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CIK: 0001660177
Total reported value
$2.2B
$2.2B
674 檔
15.9%
At the close of Q2 2026, Integrated Advisors Network LLC disclosed equity holdings valued at approximately $2.2B, spread across 674 reported holdings.
Integrated Advisors Network LLC executed strategic sector rebalancing during Q2 2026, establishing 20 new positions while fully exiting 24 holdings and trimming 62 positions.
Showing top 200 holdings (of 674 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.42% | +0.29% | +11.08% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.17% | +0.04% | +3.51% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.17% | +0.29% | +20.11% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.18% | +0.17% | +11.35% | |
| 5 | CAT | Caterpillar Inc | Stock-Industrials | 2.04% | -0.48% | -2.35% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.63% | -0.16% | +0.43% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.62% | -0.21% | +13.99% | |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.61% | +0.01% | +1.18% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | -0.11% | +31.77% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.53% | -0.54% | -36.15% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | +0.47% | +21.88% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | +0.12% | +1.53% | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.10% | +0.11% | -20.29% | |
| 14 | BX | Blackstone Inc | Stock-Financials | 1.10% | -0.10% | +4.55% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | -0.03% | +7.60% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.97% | -0.01% | +42.32% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | -0.01% | +25.54% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.93% | +0.03% | +4.50% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.92% | -0.01% | -1.80% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 0.86% | -0.03% | +7.53% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.84% | -0.20% | -8.71% | |
| 22 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.84% | +0.06% | -21.41% | |
| 23 | URI | United Rentals Inc | Stock-Industrials | 0.83% | -0.13% | -1.53% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | -0.13% | +34.08% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.78% | -0.02% | +2.39% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.73% | -0.54% | +287.82% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | -0.01% | +44.01% | |
| 28 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.67% | -0.21% | +204.24% | |
| 29 | FTNT | Fortinet Inc | Stock-Tech | 0.66% | +0.07% | -7.48% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.65% | -0.04% | +0.59% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | -0.15% | +10.21% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | -0.01% | -1.86% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.59% | -0.02% | +5.83% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.59% | -0.01% | -2.20% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.58% | +0.01% | +3.01% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.58% | -0.06% | +27.04% | |
| 37 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.55% | +0.04% | +3.70% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | +0.01% | -1.60% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-Other | 0.54% | +0.01% | -1.19% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.02% | -3.23% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.48% | +0.07% | +12.84% | |
| 42 | CLS | Celestica Inc | Stock-Tech | 0.47% | — | — | |
| 43 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.46% | +1.35% | +40.61% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.46% | -0.01% | +1.02% | |
| 45 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.45% | -0.03% | +3.59% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.45% | -0.16% | +9.81% | |
| 47 | AVO | Mission Produce Inc | Stock-Other | 0.44% | +0.05% | +0.01% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | -0.04% | +1.75% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.43% | -0.05% | +35.47% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.43% | — | -4.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.6% | +11.08% | Add |
| 2 | AAPL | Apple Inc | +0.5% | +20.11% | Add |
| 3 | EMB | Ishares Jp Morgan Usd Emergi | +0.5% | +287.82% | Add |
| 4 | CLS | Celestica Inc | +0.5% | NEW | New buy |
| 5 | CAT | Caterpillar Inc | +0.5% | -2.35% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.4% | +31.77% | Add |
| 7 | PANW | Palo Alto Networks Inc | +0.4% | -20.29% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | +13.99% | Add |
| 9 | LLY | Eli Lilly & Co | +0.3% | +34.08% | Add |
| 10 | ✓ | Bleichroeder Acquisiti CORP | +0.3% | +486.04% | Add |
| 11 | VIG | Vanguard Dividend Apprec ETF | +0.3% | +42.32% | Add |
| 12 | DVY | Ishares Select Dividend ETF | +0.3% | +337.08% | Add |
| 13 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +44.01% | Add |
| 14 | NVDA | Nvidia CORP | +0.2% | +11.35% | Add |
| 15 | FTNT | Fortinet Inc | +0.2% | -7.48% | Trim |
| 16 | INFQ | Infleqtion Inc | +0.2% | +366.60% | Add |
| 17 | XLK | Ss Technology Select Sector | +0.2% | +7.53% | Add |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -21.41% | Trim |
| 19 | URI | United Rentals Inc | +0.2% | -1.53% | Trim |
| 20 | NOBL | Proshares S&p 500 Dividend A | +0.2% | +204.24% | Add |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.43% | Add |
| 22 | JPM | Jpmorgan Chase & Co | +0.2% | +25.54% | Add |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +108.88% | Add |
| 24 | XLB | Ss Materials Select Sector | +0.2% | +184.71% | Add |
| 25 | EEM | Ishares Msci Emerging Market | +0.2% | +409.67% | Add |
| 26 | IYZ | Ishares US Telecommunication | +0.2% | NEW | New buy |
| 27 | MU | Micron Technology Inc | +0.2% | -24.79% | Trim |
| 28 | NOW | Servicenow Inc | +0.2% | +434.32% | Add |
| 29 | IYM | Ishares U.s. Basic Materials | +0.2% | +1205.45% | Add |
| 30 | SBUX | Starbucks CORP | +0.2% | +106.81% | Add |
| 31 | AVGO | Broadcom Inc | +0.1% | +7.60% | Add |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.51% | Add |
| 33 | GS | Goldman Sachs Group Inc | +0.1% | +35.47% | Add |
| 34 | SCHW | Schwab (charles) CORP | +0.1% | +96.59% | Add |
| 35 | ICSH | Ishares Ultra Short Duration | +0.1% | +143.44% | Add |
| 36 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +9.81% | Add |
| 37 | AMD | Advanced Micro Devices | +0.1% | -43.11% | Trim |
| 38 | BAC | Bank Of America CORP | +0.1% | +61.59% | Add |
| 39 | UNH | Unitedhealth Group Inc | +0.1% | +58.28% | Add |
| 40 | ✓ | +0.1% | NEW | New buy | |
| 41 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +27.04% | Add |
| 42 | MS | Morgan Stanley | +0.1% | +28.43% | Add |
| 43 | IBM | Intl Business Machines CORP | +0.1% | +94.06% | Add |
| 44 | ✓ | +0.1% | NEW | New buy | |
| 45 | ✓ | +0.1% | NEW | New buy | |
| 46 | MSFT | Microsoft CORP | +0.1% | +21.88% | Add |
| 47 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +203.28% | Add |
| 48 | SETH | Proshare Short Ether Etf-usd | +0.1% | NEW | New buy |
| 49 | MTH | Meritage Homes CORP | +0.1% | NEW | New buy |
| 50 | AIVL | Wisdomtree US Ai Enhanced Va | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Integrated Advisors Network LLC reported a total U.S. public equity portfolio value of $2.2B across 674 disclosed positions in Q2 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, AAPL) accounted for 15.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
CLS
市值: $10.1M
Top Position Liquidated / Trimmed
PODD
前期市值: $5.6M
During Q2 2026, Integrated Advisors Network LLC's top holdings by market value included IVV (5.4%)、SPY (3.2%)、AAPL (3.2%). The largest single position, IVV, represented 5.4% of total portfolio value.
In Q2 2026, Integrated Advisors Network LLC made 200 total portfolio adjustments, initiating 20 new buys, adding to 94 positions, trimming 62 holdings, and fully liquidating 24 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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