Independent Wealth Network Inc.

Est. AUM

$334.9M

13F long equity, this entity only

Positions

299

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CATERPILLAR INC	COM	$18.5M	26118	5.53%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$15.3M	199352	4.56%	SOLE
3	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$12.6M	249917	3.78%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$9.7M	98810	2.89%	SOLE
5	ISHARES SILVER TR	ISHARES	$7.2M	105778	2.15%	SOLE
6	COLLABORATIVE INVESTMNT SER	RAREVIEW DYNAMIC	$6.1M	265184	1.83%	SOLE
7	CHEVRON CORPORATION	COM	$6.0M	29098	1.80%	SOLE
8	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$5.2M	73185	1.55%	SOLE
9	INVESCO QQQ TR	UNIT SER 1	$5.2M	8936	1.54%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$5.1M	90734	1.53%	SOLE
11	APPLE INC	COM	$5.0M	19647	1.49%	SOLE
12	NVIDIA CORPORATION	COM	$4.6M	26284	1.37%	SOLE
13	SPDR GOLD TR	GOLD SHS	$4.4M	10163	1.31%	SOLE
14	MICROSOFT CORP	COM	$4.2M	11217	1.24%	SOLE
15	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.1M	6799	1.21%	SOLE
16	FIRST TR EXCHANGE-TRADED FD	SHS	$3.3M	15451	1.00%	SOLE
17	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.3M	57567	0.97%	SOLE
18	AMAZON COM INC	COM	$3.2M	15590	0.97%	SOLE
19	PACER FDS TR	ARISTOTLE PACIFI	$3.2M	68163	0.94%	SOLE
20	ISHARES TR	MSCI ACWI ETF	$3.0M	21856	0.90%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$2.9M	64645	0.88%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$2.9M	112929	0.86%	SOLE
23	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.8M	18960	0.84%	SOLE
24	SELECT SECTOR SPDR TR	STATE STREET ENE	$2.8M	45163	0.83%	SOLE
25	VANGUARD INDEX FDS	GROWTH ETF	$2.7M	6266	0.82%	SOLE
26	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.6M	5370	0.77%	SOLE
27	ISHARES TR	0-5 YR TIPS ETF	$2.6M	24797	0.77%	SOLE
28	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$2.6M	17597	0.76%	SOLE
29	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$2.4M	47240	0.71%	SOLE
30	ISHARES TR	CORE LT USDB ETF	$2.3M	46858	0.69%	SOLE
31	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$2.3M	45879	0.68%	SOLE
32	FIRST TR EXCHANGE-TRADED FD	VEST INVESTMENT	$2.3M	115504	0.68%	SOLE
33	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.2M	30140	0.66%	SOLE
34	PACER FDS TR	SWAN SOS FD OF	$2.2M	69111	0.66%	SOLE
35	PALANTIR TECHNOLOGIES INC	CL A	$2.2M	15076	0.66%	SOLE
36	ISHARES TR	FLTG RATE NT ETF	$2.2M	42741	0.65%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$2.1M	23071	0.63%	SOLE
38	AMPLIFY ETF TR	CEF HIGH INCOME	$2.0M	182217	0.60%	SOLE
39	GLOBAL X FDS	NASDAQ 100 COVER	$2.0M	114056	0.58%	SOLE
40	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.9M	14164	0.56%	SOLE
41	META PLATFORMS INC	CL A	$1.8M	3220	0.55%	SOLE
42	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	2783	0.54%	SOLE
43	ISHARES TR	ISHARES SEMICDTR	$1.8M	5470	0.54%	SOLE
44	J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	$1.8M	38566	0.53%	SOLE
45	VISA INC	COM CL A	$1.7M	5718	0.52%	SOLE
46	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.6M	47911	0.48%	SOLE
47	WISDOMTREE TR	US LARGECAP DIVD	$1.6M	17873	0.48%	SOLE
48	KAYNE ANDERSON ENERGY INFRST	COM	$1.6M	109924	0.47%	SOLE
49	FIRST TR EXCHANGE-TRADED FD	STRUCTURED CR IN	$1.6M	75614	0.47%	SOLE
50	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$1.6M	87627	0.46%	SOLE

1–50 of 299

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.