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 101–150 of 287
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HON | HONEYWELL INTL INC | 4K | $500K+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 14K | $500K+ | SH |
| AAXJ | ISHARES TR | 9K | $500K+ | SH |
| JPIN | J P MORGAN EXCHANGE TRADED F | 12K | $500K+ | SH |
| SPTM | SPDR SERIES TRUST | 10K | $500K+ | SH |
| VOT | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| EWA | ISHARES INC | 29K | $500K+ | SH |
| HSY | HERSHEY CO | 4K | $500K+ | SH |
| KSS | KOHLS CORP | 37K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| USHY | ISHARES TR | 20K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| PKG | PACKAGING CORP AMER | 3K | $500K+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 18K | $500K+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 7K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 11K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| RTRE | COLLABORATIVE INVESTMNT SER | 27K | $500K+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 23K | $500K+ | SH |
| IVE | ISHARES TR | 3K | $500K+ | SH |
| PKW | INVESCO EXCHANGE TRADED FD T | 5K | $500K+ | SH |
| RPV | INVESCO EXCHANGE TRADED FD T | 6K | $500K+ | SH |
| LAC | LITHIUM AMERS CORP NEW | 149K | $500K+ | SH |
| TFI | SPDR SERIES TRUST | 14K | $500K+ | SH |
| WFC-PL | WELLS FARGO CO NEW | 535 | $500K+ | SH |
| ICVT | ISHARES TR | 7K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| NFLX | NETFLIX INC | 7K | $500K+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 19K | $500K+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 14K | $500K+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 6K | $500K+ | SH |
| IGLD | FIRST TR EXCHANGE-TRADED FD | 22K | $500K+ | SH |
| IJK | ISHARES TR | 6K | $500K+ | SH |
| CSCO | CISCO SYS INC | 7K | $500K+ | SH |
| HDV | ISHARES TR | 5K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 8K | $500K+ | SH |
| IVW | ISHARES TR | 4K | $500K+ | SH |
| FRTY | THE ALGER ETF TRUST | 26K | $500K+ | SH |
| LLY | ELI LILLY & CO | 499 | $500K+ | SH |
| SHW | SHERWIN WILLIAMS CO | 2K | $500K+ | SH |
| ABBV | ABBVIE INC | 2K | $500K+ | SH |
| T | AT&T INC | 21K | $500K+ | SH |
| AFL | AFLAC INC | 5K | $500K+ | SH |
| FTHI | FIRST TR EXCHANGE TRADED FD | 22K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $100K–$500K | SH |
| IEMG | ISHARES INC | 7K | $100K–$500K | SH |
| FYX | FIRST TR EXCHANGE-TRADED ALP | 4K | $100K–$500K | SH |
| ZECP | ZACKS TRUST | 14K | $100K–$500K | SH |