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Rod Ehrlich

Investor's Fiduciary Advisor Network, Llc

Assets Managed
$326.427M
Holdings
270
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
-29.97%(2Q avg: 14.02%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Investor's Fiduciary Advisor Network, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 270 positions.

Assets under management

The assets under management (AUM) of Investor's Fiduciary Advisor Network, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 326.427M in assets, with a quarterly growth rate of -29.97% and a 2-quarter average growth rate of 14.02%. The portfolio is managed by Rod Ehrlich, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -7.41%
4.49%
$14.65M
57,728 shares@ $253.78 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -7.63%
4.1%
$13.355M
435,304 shares@ $30.68 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.45%
3.91%
$12.731M
34,394 shares@ $370.16 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -74.67%
2.97%
$9.672M
16,758 shares@ $577.16 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 10.83%
2.2%
$7.174M
78,287 shares@ $91.64 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -1.97%
2.08%
$6.762M
9,545 shares@ $708.44 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -5.31%
1.8%
$5.861M
28,144 shares@ $208.26 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -1.71%
1.62%
$5.26M
35,518 shares@ $148.1 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 10.98%
1.58%
$5.144M
10,735 shares@ $479.19 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -40.43%
1.53%
$4.977M
25,368 shares@ $196.2 avg price

1-10 of 270