IA

Integrated Advisors Network LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$1.9B

Reporting period: 2026-03-31 · Number of holdings: 690

Integrated Advisors Network LLC disclosed 690 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.9B and a quarterly turnover rate of 41.0%.

Personality snowflake

Concentration
3.63
Portfolio Stability
41
Momentum/Contrarian
94.01
Sector conviction
59.62
Diversification
100
Sizing Uniformity
77.09

Recent moves

  • Add BIL

    +89.9%　$24.8M

  • Trim IUSV

    -79.6%　-$14.6M

  • Add SDS

    +1311.4%　$10.6M

  • Trim SPY

    -24.4%　-$22.4M

  • Add ACWX

    +19.7%　$5.7M

  • Trim XLK

    -47.8%　-$13.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 687 holdings (of 690 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth4.86%-0.44%-19.00%
2SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth3.05%-0.52%-24.37%
3BILSs Spdr Bb 1-3m T-bill ETFETF-Gov Bonds2.74%+1.53%+89.90%
4AAPLApple INCStock-Tech2.64%-0.18%-15.28%
5NVDANvidia CORPStock-Tech1.95%-0.33%-23.18%
6ACWXIshares Msci Acwi Ex US ETFETF-Other1.64%+0.51%+19.71%
7CATCaterpillar INCStock-Industrials1.59%+0.43%-6.55%
8QQQInvesco Qqq Trust Series 1ETF-Tech1.45%-0.09%-15.69%
9VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.39%-0.04%-14.38%
10MSFTMicrosoft CORPStock-Tech1.34%-0.45%-17.65%
11GOOGLAlphabet Inc-cl AStock-Comm Services1.31%-0.35%-27.99%
12AMZNAmazon.com INCStock-Consumer Disc1.22%-0.26%-23.00%
13BXBlackstone INCStock-Financials1.17%-0.33%-11.85%
14SCHDSchwab US Dvd Equity ETFETF-Other1.04%—-19.61%
15IEFAIshares Core Msci Eafe ETFETF-Other0.95%—-17.74%
16AVGOBroadcom INCStock-Tech0.88%-0.13%-17.72%
17IWMIshares Russell 2000 ETFETF-Small Cap0.87%+0.38%+49.15%
18JPMJpmorgan Chase & CoStock-Financials0.79%—-8.02%
19DFACDimensional US Core Equity 2ETF-Other0.76%—+1.42%
20PANWPalo Alto Networks INCStock-Tech0.74%—-1.39%
21VIGVanguard Dividend Apprec ETFETF-Other0.71%-0.29%-39.08%
22IJHIshares Core S&p Midcap ETFETF-Other0.65%—-11.05%
23VYMVanguard High Dvd Yield ETFETF-Other0.64%—-21.10%
24XLKSs Technology Select SectorETF-Tech0.64%-0.47%-47.76%
25CRWDCrowdstrike Holdings INC - AStock-Tech0.63%—-3.26%
26MUBIshares National Muni Bond EETF-Other0.63%-0.19%-34.93%
27URIUnited Rentals INCStock-Industrials0.62%—+1.69%
28VTIVanguard Total Stock Mkt ETFETF-Other0.62%-0.17%-31.50%
29COSTCostco Wholesale CORPStock-Consumer Staples0.61%—-27.66%
30TSLATesla INCStock-Consumer Disc0.60%-0.17%-20.67%
31GLDSpdr Gold SharesETF-Commodities0.60%-0.17%-39.94%
32SDSProshares Ultrashort S&p500ETF-Other0.59%+0.56%+1311.36%
33AVOMission Produce INCStock-Other0.59%—-0.37%
34VEAVanguard Ftse Developed ETFETF-Other0.58%—+5.23%
35CVXChevron CORPStock-Energy0.56%+0.28%+24.35%
36PVALPutnam Focused Lrg Cap ValueETF-Other0.55%—-2.21%
37VVVanguard Large-cap ETFETF-Other0.54%—+0.36%
38ABBVAbbvie INCStock-Healthcare0.54%—+30.33%
39LLYEli Lilly & CoStock-Healthcare0.53%-0.12%-20.06%
40AGGIshares Core U.s. AggregateETF-Other0.52%—-3.05%
41BRK-BBerkshire Hathaway Inc-cl BStock-Other0.49%—-18.46%
42VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.47%—-8.46%
43NOBLProshares S&p 500 Dividend AETF-Large Cap & Growth0.47%—+44.20%
44FTSMFirst Trust Enh Short Mat FdETF-Other0.47%—+17.38%
45RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.47%-0.25%-45.76%
46VGSHVanguard Short-term TreasuryETF-Gov Bonds0.46%—+3.13%
47IVEIshares S&p 500 Value ETFETF-Large Cap & Growth0.45%—+63.58%
48IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.45%—+9.91%
49VCITVanguard Int-term CorporateETF-Corp Bonds0.45%—-1.67%
50GLDMSpdr Gold Minishares TrustETF-Commodities0.44%—+21.54%
1–50 of 687

Holding changes this quarter

Integrated Advisors Network LLC's most significant position changes for 2026-03-31: Sold out: Vanguard Int High Dvd Yld In (VYMI); New buy: Elanco Animal Health INC (ELAN); Sold out: Equinix INC (EQIX); New buy: Ish Intl Ctry Rot Act ETF (CORO); New buy: Ishares S&p Small-cap 600 Va (IJS).

Position changes disclosed by Integrated Advisors Network LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1BILSs Spdr Bb 1-3m T-bill ETF+1.5%+89.90%Add
2SDSProshares Ultrashort S&p500+0.6%+1311.36%Add
3ACWXIshares Msci Acwi Ex US ETF+0.5%+19.71%Add
4CATCaterpillar INC+0.4%-6.55%Trim
5IWMIshares Russell 2000 ETF+0.4%+49.15%Add
6IDXXIdexx Laboratories INC+0.3%+2797.04%Add
7CVXChevron CORP+0.3%+24.35%Add
8VOOVanguard S&p 500 ETF0%-14.38%Trim
9QQQInvesco Qqq Trust Series 1-0.1%-15.69%Trim
10LLYEli Lilly & Co-0.1%-20.06%Trim
11SCHGSchwab US Large-cap Growth-0.1%-27.64%Trim
12AVGOBroadcom INC-0.1%-17.72%Trim
13LQDIshr Ibx Usd Invgd Cb Etf-ui-0.2%-49.66%Trim
14SCHWSchwab (charles) CORP-0.2%-49.99%Trim
15IWFIshares Russell 1000 Growth-0.2%-70.83%Trim
16VTIVanguard Total Stock Mkt ETF-0.2%-31.50%Trim
17GLDSpdr Gold Shares-0.2%-39.94%Trim
18TSLATesla INC-0.2%-20.67%Trim
19TERTeradyne INC-0.2%-89.90%Trim
20ZTSZoetis INC-0.2%-91.73%Trim
21AAPLApple INC-0.2%-15.28%Trim
22MUBIshares National Muni Bond E-0.2%-34.93%Trim
23XLVSs Health Care Select Sector-0.2%-43.09%Trim
24EMBIshares Jp Morgan Usd Emergi-0.2%-58.16%Trim
25METAMeta Platforms Inc-class A-0.2%-39.41%Trim
26RSPInvesco S&p 500 Equal Weight-0.3%-45.76%Trim
27AMZNAmazon.com INC-0.3%-23.00%Trim
28VIGVanguard Dividend Apprec ETF-0.3%-39.08%Trim
29PODDInsulet CORP-0.3%-41.85%Trim
30EFAIshares Msci Eafe ETF-0.3%-75.93%Trim
31BNDVanguard Total Bond Market-0.3%-87.25%Trim
32NVDANvidia CORP-0.3%-23.18%Trim
33BXBlackstone INC-0.3%-11.85%Trim
34GOOGLAlphabet Inc-cl A-0.4%-27.99%Trim
35JEPIJpmorgan Equity Premium Inco-0.4%-89.43%Trim
36IVVIshares Core S&p 500 ETF-0.4%-19.00%Trim
37MSFTMicrosoft CORP-0.5%-17.65%Trim
38XLKSs Technology Select Sector-0.5%-47.76%Trim
39SPYSs Spdr S&p 500 ETF Trust-us-0.5%-24.37%Trim
40IUSVIshares Core S&p U.s. Value-0.6%-79.55%Trim
41VYMIVanguard Int High Dvd Yld In—EXITSold out
42ELANElanco Animal Health INC—NEWNew buy
43EQIXEquinix INC—EXITSold out
44COROIsh Intl Ctry Rot Act ETF—NEWNew buy
45IJSIshares S&p Small-cap 600 Va—NEWNew buy
46IJKIshares S&p Mid-cap 400 Grow—NEWNew buy
47TMDXTransmedics Group INC—NEWNew buy
48VTECVanguard Ca Tax-ex Bond—NEWNew buy
49CMFIshares California Muni Bond—NEWNew buy
50PHMPultegroup INC—NEWNew buy

FAQ

What is Integrated Advisors Network LLC and what type of investor is it?
Integrated Advisors Network LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.9B, spread across 690 disclosed positions.
What are Integrated Advisors Network LLC's largest equity positions?
Based on the latest 13F filing, Integrated Advisors Network LLC's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $92.5M (4.9%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $58.0M (3.0%) 3. Ss Spdr Bb 1-3m T-bill ETF (BIL) — $52.2M (2.7%) 4. Apple INC (AAPL) — $50.3M (2.6%) 5. Nvidia CORP (NVDA) — $37.1M (1.9%)
What changes did Integrated Advisors Network LLC make in its most recent portfolio filing?
In the latest reported quarter, Integrated Advisors Network LLC made 50 notable position adjustments: 8 new positions were initiated, 6 existing holdings were added to, 34 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Vanguard Int High Dvd Yld In (VYMI); New buy: Elanco Animal Health INC (ELAN); Sold out: Equinix INC (EQIX); New buy: Ish Intl Ctry Rot Act ETF (CORO); New buy: Ishares S&p Small-cap 600 Va (IJS)
What sectors does Integrated Advisors Network LLC focus on?
Integrated Advisors Network LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 37.5% • Financials: 11.6% • Health Care: 10.6% • Industrials: 9.7% • Consumer Discretionary: 9.6% • Communication Services: 9.2%