Independent Wealth Network Inc.
CIK: 0001891240Latest portfolio: $327.4M · Q4 2025
Holdings
287
Total Value
$327.4M
New Positions
23
Closed Positions
18
Top Holdings
View All 287 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | CATCATERPILLAR INC | 26,098 | $14.9M | 4.57% | -433 | |
| 2 | SPYGSPDR SERIES TRUST | 124,250 | $13.3M | 4.05% | +3K | |
| 3 | SPYMSPDR SERIES TRUST | 152,138 | $12.2M | 3.73% | +3K | |
| 4 | JPSTJ P MORGAN EXCHANGE TRADED F | 198,406 | $10.0M | 3.07% | +2K | |
| 5 | SPYVSPDR SERIES TRUST | 152,032 | $8.6M | 2.64% | +4K | |
| 6 | SLVISHARES SILVER TR | 110,259 | $7.1M | 2.17% | +6K | |
| 7 | ACWIISHARES TR | 44,595 | $6.3M | 1.93% | +2K | |
| 8 | ILTBISHARES TR | 124,108 | $6.2M | 1.88% | +10K | |
| 9 | AAPLAPPLE INC | 19,607 | $5.3M | 1.63% | +26 | |
| 10 | RDFICOLLABORATIVE INVESTMNT SER | 214,225 | $5.1M | 1.56% | +25K | |
| 11 | NVDANVIDIA CORPORATION | 27,322 | $5.1M | 1.56% | -21 | |
| 12 | DFUSDIMENSIONAL ETF TRUST | 68,521 | $5.1M | 1.55% | +811 | |
| 13 | CVXCHEVRON CORP NEW | 32,376 | $4.9M | 1.51% | +446 | |
| 14 | SPABSPDR SERIES TRUST | 189,497 | $4.9M | 1.49% | +16K | |
| 15 | MSFTMICROSOFT CORP | 9,819 | $4.7M | 1.45% | +643 | |
| 16 | SPYDSPDR SERIES TRUST | 95,584 | $4.1M | 1.26% | +7K | |
| 17 | VOOVANGUARD INDEX FDS | 6,576 | $4.1M | 1.26% | -31 | |
| 18 | NDQINVESCO QQQ TR | 6,506 | $4.0M | 1.22% | +648 | |
| 19 | GQ9SPDR GOLD TR | 9,970 | $4.0M | 1.21% | +80 | |
| 20 | FLRTPACER FDS TR | 83,382 | $3.9M | 1.20% | -1,147 | |
| 21 | AMZNAMAZON COM INC | 15,160 | $3.5M | 1.07% | +344 | |
| 22 | VUGVANGUARD INDEX FDS | 6,528 | $3.2M | 0.97% | +363 | |
| 23 | USRTISHARES TR | 50,155 | $2.9M | 0.87% | +2K | |
| 24 | VYMVANGUARD WHITEHALL FDS | 18,871 | $2.7M | 0.83% | -126 | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,240 | $2.6M | 0.80% | +40 |
Quarterly Changes
New Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($7.102533050954749e+89T)
Unknown0.0% ($3.996395126332235e+60T)
Industrials0.0% ($1.4950113684034925e+32T)
Consumer Cyclical0.0% ($3.4991664862754694e+28T)
Consumer Defensive0.0% ($1.2211033984915758e+22T)
Healthcare0.0% ($74953652739831232.0T)
Energy0.0% ($49341083937325.2T)
Communication Services0.0% ($211616861256.6T)
Basic Materials0.0% ($65.2T)
Utilities0.0% ($363.3M)
Real Estate0.0% ($368K)
Filing History
Fund Information
Independent Wealth Network Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $327.4M across 287 holdings. The largest position is CATERPILLAR INC (CAT), representing 4.6% of the portfolio. Compared to the previous quarter, the fund opened 23 new positions and closed 18 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.