# Independent Wealth Network Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1891240. Source: https://holderbook.com/funds/1891240-independent-wealth-network-inc/

- Reported value: $393.3M
- Positions: 338
- Weight of the ten largest: 27.0%
- Filed: 2026-07-20

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $28.2M | 26,505 | 7.2% | 20 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $17.3M | 196,308 | 4.4% | 20 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $12.3M | 242,635 | 3.1% | 20 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $11.6M | 97,609 | 3.0% | 20 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $7.3M | 9,896 | 1.9% | 20 |
| COLLABORATIVE INVESTMNT SER | [RDFI](https://holderbook.com/stocks/RDFI/) | $6.7M | 279,963 | 1.7% | 18 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $6.2M | 75,206 | 1.6% | 20 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $5.7M | 19,841 | 1.5% | 20 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $5.6M | 27,987 | 1.4% | 15 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $5.4M | 88,671 | 1.4% | 20 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $5.2M | 96,621 | 1.3% | 20 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $4.9M | 7,137 | 1.2% | 20 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $4.7M | 28,193 | 1.2% | 20 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $4.6M | 12,347 | 1.2% | 20 |
| FIRST TR EXCHANGE-TRADED FD | [QTEC](https://holderbook.com/stocks/QTEC/) | $4.1M | 12,208 | 1.0% | 2 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $3.8M | 10,430 | 1.0% | 20 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $3.8M | 15,884 | 1.0% | 20 |
| ISHARES TR | [ACWI](https://holderbook.com/stocks/ACWI/) | $3.6M | 22,638 | 0.9% | 20 |
| SPDR SERIES TRUST | [SPYD](https://holderbook.com/stocks/SPYD/) | $3.4M | 72,228 | 0.9% | 20 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $3.4M | 60,810 | 0.9% | 20 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $3.4M | 39,322 | 0.9% | 20 |
| INVESCO EXCHANGE TRADED FD T | [XMMO](https://holderbook.com/stocks/XMMO/) | $3.2M | 18,843 | 0.8% | 20 |
| PACER FDS TR | [FLRT](https://holderbook.com/stocks/FLRT/) | $3.0M | 64,947 | 0.8% | 10 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $3.0M | 18,717 | 0.8% | 20 |
| SPDR SERIES TRUST | [SPAB](https://holderbook.com/stocks/SPAB/) | $2.9M | 114,092 | 0.7% | 20 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $2.9M | 15,214 | 0.7% | 20 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $2.9M | 54,130 | 0.7% | 19 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.8M | 5,586 | 0.7% | 20 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $2.6M | 25,568 | 0.7% | 18 |
| FIRST TR EXCHNG TRADED FD VI | [FJAN](https://holderbook.com/stocks/FJAN/) | $2.5M | 45,593 | 0.6% | 10 |
| FIRST TR EXCHANGE-TRADED FD | [LMBS](https://holderbook.com/stocks/LMBS/) | $2.4M | 48,237 | 0.6% | 2 |
| PACER FDS TR | [PSFF](https://holderbook.com/stocks/PSFF/) | $2.4M | 68,887 | 0.6% | 13 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $2.4M | 32,045 | 0.6% | 20 |
| NORTHERN LIGHTS FD TR | [DUKH](https://holderbook.com/stocks/DUKH/) | $2.3M | 97,115 | 0.6% | 1 |
| ISHARES TR | [ILTB](https://holderbook.com/stocks/ILTB/) | $2.3M | 47,187 | 0.6% | 20 |
| AMPLIFY ETF TR | [YYY](https://holderbook.com/stocks/YYY/) | $2.2M | 187,920 | 0.6% | 20 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $2.1M | 6,053 | 0.5% | 20 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $2.1M | 22,900 | 0.5% | 18 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $2.1M | 3,250 | 0.5% | 15 |
| NORTHERN LIGHTS FD TR | [DUKZ](https://holderbook.com/stocks/DUKZ/) | $2.0M | 79,950 | 0.5% | 1 |
| NORTHERN LTS FD TR IV | [SECT](https://holderbook.com/stocks/SECT/) | $2.0M | 27,935 | 0.5% | 20 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.0M | 2,667 | 0.5% | 13 |
| GLOBAL X FDS | [QYLD](https://holderbook.com/stocks/QYLD/) | $2.0M | 107,004 | 0.5% | 7 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $2.0M | 3,464 | 0.5% | 20 |
| J P MORGAN EXCHANGE TRADED F | [BBAG](https://holderbook.com/stocks/BBAG/) | $1.9M | 40,733 | 0.5% | 2 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $1.9M | 16,040 | 0.5% | 20 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $1.9M | 5,070 | 0.5% | 20 |
| WISDOMTREE TR | [DLN](https://holderbook.com/stocks/DLN/) | $1.8M | 19,055 | 0.5% | 5 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.8M | 2,435 | 0.5% | 20 |
| FIRST TR EXCHNG TRADED FD VI | [BUFR](https://holderbook.com/stocks/BUFR/) | $1.8M | 49,164 | 0.5% | 10 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.8M | 4,248 | 0.5% | 14 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.8M | 5,041 | 0.5% | 15 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $1.7M | 17,661 | 0.4% | 20 |
| FIRST TR EXCHANGE-TRADED FD | [LQTI](https://holderbook.com/stocks/LQTI/) | $1.7M | 90,488 | 0.4% | 5 |
| FIRST TR EXCHANGE-TRADED FD | [SCIO](https://holderbook.com/stocks/SCIO/) | $1.7M | 81,964 | 0.4% | 2 |
| CAPITAL GROUP CORE EQUITY ET | [CGUS](https://holderbook.com/stocks/CGUS/) | $1.7M | 38,019 | 0.4% | 10 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.7M | 4,649 | 0.4% | 20 |
| ISHARES TR | [FLOT](https://holderbook.com/stocks/FLOT/) | $1.6M | 32,300 | 0.4% | 20 |
| ISHARES TR | [ITA](https://holderbook.com/stocks/ITA/) | $1.6M | 6,685 | 0.4% | 20 |
| FIRST TR EXCH TRADED FD III | [FPE](https://holderbook.com/stocks/FPE/) | $1.6M | 88,014 | 0.4% | 20 |
| ALLIANCEBERNSTEIN GLOBAL HIG | [AWF](https://holderbook.com/stocks/AWF/) | $1.6M | 152,398 | 0.4% | 20 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $1.6M | 29,970 | 0.4% | 17 |
| KAYNE ANDERSON ENERGY INFRST | [KYN](https://holderbook.com/stocks/KYN/) | $1.5M | 111,995 | 0.4% | 20 |
| J P MORGAN EXCHANGE TRADED F | [BBIN](https://holderbook.com/stocks/BBIN/) | $1.5M | 19,759 | 0.4% | 2 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $1.5M | 30,283 | 0.4% | 4 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $1.5M | 2 | 0.4% | 6 |
| SPDR SERIES TRUST | [SPMD](https://holderbook.com/stocks/SPMD/) | $1.5M | 22,142 | 0.4% | 17 |
| TIDAL TRUST III | [SNTH](https://holderbook.com/stocks/SNTH/) | $1.5M | 49,749 | 0.4% | 3 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $1.4M | 14,115 | 0.4% | 7 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.4M | 2,427 | 0.4% | 11 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.4M | 10,202 | 0.4% | 20 |
| CAPITAL GROUP DIVIDEND VALUE | [CGDV](https://holderbook.com/stocks/CGDV/) | $1.4M | 28,215 | 0.4% | 2 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $1.4M | 4,582 | 0.4% | 5 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $1.3M | 16,400 | 0.3% | 20 |
| ISHARES TR | [IDEV](https://holderbook.com/stocks/IDEV/) | $1.3M | 15,114 | 0.3% | 7 |
| SSGA ACTIVE TR | [STOT](https://holderbook.com/stocks/STOT/) | $1.3M | 28,469 | 0.3% | 2 |
| AMPLIFY ETF TR | [HACK](https://holderbook.com/stocks/HACK/) | $1.3M | 12,761 | 0.3% | 10 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $1.3M | 8,271 | 0.3% | 20 |
| ARES CAPITAL CORP | [ARCC](https://holderbook.com/stocks/ARCC/) | $1.3M | 69,058 | 0.3% | 20 |
| FIRST TR EXCHANGE-TRADED FD | [FTCS](https://holderbook.com/stocks/FTCS/) | $1.3M | 13,596 | 0.3% | 20 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $1.3M | 17,642 | 0.3% | 20 |
| SPDR SERIES TRUST | [XNTK](https://holderbook.com/stocks/XNTK/) | $1.3M | 3,236 | 0.3% | 2 |
| SEI EXCHANGE TRADED FUNDS | [SEIM](https://holderbook.com/stocks/SEIM/) | $1.3M | 22,474 | 0.3% | 3 |
| INVESCO EXCH TRADED FD TR II | [PGX](https://holderbook.com/stocks/PGX/) | $1.2M | 114,587 | 0.3% | 20 |
| CAPITAL GROUP CORE BALANCED | [CGBL](https://holderbook.com/stocks/CGBL/) | $1.2M | 32,630 | 0.3% | 7 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $1.2M | 11,650 | 0.3% | 20 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $1.2M | 35,662 | 0.3% | 11 |
| FIRST TR EXCHANGE TRADED FD | [AIRR](https://holderbook.com/stocks/AIRR/) | $1.2M | 8,981 | 0.3% | 10 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $1.2M | 5,040 | 0.3% | 20 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $1.2M | 15,606 | 0.3% | 20 |
| FIDELITY COVINGTON TRUST | [FDVV](https://holderbook.com/stocks/FDVV/) | $1.2M | 19,440 | 0.3% | 6 |
| ENERGY TRANSFER L P | [ET](https://holderbook.com/stocks/ET/) | $1.2M | 60,946 | 0.3% | 20 |
| J P MORGAN EXCHANGE TRADED F | [JCPB](https://holderbook.com/stocks/JCPB/) | $1.2M | 24,637 | 0.3% | 8 |
| CLOROX CO DEL | [CLX](https://holderbook.com/stocks/CLX/) | $1.2M | 12,115 | 0.3% | 20 |
| PACER FDS TR | [GCOW](https://holderbook.com/stocks/GCOW/) | $1.2M | 26,675 | 0.3% | 4 |
| SPDR SERIES TRUST | [LGLV](https://holderbook.com/stocks/LGLV/) | $1.2M | 6,362 | 0.3% | 13 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.2M | 3,054 | 0.3% | 10 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $1.1M | 13,602 | 0.3% | 20 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $1.1M | 5,152 | 0.3% | 15 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $1.1M | 15,621 | 0.3% | 20 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.5% | +14.8% | -4.4% | 100% |
| Q1 2026 | +0.2% | -4.6% | +4.8% | 100% |
| Q4 2025 | +2.1% | +2.4% | -0.2% | 100% |
| Q3 2025 | +7.5% | +7.8% | -0.4% | 100% |
| Q2 2025 | +6.5% | +10.5% | -3.9% | 100% |
| Q1 2025 | -1.8% | -4.6% | +2.8% | 100% |
| Q4 2024 | -0.0% | +2.1% | -2.2% | 100% |
| Q3 2024 | +5.4% | +5.4% | -0.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $393.3M | 338 |
| Q1 2026 | $336.7M | 296 |
| Q4 2025 | $327.4M | 287 |
| Q3 2025 | $311.1M | 282 |
| Q2 2025 | $274.9M | 258 |
| Q1 2025 | $250.7M | 245 |
| Q4 2024 | $246.5M | 236 |
| Q3 2024 | $226.3M | 222 |
| Q2 2024 | $214.9M | 214 |
| Q1 2024 | $213.4M | 222 |
| Q4 2023 | $190.1M | 218 |
| Q3 2023 | $162.6M | 201 |