $247.7K | 0.0% | — | New |
| Cf Inds Hldgs Inc | — | 1.88K | $243.8K | 0.0% | — | New |
| Oracle Corp | — | 1.66K | $243.5K | 0.0% | −$75.5K | Added−$64.5K |
| Cvs Health Corp | CVS | 3.37K | $242.3K | 0.0% | −$25.4K | Cut−$64.1K |
| Vanguard World Fd | — | 344 | $239.7K | 0.0% | −$15.2K | Added$35K |
| Astronics Corp | — | 3.56K | $237.7K | 0.0% | — | New |
| Ishares Tr | — | 2.39K | $237.2K | 0.0% | −$1.42K | Added$4.63K |
| Ford Mtr Co | — | 19.9K | $229.9K | 0.0% | — | New |
| Ishares Tr | — | 538 | $229.4K | 0.0% | −$25.2K | Held |
| Slb Limited/Nv | SLB | 4.39K | $225.6K | 0.0% | — | New |
| Corning Inc | — | 1.65K | $224.1K | 0.0% | — | New |
| Avalonbay Cmntys Inc | — | 1.36K | $222.8K | 0.0% | — | New |
| Mettler Toledo International Inc/ | MTD | 174 | $219.4K | 0.0% | −$23.1K | Cut−$4.86M |
| Vanguard World Fd | — | 590 | $216.9K | 0.0% | −$26.8K | Cut−$30.9K |
| At&T Inc | — | 7.44K | $215.7K | 0.0% | $30.9K | Cut$14.1K |
| Vanguard Index Fds | — | 720 | $215.2K | 0.0% | −$11.5K | Held |
| 3M CO | MMM | 1.47K | $213.3K | 0.0% | −$21.8K | Cut−$57.4K |
| Cadence Design System Inc | — | 756 | $210.1K | 0.0% | −$26.2K | Cut−$106.3K |
| Avery Dennison Corp | AVY | 1.22K | $210K | 0.0% | — | New |
| Deckers Outdoor Corp | DECK | 2.07K | $207.4K | 0.0% | −$7.42K | Cut−$196K |
| Deere & Co | DE | 367 | $206.7K | 0.0% | — | New |
| Amgen Inc | AMGN | 586 | $206.2K | 0.0% | $14.4K | Cut$4.89K |
| Amcor Plc Com New | — | 5.16K | $205.2K | 0.0% | — | New |
| Genuine Parts Co | GPC | 1.93K | $204K | 0.0% | −$33.1K | Cut−$84.9K |
| Nucor Corp | NUE | 1.2K | $202.1K | 0.0% | — | New |
| Sempra | — | 2.07K | $201.5K | 0.0% | — | New |
| Ishares Tr | — | 1.11K | $200.8K | 0.0% | −$20.2K | Held |
| Wisdomtree Tr | — | 2.28K | $200.1K | 0.0% | −$3.62K | Held |
| Blackrock Munihldngs Cali Ql | — | 10.3K | $106.9K | 0.0% | — | New |
| ImmunityBio, Inc. | IBRX | 10K | $76.7K | 0.0% | $56.9K | Cut−$30.3K |
| Denison Mines Corp. | DNN | 17.4K | $61.5K | 0.0% | $15.2K | Held |
| Humacyte Inc | — | 20.6K | $12.5K | 0.0% | −$7.28K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.