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 |
|---|---|---|---|---|---|
| 201 | FSKFS KKR CAP CORP | 20,966 | $310.0M | 0.09% | |
| 202 | FAIFIRST TR EXCHANGE TRADED FD | 4,893 | $307.0M | 0.09% | |
| 203 | SGOLETFS GOLD TR | 7,457 | $306.0M | 0.09% | |
| 204 | SPGIS&P GLOBAL INC | 578 | $302.0M | 0.09% | |
| 205 | BNDXVANGUARD CHARLOTTE FDS | 6,242 | $301.0M | 0.09% | |
| 206 | VTEBVANGUARD MUN BD FDS | 5,931 | $298.0M | 0.09% | |
| 207 | FFEBFIRST TR EXCHNG TRADED FD VI | 5,273 | $298.0M | 0.09% | |
| 208 | ZOCTINNOVATOR ETFS TRUST | 10,969 | $294.0M | 0.09% | |
| 209 | CTVACORTEVA INC | 4,302 | $288.0M | 0.09% | |
| 210 | PEPPEPSICO INC | 1,982 | $284.0M | 0.09% | |
| 211 | JGHNUVEEN GLOBAL HIGH INCOME FD | 22,596 | $284.0M | 0.09% | |
| 212 | WECWEC ENERGY GROUP INC | 2,697 | $284.0M | 0.09% | |
| 213 | FTSMFIRST TR EXCHANGE-TRADED FD | 4,729 | $283.0M | 0.09% | |
| 214 | MEDPMEDPACE HLDGS INC | 504 | $283.0M | 0.09% | |
| 215 | VGSHVANGUARD SCOTTSDALE FDS | 4,768 | $280.0M | 0.09% | |
| 216 | RIVNRIVIAN AUTOMOTIVE INC | 14,205 | $279.0M | 0.09% | |
| 217 | TMUST-MOBILE US INC | 1,366 | $277.0M | 0.08% | |
| 218 | HYGISHARES TR | 3,414 | $275.0M | 0.08% | |
| 219 | NKENIKE INC | 4,298 | $273.0M | 0.08% | |
| 220 | 4I1PHILIP MORRIS INTL INC | 1,685 | $270.0M | 0.08% | |
| 221 | AVUSAMERICAN CENTY ETF TR | 2,388 | $266.0M | 0.08% | |
| 222 | WFCWELLS FARGO CO NEW | 2,858 | $266.0M | 0.08% | |
| 223 | ZJANINNOVATOR ETFS TRUST | 9,694 | $265.0M | 0.08% | |
| 224 | APPAPPLOVIN CORP | 392 | $264.0M | 0.08% | |
| 225 | GPNGLOBAL PMTS INC | 3,400 | $263.0M | 0.08% | |
| 226 | MCDMCDONALDS CORP | 859 | $262.0M | 0.08% | |
| 227 | SMHVANECK ETF TRUST | 730 | $262.0M | 0.08% | |
| 228 | SYKSTRYKER CORPORATION | 740 | $260.0M | 0.08% | |
| 229 | KOCOCA COLA CO | 3,731 | $260.0M | 0.08% | |
| 230 | VBRVANGUARD INDEX FDS | 1,171 | $248.0M | 0.08% | |
| 231 | KLACKLA CORP | 201 | $244.0M | 0.07% | |
| 232 | SHYGISHARES TR | 5,685 | $243.0M | 0.07% | |
| 233 | PTLCPACER FDS TR | 4,355 | $242.0M | 0.07% | |
| 234 | ENBENBRIDGE INC | 5,078 | $242.0M | 0.07% | |
| 235 | TSCOTRACTOR SUPPLY CO | 4,808 | $240.0M | 0.07% | |
| 236 | AMATAPPLIED MATLS INC | 924 | $237.0M | 0.07% | |
| 237 | ADBEADOBE INC | 680 | $237.0M | 0.07% | |
| 238 | UBERUBER TECHNOLOGIES INC | 2,904 | $237.0M | 0.07% | |
| 239 | AJGGALLAGHER ARTHUR J & CO | 915 | $236.0M | 0.07% | |
| 240 | XYZBLOCK INC | 3,626 | $236.0M | 0.07% | |
| 241 | ORCLORACLE CORP | 1,208 | $235.0M | 0.07% | |
| 242 | VAWVANGUARD WORLD FD | 1,112 | $230.0M | 0.07% | |
| 243 | WTBAWEST BANCORPORATION INC | 10,353 | $229.0M | 0.07% | |
| 244 | VTVANGUARD INTL EQUITY INDEX F | 1,628 | $229.0M | 0.07% | |
| 245 | FIIGFIRST TR EXCHANGE-TRADED FD | 10,763 | $228.0M | 0.07% | |
| 246 | NDAQNASDAQ INC | 2,347 | $227.0M | 0.07% | |
| 247 | SEIVSEI EXCHANGE TRADED FUNDS | 5,452 | $226.0M | 0.07% | |
| 248 | SEIMSEI EXCHANGE TRADED FUNDS | 4,857 | $224.0M | 0.07% | |
| 249 | BUFZFIRST TR EXCHNG TRADED FD VI | 8,412 | $223.0M | 0.07% | |
| 250 | SNASNAP ON INC | 646 | $222.0M | 0.07% | |
| 251 | SPHYSPDR SERIES TRUST | 9,310 | $220.0M | 0.07% | |
| 252 | ACWVISHARES INC | 1,850 | $219.0M | 0.07% | |
| 253 | QUIZZACKS TRUST | 8,188 | $217.0M | 0.07% | |
| 254 | RSGREPUBLIC SVCS INC | 1,012 | $214.0M | 0.07% | |
| 255 | SPDWSPDR INDEX SHS FDS | 4,838 | $214.0M | 0.07% | |
| 256 | TDIVFIRST TR EXCHANGE TRADED FD | 2,206 | $213.0M | 0.07% | |
| 257 | ROMPROSHARES TR | 2,257 | $212.0M | 0.06% | |
| 258 | XLGINVESCO EXCHANGE TRADED FD T | 3,587 | $212.0M | 0.06% | |
| 259 | GDGENERAL DYNAMICS CORP | 631 | $212.0M | 0.06% | |
| 260 | PSXPHILLIPS 66 | 1,635 | $211.0M | 0.06% | |
| 261 | MEARISHARES U S ETF TR | 4,211 | $211.0M | 0.06% | |
| 262 | PANWPALO ALTO NETWORKS INC | 1,147 | $211.0M | 0.06% | |
| 263 | RTXRTX CORPORATION | 1,151 | $211.0M | 0.06% | |
| 264 | SCHXSCHWAB STRATEGIC TR | 7,820 | $210.0M | 0.06% | |
| 265 | TRITHOMSON REUTERS CORP | 1,597 | $210.0M | 0.06% | |
| 266 | TTTRANE TECHNOLOGIES PLC | 535 | $208.0M | 0.06% | |
| 267 | FTRIFIRST TR EXCHANGE TRADED FD | 13,299 | $208.0M | 0.06% | |
| 268 | BCSBARCLAYS PLC | 8,158 | $207.0M | 0.06% | |
| 269 | BRBROADRIDGE FINL SOLUTIONS IN | 928 | $207.0M | 0.06% | |
| 270 | MMM3M CO | 1,287 | $206.0M | 0.06% | |
| 271 | PG4PRINCIPAL FINANCIAL GROUP IN | 2,310 | $203.0M | 0.06% | |
| 272 | INTUINTUIT | 306 | $202.0M | 0.06% | |
| 273 | SPHDINVESCO EXCH TRADED FD TR II | 4,222 | $202.0M | 0.06% | |
| 274 | KNGFIRST TR EXCHANGE-TRADED FD | 4,105 | $201.0M | 0.06% | |
| 275 | ITWILLINOIS TOOL WKS INC | 818 | $201.0M | 0.06% | |
| 276 | MDLZMONDELEZ INTL INC | 3,728 | $200.0M | 0.06% | |
| 277 | TOSTTOAST INC | 5,642 | $200.0M | 0.06% | |
| 278 | FSSLFS SPECIALTY LENDING FD | 11,944 | $168.0M | 0.05% | |
| 279 | JRSNUVEEN REAL ESTATE INCOME FD | 21,607 | $165.0M | 0.05% | |
| 280 | DHRB & G FOODS INC NEW | 35,492 | $152.0M | 0.05% | |
| 281 | YMAXTIDAL TRUST II | 14,311 | $142.0M | 0.04% | |
| 282 | GRNTGRANITE RIDGE RESOURCES INC | 29,426 | $138.0M | 0.04% | |
| 283 | FFORD MTR CO | 10,240 | $134.0M | 0.04% | |
| 284 | DNPDNP SELECT INCOME FD INC | 11,420 | $114.0M | 0.03% | |
| 285 | BTOB2GOLD CORP | 10,000 | $45.0M | 0.01% | |
| 286 | NAKNORTHERN DYNASTY MINERALS LT | 15,670 | $30.0M | 0.01% | |
| 287 | AKBAAKEBIA THERAPEUTICS INC | 13,003 | $20.0M | 0.01% |
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