Independent Wealth Network Inc. Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$327.4B
Holdings
287
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (287 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CATCATERPILLAR INC | 26,098 | $14.9B | 4.57% | |
| 2 | SPYGSPDR SERIES TRUST | 124,250 | $13.3B | 4.05% | |
| 3 | SPYMSPDR SERIES TRUST | 152,138 | $12.2B | 3.73% | |
| 4 | JPSTJ P MORGAN EXCHANGE TRADED F | 198,406 | $10.0B | 3.07% | |
| 5 | SPYVSPDR SERIES TRUST | 152,032 | $8.6B | 2.64% | |
| 6 | SLVISHARES SILVER TR | 110,259 | $7.1B | 2.17% | |
| 7 | ACWIISHARES TR | 44,595 | $6.3B | 1.93% | |
| 8 | ILTBISHARES TR | 124,108 | $6.2B | 1.88% | |
| 9 | AAPLAPPLE INC | 19,607 | $5.3B | 1.63% | |
| 10 | RDFICOLLABORATIVE INVESTMNT SER | 214,225 | $5.1B | 1.56% | |
| 11 | NVDANVIDIA CORPORATION | 27,322 | $5.1B | 1.56% | |
| 12 | DFUSDIMENSIONAL ETF TRUST | 68,521 | $5.1B | 1.55% | |
| 13 | CVXCHEVRON CORP NEW | 32,376 | $4.9B | 1.51% | |
| 14 | SPABSPDR SERIES TRUST | 189,497 | $4.9B | 1.49% | |
| 15 | MSFTMICROSOFT CORP | 9,819 | $4.7B | 1.45% | |
| 16 | SPYDSPDR SERIES TRUST | 95,584 | $4.1B | 1.26% | |
| 17 | VOOVANGUARD INDEX FDS | 6,576 | $4.1B | 1.26% | |
| 18 | NDQINVESCO QQQ TR | 6,506 | $4.0B | 1.22% | |
| 19 | GQ9SPDR GOLD TR | 9,970 | $4.0B | 1.21% | |
| 20 | FLRTPACER FDS TR | 83,382 | $3.9B | 1.20% | |
| 21 | AMZNAMAZON COM INC | 15,160 | $3.5B | 1.07% | |
| 22 | VUGVANGUARD INDEX FDS | 6,528 | $3.2B | 0.97% | |
| 23 | USRTISHARES TR | 50,155 | $2.9B | 0.87% | |
| 24 | VYMVANGUARD WHITEHALL FDS | 18,871 | $2.7B | 0.83% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,240 | $2.6B | 0.80% | |
| 26 | STIPISHARES TR | 24,484 | $2.5B | 0.77% | |
| 27 | FJANFIRST TR EXCHNG TRADED FD VI | 47,747 | $2.5B | 0.75% | |
| 28 | JEPIJ P MORGAN EXCHANGE TRADED F | 42,463 | $2.4B | 0.74% | |
| 29 | PLTRPALANTIR TECHNOLOGIES INC | 13,540 | $2.4B | 0.73% | |
| 30 | BILSPDR SERIES TRUST | 25,378 | $2.3B | 0.71% | |
| 31 | PSFFPACER FDS TR | 71,640 | $2.3B | 0.71% | |
| 32 | XFEBFIRST TR EXCH TRADED FD III | 122,698 | $2.2B | 0.68% | |
| 33 | LQTIFIRST TR EXCHANGE-TRADED FD | 110,790 | $2.2B | 0.68% | |
| 34 | FLOTISHARES TR | 43,462 | $2.2B | 0.68% | |
| 35 | METAMETA PLATFORMS INC | 3,206 | $2.1B | 0.65% | |
| 36 | SPYSPDR S&P 500 ETF TR | 3,038 | $2.1B | 0.63% | |
| 37 | YYY*AMPLIFY ETF TR | 178,945 | $2.1B | 0.63% | |
| 38 | QYLDGLOBAL X FDS | 113,225 | $2.0B | 0.61% | |
| 39 | VVISA INC | 5,681 | $2.0B | 0.61% | |
| 40 | XLKSELECT SECTOR SPDR TR | 13,591 | $2.0B | 0.60% | |
| 41 | JPUSJ P MORGAN EXCHANGE TRADED F | 15,514 | $1.9B | 0.59% | |
| 42 | BNDVANGUARD BD INDEX FDS | 24,507 | $1.8B | 0.55% | |
| 43 | GOOGALPHABET INC | 5,373 | $1.7B | 0.51% | |
| 44 | TSLATESLA INC | 3,701 | $1.7B | 0.51% | |
| 45 | BKLNINVESCO EXCH TRADED FD TR II | 78,747 | $1.7B | 0.50% | |
| 46 | UJANINNOVATOR ETFS TRUST | 63,745 | $1.6B | 0.50% | |
| 47 | XMMOINVESCO EXCHANGE TRADED FD T | 11,537 | $1.6B | 0.49% | |
| 48 | BUFRFIRST TR EXCHNG TRADED FD VI | 46,335 | $1.6B | 0.48% | |
| 49 | XAWFXALLIANCEBERNSTEIN GLOBAL HIG | 148,030 | $1.6B | 0.48% | |
| 50 | SNTHTIDAL TRUST III | 56,931 | $1.6B | 0.48% | |
| 51 | AGGYWISDOMTREE TR | 34,840 | $1.5B | 0.47% | |
| 52 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5B | 0.46% | |
| 53 | ITA*ISHARES TR | 6,677 | $1.4B | 0.44% | |
| 54 | CGUSCAPITAL GROUP CORE EQUITY ET | 35,476 | $1.4B | 0.44% | |
| 55 | IAU*ISHARES GOLD TR | 17,207 | $1.4B | 0.43% | |
| 56 | QQQMINVESCO EXCH TRADED FD TR II | 5,494 | $1.4B | 0.42% | |
| 57 | SOXXISHARES TR | 4,584 | $1.4B | 0.42% | |
| 58 | DLNWISDOMTREE TR | 15,601 | $1.4B | 0.42% | |
| 59 | SECTNORTHERN LTS FD TR IV | 21,002 | $1.4B | 0.41% | |
| 60 | XEMDBONDBLOXX ETF TRUST | 30,242 | $1.3B | 0.41% | |
| 61 | KYNKAYNE ANDERSON ENERGY INFRST | 108,623 | $1.3B | 0.41% | |
| 62 | VBKVANGUARD INDEX FDS | 4,313 | $1.3B | 0.40% | |
| 63 | SHYISHARES TR | 15,546 | $1.3B | 0.39% | |
| 64 | PGXINVESCO EXCH TRADED FD TR II | 112,683 | $1.3B | 0.39% | |
| 65 | SGOVISHARES TR | 12,522 | $1.3B | 0.38% | |
| 66 | GOOGLALPHABET INC | 4,013 | $1.3B | 0.38% | |
| 67 | XLESELECT SECTOR SPDR TR | 27,329 | $1.2B | 0.37% | |
| 68 | KRKROGER CO | 19,549 | $1.2B | 0.37% | |
| 69 | AQLTISHARES TR | 8,293 | $1.2B | 0.36% | |
| 70 | IVVISHARES TR | 1,691 | $1.2B | 0.35% | |
| 71 | BABOEING CO | 5,233 | $1.1B | 0.35% | |
| 72 | LGLVSPDR SERIES TRUST | 6,415 | $1.1B | 0.34% | |
| 73 | VCITVANGUARD SCOTTSDALE FDS | 13,447 | $1.1B | 0.34% | |
| 74 | EFAISHARES TR | 11,381 | $1.1B | 0.33% | |
| 75 | XOMEXXON MOBIL CORP | 9,005 | $1.1B | 0.33% | |
| 76 | ARCCARES CAPITAL CORP | 53,241 | $1.1B | 0.33% | |
| 77 | VIGVANGUARD SPECIALIZED FUNDS | 4,834 | $1.1B | 0.32% | |
| 78 | CLXCLOROX CO DEL | 10,251 | $1.0B | 0.32% | |
| 79 | MSIMOTOROLA SOLUTIONS INC | 2,690 | $1.0B | 0.31% | |
| 80 | JCPBJ P MORGAN EXCHANGE TRADED F | 21,779 | $1.0B | 0.31% | |
| 81 | VNQVANGUARD INDEX FDS | 11,646 | $1.0B | 0.31% | |
| 82 | WINNHARBOR ETF TRUST | 32,688 | $1.0B | 0.31% | |
| 83 | HACKAMPLIFY ETF TR | 12,534 | $1.0B | 0.31% | |
| 84 | JSMLJANUS DETROIT STR TR | 13,647 | $1.0B | 0.31% | |
| 85 | CGBLCAPITAL GROUP CORE BALANCED | 28,065 | $991.0M | 0.30% | |
| 86 | MOALTRIA GROUP INC | 17,075 | $984.0M | 0.30% | |
| 87 | VTIPVANGUARD MALVERN FDS | 19,298 | $954.0M | 0.29% | |
| 88 | AGGISHARES TR | 9,490 | $947.0M | 0.29% | |
| 89 | ETENERGY TRANSFER L P | 56,873 | $937.0M | 0.29% | |
| 90 | CMECME GROUP INC | 3,387 | $924.0M | 0.28% | |
| 91 | IDEVISHARES TR | 11,198 | $923.0M | 0.28% | |
| 92 | COSTCOSTCO WHSL CORP NEW | 1,062 | $915.0M | 0.28% | |
| 93 | FYCFIRST TR EXCHANGE-TRADED ALP | 9,342 | $897.0M | 0.27% | |
| 94 | SPEMSPDR INDEX SHS FDS | 19,146 | $896.0M | 0.27% | |
| 95 | FEXFIRST TR EXCHANGE-TRADED ALP | 7,530 | $893.0M | 0.27% | |
| 96 | MINTPIMCO ETF TR | 8,852 | $888.0M | 0.27% | |
| 97 | IDV*ISHARES TR | 22,108 | $872.0M | 0.27% | |
| 98 | GCOWPACER FDS TR | 20,974 | $864.0M | 0.26% | |
| 99 | SCHGSCHWAB STRATEGIC TR | 26,483 | $863.0M | 0.26% | |
| 100 | CASYCASEYS GEN STORES INC | 1,560 | $862.0M | 0.26% |
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