Independent Wealth Network Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$336.7M
Q ending 2026-03-31
Prior quarter
$327.4M
Q ending 2025-12-31
Change
+2.8% QoQ · +34.3% YoY
Positions
301
reported holdings
Largest positions
Top 100 of 301 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Caterpillar Inc | CAT | Shares | $18.5M | 26K |
| Spdr Series Trust | SPYM | Shares | $15.3M | 199K |
| J P Morgan Exchange Traded F | JPST | Shares | $12.6M | 250K |
| Spdr Series Trust | SPYG | Shares | $9.7M | 99K |
| Ishares Silver Tr | SLV | Shares | $7.2M | 106K |
| Collaborative Investmnt Ser | RDFI | Shares | $6.1M | 265K |
| Chevron Corporation | CVX | Shares | $6.0M | 29K |
| Dimensional Etf Trust | DFUS | Shares | $5.2M | 73K |
| Invesco Qqq Tr | QQQ | Shares | $5.2M | 9K |
| Spdr Series Trust | SPYV | Shares | $5.1M | 91K |
| Apple Inc | AAPL | Shares | $5.0M | 20K |
| Nvidia Corporation | NVDA | Shares | $4.6M | 26K |
| Spdr Gold Tr | GLD | Shares | $4.4M | 10K |
| Microsoft Corp | MSFT | Shares | $4.2M | 11K |
| Vanguard Index Fds | VOO | Shares | $4.1M | 7K |
| First Tr Exchange-Traded Fd | QTEC | Shares | $3.3M | 15K |
| J P Morgan Exchange Traded F | JEPI | Shares | $3.3M | 58K |
| Amazon Com Inc | AMZN | Shares | $3.2M | 16K |
| Pacer Fds Tr | FLRT | Shares | $3.2M | 68K |
| Ishares Tr | ACWI | Shares | $3.0M | 22K |
| Spdr Series Trust | SPYD | Shares | $2.9M | 65K |
| Spdr Series Trust | SPAB | Shares | $2.9M | 113K |
| Vanguard Whitehall Fds | VYM | Shares | $2.8M | 19K |
| Select Sector Spdr Tr | XLE | Shares | $2.8M | 45K |
| Vanguard Index Fds | VUG | Shares | $2.7M | 6K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.6M | 5K |
| Ishares Tr | STIP | Shares | $2.6M | 25K |
| Invesco Exchange Traded Fd T | XMMO | Shares | $2.6M | 18K |
| First Tr Exchng Traded Fd Vi | FJAN | Shares | $2.4M | 47K |
| Ishares Tr | ILTB | Shares | $2.3M | 47K |
| First Tr Exchange-Traded Fd | LMBS | Shares | $2.3M | 46K |
| First Tr Exchange-Traded Fd | LQTI | Shares | $2.3M | 116K |
| Vanguard Bd Index Fds | BND | Shares | $2.2M | 30K |
| Pacer Fds Tr | PSFF | Shares | $2.2M | 69K |
| Palantir Technologies Inc | PLTR | Shares | $2.2M | 15K |
| Ishares Tr | FLOT | Shares | $2.2M | 43K |
| Spdr Series Trust | BIL | Shares | $2.1M | 23K |
| Amplify Etf Tr | YYY | Shares | $2.0M | 182K |
| Global X Fds | QYLD | Shares | $2.0M | 114K |
| Select Sector Spdr Tr | XLK | Shares | $1.9M | 14K |
| Meta Platforms Inc | META | Shares | $1.8M | 3K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.8M | 3K |
| Ishares Tr | SOXX | Shares | $1.8M | 5K |
| J P Morgan Exchange Traded F | BBAG | Shares | $1.8M | 39K |
| Visa Inc | V | Shares | $1.7M | 6K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $1.6M | 48K |
| Wisdomtree Tr | DLN | Shares | $1.6M | 18K |
| Kayne Anderson Energy Infrst | KYN | Shares | $1.6M | 110K |
| First Tr Exchange-Traded Fd | SCIO | Shares | $1.6M | 76K |
| First Tr Exch Traded Fd Iii | FPE | Shares | $1.6M | 88K |
| Exxon Mobil Corp | XOM | Shares | $1.5M | 9K |
| Alliancebernstein Global Hig | XAWFX | Shares | $1.5M | 147K |
| Pacer Fds Tr | GCOW | Shares | $1.5M | 32K |
| Northern Lts Fd Tr Iv | SECT | Shares | $1.5M | 24K |
| J P Morgan Exchange Traded F | BBIN | Shares | $1.5M | 20K |
| Alphabet Inc | GOOG | Shares | $1.5M | 5K |
| Ishares Tr | ITA | Shares | $1.5M | 7K |
| Spdr Index Shs Fds | SPDW | Shares | $1.4M | 32K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $1.4M | 2 |
| Capital Group Core Equity Et | CGUS | Shares | $1.4M | 37K |
| Tesla Inc | TSLA | Shares | $1.4M | 4K |
| Ishares Gold Tr | IAU | Shares | $1.4M | 16K |
| Vanguard Index Fds | VBK | Shares | $1.4M | 5K |
| Ishares Tr | SGOV | Shares | $1.4M | 14K |
| Spdr Series Trust | SPMD | Shares | $1.4M | 23K |
| Spdr Index Shs Fds | SPEM | Shares | $1.3M | 29K |
| Ishares Tr | SHY | Shares | $1.3M | 16K |
| Tidal Trust Iii | SNTH | Shares | $1.3M | 49K |
| Ishares Tr | AGG | Shares | $1.3M | 13K |
| Ishares Tr | DVY | Shares | $1.3M | 8K |
| First Tr Exchange-Traded Fd | FTCS | Shares | $1.2M | 13K |
| Ssga Active Tr | STOT | Shares | $1.2M | 26K |
| Invesco Exch Traded Fd Tr Ii | PGX | Shares | $1.2M | 113K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $1.2M | 5K |
| Ishares Tr | IVV | Shares | $1.2M | 2K |
| Alphabet Inc | GOOGL | Shares | $1.2M | 4K |
| Capital Group Core Balanced | CGBL | Shares | $1.2M | 34K |
| Capital Group Dividend Value | CGDV | Shares | $1.2M | 27K |
| Motorola Solutions Inc | MSI | Shares | $1.2M | 3K |
| Spdr Series Trust | LGLV | Shares | $1.1M | 6K |
| Energy Transfer L P | ET | Shares | $1.1M | 59K |
| Caseys Gen Stores Inc | CASY | Shares | $1.1M | 2K |
| Ishares Tr | EFA | Shares | $1.1M | 11K |
| Vanguard Scottsdale Fds | VCIT | Shares | $1.1M | 13K |
| Altria Group Inc | MO | Shares | $1.1M | 17K |
| Clorox Co Del | CLX | Shares | $1.1M | 11K |
| Kroger Co | KR | Shares | $1.1M | 15K |
| Costco Wholesale Corporation | COST | Shares | $1.1M | 1K |
| Schwab Strategic Tr | SCHG | Shares | $1.1M | 37K |
| Boeing Co | BA | Shares | $1.1M | 5K |
| Vanguard Specialized Funds | VIG | Shares | $1.1M | 5K |
| J P Morgan Exchange Traded F | JCPB | Shares | $1.1M | 22K |
| Ishares Tr | IDEV | Shares | $1.0M | 13K |
| Fidelity Covington Trust | FDVV | Shares | $1.0M | 18K |
| Cme Group Inc | CME | Shares | $1.0M | 3K |
| Ares Capital Corp | ARCC | Shares | $1.0M | 55K |
| Honeywell Intl Inc | HONGBP | Shares | $993K | 4K |
| Amplify Etf Tr | HACK | Shares | $956K | 13K |
| Ishares Tr | IDV | Shares | $954K | 22K |
| Sei Exchange Traded Funds | SEIM | Shares | $921K | 20K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.