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 |
|---|---|---|---|---|---|
| 101 | BUFBINNOVATOR ETFS TRUST | 21,808 | $779.4M | 0.25% | |
| 102 | IDV*ISHARES TR | 21,190 | $774.5M | 0.25% | |
| 103 | SPTMSPDR SERIES TRUST | 9,571 | $771.9M | 0.25% | |
| 104 | SDVYFIRST TR EXCHANGE-TRADED FD | 20,273 | $770.8M | 0.25% | |
| 105 | IDEVISHARES TR | 9,611 | $770.5M | 0.25% | |
| 106 | HSYHERSHEY CO | 4,086 | $764.2M | 0.25% | |
| 107 | AGGISHARES TR | 7,335 | $735.3M | 0.24% | |
| 108 | CMECME GROUP INC | 2,686 | $725.8M | 0.23% | |
| 109 | ICVTISHARES TR | 7,179 | $718.2M | 0.23% | |
| 110 | JPINJ P MORGAN EXCHANGE TRADED F | 10,757 | $716.5M | 0.23% | |
| 111 | VEAVANGUARD TAX-MANAGED FDS | 11,664 | $698.9M | 0.22% | |
| 112 | JNJJOHNSON & JOHNSON | 3,724 | $690.4M | 0.22% | |
| 113 | PKGPACKAGING CORP AMER | 3,120 | $679.9M | 0.22% | |
| 114 | CLXCLOROX CO DEL | 5,424 | $668.8M | 0.21% | |
| 115 | FDVVFIDELITY COVINGTON TRUST | 11,929 | $664.5M | 0.21% | |
| 116 | FTCSFIRST TR EXCHANGE-TRADED FD | 7,096 | $664.5M | 0.21% | |
| 117 | PKWINVESCO EXCHANGE TRADED FD T | 4,973 | $658.9M | 0.21% | |
| 118 | WFC 7.5 PERP LWELLS FARGO CO NEW | 527 | $650.3M | 0.21% | |
| 119 | JPIEJ P MORGAN EXCHANGE TRADED F | 13,856 | $643.0M | 0.21% | |
| 120 | RPVINVESCO EXCHANGE TRADED FD T | 6,365 | $632.6M | 0.20% | |
| 121 | TFISPDR SERIES TRUST | 13,543 | $617.1M | 0.20% | |
| 122 | WMTWALMART INC | 5,987 | $617.0M | 0.20% | |
| 123 | NFLXNETFLIX INC | 511 | $612.6M | 0.20% | |
| 124 | VTVVANGUARD INDEX FDS | 3,282 | $612.1M | 0.20% | |
| 125 | DFAXDIMENSIONAL ETF TRUST | 19,310 | $605.9M | 0.19% | |
| 126 | IWMISHARES TR | 2,504 | $605.8M | 0.19% | |
| 127 | RTRECOLLABORATIVE INVESTMNT SER | 23,731 | $602.9M | 0.19% | |
| 128 | IVEISHARES TR | 2,902 | $599.2M | 0.19% | |
| 129 | CRMSALESFORCE INC | 2,507 | $594.2M | 0.19% | |
| 130 | FRTYTHE ALGER ETF TRUST | 26,156 | $585.5M | 0.19% | |
| 131 | SCHVSCHWAB STRATEGIC TR | 19,689 | $573.1M | 0.18% | |
| 132 | IJKISHARES TR | 5,839 | $559.9M | 0.18% | |
| 133 | AFLAFLAC INC | 4,988 | $557.2M | 0.18% | |
| 134 | HDHOME DEPOT INC | 1,370 | $555.3M | 0.18% | |
| 135 | IGLDFIRST TR EXCHANGE-TRADED FD | 23,192 | $555.2M | 0.18% | |
| 136 | SHWSHERWIN WILLIAMS CO | 1,600 | $554.0M | 0.18% | |
| 137 | KSSKOHLS CORP | 36,013 | $553.5M | 0.18% | |
| 138 | TAT&T INC | 19,544 | $551.9M | 0.18% | |
| 139 | HDVISHARES TR | 4,492 | $550.0M | 0.18% | |
| 140 | FTHIFIRST TR EXCHANGE TRADED FD | 22,979 | $544.8M | 0.18% | |
| 141 | AIRRFIRST TR EXCHANGE TRADED FD | 5,608 | $542.2M | 0.17% | |
| 142 | BITOPROSHARES TR | 27,517 | $541.5M | 0.17% | |
| 143 | JPMJPMORGAN CHASE & CO. | 1,639 | $517.1M | 0.17% | |
| 144 | BACVERIZON COMMUNICATIONS INC | 11,668 | $512.8M | 0.16% | |
| 145 | ABBVABBVIE INC | 2,215 | $512.8M | 0.16% | |
| 146 | FLTRVANECK ETF TRUST | 19,685 | $503.3M | 0.16% | |
| 147 | TLTISHARES TR | 5,583 | $499.0M | 0.16% | |
| 148 | FYXFIRST TR EXCHANGE-TRADED ALP | 4,544 | $495.2M | 0.16% | |
| 149 | RDVYFIRST TR EXCHANGE TRADED FD | 7,334 | $493.3M | 0.16% | |
| 150 | AMDADVANCED MICRO DEVICES INC | 3,045 | $492.6M | 0.16% | |
| 151 | JEPQJ P MORGAN EXCHANGE TRADED F | 8,524 | $490.3M | 0.16% | |
| 152 | VDEVANGUARD WORLD FD | 3,833 | $482.4M | 0.16% | |
| 153 | GLOFISHARES TR | 9,344 | $482.3M | 0.16% | |
| 154 | FNXFIRST TR EXCHANGE-TRADED ALP | 3,831 | $480.5M | 0.15% | |
| 155 | CSCOCISCO SYS INC | 6,933 | $474.3M | 0.15% | |
| 156 | FTAFIRST TR EXCHANGE-TRADED ALP | 5,618 | $468.2M | 0.15% | |
| 157 | VGTVANGUARD WORLD FD | 615 | $459.1M | 0.15% | |
| 158 | HYLSFIRST TR EXCHANGE-TRADED FD | 10,910 | $458.8M | 0.15% | |
| 159 | SCHOSCHWAB STRATEGIC TR | 18,781 | $458.3M | 0.15% | |
| 160 | CNRGSPDR SERIES TRUST | 5,409 | $455.3M | 0.15% | |
| 161 | XCCCBONDBLOXX ETF TRUST | 11,514 | $451.9M | 0.15% | |
| 162 | PCMMBONDBLOXX ETF TRUST | 8,930 | $451.6M | 0.15% | |
| 163 | ARKKARK ETF TR | 5,209 | $449.5M | 0.14% | |
| 164 | XEMDBONDBLOXX ETF TRUST | 10,182 | $445.2M | 0.14% | |
| 165 | FTECFIDELITY COVINGTON TRUST | 1,999 | $444.2M | 0.14% | |
| 166 | PGPROCTER AND GAMBLE CO | 2,872 | $441.3M | 0.14% | |
| 167 | RDVIFIRST TR EXCHANGE-TRADED FD | 16,849 | $435.6M | 0.14% | |
| 168 | BUXXEA SERIES TRUST | 21,461 | $435.2M | 0.14% | |
| 169 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,554 | $434.0M | 0.14% | |
| 170 | MAMASTERCARD INCORPORATED | 751 | $427.2M | 0.14% | |
| 171 | LQDISHARES TR | 3,806 | $424.3M | 0.14% | |
| 172 | USFRWISDOMTREE TR | 8,378 | $421.2M | 0.14% | |
| 173 | SPMDSPDR SERIES TRUST | 7,340 | $419.8M | 0.13% | |
| 174 | BABAALIBABA GROUP HLDG LTD | 2,315 | $413.7M | 0.13% | |
| 175 | BCXBLACKROCK RES & COMMODITIES | 40,117 | $408.0M | 0.13% | |
| 176 | IJRISHARES TR | 3,408 | $404.9M | 0.13% | |
| 177 | IVWISHARES TR | 3,342 | $403.4M | 0.13% | |
| 178 | U6ZURANIUM ENERGY CORP | 29,917 | $399.1M | 0.13% | |
| 179 | SPSMSPDR SERIES TRUST | 8,600 | $398.4M | 0.13% | |
| 180 | NYFISHARES TR | 7,423 | $396.0M | 0.13% | |
| 181 | CEF/USPROTT ASSET MANAGEMENT LP | 10,381 | $380.9M | 0.12% | |
| 182 | PSRINVESCO ACTIVELY MANAGED EXC | 4,087 | $378.7M | 0.12% | |
| 183 | VTEBVANGUARD MUN BD FDS | 7,498 | $375.4M | 0.12% | |
| 184 | APPAPPLOVIN CORP | 520 | $373.6M | 0.12% | |
| 185 | ORCLORACLE CORP | 1,326 | $372.9M | 0.12% | |
| 186 | ATOATMOS ENERGY CORP | 2,158 | $368.6M | 0.12% | |
| 187 | IEMGISHARES INC | 5,574 | $367.4M | 0.12% | |
| 188 | LLYELI LILLY & CO | 481 | $367.0M | 0.12% | |
| 189 | MCNXAI MADISON EQUITY PREMIUM I | 59,132 | $364.8M | 0.12% | |
| 190 | VWOVANGUARD INTL EQUITY INDEX F | 6,685 | $362.2M | 0.12% | |
| 191 | FSCOFS CREDIT OPPORTUNITIES CORP | 51,909 | $358.7M | 0.12% | |
| 192 | QCOMQUALCOMM INC | 2,137 | $355.5M | 0.11% | |
| 193 | DEDEERE & CO | 760 | $347.5M | 0.11% | |
| 194 | FTSMFIRST TR EXCHANGE-TRADED FD | 5,716 | $342.4M | 0.11% | |
| 195 | HFXINEW YORK LIFE INVESTMENTS ET | 10,580 | $328.1M | 0.11% | |
| 196 | ABTABBOTT LABS | 2,438 | $326.5M | 0.10% | |
| 197 | MRKMERCK & CO INC | 3,819 | $320.5M | 0.10% | |
| 198 | AMLPALPS ETF TR | 6,827 | $320.4M | 0.10% | |
| 199 | MUBISHARES TR | 3,004 | $319.9M | 0.10% | |
| 200 | USMVISHARES TR | 3,352 | $318.9M | 0.10% |