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 51–100 of 287
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AGGY | WISDOMTREE TR | 35K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| ITA | ISHARES TR | 7K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 35K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 17K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 5K | $1M+ | SH |
| SOXX | ISHARES TR | 5K | $1M+ | SH |
| DLN | WISDOMTREE TR | 16K | $1M+ | SH |
| SECT | NORTHERN LTS FD TR IV | 21K | $1M+ | SH |
| XEMD | BONDBLOXX ETF TRUST | 30K | $1M+ | SH |
| KYN | KAYNE ANDERSON ENERGY INFRST | 109K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| SHY | ISHARES TR | 16K | $1M+ | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 113K | $1M+ | SH |
| SGOV | ISHARES TR | 13K | $1M+ | SH |
| GOOGL | ALPHABET INC | 4K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 27K | $1M+ | SH |
| KR | KROGER CO | 20K | $1M+ | SH |
| DVY | ISHARES TR | 8K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| BA | BOEING CO | 5K | $1M+ | SH |
| LGLV | SPDR SERIES TRUST | 6K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 13K | $1M+ | SH |
| EFA | ISHARES TR | 11K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 9K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 53K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 5K | $1M+ | SH |
| CLX | CLOROX CO DEL | 10K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 22K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 3K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| WINN | HARBOR ETF TRUST | 33K | $1M+ | SH |
| HACK | AMPLIFY ETF TR | 13K | $1M+ | SH |
| JSML | JANUS DETROIT STR TR | 14K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 28K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 17K | $500K+ | SH |
| VTIP | VANGUARD MALVERN FDS | 19K | $500K+ | SH |
| AGG | ISHARES TR | 9K | $500K+ | SH |
| ET | ENERGY TRANSFER L P | 57K | $500K+ | SH |
| CME | CME GROUP INC | 3K | $500K+ | SH |
| IDEV | ISHARES TR | 11K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $500K+ | SH |
| FYC | FIRST TR EXCHANGE-TRADED ALP | 9K | $500K+ | SH |
| SPEM | SPDR INDEX SHS FDS | 19K | $500K+ | SH |
| FEX | FIRST TR EXCHANGE-TRADED ALP | 8K | $500K+ | SH |
| MINT | PIMCO ETF TR | 9K | $500K+ | SH |
| IDV | ISHARES TR | 22K | $500K+ | SH |
| GCOW | PACER FDS TR | 21K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 26K | $500K+ | SH |
| CASY | CASEYS GEN STORES INC | 2K | $500K+ | SH |