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Integrated Advisors Network LLC

SEC CIK
0001660177
Latest filing
Aug 11, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 28, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
687
−17 vs. Q4 2025
Portfolio value
$1.91B
−$353.4M (−15.6%) vs. Q4 2025
Filed
Apr 28, 2026
SEC
Holdings of Integrated Advisors Network LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF141,684$92.5M4.9%−33,232−19.0%Reduced–
SPYSPDR S&P 500 ETF TrustETF89,222$58.0M3.0%−28,549−24.2%ReducedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF569,175$52.2M2.7%+269,448+89.9%Added–
AAPLApple Inc.Stock198,303$50.3M2.6%−35,764−15.3%ReducedHistory
NVDANVIDIA CorpStock212,423$37.0M1.9%−64,136−23.2%ReducedHistory
iShares MSCI Acwi Ex U.S. ETF464288240ETF456,042$31.2M1.6%+75,083+19.7%Added–
CATCaterpillar IncStock42,672$30.2M1.6%−2,990−6.5%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF47,919$27.7M1.5%−8,915−15.7%Reduced–
Vanguard S&P 500 ETF922908363ETF44,224$26.4M1.4%−7,425−14.4%Reduced–
MSFTMicrosoft CorpStock68,941$25.5M1.3%−14,073−17.0%ReducedHistory
GOOGLAlphabet Inc.Stock86,548$24.9M1.3%−33,640−28.0%ReducedHistory
AMZNAmazon Com IncStock111,377$23.2M1.2%−33,274−23.0%ReducedHistory
BXBlackstone Inc.COM193,739$22.3M1.2%−26,037−11.8%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF644,310$19.8M1.0%−157,211−19.6%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF200,468$18.1M1.0%−43,235−17.7%Reduced–
AVGOBroadcom Inc.Stock54,406$16.8M0.9%−11,715−17.7%ReducedHistory
iShares Russell 2000 ETF464287655ETF66,954$16.6M0.9%+22,063+49.1%Added–
JPMJPMorgan Chase & CoStock51,445$15.1M0.8%−4,486−8.0%ReducedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF371,740$14.4M0.8%+5,215+1.4%Added–
PANWPalo Alto Networks IncStock87,716$14.1M0.7%−1,239−1.4%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF62,832$13.5M0.7%−40,314−39.1%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF183,295$12.4M0.6%−22,761−11.0%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF82,719$12.3M0.6%−22,127−21.1%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF91,108$12.1M0.6%−83,305−47.8%Reduced–
CRWDCrowdStrike Holdings, Inc.Stock30,590$11.9M0.6%−1,032−3.3%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF112,322$11.9M0.6%−60,291−34.9%Reduced–
URIUnited Rentals, Inc.COM16,162$11.8M0.6%+269+1.7%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF36,574$11.7M0.6%−16,815−31.5%Reduced–
COSTCostco Wholesale CorpStock11,623$11.6M0.6%−4,444−27.7%ReducedHistory
TSLATesla, Inc.Stock30,633$11.4M0.6%−7,980−20.7%ReducedHistory
GLDSPDR Gold TrustETF26,416$11.4M0.6%−17,565−39.9%ReducedHistory
ProShares Tr74350P667ULTRASHRT S&P500150,056$11.3M0.6%+139,424+1,311.4%Added–
AVOMission Produce, Inc.COM813,040$11.2M0.6%−3,000−0.4%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF172,664$11.1M0.6%+8,586+5.2%Added–
CVXChevron CorpStock51,642$10.7M0.6%+10,111+24.3%AddedHistory
Putnam ETF Trust746729300FOCUSED LAR CAP226,160$10.5M0.6%−5,111−2.2%Reduced–
Vanguard Morningstar Large-Cap ETF922908637ETF34,611$10.3M0.5%+124+0.4%Added–
ABBVAbbVie Inc.Stock47,509$10.3M0.5%+11,057+30.3%AddedHistory
LLYEli Lilly & CoStock10,917$10.0M0.5%−2,740−20.1%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF99,329$9.86M0.5%−3,120−3.0%Reduced–
BRK.BBerkshire Hathaway IncStock19,350$9.27M0.5%−4,380−18.5%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF167,152$9.03M0.5%−15,452−8.5%Reduced–
ProShares Tr74348A467S&P 500 DV ARIST84,847$8.99M0.5%+26,009+44.2%Added–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW149,544$8.94M0.5%+22,139+17.4%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT46,399$8.90M0.5%−39,148−45.8%Reduced–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS148,484$8.69M0.5%+4,507+3.1%Added–
iShares S&P 500 Value ETF464287408ETF40,873$8.63M0.5%+15,887+63.6%Added–
iShares S&P 500 Growth ETF464287309ETF75,710$8.56M0.4%+6,826+9.9%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF102,767$8.50M0.4%−1,743−1.7%Reduced–
GLDMWorld Gold TrustSPDR GLD MINIS90,138$8.35M0.4%+15,976+21.5%AddedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF272,081$8.30M0.4%−90,884−25.0%Reduced–
BTUPeabody Energy CorpCOM250,758$8.26M0.4%+15,217+6.5%AddedHistory
FTNTFortinet, Inc.Stock100,445$8.21M0.4%+2,339+2.4%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF265,280$7.73M0.4%−101,345−27.6%Reduced–
GOOGAlphabet Inc.Stock26,585$7.63M0.4%−2,002−7.0%ReducedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD96,124$7.62M0.4%−32,721−25.4%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF51,594$7.56M0.4%−39,068−43.1%Reduced–
JNJJohnson & JohnsonStock30,779$7.52M0.4%+237+0.8%AddedHistory
PGProcter & Gamble CoStock51,841$7.49M0.4%+9,522+22.5%AddedHistory
METAMeta Platforms, Inc.Stock13,038$7.46M0.4%−7,780−37.4%ReducedHistory
XOMExxonMobil Holdings CorpCOM43,607$7.40M0.4%−634−1.4%ReducedHistory
iShares Tr46436E7180-3 MTH TREASURY71,258$7.17M0.4%+14,425+25.4%Added–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF209,688$7.12M0.4%+3,100+1.5%Added–
Vanguard Mun BD FDS922907746TAX EXEMPT BD141,522$7.06M0.4%−17,507−11.0%Reduced–
MRKMerck & Co., Inc.Stock58,444$7.03M0.4%−1,322−2.2%ReducedHistory
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF271,425$6.95M0.4%−1,958−0.7%Reduced–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS115,115$6.86M0.4%+3,870+3.5%Added–
CSCOCisco Systems, Inc.Stock87,031$6.75M0.4%−6,903−7.3%ReducedHistory
AMGNAmgen IncStock18,941$6.66M0.3%+6,356+50.5%AddedHistory
VVisa Inc.Stock21,923$6.63M0.3%−3,746−14.6%ReducedHistory
iShares Tr46435U853BROAD USD HIGH179,847$6.63M0.3%+34,940+24.1%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF86,854$6.52M0.3%+1,760+2.1%Added–
WMTWalmart Inc.Stock52,104$6.48M0.3%−9,891−16.0%ReducedHistory
ELANElanco Animal Health IncCOM264,076$6.32M0.3%+264,076NewHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR18,501$6.25M0.3%−4,406−19.2%ReducedHistory
iShares Russell Midcap ETF464287499ETF63,482$6.17M0.3%−2,222−3.4%Reduced–
ETHEGrayscale Ethereum Staking ETFETF358,249$6.12M0.3%+210,612+142.7%AddedHistory
MAMastercard IncStock11,767$5.88M0.3%−1,377−10.5%ReducedHistory
BlackRock ETF Trust09290C764ISHA IN CTRY ETF181,308$5.83M0.3%+181,308New–
Vanguard Morningstar Mid-Cap ETF922908629ETF20,143$5.78M0.3%−4,034−16.7%Reduced–
GSGoldman Sachs Group IncStock6,794$5.75M0.3%+1,073+18.8%AddedHistory
BlackRock ETF Trust09290C103ISHARES US EQUIT98,446$5.73M0.3%+21,270+27.6%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF21,856$5.72M0.3%+709+3.4%Added–
NFLXNetflix IncStock58,995$5.67M0.3%+1,956+3.4%AddedHistory
PODDInsulet CorpStock26,729$5.61M0.3%−19,238−41.9%ReducedHistory
KOCoca Cola CoStock73,194$5.57M0.3%−4,829−6.2%ReducedHistory
iShares Tr464288158SHRT NAT MUN ETF52,262$5.57M0.3%−35,681−40.6%Reduced–
IDXXIDEXX Laboratories IncCOM9,792$5.50M0.3%+9,454+2,797.0%AddedHistory
NEENextera Energy IncStock58,680$5.45M0.3%+24,699+72.7%AddedHistory
PEPPepsiCo IncStock34,815$5.41M0.3%+1,948+5.9%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF76,290$5.32M0.3%−2,909−3.7%Reduced–
Cambria ETF Tr132061201SHSHLD YIELD ETF69,856$5.27M0.3%+30,883+79.2%Added–
AMDAdvanced Micro Devices IncStock25,359$5.16M0.3%−958−3.6%ReducedHistory
HDHome Depot, Inc.Stock15,658$5.15M0.3%−985−5.9%ReducedHistory
iShares S&P Small-Cap 600 Value ETF464287879ETF42,524$5.04M0.3%+42,524New–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF50,002$5.03M0.3%+50,002New–
SPGSimon Property Group Inc.REIT26,651$4.97M0.3%+7,434+38.7%AddedHistory
HONHoneywell International IncCOM21,785$4.92M0.3%+388+1.8%AddedHistory
iShares Tr464288513IBOXX HI YD ETF61,274$4.87M0.3%−20,917−25.4%Reduced–
State Street Financial Select Sector SPDR ETF81369Y605ETF98,711$4.87M0.3%−22,892−18.8%Reduced–

Options (3)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Integrated Advisors Network LLC in Q1 2026
SecurityClassPutsCalls
BABAAlibaba Group Holding LtdADR–$62.7K
NVDANVIDIA CorpStock–$17.4K
DELLDell Technologies Inc.Stock–$16.4K

Sold out since Q4 2025 (108)

Positions held at the end of Q4 2025 that are gone from this filing.

The largest 100 of 108 by value last quarter.

Positions of Integrated Advisors Network LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
Vanguard Whitehall FDS921946794INTL HIGH ETF149,486$13.5M0.6%–
EQIXEquinix IncCOM7,981$6.11M0.3%History
Schwab Strategic Tr808524862SHT TM US TRES153,561$3.74M0.2%–
RELYRemitly Global, Inc.COM269,415$3.72M0.2%History
iShares Inc464286319EM MKTS DIV ETF108,421$3.38M0.1%–
iShares Tr464287689RUSSELL 3000 ETF8,223$3.18M0.1%–
RFRegions Financial CorpCOM108,617$2.94M0.1%History
CRCLCircle Internet Group, Inc.COM CL A37,078$2.94M0.1%History
Vanguard World FD921910873MEGA CAP INDEX9,602$2.41M0.1%–
iShares Tr464287713US TELECOM ETF69,072$2.34M0.1%–
Profesionally Managed Portfo74316P579AKRE FOCUS ETF35,716$2.34M0.1%–
First Tr Exchange-Traded FD33738D762COML MTG OPPORTU67,470$1.38M0.1%–
WisdomTree Tr97717W851JAPN HEDGE EQT8,904$1.28M0.1%–
ADSKAutodesk, Inc.COM4,112$1.22M0.1%History
VNOMViper Energy, Inc.CL A30,033$1.16M0.1%History
First Tr Exchange-Traded FD33738D101NO AMER ENERGY29,254$1.11M<0.1%–
Dimensional ETF Trust25434V831US HIGH PROF ETF27,561$1.05M<0.1%–
Fidelity Covington Trust316092386STOCK FOR INFL20,605$1.02M<0.1%–
BlackRock ETF Trust09290C723DYNAMIC EQTY ACT39,799$1.02M<0.1%–
American Centy ETF Tr025072877US SML CP VALU9,349$953.4K<0.1%–
Franklin Templeton ETF Tr35473P595SENIOR LOAN ETF35,714$836.4K<0.1%–
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL16,185$824.4K<0.1%–
NVONovo Nordisk A SADR15,684$798.0K<0.1%History
ProShares Tr74347R842PSHS ULTRUSS200016,820$790.9K<0.1%–
iShares Tr464288877EAFE VALUE ETF10,963$782.8K<0.1%–
CDECoeur Mining, Inc.COM NEW43,700$779.2K<0.1%History
BANDBandwidth Inc.COM CL A48,808$754.1K<0.1%History
Vanguard Morningstar Mid-Cap Value ETF922908512ETF4,048$718.0K<0.1%–
CDNSCadence Design Systems IncStock2,260$706.3K<0.1%History
MHNBlackRock Muniholdings New York Quality Fund, Inc.COM68,455$700.3K<0.1%History
Schwab International Small-Cap Equity ETF808524888ETF14,962$681.2K<0.1%–
ProShares Tr74347R404PSHS ULT MCAP4009,146$637.5K<0.1%–
APPAppLovin CorpCOM CL A904$609.1K<0.1%History
iShares Tr46432F388MSCI USA VALUE4,354$595.3K<0.1%–
RMBSRambus IncCOM6,475$595.0K<0.1%History
iShares Russell Mid-Cap Growth ETF464287481ETF4,119$564.0K<0.1%–
iShares Tr464288885EAFE GRWTH ETF4,921$560.6K<0.1%–
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF5,292$559.1K<0.1%–
PEGPublic Service Enterprise Group IncCOM6,327$508.1K<0.1%History
FPIFarmland Partners Inc.COM49,741$482.0K<0.1%History
MDBMongoDB, Inc.CL A1,148$481.8K<0.1%History
Vanguard Whitehall FDS921946810INTL DVD ETF4,979$455.3K<0.1%–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF1,559$435.2K<0.1%–
ProShares Tr74349Y449ULTRA S&P 500 EQ10,292$420.6K<0.1%–
ORealty Income CorpREIT7,027$396.1K<0.1%History
iShares Tr4642886613 7 YR TREAS BD3,225$385.0K<0.1%–
VIXYProShares Trust IIETF15,000$384.6K<0.1%History
ProShares Tr74347R693PSHS ULTRA TECH4,043$381.3K<0.1%–
VZLAVizsla Silver Corp.COM NEW68,650$375.5K<0.1%History
WDAYWorkday, Inc.CL A1,740$373.6K<0.1%History
iShares Tr46435U713US INFRASTRUC7,055$371.2K<0.1%–
WisdomTree Tr97717W315EMER MKT HIGH FD7,810$364.8K<0.1%–
AHRAmerican Healthcare REIT, Inc.COM SHS7,488$352.4K<0.1%History
IBKRInteractive Brokers Group, Inc.Stock5,359$344.6K<0.1%History
SFStifel Financial CorpCOM2,707$339.0K<0.1%History
BUDAnheuser-Busch InBev SA/NVADR5,279$338.1K<0.1%History
CAHCardinal Health IncStock1,524$313.2K<0.1%History
JHGJanus Henderson Group Ltd.ORD SHS6,581$313.1K<0.1%History
SYFSynchrony FinancialCOM3,735$311.6K<0.1%History
MPTMedical Properties Trust IncCOM61,926$309.6K<0.1%History
iShares Tr464287341GLOBAL ENERG ETF7,302$306.2K<0.1%–
INSWInternational Seaways, Inc.COM6,208$301.4K<0.1%History
ORIOld Republic International CorpCOM6,515$297.3K<0.1%History
USOUnited States Oil Fund, LPUNITS4,265$295.0K<0.1%History
TTETotalEnergies SEACT4,500$294.4K<0.1%History
NXSTNexstar Media Group, Inc.COMMON STOCK1,442$292.8K<0.1%History
FCFFirst Commonwealth Financial CorpCOM17,187$289.8K<0.1%History
BYDBoyd Gaming CorpCOM3,393$289.2K<0.1%History
PYPLPayPal Holdings, Inc.Stock4,918$287.1K<0.1%History
DOCHealthpeak Properties, Inc.COM17,726$285.0K<0.1%History
DASHDoorDash, Inc.Stock1,257$284.7K<0.1%History
MKSIMKS IncCOM1,779$284.3K<0.1%History
HOODRobinhood Markets, Inc.Stock2,494$282.1K<0.1%History
ARESAres Management CorpCL A COM STK1,634$264.1K<0.1%History
CORCencora, Inc.Stock752$254.1K<0.1%History
BDXBecton Dickinson & CoStock1,301$252.4K<0.1%History
iShares Tr46434V647GLOBAL REIT ETF10,000$249.5K<0.1%–
SNPSSynopsys IncCOM523$245.7K<0.1%History
OVVOvintiv Inc.COM6,228$244.1K<0.1%History
iShares Tr46435G474FALN ANGLS USD8,843$241.4K<0.1%–
MTNVail Resorts IncCOM1,801$239.2K<0.1%History
VLTOVeralto CorpStock2,367$236.2K<0.1%History
First Trust Dow Jones Internet Index Fund33733E302ETF866$233.1K<0.1%–
EFXEquifax IncCOM1,070$232.2K<0.1%History
IONQIonQ, Inc.COM5,098$228.7K<0.1%History
SPDR Index Shs FDS78463X756ST MARKE CAP ETF3,439$225.8K<0.1%–
Schwab Fundamental U.S. Small Company ETF808524763ETF7,151$225.3K<0.1%–
SPDR Index Shs FDS78463X103PORTFLO EURP ETF4,311$224.7K<0.1%–
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI2,376$220.0K<0.1%–
DDSDillard's, Inc.CL A360$218.3K<0.1%History
MKCMcCormick & Co IncStock3,204$218.2K<0.1%History
OZBelpointe PREP, LLCUNIT RP LTD LB A3,350$217.9K<0.1%History
ELFe.l.f. Beauty, Inc.COM2,836$215.7K<0.1%History
Direxion Shares ETF Trust25459Y207NASDAQ 100 EQ WT2,106$215.5K<0.1%–
First Tr Exchange Traded FD33734X143HLTH CARE ALPH1,862$211.9K<0.1%–
First Tr Exchng Traded FD VI33740U752FT VEST NASD ETF5,877$210.6K<0.1%–
SPDR Index Shs FDS78463X202ST STR EU 50 ETF3,260$209.9K<0.1%–
MIRMirion Technologies, Inc.COM CL A8,957$209.8K<0.1%History
NDAQNasdaq, Inc.COM2,124$206.3K<0.1%History
HPEHewlett Packard Enterprise CoCOM8,553$205.5K<0.1%History