CIK 1891240
Independent Wealth Network Inc.
Institutional 13F holdings & portfolio
Holdings
287
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 287
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CAT | CATERPILLAR INC | 26K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 124K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 152K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 198K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 152K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 110K | $1M+ | SH |
| ACWI | ISHARES TR | 45K | $1M+ | SH |
| ILTB | ISHARES TR | 124K | $1M+ | SH |
| AAPL | APPLE INC | 20K | $1M+ | SH |
| RDFI | COLLABORATIVE INVESTMNT SER | 214K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 27K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 69K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 32K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 189K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 10K | $1M+ | SH |
| SPYD | SPDR SERIES TRUST | 96K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 7K | $1M+ | SH |
| GLD | SPDR GOLD TR | 10K | $1M+ | SH |
| FLRT | PACER FDS TR | 83K | $1M+ | SH |
| AMZN | AMAZON COM INC | 15K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| USRT | ISHARES TR | 50K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 19K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5K | $1M+ | SH |
| STIP | ISHARES TR | 24K | $1M+ | SH |
| FJAN | FIRST TR EXCHNG TRADED FD VI | 48K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 42K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 14K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 25K | $1M+ | SH |
| PSFF | PACER FDS TR | 72K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 123K | $1M+ | SH |
| LQTI | FIRST TR EXCHANGE-TRADED FD | 111K | $1M+ | SH |
| FLOT | ISHARES TR | 43K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | SH |
| YYY | AMPLIFY ETF TR | 179K | $1M+ | SH |
| QYLD | GLOBAL X FDS | 113K | $1M+ | SH |
| V | VISA INC | 6K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 14K | $1M+ | SH |
| JPUS | J P MORGAN EXCHANGE TRADED F | 16K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 25K | $1M+ | SH |
| GOOG | ALPHABET INC | 5K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 79K | $1M+ | SH |
| ZDEK | INNOVATOR ETFS TRUST | 64K | $1M+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 12K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 46K | $1M+ | SH |
| AWF | ALLIANCEBERNSTEIN GLOBAL HIG | 148K | $1M+ | SH |
| SNTH | TIDAL TRUST III | 57K | $1M+ | SH |