CIK 1891240

Independent Wealth Network Inc.

Institutional 13F holdings & portfolio

Holdings

287

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 251–287 of 287

Ticker	Company	Shares	Value	Type
SPHY	SPDR SERIES TRUST	9K	$100K–$500K	SH
ACWV	ISHARES INC	2K	$100K–$500K	SH
QUIZ	ZACKS TRUST	8K	$100K–$500K	SH
SPDW	SPDR INDEX SHS FDS	5K	$100K–$500K	SH
RSG	REPUBLIC SVCS INC	1K	$100K–$500K	SH
TDIV	FIRST TR EXCHANGE TRADED FD	2K	$100K–$500K	SH
ROM	PROSHARES TR	2K	$100K–$500K	SH
XLG	INVESCO EXCHANGE TRADED FD T	4K	$100K–$500K	SH
GD	GENERAL DYNAMICS CORP	631	$100K–$500K	SH
MEAR	ISHARES U S ETF TR	4K	$100K–$500K	SH
PANW	PALO ALTO NETWORKS INC	1K	$100K–$500K	SH
RTX	RTX CORPORATION	1K	$100K–$500K	SH
PSX	PHILLIPS 66	2K	$100K–$500K	SH
TRI	THOMSON REUTERS CORP	2K	$100K–$500K	SH
SCHX	SCHWAB STRATEGIC TR	8K	$100K–$500K	SH
FTRI	FIRST TR EXCHANGE TRADED FD	13K	$100K–$500K	SH
TT	TRANE TECHNOLOGIES PLC	535	$100K–$500K	SH
BCS	BARCLAYS PLC	8K	$100K–$500K	SH
BR	BROADRIDGE FINL SOLUTIONS IN	928	$100K–$500K	SH
MMM	3M CO	1K	$100K–$500K	SH
PFG	PRINCIPAL FINANCIAL GROUP IN	2K	$100K–$500K	SH
INTU	INTUIT	306	$100K–$500K	SH
SPHD	INVESCO EXCH TRADED FD TR II	4K	$100K–$500K	SH
KNG	FIRST TR EXCHANGE-TRADED FD	4K	$100K–$500K	SH
ITW	ILLINOIS TOOL WKS INC	818	$100K–$500K	SH
MDLZ	MONDELEZ INTL INC	4K	$100K–$500K	SH
TOST	TOAST INC	6K	$100K–$500K	SH
FSSL	FS SPECIALTY LENDING FD	12K	$100K–$500K	SH
JRS	NUVEEN REAL ESTATE INCOME FD	22K	$100K–$500K	SH
BGS	B & G FOODS INC NEW	35K	$100K–$500K	SH
YMAX	TIDAL TRUST II	14K	$100K–$500K	SH
GRNT	GRANITE RIDGE RESOURCES INC	29K	$100K–$500K	SH
F	FORD MTR CO	10K	$100K–$500K	SH
DNP	DNP SELECT INCOME FD INC	11K	$100K–$500K	SH
BTG	B2GOLD CORP	10K	$15K–$50K	SH
NAK	NORTHERN DYNASTY MINERALS LT	16K	$15K–$50K	SH
AKBA	AKEBIA THERAPEUTICS INC	13K	$15K–$50K	SH