Independent Wealth Network Inc. Q3 2025 Filing
Filed October 15, 2025
Portfolio Value
$311.1B
Holdings
282
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (282 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYGSPDR SERIES TRUST | 121,430 | $12.7B | 4.08% | |
| 2 | CATCATERPILLAR INC | 26,531 | $12.7B | 4.07% | |
| 3 | SPYMSPDR SERIES TRUST | 149,292 | $11.7B | 3.76% | |
| 4 | JPSTJ P MORGAN EXCHANGE TRADED F | 196,277 | $10.0B | 3.20% | |
| 5 | SPYVSPDR SERIES TRUST | 147,540 | $8.2B | 2.62% | |
| 6 | ACWIISHARES TR | 42,109 | $5.8B | 1.87% | |
| 7 | ILTBISHARES TR | 113,650 | $5.7B | 1.84% | |
| 8 | NVDANVIDIA CORPORATION | 27,343 | $5.1B | 1.64% | |
| 9 | AAPLAPPLE INC | 19,581 | $5.0B | 1.60% | |
| 10 | CVXCHEVRON CORP NEW | 31,930 | $5.0B | 1.59% | |
| 11 | DFUSDIMENSIONAL ETF TRUST | 67,710 | $4.9B | 1.58% | |
| 12 | MSFTMICROSOFT CORP | 9,176 | $4.8B | 1.53% | |
| 13 | RDFICOLLABORATIVE INVESTMNT SER | 189,136 | $4.6B | 1.48% | |
| 14 | SPABSPDR SERIES TRUST | 173,216 | $4.5B | 1.44% | |
| 15 | SLVISHARES SILVER TR | 104,236 | $4.4B | 1.42% | |
| 16 | VOOVANGUARD INDEX FDS | 6,607 | $4.0B | 1.30% | |
| 17 | FLRTPACER FDS TR | 84,529 | $4.0B | 1.29% | |
| 18 | SPYDSPDR SERIES TRUST | 88,487 | $3.9B | 1.25% | |
| 19 | NDQINVESCO QQQ TR | 5,858 | $3.5B | 1.13% | |
| 20 | GQ9SPDR GOLD TR | 9,890 | $3.5B | 1.13% | |
| 21 | AMZNAMAZON COM INC | 14,816 | $3.3B | 1.05% | |
| 22 | VUGVANGUARD INDEX FDS | 6,165 | $3.0B | 0.95% | |
| 23 | USRTISHARES TR | 47,871 | $2.8B | 0.90% | |
| 24 | VYMVANGUARD WHITEHALL FDS | 18,997 | $2.7B | 0.86% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,200 | $2.6B | 0.84% | |
| 26 | PLTRPALANTIR TECHNOLOGIES INC | 14,046 | $2.6B | 0.82% | |
| 27 | FJANFIRST TR EXCHNG TRADED FD VI | 49,833 | $2.5B | 0.80% | |
| 28 | JEPIJ P MORGAN EXCHANGE TRADED F | 42,555 | $2.4B | 0.78% | |
| 29 | FLOTISHARES TR | 46,515 | $2.4B | 0.76% | |
| 30 | METAMETA PLATFORMS INC | 3,233 | $2.4B | 0.76% | |
| 31 | BILSPDR SERIES TRUST | 25,710 | $2.4B | 0.76% | |
| 32 | STIPISHARES TR | 22,547 | $2.3B | 0.75% | |
| 33 | XFEBFIRST TR EXCH TRADED FD III | 125,185 | $2.3B | 0.73% | |
| 34 | PSFFPACER FDS TR | 72,203 | $2.3B | 0.73% | |
| 35 | BUFRFIRST TR EXCHNG TRADED FD VI | 63,685 | $2.1B | 0.68% | |
| 36 | YYY*AMPLIFY ETF TR | 179,957 | $2.1B | 0.68% | |
| 37 | LQTIFIRST TR EXCHANGE-TRADED FD | 102,374 | $2.1B | 0.67% | |
| 38 | VVISA INC | 5,643 | $1.9B | 0.62% | |
| 39 | SPYSPDR S&P 500 ETF TR | 2,840 | $1.9B | 0.61% | |
| 40 | XLKSELECT SECTOR SPDR TR | 6,642 | $1.9B | 0.60% | |
| 41 | QYLDGLOBAL X FDS | 107,603 | $1.8B | 0.59% | |
| 42 | JPUSJ P MORGAN EXCHANGE TRADED F | 14,495 | $1.8B | 0.58% | |
| 43 | SGOVISHARES TR | 16,837 | $1.7B | 0.54% | |
| 44 | XAWFXALLIANCEBERNSTEIN GLOBAL HIG | 147,632 | $1.7B | 0.53% | |
| 45 | TSLATESLA INC | 3,662 | $1.6B | 0.52% | |
| 46 | UJANINNOVATOR ETFS TRUST | 63,987 | $1.6B | 0.52% | |
| 47 | BNDVANGUARD BD INDEX FDS | 21,606 | $1.6B | 0.52% | |
| 48 | BKLNINVESCO EXCH TRADED FD TR II | 73,430 | $1.5B | 0.49% | |
| 49 | AGGYWISDOMTREE TR | 34,164 | $1.5B | 0.49% | |
| 50 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5B | 0.48% | |
| 51 | CGUSCAPITAL GROUP CORE EQUITY ET | 36,281 | $1.4B | 0.46% | |
| 52 | ITA*ISHARES TR | 6,548 | $1.4B | 0.44% | |
| 53 | QQQMINVESCO EXCH TRADED FD TR II | 5,493 | $1.4B | 0.44% | |
| 54 | DLNWISDOMTREE TR | 15,589 | $1.4B | 0.44% | |
| 55 | GOOGALPHABET INC | 5,473 | $1.3B | 0.43% | |
| 56 | IAU*ISHARES GOLD TR | 18,248 | $1.3B | 0.43% | |
| 57 | XMMOINVESCO EXCHANGE TRADED FD T | 9,817 | $1.3B | 0.43% | |
| 58 | SECTNORTHERN LTS FD TR IV | 20,877 | $1.3B | 0.42% | |
| 59 | PGXINVESCO EXCH TRADED FD TR II | 112,879 | $1.3B | 0.42% | |
| 60 | KYNKAYNE ANDERSON ENERGY INFRST | 104,917 | $1.3B | 0.42% | |
| 61 | SHYISHARES TR | 15,612 | $1.3B | 0.42% | |
| 62 | VBKVANGUARD INDEX FDS | 4,270 | $1.3B | 0.41% | |
| 63 | MSIMOTOROLA SOLUTIONS INC | 2,673 | $1.2B | 0.39% | |
| 64 | XLESELECT SECTOR SPDR TR | 13,617 | $1.2B | 0.39% | |
| 65 | MOALTRIA GROUP INC | 18,222 | $1.2B | 0.39% | |
| 66 | SOXXISHARES TR | 4,415 | $1.2B | 0.38% | |
| 67 | AQLTISHARES TR | 8,302 | $1.2B | 0.38% | |
| 68 | LGLVSPDR SERIES TRUST | 6,442 | $1.1B | 0.37% | |
| 69 | VCITVANGUARD SCOTTSDALE FDS | 13,500 | $1.1B | 0.36% | |
| 70 | VNQVANGUARD INDEX FDS | 12,052 | $1.1B | 0.35% | |
| 71 | BABOEING CO | 5,078 | $1.1B | 0.35% | |
| 72 | VIGVANGUARD SPECIALIZED FUNDS | 4,959 | $1.1B | 0.34% | |
| 73 | HACKAMPLIFY ETF TR | 12,098 | $1.1B | 0.34% | |
| 74 | IVVISHARES TR | 1,552 | $1.0B | 0.33% | |
| 75 | ARCCARES CAPITAL CORP | 50,568 | $1.0B | 0.33% | |
| 76 | EFAISHARES TR | 10,994 | $1.0B | 0.33% | |
| 77 | ETENERGY TRANSFER L P | 58,886 | $1.0B | 0.32% | |
| 78 | JSMLJANUS DETROIT STR TR | 13,478 | $1.0B | 0.32% | |
| 79 | XOMEXXON MOBIL CORP | 8,815 | $993.9M | 0.32% | |
| 80 | KRKROGER CO | 14,734 | $993.2M | 0.32% | |
| 81 | CGBLCAPITAL GROUP CORE BALANCED | 28,598 | $992.9M | 0.32% | |
| 82 | COSTCOSTCO WHSL CORP NEW | 1,044 | $966.8M | 0.31% | |
| 83 | GOOGLALPHABET INC | 3,973 | $965.9M | 0.31% | |
| 84 | VTIPVANGUARD MALVERN FDS | 18,999 | $961.9M | 0.31% | |
| 85 | LACLITHIUM AMERS CORP NEW | 165,785 | $946.6M | 0.30% | |
| 86 | WINNHARBOR ETF TRUST | 29,903 | $931.8M | 0.30% | |
| 87 | JCPBJ P MORGAN EXCHANGE TRADED F | 19,527 | $928.5M | 0.30% | |
| 88 | GCOWPACER FDS TR | 22,923 | $908.2M | 0.29% | |
| 89 | HONHONEYWELL INTL INC | 4,189 | $881.8M | 0.28% | |
| 90 | MINTPIMCO ETF TR | 8,587 | $864.6M | 0.28% | |
| 91 | CASYCASEYS GEN STORES INC | 1,527 | $863.0M | 0.28% | |
| 92 | FYCFIRST TR EXCHANGE-TRADED ALP | 9,275 | $841.4M | 0.27% | |
| 93 | SCHGSCHWAB STRATEGIC TR | 25,966 | $828.6M | 0.27% | |
| 94 | SPEMSPDR INDEX SHS FDS | 17,694 | $828.3M | 0.27% | |
| 95 | VOTVANGUARD INDEX FDS | 2,787 | $818.7M | 0.26% | |
| 96 | FEXFIRST TR EXCHANGE-TRADED ALP | 6,892 | $805.2M | 0.26% | |
| 97 | AVGOBROADCOM INC | 2,411 | $795.4M | 0.26% | |
| 98 | USHYISHARES TR | 20,796 | $785.7M | 0.25% | |
| 99 | AAXJISHARES TR | 8,584 | $783.1M | 0.25% | |
| 100 | EWAISHARES INC | 28,904 | $780.4M | 0.25% |
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