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Independent Wealth Network Inc. 13F holdings

Filed 2026-07-20 · Independent Wealth Network Inc. · 340 positions · $393.3M

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TickerCompanySharesValue% of portfolio
CATCATERPILLAR INC26.5K$28.2M7.2%
SPYMSPDR SERIES TRUST196.3K$17.3M4.4%
JPSTJ P MORGAN EXCHANGE TRADED F242.6K$12.3M3.1%
SPYGSPDR SERIES TRUST97.6K$11.6M3.0%
QQQINVESCO QQQ TR9.9K$7.3M1.9%
—COLLABORATIVE INVESTMNT SER280.0K$6.7M1.7%
DFUSDIMENSIONAL ETF TRUST75.2K$6.2M1.6%
AAPLAPPLE INC19.8K$5.7M1.5%
NVDANVIDIA CORPORATION28.0K$5.6M1.4%
SPYVSPDR SERIES TRUST88.7K$5.4M1.4%
SLVISHARES SILVER TR96.6K$5.2M1.3%
VOOVANGUARD INDEX FDS7.1K$4.9M1.2%
CVXCHEVRON CORPORATION28.2K$4.7M1.2%
MSFTMICROSOFT CORP12.3K$4.6M1.2%
QTECFIRST TR EXCHANGE-TRADED FD12.2K$4.1M1.0%
GLDSPDR GOLD TR10.4K$3.8M1.0%
AMZNAMAZON COM INC15.9K$3.8M1.0%
ACWIISHARES TR22.6K$3.6M0.9%
SPYDSPDR SERIES TRUST72.2K$3.4M0.9%
JEPIJ P MORGAN EXCHANGE TRADED F60.8K$3.4M0.9%
VUGVANGUARD INDEX FDS39.3K$3.4M0.9%
XMMOINVESCO EXCHANGE TRADED FD T18.8K$3.2M0.8%
FLRTPACER FDS TR64.9K$3.0M0.8%
VYMVANGUARD WHITEHALL FDS18.7K$3.0M0.8%
SPABSPDR SERIES TRUST114.1K$2.9M0.7%
XLKSELECT SECTOR SPDR TR15.2K$2.9M0.7%
XLESELECT SECTOR SPDR TR54.1K$2.9M0.7%
BRK-BBERKSHIRE HATHAWAY INC DEL5.6K$2.8M0.7%
STIPISHARES TR25.6K$2.6M0.7%
FJANFIRST TR EXCHNG TRADED FD VI45.6K$2.5M0.6%
LMBSFIRST TR EXCHANGE-TRADED FD48.2K$2.4M0.6%
PSFFPACER FDS TR68.9K$2.4M0.6%
BNDVANGUARD BD INDEX FDS32.0K$2.4M0.6%
—NORTHERN LIGHTS FD TR97.1K$2.3M0.6%
ILTBISHARES TR47.2K$2.3M0.6%
YYYAMPLIFY ETF TR187.9K$2.2M0.6%
BILSPDR SERIES TRUST22.9K$2.1M0.5%
SOXXISHARES TR3.2K$2.1M0.5%
VVISA INC6.1K$2.1M0.5%
—NORTHERN LIGHTS FD TR80.0K$2.0M0.5%
SECTNORTHERN LTS FD TR IV27.9K$2.0M0.5%
SPYSTATE STR SPDR S&P 500 ETF T2.7K$2.0M0.5%
QYLDGLOBAL X FDS107.0K$2.0M0.5%
METAMETA PLATFORMS INC3.5K$2.0M0.5%
BBAGJ P MORGAN EXCHANGE TRADED F40.7K$1.9M0.5%
PLTRPALANTIR TECHNOLOGIES INC16.0K$1.9M0.5%
VBKVANGUARD INDEX FDS5.1K$1.9M0.5%
DLNWISDOMTREE TR19.1K$1.8M0.5%
IVVISHARES TR2.4K$1.8M0.5%
BUFRFIRST TR EXCHNG TRADED FD VI49.2K$1.8M0.5%
TSLATESLA INC4.2K$1.8M0.5%
GOOGALPHABET INC5.0K$1.8M0.5%
AGGISHARES TR17.7K$1.7M0.4%
LQTIFIRST TR EXCHANGE-TRADED FD90.5K$1.7M0.4%
SCIOFIRST TR EXCHANGE-TRADED FD82.0K$1.7M0.4%
CGUSCAPITAL GROUP CORE EQUITY ET38.0K$1.7M0.4%
GOOGLALPHABET INC4.6K$1.7M0.4%
FLOTISHARES TR32.3K$1.6M0.4%
ITAISHARES TR6.7K$1.6M0.4%
FPEFIRST TR EXCH TRADED FD III88.0K$1.6M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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