Independent Wealth Network Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Independent Wealth Network Inc. held in its portfolio 270 assets valued at $327,393,895 (i.e. $327.39M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($49.54M), CATERPILLAR INC ($14.95M), and J P MORGAN EXCHANGE TRADED F ($10.04M).
The chart below shows the top 10 valuable assets, and the table below shows the top 270 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Independent Wealth Network Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 799953 | 49541522 | STATE STREET SPD |
| CATERPILLAR INC | 26098 | 14950695 | COM |
| J P MORGAN EXCHANGE TRADED F | 198406 | 10037336 | ULTRA SHRT ETF |
| ISHARES SILVER TR | 110259 | 7102853 | ISHARES |
| ISHARES TR | 44595 | 6309722 | MSCI ACWI ETF |
| ISHARES TR | 124108 | 6168071 | CORE LT USDB ETF |
| APPLE INC | 19607 | 5330492 | COM |
| COLLABORATIVE INVESTMNT SER | 214225 | 5122114 | RAREVIEW DYNAMIC |
| NVIDIA CORPORATION | 27322 | 5095471 | COM |
| DIMENSIONAL ETF TRUST | 68521 | 5082203 | US EQUITY MARKET |
| CHEVRON CORP NEW | 32376 | 4934461 | COM |
| MICROSOFT CORP | 9819 | 4748729 | COM |
| VANGUARD INDEX FDS | 6576 | 4124301 | S&P 500 ETF SHS |
| INVESCO QQQ TR | 6506 | 3996667 | UNIT SER 1 |
| SPDR GOLD TR | 9970 | 3951023 | GOLD SHS |
| PACER FDS TR | 83382 | 3930227 | ARISTOTLE PACIFI |
| AMAZON COM INC | 15160 | 3499305 | COM |
| VANGUARD INDEX FDS | 6528 | 3184625 | GROWTH ETF |
| ISHARES TR | 50155 | 2856844 | CRE U S REIT ETF |
| FIRST TR EXCHNG TRADED FD VI | 53020 | 2769464 | FT VEST US EQT |
| VANGUARD WHITEHALL FDS | 18871 | 2708406 | HIGH DIV YLD |
| BERKSHIRE HATHAWAY INC DEL | 5240 | 2633703 | CL B NEW |
| ISHARES TR | 24484 | 2506917 | 0-5 YR TIPS ETF |
| J P MORGAN EXCHANGE TRADED F | 42463 | 2430581 | EQUITY PREMIUM |
| PALANTIR TECHNOLOGIES INC | 13540 | 2406664 | CL A |
| FIRST TR EXCHANGE-TRADED ALP | 21317 | 2349689 | COM SHS |
| PACER FDS TR | 71640 | 2316121 | SWAN SOS FD OF |
| FIRST TR EXCH TRADED FD III | 122698 | 2235549 | PFD SECS INC ETF |
| FIRST TR EXCHANGE-TRADED FD | 110790 | 2229095 | VEST INVESTMENT |
| ISHARES TR | 43462 | 2210487 | FLTG RATE NT ETF |
| META PLATFORMS INC | 3206 | 2116366 | CL A |
| SPDR S&P 500 ETF TR | 3038 | 2071633 | TR UNIT |
| AMPLIFY ETF TR | 178945 | 2059657 | CEF HIGH INCOME |
| GLOBAL X FDS | 113225 | 2000694 | NASDAQ 100 COVER |
| VISA INC | 5681 | 1992208 | COM CL A |
| SELECT SECTOR SPDR TR | 13591 | 1956697 | STATE STREET TEC |
| J P MORGAN EXCHANGE TRADED F | 15514 | 1922944 | JPMORGAN DIVER |
| VANGUARD BD INDEX FDS | 24507 | 1815238 | TOTAL BND MRKT |
| ALPHABET INC | 5373 | 1686125 | CAP STK CL C |
| TESLA INC | 3701 | 1664375 | COM |
| INVESCO EXCH TRADED FD TR II | 78747 | 1653684 | SR LN ETF |
| INNOVATOR ETFS TRUST | 63745 | 1640605 | EQUITY DEFINED P |
| INVESCO EXCHANGE TRADED FD T | 11537 | 1597472 | S&P MDCP MOMNTUM |
| FIRST TR EXCHNG TRADED FD VI | 46335 | 1587437 | FT VEST LADDERED |
| ALLIANCEBERNSTEIN GLOBAL HIG | 148030 | 1582438 | COM |
| TIDAL TRUST III | 56931 | 1576419 | MRP SYNTHEQUITY |
| WISDOMTREE TR | 34840 | 1534712 | YIELD ENHANCD US |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| ISHARES TR | 6677 | 1433456 | US AER DEF ETF |
| CAPITAL GROUP CORE EQUITY ET | 35476 | 1427199 | SHS CREATION UNI |
| ISHARES GOLD TR | 17207 | 1396656 | ISHARES NEW |
| INVESCO EXCH TRADED FD TR II | 5494 | 1389542 | NASDAQ 100 ETF |
| ISHARES TR | 4584 | 1380541 | ISHARES SEMICDTR |
| WISDOMTREE TR | 15601 | 1374141 | US LARGECAP DIVD |
| NORTHERN LTS FD TR IV | 21002 | 1355259 | MAIN SECTR ROTN |
| BONDBLOXX ETF TRUST | 30242 | 1348188 | JP MORGAN USD EM |
| KAYNE ANDERSON ENERGY INFRST | 108623 | 1344748 | COM |
| VANGUARD INDEX FDS | 4313 | 1303141 | SML CP GRW ETF |
| ISHARES TR | 15546 | 1287556 | 1 3 YR TREAS BD |
| INVESCO EXCH TRADED FD TR II | 112683 | 1266557 | PFD ETF |
| ISHARES TR | 12522 | 1256958 | 0-3 MNTH TREASRY |
| ALPHABET INC | 4013 | 1256197 | CAP STK CL A |
| SELECT SECTOR SPDR TR | 27329 | 1221876 | STATE STREET ENE |
| KROGER CO | 19549 | 1221402 | COM |
| ISHARES TR | 8293 | 1170507 | SELECT DIVID ETF |
| ISHARES TR | 1691 | 1158214 | CORE S&P500 ETF |
| BOEING CO | 5233 | 1136265 | COM |
| VANGUARD SCOTTSDALE FDS | 13447 | 1126154 | INT-TERM CORP |
| ISHARES TR | 11381 | 1092910 | MSCI EAFE ETF |
| EXXON MOBIL CORP | 9005 | 1083709 | COM |
| ARES CAPITAL CORP | 53241 | 1077069 | COM |
| VANGUARD SPECIALIZED FUNDS | 4834 | 1062409 | DIV APP ETF |
| CLOROX CO DEL | 10251 | 1033563 | COM |
| J P MORGAN EXCHANGE TRADED F | 21779 | 1031242 | CORE PLUS BD ETF |
| MOTOROLA SOLUTIONS INC | 2690 | 1031231 | COM NEW |
| VANGUARD INDEX FDS | 11646 | 1030528 | REAL ESTATE ETF |
| HARBOR ETF TRUST | 32688 | 1016737 | LONG TERM GROWER |
| AMPLIFY ETF TR | 12534 | 1007356 | AMPLIFY CYBERSEC |
| JANUS DETROIT STR TR | 13647 | 1003929 | HENDERSN CAP ETF |
| CAPITAL GROUP CORE BALANCED | 28065 | 991536 | SHS |
| ALTRIA GROUP INC | 17075 | 984543 | COM |
| VANGUARD MALVERN FDS | 19298 | 954465 | STRM INFPROIDX |
| ISHARES TR | 9490 | 947888 | CORE US AGGBD ET |
| ENERGY TRANSFER L P | 56873 | 937842 | COM UT LTD PTN |
| CME GROUP INC | 3387 | 924823 | COM |
| ISHARES TR | 11198 | 923611 | CORE MSCI INTL |
| COSTCO WHSL CORP NEW | 1062 | 915796 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 9342 | 897984 | SML CP GRW ALP |
| SPDR INDEX SHS FDS | 19146 | 896219 | PORTFOLIO EMG MK |
| PIMCO ETF TR | 8852 | 888255 | ENHAN SHRT MA AC |
| ISHARES TR | 22108 | 872172 | INTL SEL DIV ETF |
| PACER FDS TR | 20974 | 864548 | GLOBL CASH ETF |
| SCHWAB STRATEGIC TR | 26483 | 863879 | US LCAP GR ETF |
| CASEYS GEN STORES INC | 1560 | 862006 | COM |
| HONEYWELL INTL INC | 4309 | 840643 | COM |
| FIDELITY COVINGTON TRUST | 14374 | 814858 | HIGH DIVID ETF |
| ISHARES TR | 8625 | 803144 | MSCI AC ASIA ETF |
| J P MORGAN EXCHANGE TRADED F | 11767 | 801804 | DIV RTN INT EQ |
| VANGUARD INDEX FDS | 2761 | 770632 | MCAP GR IDXVIP |
| ISHARES INC | 29400 | 769973 | MSCI AUST ETF |
| HERSHEY CO | 4158 | 756738 | COM |
| KOHLS CORP | 36953 | 754219 | COM |
| JOHNSON & JOHNSON | 3620 | 749199 | COM |
| ISHARES TR | 19906 | 744391 | BROAD USD HIGH |
| BROADCOM INC | 2150 | 744115 | COM |
| PACKAGING CORP AMER | 3365 | 693964 | COM |
| FIRST TR EXCHANGE-TRADED FD | 17997 | 689641 | SMID RISNG ETF |
| FIRST TR EXCHANGE-TRADED FD | 7355 | 680457 | CAP STRENGTH ETF |
| VANGUARD INDEX FDS | 3558 | 679448 | VALUE ETF |
| VANGUARD TAX-MANAGED FDS | 10792 | 674195 | VAN FTSE DEV MKT |
| ISHARES TR | 2737 | 673759 | RUSSELL 2000 ETF |
| COLLABORATIVE INVESTMNT SER | 26666 | 673071 | RAREVIEW TOTL RT |
| SCHWAB STRATEGIC TR | 22510 | 666521 | US LCAP VA ETF |
| ISHARES TR | 3137 | 665240 | S&P 500 VAL ETF |
| INVESCO EXCHANGE TRADED FD T | 4908 | 659230 | BUYBACK ACHIEV |
| INVESCO EXCHANGE TRADED FD T | 6309 | 652074 | S&P500 PUR VAL |
| LITHIUM AMERS CORP NEW | 149466 | 651672 | COM SHS |
| WELLS FARGO CO NEW | 535 | 648313 | PERP PFD CNV A |
| ISHARES TR | 6559 | 646108 | CONV BD ETF |
| ADVANCED MICRO DEVICES INC | 3003 | 643209 | COM |
| NETFLIX INC | 6788 | 636477 | COM |
| DIMENSIONAL ETF TRUST | 19310 | 632016 | WORLD EX US CORE |
| J P MORGAN EXCHANGE TRADED F | 13561 | 627722 | INCOME ETF |
| FIRST TR EXCHANGE TRADED FD | 6191 | 608672 | RBA INDL ETF |
| FIRST TR EXCHANGE-TRADED FD | 22341 | 558743 | FT VEST GOLD |
| ISHARES TR | 5757 | 557704 | S&P MC 400GR ETF |
| CISCO SYS INC | 7232 | 557066 | COM |
| ISHARES TR | 4554 | 553812 | CORE HIGH DV ETF |
| WALMART INC | 4958 | 552395 | COM |
| FIRST TR EXCHANGE TRADED FD | 7923 | 550417 | RISNG DIVD ACHIV |
| ISHARES TR | 4455 | 549115 | S&P 500 GRWT ETF |
| THE ALGER ETF TRUST | 25573 | 538414 | MID CAP 40 ETF |
| ELI LILLY & CO | 499 | 536265 | COM |
| SHERWIN WILLIAMS CO | 1635 | 529789 | COM |
| ABBVIE INC | 2307 | 527036 | COM |
| AT&T INC | 21036 | 522522 | COM |
| AFLAC INC | 4719 | 520364 | COM |
| FIRST TR EXCHANGE TRADED FD | 21520 | 508302 | BUYWRIT INCM ETF |
| JPMORGAN CHASE & CO. | 1549 | 499174 | COM |
| ISHARES INC | 7390 | 496756 | CORE MSCI EMKT |
| ZACKS TRUST | 14239 | 494948 | EARNGS CONSTANT |
| ISHARES TR | 9250 | 488228 | GLOBAL EQUITY |
| VANGUARD WORLD FD | 646 | 487297 | INF TECH ETF |
| ISHARES TR | 5562 | 484784 | 20 YR TR BD ETF |
| BLACKROCK RES & COMMODITIES | 43735 | 480211 | SHS |
| VANGUARD WORLD FD | 3796 | 478019 | ENERGY ETF |
| EA SERIES TRUST | 23530 | 476247 | STRIVE ENHANCED |
| ISHARES TR | 8865 | 474349 | NEW YORK MUN ETF |
| VERIZON COMMUNICATIONS INC | 11640 | 474087 | COM |
| PROSHARES TR | 38738 | 471051 | BITCOIN ETF |
| J P MORGAN EXCHANGE TRADED F | 8040 | 467271 | NASDAQ EQT PREM |
| SCHWAB STRATEGIC TR | 19162 | 466979 | SHT TM US TRES |
| FIRST TR EXCHANGE-TRADED FD | 10932 | 457614 | FIRST TR TA HIYL |
| SEI EXCHANGE TRADED FUNDS | 10309 | 450311 | ENHANCED US LRG |
| FIDELITY COVINGTON TRUST | 1999 | 449188 | MSCI INFO TECH I |
| ISHARES TR | 4012 | 442045 | IBOXX INV CP ETF |
| MASTERCARD INCORPORATED | 772 | 440719 | CL A |
| PROCTER AND GAMBLE CO | 2982 | 427345 | COM |
| WISDOMTREE TR | 8378 | 421581 | FLOATNG RAT TREA |
| FIRST TR EXCHANGE-TRADED FD | 15996 | 419735 | FT VEST RIS |
| INVESCO ACTIVELY MANAGED EXC | 4598 | 415344 | ACTIVE US REAL |
| TAIWAN SEMICONDUCTOR MFG LTD | 1358 | 412650 | SPONSORED ADS |
| MICRON TECHNOLOGY INC | 1419 | 405134 | COM |
| ISHARES TR | 3363 | 404222 | CORE S&P SCP ETF |
| VANECK ETF TRUST | 15761 | 401590 | IG FLOATING RATE |
| MERCK & CO INC | 3784 | 398293 | COM |
| HOME DEPOT INC | 1144 | 393609 | COM |
| QUALCOMM INC | 2263 | 387119 | COM |
| XAI MADISON EQUITY PREMIUM I | 63039 | 378231 | COM |
| ARK ETF TR | 4908 | 377538 | INNOVATION ETF |
| AMPHENOL CORP NEW | 2792 | 377311 | CL A |
| SPROTT ASSET MANAGEMENT LP | 8217 | 376338 | PHYSICAL GOLD AN |
| INTEL CORP | 19985 | 369458 | COM |
| UNIVERSAL HEALTH RLTY INCOME | 9400 | 368574 | SH BEN INT |
| ATMOS ENERGY CORP | 2170 | 363700 | COM |
| NEW YORK LIFE INVESTMENTS ET | 11197 | 363333 | NYLI FTSE INTERN |
| ISHARES TR | 3356 | 359437 | NATIONAL MUN ETF |
| URANIUM ENERGY CORP | 30514 | 356404 | COM |
| VANGUARD INTL EQUITY INDEX F | 6548 | 352042 | FTSE EMR MKT ETF |
| DEERE & CO | 751 | 349670 | COM |
| ALIBABA GROUP HLDG LTD | 2242 | 328698 | SPONSORED ADS |
| ISHARES TR | 7020 | 326724 | CORE UNIVRSL USD |
| DEVON ENERGY CORP NEW | 8881 | 325304 | COM |
| ISHARES TR | 3444 | 324287 | MSCI USA MIN VOL |
| ALPS ETF TR | 6844 | 321799 | ALERIAN MLP |
| FS CREDIT OPPORTUNITIES CORP | 50704 | 319438 | COMMON STOCK |
| ABBOTT LABS | 2491 | 312122 | COM |
| FS KKR CAP CORP | 20966 | 310509 | COM |
| FIRST TR EXCHANGE TRADED FD | 4893 | 307866 | DORSEY WRT 5 ETF |
| ETFS GOLD TR | 7457 | 306334 | PHYSCL GOLD SHS |
| S&P GLOBAL INC | 578 | 302057 | COM |
| VANGUARD CHARLOTTE FDS | 6242 | 301613 | TOTAL INT BD ETF |
| VANGUARD MUN BD FDS | 5931 | 298256 | TAX EXEMPT BD |
| INNOVATOR ETFS TRUST | 10969 | 294361 | EQUITY DEFIN 1YR |
| CORTEVA INC | 4302 | 288357 | COM |
| NUVEEN GLOBAL HIGH INCOME FD | 22596 | 284937 | SHS |
| PEPSICO INC | 1982 | 284507 | COM |
| WEC ENERGY GROUP INC | 2697 | 284465 | COM |
| FIRST TR EXCHANGE-TRADED FD | 4729 | 283409 | FIRST TR ENH NEW |
| MEDPACE HLDGS INC | 504 | 283072 | COM |
| VANGUARD SCOTTSDALE FDS | 4768 | 280036 | SHORT TERM TREAS |
| RIVIAN AUTOMOTIVE INC | 14205 | 279988 | COM CL A |
| T-MOBILE US INC | 1366 | 277353 | COM |
| ISHARES TR | 3414 | 275290 | IBOXX HI YD ETF |
| NIKE INC | 4298 | 273826 | CL B |
| PHILIP MORRIS INTL INC | 1685 | 270203 | COM |
| AMERICAN CENTY ETF TR | 2388 | 266916 | US EQT ETF |
| WELLS FARGO CO NEW | 2858 | 266389 | COM |
| INNOVATOR ETFS TRUST | 9694 | 265228 | EQUITY 1YR JANUA |
| APPLOVIN CORP | 392 | 264137 | COM CL A |
| GLOBAL PMTS INC | 3400 | 263160 | COM |
| VANECK ETF TRUST | 730 | 262960 | SEMICONDUCTR ETF |
| MCDONALDS CORP | 859 | 262536 | COM |
| COCA COLA CO | 3731 | 260830 | COM |
| STRYKER CORPORATION | 740 | 260088 | COM |
| VANGUARD INDEX FDS | 1171 | 248036 | SM CP VAL ETF |
| KLA CORP | 201 | 244597 | COM NEW |
| ISHARES TR | 5685 | 243729 | 0-5YR HI YL CP |
| ENBRIDGE INC | 5078 | 242883 | COM |
| PACER FDS TR | 4355 | 242051 | TRENDP US LAR CP |
| TRACTOR SUPPLY CO | 4808 | 240433 | COM |
| ADOBE INC | 680 | 237970 | COM |
| APPLIED MATLS INC | 924 | 237469 | COM |
| UBER TECHNOLOGIES INC | 2904 | 237283 | COM |
| GALLAGHER ARTHUR J & CO | 915 | 236724 | COM |
| BLOCK INC | 3626 | 236048 | CL A |
| ORACLE CORP | 1208 | 235452 | COM |
| VANGUARD WORLD FD | 1112 | 230730 | MATERIALS ETF |
| WEST BANCORPORATION INC | 10353 | 229733 | CAP STK |
| VANGUARD INTL EQUITY INDEX F | 1628 | 229624 | TT WRLD ST ETF |
| FIRST TR EXCHANGE-TRADED FD | 10763 | 228176 | INTERMEDIATE DUR |
| NASDAQ INC | 2347 | 227983 | COM |
| FIRST TR EXCHNG TRADED FD VI | 8412 | 223170 | FT VEST LAD |
| SNAP ON INC | 646 | 222612 | COM |
| ISHARES INC | 1850 | 219688 | MSCI GBL MIN VOL |
| ZACKS TRUST | 8188 | 217173 | QUALITY INTERNAT |
| SPDR INDEX SHS FDS | 4838 | 214856 | PORTFOLIO DEVLPD |
| REPUBLIC SVCS INC | 1012 | 214546 | COM |
| FIRST TR EXCHANGE TRADED FD | 2206 | 213629 | NASD TECH DIV |
| PROSHARES TR | 2257 | 212811 | PSHS ULTRA TECH |
| INVESCO EXCHANGE TRADED FD T | 3587 | 212663 | S&P 500 TOP 50 |
| GENERAL DYNAMICS CORP | 631 | 212319 | COM |
| ISHARES U S ETF TR | 4211 | 211886 | SHORT MATURITY M |
| PALO ALTO NETWORKS INC | 1147 | 211357 | COM |
| RTX CORPORATION | 1151 | 211072 | COM |
| PHILLIPS 66 | 1635 | 211026 | COM |
| THOMSON REUTERS CORP | 1597 | 210628 | COM |
| SCHWAB STRATEGIC TR | 7820 | 210436 | US LRG CAP ETF |
| FIRST TR EXCHANGE TRADED FD | 13299 | 208382 | INDXX NAT RE ETF |
| TRANE TECHNOLOGIES PLC | 535 | 208034 | SHS |
| BARCLAYS PLC | 8158 | 207621 | ADR |
| BROADRIDGE FINL SOLUTIONS IN | 928 | 207189 | COM |
| 3M CO | 1287 | 206046 | COM |
| PRINCIPAL FINANCIAL GROUP IN | 2310 | 203789 | COM |
| INTUIT | 306 | 202701 | COM |
| INVESCO EXCH TRADED FD TR II | 4222 | 202647 | S&P500 HDL VOL |
| FIRST TR EXCHANGE-TRADED FD | 4105 | 201761 | FT VEST S&P 500 |
| ILLINOIS TOOL WKS INC | 818 | 201532 | COM |
| MONDELEZ INTL INC | 3728 | 200683 | CL A |
| TOAST INC | 5642 | 200341 | CL A |
| FS SPECIALTY LENDING FD | 11944 | 168888 | COM SH BEN INT |
| NUVEEN REAL ESTATE INCOME FD | 21607 | 165509 | COM |
| B & G FOODS INC NEW | 35492 | 152617 | COM |
| TIDAL TRUST II | 14311 | 142826 | YIELDMAX UNIVERS |
| GRANITE RIDGE RESOURCES INC | 29426 | 138304 | COM |
| FORD MTR CO | 10240 | 134353 | COM |
| DNP SELECT INCOME FD INC | 11420 | 114086 | COM |
| B2GOLD CORP | 10000 | 45100 | COM |
| NORTHERN DYNASTY MINERALS LT | 15670 | 30870 | COM NEW |
| AKEBIA THERAPEUTICS INC | 13003 | 20935 | COM |
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