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Integrated Advisors Network LLC
Integrated Advisors Network LLC is an independent, SEC-registered investment adviser headquartered in Anaheim, California. The firm partners with independent financial advisors, offering them support in business operations, compliance, technology, and custodian relationships, allowing advisors to focus on client service and business growth. Founded in 2015, Integrated Advisors Network supports the next generation of independent financial advisory practices with a platform built for scale. The firm caters to advisory practices seeking to maintain autonomy while benefiting from enhanced resources and a turnkey regulatory framework.
Investment Strategy
Integrated Advisors Network LLC operates as a platform for independent registered investment advisers, delivering operational, compliance, and technological support, rather than directly managing client assets according to a single investment strategy. The firm enables affiliated advisors to develop and execute individualized investment approaches tailored to their own clients, supporting a variety of strategies including financial planning, wealth management, portfolio construction, and retirement planning. By facilitating access to custodians, tools, and research, Integrated Advisors Network empowers its advisors to serve clients with customized, fiduciary-focused approaches.
Latest 13F Filing Activity
Integrated Advisors Network LLC filed their most recent 13F report on Jun 30, 2025 disclosing 730 equity positions and 4 options positions with a total 13F market value of $2B. The fund increased holdings in Nvidia Corporation, Ishares TR, Broadcom Inc. among other positions. Integrated Advisors Network LLC reduced exposure to Proshares TR, Janus Detroit STR TR, SPDR S&P 500 Etf TR among others.
Top Holdings
Equity Positions (730)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 4.58% | $101.4M | 163,252 | $412.29 | $620.90 | +$1.4M |
S SPY | SPDR S&P 500 ETF TR | 3.41% | $75.4M | 122,055 | $427.90 | $617.85 | -$16.1M |
A AAPL | APPLE INC | 2.28% | $50.5M | 245,955 | $123.45 | $205.17 | -$4.1M |
N NVDA | NVIDIA CORPORATION | 2.27% | $50.4M | 318,744 | $27.95 | $157.99 | +$17.9M |
B BIL | SPDR SERIES TRUST | 1.82% | $40.4M | 440,468 | $91.53 | $91.73 | +$3.1M |
Options Positions (4)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | New | Call | $1.2M | 20 | $617.85 | $617.85 | +20 | +$1.2M |
N NEM | NEWMONT CORP | New | Call | $58.3K | 10 | $58.26 | $58.26 | +10 | +$58.3K |
D DELL | DELL TECHNOLOGIES INC | New | Call | $24.5K | 2 | $122.60 | $122.60 | +2 | +$24.5K |
N NVDA | NVIDIA CORPORATION | Sold | Call | $15.8K | 1 | $157.99 | $107.04 | -214 | -$2.3M |
Industry Allocation
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