Independent Wealth Network Inc. Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$327.4M
Holdings
287
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (287 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | HONHONEYWELL INTL INC | 4,309 | $840K | 0.26% | |
| 102 | FDVVFIDELITY COVINGTON TRUST | 14,374 | $814K | 0.25% | |
| 103 | AAXJISHARES TR | 8,625 | $803K | 0.25% | |
| 104 | JPINJ P MORGAN EXCHANGE TRADED F | 11,767 | $801K | 0.24% | |
| 105 | SPTMSPDR SERIES TRUST | 9,599 | $791K | 0.24% | |
| 106 | VOTVANGUARD INDEX FDS | 2,761 | $770K | 0.24% | |
| 107 | EWAISHARES INC | 29,400 | $769K | 0.23% | |
| 108 | HSYHERSHEY CO | 4,158 | $756K | 0.23% | |
| 109 | KSSKOHLS CORP | 36,953 | $754K | 0.23% | |
| 110 | JNJJOHNSON & JOHNSON | 3,620 | $749K | 0.23% | |
| 111 | AVGOBROADCOM INC | 2,150 | $744K | 0.23% | |
| 112 | USHYISHARES TR | 19,906 | $744K | 0.23% | |
| 113 | PKGPACKAGING CORP AMER | 3,365 | $693K | 0.21% | |
| 114 | SDVYFIRST TR EXCHANGE-TRADED FD | 17,997 | $689K | 0.21% | |
| 115 | FTCSFIRST TR EXCHANGE-TRADED FD | 7,355 | $680K | 0.21% | |
| 116 | VTVVANGUARD INDEX FDS | 3,558 | $679K | 0.21% | |
| 117 | VEAVANGUARD TAX-MANAGED FDS | 10,792 | $674K | 0.21% | |
| 118 | RTRECOLLABORATIVE INVESTMNT SER | 26,666 | $673K | 0.21% | |
| 119 | IWMISHARES TR | 2,737 | $673K | 0.21% | |
| 120 | SCHVSCHWAB STRATEGIC TR | 22,510 | $666K | 0.20% | |
| 121 | IVEISHARES TR | 3,137 | $665K | 0.20% | |
| 122 | PKWINVESCO EXCHANGE TRADED FD T | 4,908 | $659K | 0.20% | |
| 123 | RPVINVESCO EXCHANGE TRADED FD T | 6,309 | $652K | 0.20% | |
| 124 | LACLITHIUM AMERS CORP NEW | 149,466 | $651K | 0.20% | |
| 125 | TFISPDR SERIES TRUST | 14,231 | $650K | 0.20% | |
| 126 | WFC 7.5 PERP LWELLS FARGO CO NEW | 535 | $648K | 0.20% | |
| 127 | ICVTISHARES TR | 6,559 | $646K | 0.20% | |
| 128 | AMDADVANCED MICRO DEVICES INC | 3,003 | $643K | 0.20% | |
| 129 | NFLXNETFLIX INC | 6,788 | $636K | 0.19% | |
| 130 | DFAXDIMENSIONAL ETF TRUST | 19,310 | $632K | 0.19% | |
| 131 | JPIEJ P MORGAN EXCHANGE TRADED F | 13,561 | $627K | 0.19% | |
| 132 | AIRRFIRST TR EXCHANGE TRADED FD | 6,191 | $608K | 0.19% | |
| 133 | IGLDFIRST TR EXCHANGE-TRADED FD | 22,341 | $558K | 0.17% | |
| 134 | CSCOCISCO SYS INC | 7,232 | $557K | 0.17% | |
| 135 | IJKISHARES TR | 5,757 | $557K | 0.17% | |
| 136 | HDVISHARES TR | 4,554 | $553K | 0.17% | |
| 137 | WMTWALMART INC | 4,958 | $552K | 0.17% | |
| 138 | RDVYFIRST TR EXCHANGE TRADED FD | 7,923 | $550K | 0.17% | |
| 139 | IVWISHARES TR | 4,455 | $549K | 0.17% | |
| 140 | FRTYTHE ALGER ETF TRUST | 25,573 | $538K | 0.16% | |
| 141 | LLYELI LILLY & CO | 499 | $536K | 0.16% | |
| 142 | SHWSHERWIN WILLIAMS CO | 1,635 | $529K | 0.16% | |
| 143 | ABBVABBVIE INC | 2,307 | $527K | 0.16% | |
| 144 | TAT&T INC | 21,036 | $522K | 0.16% | |
| 145 | AFLAFLAC INC | 4,719 | $520K | 0.16% | |
| 146 | FTHIFIRST TR EXCHANGE TRADED FD | 21,520 | $508K | 0.16% | |
| 147 | JPMJPMORGAN CHASE & CO. | 1,549 | $499K | 0.15% | |
| 148 | IEMGISHARES INC | 7,390 | $496K | 0.15% | |
| 149 | FYXFIRST TR EXCHANGE-TRADED ALP | 4,380 | $495K | 0.15% | |
| 150 | ZECPZACKS TRUST | 14,239 | $494K | 0.15% | |
| 151 | GLOFISHARES TR | 9,250 | $488K | 0.15% | |
| 152 | VGTVANGUARD WORLD FD | 646 | $487K | 0.15% | |
| 153 | CNRGSPDR SERIES TRUST | 5,411 | $484K | 0.15% | |
| 154 | FTAFIRST TR EXCHANGE-TRADED ALP | 5,627 | $484K | 0.15% | |
| 155 | TLTISHARES TR | 5,562 | $484K | 0.15% | |
| 156 | BCXBLACKROCK RES & COMMODITIES | 43,735 | $480K | 0.15% | |
| 157 | VDEVANGUARD WORLD FD | 3,796 | $478K | 0.15% | |
| 158 | BUXXEA SERIES TRUST | 23,530 | $476K | 0.15% | |
| 159 | FNXFIRST TR EXCHANGE-TRADED ALP | 3,780 | $476K | 0.15% | |
| 160 | BACVERIZON COMMUNICATIONS INC | 11,640 | $474K | 0.14% | |
| 161 | NYFISHARES TR | 8,865 | $474K | 0.14% | |
| 162 | BITOPROSHARES TR | 38,738 | $471K | 0.14% | |
| 163 | JEPQJ P MORGAN EXCHANGE TRADED F | 8,040 | $467K | 0.14% | |
| 164 | SCHOSCHWAB STRATEGIC TR | 19,162 | $466K | 0.14% | |
| 165 | HYLSFIRST TR EXCHANGE-TRADED FD | 10,932 | $457K | 0.14% | |
| 166 | FTECFIDELITY COVINGTON TRUST | 1,999 | $449K | 0.14% | |
| 167 | LQDISHARES TR | 4,012 | $442K | 0.14% | |
| 168 | MAMASTERCARD INCORPORATED | 772 | $440K | 0.13% | |
| 169 | SPMDSPDR SERIES TRUST | 7,409 | $429K | 0.13% | |
| 170 | PGPROCTER AND GAMBLE CO | 2,982 | $427K | 0.13% | |
| 171 | USFRWISDOMTREE TR | 8,378 | $421K | 0.13% | |
| 172 | RDVIFIRST TR EXCHANGE-TRADED FD | 15,996 | $419K | 0.13% | |
| 173 | PSRINVESCO ACTIVELY MANAGED EXC | 4,598 | $415K | 0.13% | |
| 174 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,358 | $412K | 0.13% | |
| 175 | SPSMSPDR SERIES TRUST | 8,699 | $407K | 0.12% | |
| 176 | MUMICRON TECHNOLOGY INC | 1,419 | $405K | 0.12% | |
| 177 | IJRISHARES TR | 3,363 | $404K | 0.12% | |
| 178 | FLTRVANECK ETF TRUST | 15,761 | $401K | 0.12% | |
| 179 | MRKMERCK & CO INC | 3,784 | $398K | 0.12% | |
| 180 | HDHOME DEPOT INC | 1,144 | $393K | 0.12% | |
| 181 | QCOMQUALCOMM INC | 2,263 | $387K | 0.12% | |
| 182 | MCNXAI MADISON EQUITY PREMIUM I | 63,039 | $378K | 0.12% | |
| 183 | ARKKARK ETF TR | 4,908 | $377K | 0.12% | |
| 184 | APHAMPHENOL CORP NEW | 2,792 | $377K | 0.12% | |
| 185 | CEF/USPROTT ASSET MANAGEMENT LP | 8,217 | $376K | 0.11% | |
| 186 | INTCINTEL CORP | 19,985 | $369K | 0.11% | Call |
| 187 | UHTUNIVERSAL HEALTH RLTY INCOME | 9,400 | $368K | 0.11% | |
| 188 | HFXINEW YORK LIFE INVESTMENTS ET | 11,197 | $363K | 0.11% | |
| 189 | ATOATMOS ENERGY CORP | 2,170 | $363K | 0.11% | |
| 190 | MUBISHARES TR | 3,356 | $359K | 0.11% | |
| 191 | U6ZURANIUM ENERGY CORP | 30,514 | $356K | 0.11% | |
| 192 | VWOVANGUARD INTL EQUITY INDEX F | 6,548 | $352K | 0.11% | |
| 193 | DEDEERE & CO | 751 | $349K | 0.11% | |
| 194 | BABAALIBABA GROUP HLDG LTD | 2,242 | $328K | 0.10% | |
| 195 | IUSBISHARES TR | 7,020 | $326K | 0.10% | |
| 196 | DVNDEVON ENERGY CORP NEW | 8,881 | $325K | 0.10% | |
| 197 | USMVISHARES TR | 3,444 | $324K | 0.10% | |
| 198 | AMLPALPS ETF TR | 6,844 | $321K | 0.10% | |
| 199 | FSCOFS CREDIT OPPORTUNITIES CORP | 50,704 | $319K | 0.10% | |
| 200 | ABTABBOTT LABS | 2,491 | $312K | 0.10% |