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CIK: 0001660177
Total reported value
$2.2B
$2.2B
687 檔
13.3%
The Q1 2026 SEC filing reveals that Integrated Advisors Network LLC held a total portfolio value of $2.2B, covering 687 public equity positions.
In Q1 2026, Integrated Advisors Network LLC adopted a defensive or profit-taking posture, trimming 115 positions and completely liquidating 20 holdings to manage risk exposure.
Showing top 200 holdings (of 687 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.86% | +0.56% | -19.00% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.05% | +0.13% | -24.37% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.74% | -1.21% | +89.90% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.64% | +0.53% | -15.28% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.95% | +0.23% | -23.18% | |
| 6 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.64% | -0.03% | +19.71% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 1.59% | +0.45% | -6.55% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.45% | +0.18% | -15.69% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | +0.03% | -14.38% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | +0.10% | -17.65% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.31% | +0.31% | -27.99% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | +0.39% | -23.00% | |
| 13 | BX | Blackstone Inc | Stock-Financials | 1.17% | -0.07% | -11.85% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.04% | -0.12% | -19.61% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.95% | -0.02% | -17.74% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | +0.14% | -17.72% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.87% | -0.03% | +49.15% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | +0.18% | -8.02% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.76% | +0.02% | +1.42% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.74% | +0.36% | -1.39% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | +0.26% | -39.08% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.65% | — | -11.05% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.64% | -0.05% | -21.10% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 0.64% | +0.22% | -47.76% | |
| 25 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.63% | +0.21% | -3.26% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.63% | -0.04% | -34.93% | |
| 27 | URI | United Rentals Inc | Stock-Industrials | 0.62% | +0.21% | +1.69% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | -0.01% | -31.50% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.13% | -27.66% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | +0.05% | -20.67% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.60% | -0.17% | -39.94% | |
| 32 | SDS | Proshares Ultrashort S&p500 | ETF-Other | 0.59% | -0.56% | +1311.36% | |
| 33 | AVO | Mission Produce Inc | Stock-Other | 0.59% | -0.15% | -0.37% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.58% | — | +5.23% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.26% | +24.35% | |
| 36 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.55% | — | -2.21% | |
| 37 | VV | Vanguard Large-cap ETF | ETF-Other | 0.54% | — | +0.36% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | — | +30.33% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.28% | -20.06% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.52% | -0.37% | -3.05% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.10% | -18.46% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.47% | -0.01% | -8.46% | |
| 43 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.47% | +0.20% | +44.20% | |
| 44 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.47% | -0.06% | +17.38% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.47% | +0.11% | -45.76% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.46% | -0.06% | +3.13% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.45% | +0.03% | +63.58% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | +0.24% | +9.91% | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.45% | -0.04% | -1.67% | |
| 50 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.44% | -0.10% | +21.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.5% | +89.90% | Add |
| 2 | SDS | Proshares Ultrashort S&p500 | +0.6% | +1311.36% | Add |
| 3 | ACWX | Ishares Msci Acwi Ex US ETF | +0.5% | +19.71% | Add |
| 4 | CAT | Caterpillar Inc | +0.4% | -6.55% | Trim |
| 5 | IWM | Ishares Russell 2000 ETF | +0.4% | +49.15% | Add |
| 6 | IDXX | Idexx Laboratories Inc | +0.3% | +2797.04% | Add |
| 7 | CVX | Chevron CORP | +0.3% | +24.35% | Add |
| 8 | IVE | Ishares S&p 500 Value ETF | +0.2% | +63.58% | Add |
| 9 | NOBL | Proshares S&p 500 Dividend A | +0.2% | +44.20% | Add |
| 10 | NEE | Nextera Energy Inc | +0.2% | +72.68% | Add |
| 11 | AMGN | Amgen Inc | +0.2% | +50.50% | Add |
| 12 | ABBV | Abbvie Inc | +0.2% | +30.33% | Add |
| 13 | AVO | Mission Produce Inc | +0.2% | -0.37% | Trim |
| 14 | SYLD | Cambria Shareholder Yield Et | +0.2% | +79.24% | Add |
| 15 | ETHE | Grayscale Ethereum Staking E | +0.2% | +142.66% | Add |
| 16 | GLDM | Spdr Gold Minishares Trust | +0.2% | +21.54% | Add |
| 17 | DLR | Digital Realty Trust Inc | +0.2% | +742.29% | Add |
| 18 | XOM | Exxon Mobil CORP | +0.2% | -1.43% | Trim |
| 19 | MCHP | Microchip Technology Inc | +0.1% | +441.24% | Add |
| 20 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +25.38% | Add |
| 21 | FTSM | First Trust Enh Short Mat Fd | +0.1% | +17.38% | Add |
| 22 | DHI | Dr Horton Inc | +0.1% | +390.14% | Add |
| 23 | NUE | Nucor CORP | +0.1% | +254.58% | Add |
| 24 | PG | Procter & Gamble Co/the | +0.1% | +22.50% | Add |
| 25 | BTU | Peabody Energy CORP | +0.1% | +6.46% | Add |
| 26 | CSX | Csx CORP | +0.1% | +468.10% | Add |
| 27 | TXN | Texas Instruments Inc | +0.1% | +179.70% | Add |
| 28 | LRCX | Lam Research CORP | +0.1% | +47.24% | Add |
| 29 | ETN | Eaton Corporation plc | +0.1% | +39.83% | Add |
| 30 | USHY | Ishares Broad Usd High Yield | +0.1% | +24.11% | Add |
| 31 | JNJ | Johnson & Johnson | +0.1% | +0.78% | Add |
| 32 | PNC | Pnc Financial Services Group | +0.1% | +419.84% | Add |
| 33 | PCAR | Paccar Inc | +0.1% | +304.54% | Add |
| 34 | SPG | Simon Property Group Inc | +0.1% | +38.68% | Add |
| 35 | PFF | Ishares Preferred & Income S | +0.1% | +57.16% | Add |
| 36 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +27.56% | Add |
| 37 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +37.56% | Add |
| 38 | THRO | Ishares U.s. Thematic Rotati | +0.1% | +101.42% | Add |
| 39 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -19.61% | Trim |
| 40 | SHLD | Global X Defense Tech ETF | +0.1% | +123.74% | Add |
| 41 | GLW | Corning Inc | +0.1% | -8.62% | Trim |
| 42 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +206.21% | Add |
| 43 | GNRC | Generac Holdings Inc | +0.1% | +193.94% | Add |
| 44 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +228.39% | Add |
| 45 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +78.66% | Add |
| 46 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -11.05% | Trim |
| 47 | URI | United Rentals Inc | +0.1% | +1.69% | Add |
| 48 | PANW | Palo Alto Networks Inc | 0% | -1.39% | Trim |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | -11.01% | Trim |
| 50 | COST | Costco Wholesale CORP | — | -27.66% | Trim |
According to official SEC Form 13F filings, Integrated Advisors Network LLC reported a total U.S. public equity portfolio value of $2.2B across 687 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, BIL) accounted for 13.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
ELAN
市值: $6.3M
Top Position Liquidated / Trimmed
VYMI
前期市值: $13.5M
During Q1 2026, Integrated Advisors Network LLC's top holdings by market value included IVV (4.9%)、SPY (3.0%)、BIL (2.7%). The largest single position, IVV, represented 4.9% of total portfolio value.
In Q1 2026, Integrated Advisors Network LLC made 200 total portfolio adjustments, initiating 24 new buys, adding to 41 positions, trimming 115 holdings, and fully liquidating 20 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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