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 151–200 of 287
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GLOF | ISHARES TR | 9K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 646 | $100K–$500K | SH |
| TLT | ISHARES TR | 6K | $100K–$500K | SH |
| FTA | FIRST TR EXCHANGE-TRADED ALP | 6K | $100K–$500K | SH |
| CNRG | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| BCX | BLACKROCK RES & COMMODITIES | 44K | $100K–$500K | SH |
| VDE | VANGUARD WORLD FD | 4K | $100K–$500K | SH |
| BUXX | EA SERIES TRUST | 24K | $100K–$500K | SH |
| FNX | FIRST TR EXCHANGE-TRADED ALP | 4K | $100K–$500K | SH |
| NYF | ISHARES TR | 9K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 12K | $100K–$500K | SH |
| BITO | PROSHARES TR | 39K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 8K | $100K–$500K | SH |
| SCHO | SCHWAB STRATEGIC TR | 19K | $100K–$500K | SH |
| HYLS | FIRST TR EXCHANGE-TRADED FD | 11K | $100K–$500K | SH |
| FTEC | FIDELITY COVINGTON TRUST | 2K | $100K–$500K | SH |
| LQD | ISHARES TR | 4K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 772 | $100K–$500K | SH |
| SPMD | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| USFR | WISDOMTREE TR | 8K | $100K–$500K | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 16K | $100K–$500K | SH |
| PSR | INVESCO ACTIVELY MANAGED EXC | 5K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| SPSM | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |
| IJR | ISHARES TR | 3K | $100K–$500K | SH |
| FLTR | VANECK ETF TRUST | 16K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| MCN | XAI MADISON EQUITY PREMIUM I | 63K | $100K–$500K | SH |
| ARKK | ARK ETF TR | 5K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 3K | $100K–$500K | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 8K | $100K–$500K | SH |
| UHT | UNIVERSAL HEALTH RLTY INCOME | 9K | $100K–$500K | SH |
| INTC | INTEL CORP | 10K | $100K–$500K | SH |
| ATO | ATMOS ENERGY CORP | 2K | $100K–$500K | SH |
| HFXI | NEW YORK LIFE INVESTMENTS ET | 11K | $100K–$500K | SH |
| MUB | ISHARES TR | 3K | $100K–$500K | SH |
| UEC | URANIUM ENERGY CORP | 31K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 7K | $100K–$500K | SH |
| DE | DEERE & CO | 751 | $100K–$500K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 2K | $100K–$500K | SH |
| IUSB | ISHARES TR | 7K | $100K–$500K | SH |
| DVN | DEVON ENERGY CORP NEW | 9K | $100K–$500K | SH |
| USMV | ISHARES TR | 3K | $100K–$500K | SH |
| AMLP | ALPS ETF TR | 7K | $100K–$500K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 51K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |