EdgeMarket › What Integrated Advisors Network Llc reported owning
What Integrated Advisors Network Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.9BPositions
690Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 92.5M | 4.9% | 141.7K | 769.31 | +20.0% |
| SPY SPDR S&P 500 ETF TRUST | 58.0M | 3.0% | 89.2K | 765.72 | +20.0% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 52.2M | 2.7% | 569.2K | 91.60 | -0.1% |
| AAPL Apple Inc. | 50.3M | 2.6% | 198.3K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 37.0M | 1.9% | 212.4K | 214.72 | +22.4% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 31.2M | 1.6% | 456.0K | 77.94 | +23.9% |
| CAT CATERPILLAR INC | 30.2M | 1.6% | 42.7K | 827.90 | +96.8% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 27.7M | 1.5% | 47.9K | 713.44 | +26.1% |
| VOO Vanguard S&P 500 ETF | 26.4M | 1.4% | 44.2K | 703.71 | +20.0% |
| MSFT MICROSOFT CORP | 25.5M | 1.3% | 68.9K | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 24.9M | 1.3% | 86.5K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 23.2M | 1.2% | 111.4K | 258.63 | +15.6% |
| BX Blackstone Inc. | 22.3M | 1.2% | 193.7K | 143.38 | -12.8% |
| SCHD Schwab US Dividend Equity ETF | 19.8M | 1.0% | 644.3K | 35.11 | +27.6% |
| IEFA iShares Core MSCI EAFE ETF | 18.1M | 1.0% | 200.5K | 100.85 | +16.8% |
| AVGO Broadcom Inc. | 16.8M | 0.9% | 54.4K | 368.45 | +26.5% |
| IWM iShares Russell 2000 ETF | 16.6M | 0.9% | 67.0K | 299.96 | +33.1% |
| JPM JPMORGAN CHASE & CO | 15.1M | 0.8% | 51.4K | 351.58 | +20.3% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 14.4M | 0.8% | 371.7K | 45.61 | +22.8% |
| PANW Palo Alto Networks Inc | 14.1M | 0.7% | 87.7K | 357.87 | +94.0% |
| VIG Vanguard Div Appreciation ETF | 13.5M | 0.7% | 62.8K | 243.91 | +16.2% |
| IJH iShares Core S&P Mid-Cap ETF | 12.4M | 0.6% | 183.3K | 76.77 | +20.8% |
| VYM Vanguard High Dividend Yield ETF | 12.3M | 0.6% | 82.7K | 164.97 | +19.9% |
| XLK State Street Technology Select Sector SPDR ETF | 12.1M | 0.6% | 91.1K | 183.31 | +41.1% |
| CRWD CrowdStrike Holdings, Inc. | 11.9M | 0.6% | 30.6K | 191.95 | +83.2% |
| MUB iShares National Muni Bond ETF | 11.9M | 0.6% | 112.3K | 105.34 | +1.2% |
| URI UNITED RENTALS, INC. | 11.8M | 0.6% | 16.2K | 1,098.51 | +21.8% |
| VTI Vanguard Morningstar Total Stock Market ETF | 11.7M | 0.6% | 36.6K | 378.24 | +20.5% |
| COST COSTCO WHOLESALE CORP /NEW | 11.6M | 0.6% | 11.6K | 947.74 | -4.7% |
| TSLA Tesla, Inc. | 11.4M | 0.6% | 30.6K | 362.86 | +12.0% |
| GLD SPDR GOLD TRUST | 11.4M | 0.6% | 26.4K | 423.36 | +37.3% |
| SDS ProShares UltraShort S&P500 | 11.3M | 0.6% | 150.1K | 54.59 | -31.0% |
| AVO Mission Produce, Inc. | 11.2M | 0.6% | 813.0K | 13.29 | +6.4% |
| VEA Vanguard FTSE Developed Markets ETF | 11.1M | 0.6% | 172.7K | 73.42 | +24.7% |
| CVX CHEVRON CORP | 10.7M | 0.6% | 51.6K | 205.27 | +34.0% |
| PVAL Putnam Focused Large Cap Value ETF | 10.5M | 0.6% | 226.2K | 54.27 | +31.1% |
| VV Vanguard Morningstar Large-Cap ETF | 10.3M | 0.5% | 34.6K | 352.60 | +19.8% |
| ABBV AbbVie Inc. | 10.3M | 0.5% | 47.5K | 264.96 | +26.7% |
| LLY ELI LILLY & Co | 10.0M | 0.5% | 10.9K | 1,255.40 | +78.0% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9.9M | 0.5% | 99.3K | 97.35 | -1.7% |
| unmapped CUSIP 084670702 | 9.3M | 0.5% | 19.4K | — | — |
| VWO Vanguard FTSE Emerging Markets ETF | 9.0M | 0.5% | 167.2K | 60.45 | +17.7% |
| NOBL ProShares S&P 500 Dividend Aristocrats ETF | 9.0M | 0.5% | 84.8K | 58.75 | +11.9% |
| FTSM First Trust Enhanced Short Maturity ETF | 8.9M | 0.5% | 149.5K | 59.87 | -0.3% |
| RSP Invesco S&P 500 Equal Weight ETF | 8.9M | 0.5% | 46.4K | 221.67 | +18.8% |
| VGSH Vanguard Short-Term Treasury ETF | 8.7M | 0.5% | 148.5K | 58.13 | -0.9% |
| IVE iShares S&P 500 Value ETF | 8.6M | 0.5% | 40.9K | 237.24 | +17.6% |
| IVW iShares S&P 500 Growth ETF | 8.6M | 0.4% | 75.7K | 138.83 | +22.2% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 8.5M | 0.4% | 102.8K | 81.05 | -2.5% |
| GLDM World Gold Trust | 8.4M | 0.4% | 90.1K | 91.32 | +37.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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