1y return+18.9%S&P 500 +20.9%
3y return+51.0%S&P 500 +68.5%
5y return+41.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $174 against $232 in the S&P 500.2
Integrated Advisors Network LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $117.9M | 5.4% | +11.1% |
| SPYState Str Spdr S&p 500 Etf T | $69.0M | 3.2% | +3.5% |
| AAPLApple Inc | $68.9M | 3.2% | +20.1% |
| NVDANvidia Corporation | $47.3M | 2.2% | +11.4% |
| CATCaterpillar Inc | $44.4M | 2.0% | −2.3% |
| QQQInvesco Qqq Tr | $35.4M | 1.6% | |
| GOOGLAlphabet Inc | $35.3M | 1.6% | +14.0% |
| ACWXIshares Tr | $35.1M | 1.6% | +1.2% |
| AMZNAmazon Com Inc | $35.0M | 1.6% | +31.8% |
| BILSpdr Series Trust | $33.3M | 1.5% | −36.2% |
| MSFTMicrosoft Corp | $31.3M | 1.4% | +21.9% |
| VOOVanguard Index Fds | $30.8M | 1.4% | +1.5% |
| PANWPalo Alto Networks Inc | $23.8M | 1.1% | −20.3% |
| BXBlackstone Inc | $23.8M | 1.1% | +4.6% |
| AVGOBroadcom Inc | $22.1M | 1.0% | +7.6% |
| VIGVanguard Specialized Funds | $21.2M | 1.0% | +42.3% |
| JPMJpmorgan Chase & Co | $21.1M | 1.0% | +25.5% |
| IEFAIshares Tr | $20.2M | 0.9% | +4.5% |
| SCHDSchwab Strategic Tr | $20.1M | 0.9% | −1.8% |
| XLKSelect Sector Spdr Tr | $18.7M | 0.9% | +7.5% |
| IWMIshares Tr | $18.4M | 0.8% | −8.7% |
| CRWDCrowdstrike Hldgs Inc | $18.3M | 0.8% | −21.4% |
| URIUnited Rentals Inc | $18.0M | 0.8% | −1.5% |
| LLYEli Lilly & Co | $17.6M | 0.8% | +34.1% |
| Dimensional Etf TrustCUSIP 25434V708 | $16.9M | 0.8% | +2.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $47.3M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $22.1M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $23.8M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $44.4M |
| URIUnited Rentals Inc | June 30, 2020 | +660.3% | $18.0M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $17.6M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $35.3M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $18.7M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $21.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $68.9M |
Sold off last quarter
- PODDInsulet Corp was $5.6M
- IDXXIdexx Labs Inc was $5.5M
- IJSIshares Tr was $5.0M
- Honeywell Intl IncCUSIP 438516106 was $4.9M
- TMDXTransmedics Group Inc was $4.7M
- CECelanese Corp Del was $3.3M
- Scorpio Tankers IncCUSIP Y7542C130 was $2.5M
- DRIDarden Restaurants Inc was $2.4M
- VGKVanguard Intl Equity Index F was $2.3M
- GPNGlobal Pmts Inc was $2.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.6% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +7.2% | +10.5% |
| March 31, 2025 | −3.9% | −4.6% |
| December 31, 2024 | +0.9% | +2.1% |
| September 30, 2024 | +5.8% | +5.4% |
| June 30, 2024 | +1.6% | +4.0% |
| March 31, 2024 | +8.1% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +5.9% | +8.3% |
| March 31, 2023 | +4.3% | +7.0% |
| December 31, 2022 | +5.5% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −13.7% | −16.5% |
| March 31, 2022 | −6.0% | −4.9% |
| December 31, 2021 | +5.8% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Integrated Advisors Network LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1660177&type=13F-HR&dateb=&owner=include&count=40CIK 1660177
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1660177/000166017726000003/Filed August 11, 2026 · accession 0001660177-26-000003