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 201–250 of 287
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FSK | FS KKR CAP CORP | 21K | $100K–$500K | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 5K | $100K–$500K | SH |
| SGOL | ETFS GOLD TR | 7K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 578 | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 6K | $100K–$500K | SH |
| FFEB | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 6K | $100K–$500K | SH |
| ZOCT | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| CTVA | CORTEVA INC | 4K | $100K–$500K | SH |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | 23K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 3K | $100K–$500K | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 5K | $100K–$500K | SH |
| MEDP | MEDPACE HLDGS INC | 504 | $100K–$500K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 14K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 1K | $100K–$500K | SH |
| HYG | ISHARES TR | 3K | $100K–$500K | SH |
| NKE | NIKE INC | 4K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| AVUS | AMERICAN CENTY ETF TR | 2K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 3K | $100K–$500K | SH |
| ZJAN | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 392 | $100K–$500K | SH |
| GPN | GLOBAL PMTS INC | 3K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 730 | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 859 | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 740 | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| KLAC | KLA CORP | 201 | $100K–$500K | SH |
| SHYG | ISHARES TR | 6K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 5K | $100K–$500K | SH |
| PTLC | PACER FDS TR | 4K | $100K–$500K | SH |
| TSCO | TRACTOR SUPPLY CO | 5K | $100K–$500K | SH |
| ADBE | ADOBE INC | 680 | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 924 | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| AJG | GALLAGHER ARTHUR J & CO | 915 | $100K–$500K | SH |
| XYZ | BLOCK INC | 4K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| VAW | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| WTBA | WEST BANCORPORATION INC | 10K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| FIIG | FIRST TR EXCHANGE-TRADED FD | 11K | $100K–$500K | SH |
| NDAQ | NASDAQ INC | 2K | $100K–$500K | SH |
| SEIV | SEI EXCHANGE TRADED FUNDS | 5K | $100K–$500K | SH |
| SEIM | SEI EXCHANGE TRADED FUNDS | 5K | $100K–$500K | SH |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| SNA | SNAP ON INC | 646 | $100K–$500K | SH |