Independent Wealth Network Inc.
CIK: 0001891240SEC EDGAR →
Portfolio Value
$327.4M
Holdings
287
As of
Q4 2025
New Positions
30
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CATERPILLAR INC | 26,098 | $14.9M | 4.57% |
| 2 | SPDR SERIES TRUST | 124,250 | $13.3M | 4.05% |
| 3 | SPDR SERIES TRUST | 152,138 | $12.2M | 3.73% |
| 4 | J P MORGAN EXCHANGE TRADED F | 198,406 | $10.0M | 3.07% |
| 5 | SPDR SERIES TRUST | 152,032 | $8.6M | 2.64% |
| 6 | ISHARES SILVER TR | 110,259 | $7.1M | 2.17% |
| 7 | ISHARES TR | 44,595 | $6.3M | 1.93% |
| 8 | ISHARES TR | 124,108 | $6.2M | 1.88% |
| 9 | APPLE INC | 19,607 | $5.3M | 1.63% |
| 10 | COLLABORATIVE INVESTMNT SER | 214,225 | $5.1M | 1.56% |
Quarterly Changes
New Positions (23)
$1.6M · 57K shares
$494K · 14K shares
$368K · 9K shares
$283K · 504 shares
$280K · 5K shares
$273K · 4K shares
$266K · 2K shares
$244K · 201 shares
$243K · 6K shares
$237K · 924 shares
$236K · 915 shares
$227K · 2K shares
$226K · 5K shares
$224K · 5K shares
$217K · 8K shares
$212K · 4K shares
$211K · 1K shares
$210K · 2K shares
$207K · 8K shares
$203K · 2K shares
$202K · 306 shares
$201K · 4K shares
$168K · 12K shares
Closed Positions (18)
$779K · 22K shares
$594K · 3K shares
$452K · 12K shares
$452K · 9K shares
$318K · 6K shares
$301K · 13K shares
$296K · 2K shares
$261K · 5K shares
$246K · 4K shares
$212K · 5K shares
$211K · 1K shares
$206K · 704 shares
$205K · 1K shares
$204K · 994 shares
$203K · 721 shares
$152K · 28K shares
$131K · 10K shares
$80K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 172 | $211.1M | 64.3% |
| Technology | 31 | $35.6M | 10.8% |
| Unknown | 20 | $26.2M | 8.0% |
| Industrials | 13 | $19.2M | 5.9% |
| Consumer Cyclical | 12 | $9.4M | 2.9% |
| Energy | 7 | $7.9M | 2.4% |
| Consumer Defensive | 10 | $6.6M | 2.0% |
| Communication Services | 6 | $6.5M | 2.0% |
| Healthcare | 9 | $3.2M | 1.0% |
| Basic Materials | 4 | $1.5M | 0.5% |
| Utilities | 2 | $647K | 0.2% |
| Real Estate | 1 | $368K | 0.1% |