13F
中
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Integrated Advisors Network LLC

13F equity value
$1.9B
Positions
687
Top 10 concentration
22.6%
Quarters / total new picks
23 / 1,097
13F equity value over time
$0M$1B$2B20192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 23 quarters, returned +3.9% per quarter — versus +4.4% per quarter from simply owning every 13F stock. It beat that baseline in only 52.2% of quarters (excess t = -0.88, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-1.1%
t-stat
-0.88
Quarterly win rate
52%
Annualized excess
-1.9%
$1 → follow vs universe
$2.25 vs $2.47
Cumulative return: $1 invested in new picks vs universe
1.00 20200331: universe 1.20620200630: universe 1.33220200930: universe 1.63320201231: universe 1.70820210331: universe 1.72320210630: universe 1.86120210930: universe 1.67020211231: universe 1.42120220331: universe 1.52620220630: universe 1.41420220930: universe 1.51920230331: universe 1.60020230630: universe 1.54320230930: universe 1.75120231231: universe 1.83020240331: universe 1.87120240630: universe 2.04120240930: universe 2.02320241231: universe 1.88820250331: universe 2.05820250630: universe 2.12320250930: universe 2.38720251231: universe 2.470 20200331: follow 1.25620200630: follow 1.35720200930: follow 1.67420201231: follow 1.78620210331: follow 1.81620210630: follow 1.91920210930: follow 1.86120211231: follow 1.60020220331: follow 1.55920220630: follow 1.46320220930: follow 1.49720230331: follow 1.55820230630: follow 1.53320230930: follow 1.61020231231: follow 1.66320240331: follow 1.69320240630: follow 1.87120240930: follow 1.85720241231: follow 1.80520250331: follow 1.84820250630: follow 1.89720250930: follow 2.19320251231: follow 2.245 0.92 1.79 2.67 202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 687 · 2026 Q1

Ticker Value Weight QoQ
IVV $93M
4.9%
TRIM
SPY $58M
3.0%
TRIM
BIL $52M
2.7%
ADD
AAPL $50M
2.6%
TRIM
NVDA $37M
1.9%
TRIM
ACWX $31M
1.6%
ADD
CAT $30M
1.6%
TRIM
QQQ $28M
1.5%
TRIM
VOO $26M
1.4%
TRIM
MSFT $26M
1.3%
TRIM
GOOGL $25M
1.3%
TRIM
AMZN $23M
1.2%
TRIM
BX $22M
1.2%
TRIM
SCHD $20M
1.0%
TRIM
IEFA $18M
0.9%
TRIM
AVGO $17M
0.9%
TRIM
IWM $17M
0.9%
ADD
JPM $15M
0.8%
TRIM
DFAC $14M
0.8%
HOLD
PANW $14M
0.7%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

ABEVADMADUSAGAPTVBAXBDJCALMCANCARRCASYCCJCECLCLXCMFCRICSGPDBADGDUSBDXELANEMNFBNDFBTCFFBCFISVFRDMFRO

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.