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Independent Wealth Network

Latest statistics and disclosures from Independent Wealth Network's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYG, CAT, SPLG, JPST, SPYV, and represent 17.75% of Independent Wealth Network's stock portfolio.
Added to shares of these 10 stocks: JPST, RDFI, GCOW, DLN, PKG, QQQM, CRM, FLTR, TLT, VOO.
Started 30 new stock positions in FLTR, YMAX, XEMD, IUSB, ADBE, ULTY, GCOW, CRM, TLT, Btq Technologies Corp.
Reduced shares in these 10 stocks: PLTR, HD, KSS, FLRT, IBB, LAC, KR, SOFI, FRTY, SDVD.
Sold out of its positions in SDVD, INTU, IBB, IMCG, SOFI, Walgreen Boots Alliance.
Independent Wealth Network was a net buyer of stock by $16M.
Independent Wealth Network has $311M in assets under management (AUM), dropping by 13.11%.
Central Index Key (CIK): 0001891240

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Portfolio Holdings for Independent Wealth Network

Independent Wealth Network holds 282 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	4.1	$13M		121k	104.51	View chart
Caterpillar (CAT)	4.1	$13M		27k	477.16	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	3.8	$12M	+3%	149k	78.34	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.2	$10M	+18%	196k	50.73	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	2.6	$8.2M	+4%	148k	55.33	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.9	$5.8M	+3%	42k	138.24	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	1.8	$5.7M	+6%	114k	50.49	View chart
NVIDIA Corporation (NVDA)	1.6	$5.1M	+2%	27k	186.58	View chart
Apple (AAPL)	1.6	$5.0M		20k	254.63	View chart
Chevron Corporation (CVX)	1.6	$5.0M	+2%	32k	155.29	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.6	$4.9M	-2%	68k	72.44	View chart
Microsoft Corporation (MSFT)	1.5	$4.8M	-2%	9.2k	517.97	View chart
Collaborative Investmnt Ser Rareview Dynamic (RDFI)	1.5	$4.6M	+25%	189k	24.29	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	1.4	$4.5M	+11%	173k	25.85	View chart
Ishares Silver Tr Ishares (SLV)	1.4	$4.4M		104k	42.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$4.0M	+13%	6.6k	612.35	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	1.3	$4.0M	-10%	85k	47.39	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	1.3	$3.9M		89k	44.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$3.5M		5.9k	600.33	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$3.5M	+3%	9.9k	355.46	View chart
Amazon (AMZN)	1.0	$3.3M	+4%	15k	219.57	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$3.0M	+2%	6.2k	479.59	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.9	$2.8M	+8%	48k	58.72	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$2.7M	+2%	19k	140.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.6M	+7%	5.2k	502.76	View chart
Palantir Technologies Cl A (PLTR)	0.8	$2.6M	-37%	14k	182.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.8	$2.5M		50k	50.15	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.8	$2.4M	+5%	43k	57.10	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.8	$2.4M	+22%	47k	51.08	View chart
Meta Platforms Cl A (META)	0.8	$2.4M		3.2k	734.43	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.8	$2.4M	+8%	26k	91.75	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.7	$2.3M		23k	103.36	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.7	$2.3M	+7%	125k	18.24	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.7	$2.3M	-7%	72k	31.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.7	$2.1M	+11%	64k	33.42	View chart
Amplify Etf Tr High Income (YYY)	0.7	$2.1M	+9%	180k	11.81	View chart
First Tr Exchange-traded Vest Investment (LQTI)	0.7	$2.1M	+14%	102k	20.41	View chart
Visa Com Cl A (V)	0.6	$1.9M		5.6k	341.40	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.9M		2.8k	666.16	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$1.9M	-9%	6.6k	281.85	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.6	$1.8M	+4%	108k	17.01	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.6	$1.8M	+14%	15k	123.91	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$1.7M	+33%	17k	100.70	View chart
AllianceBernstein Global Hgh Incm (AWF)	0.5	$1.7M	+9%	148k	11.21	View chart
Tesla Motors (TSLA)	0.5	$1.6M	-5%	3.7k	444.67	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.5	$1.6M		64k	25.26	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$1.6M	+5%	22k	74.37	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.5	$1.5M	+17%	73k	20.93	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.5	$1.5M	+10%	34k	44.27	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$1.5M		2.00	754200.00	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.5	$1.4M	+7%	36k	39.54	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$1.4M	-11%	6.5k	209.27	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$1.4M	+97%	5.5k	247.12	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.4	$1.4M	+118%	16k	87.03	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.3M	+9%	5.5k	243.56	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$1.3M	+14%	18k	72.77	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.4	$1.3M	+13%	9.8k	135.22	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.4	$1.3M	+2%	21k	63.02	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.4	$1.3M	+9%	113k	11.60	View chart
Kayne Anderson MLP Investment (KYN)	0.4	$1.3M		105k	12.37	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$1.3M	+11%	16k	82.96	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$1.3M	+3%	4.3k	297.62	View chart
Motorola Solutions Com New (MSI)	0.4	$1.2M		2.7k	457.29	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$1.2M		14k	89.34	View chart
Altria (MO)	0.4	$1.2M		18k	66.06	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$1.2M	+5%	4.4k	271.11	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$1.2M		8.3k	142.09	View chart
Spdr Series Trust Ssga Us Lrg Etf (LGLV)	0.4	$1.1M	+7%	6.4k	178.15	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$1.1M	+8%	14k	84.11	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$1.1M	+3%	12k	91.42	View chart
Boeing Company (BA)	0.4	$1.1M		5.1k	215.82	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.1M		5.0k	215.79	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.3	$1.1M		12k	86.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.0M		1.6k	669.21	View chart
Ares Capital Corporation (ARCC)	0.3	$1.0M		51k	20.41	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.0M		11k	93.37	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$1.0M	+2%	59k	17.16	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.3	$1.0M	+21%	14k	74.78	View chart
Exxon Mobil Corporation (XOM)	0.3	$994k		8.8k	112.75	View chart
Kroger (KR)	0.3	$993k	-23%	15k	67.41	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$993k	+14%	29k	34.72	View chart
Costco Wholesale Corporation (COST)	0.3	$967k		1.0k	926.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$966k	+43%	4.0k	243.11	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$962k		19k	50.63	View chart
Lithium Amers Corp Com Shs (LAC)	0.3	$947k	-30%	166k	5.71	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.3	$932k	+28%	30k	31.16	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$929k	+26%	20k	47.55	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.3	$908k	NEW	23k	39.62	View chart
Honeywell International (HON)	0.3	$882k		4.2k	210.50	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$865k	-9%	8.6k	100.69	View chart
Casey's General Stores (CASY)	0.3	$863k		1.5k	565.16	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.3	$841k	+13%	9.3k	90.72	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$829k	-5%	26k	31.91	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$828k	+8%	18k	46.81	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$819k		2.8k	293.74	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.3	$805k	+20%	6.9k	116.83	View chart
Broadcom (AVGO)	0.3	$795k	+6%	2.4k	329.91	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$786k	+24%	21k	37.78	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.3	$783k		8.6k	91.22	View chart
Ishares Msci Aust Etf (EWA)	0.3	$780k		29k	27.00	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.3	$779k	+5%	22k	35.74	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$775k		21k	36.55	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.2	$772k	+12%	9.6k	80.65	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$771k	+2%	20k	38.02	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$771k	+2%	9.6k	80.17	View chart
Hershey Company (HSY)	0.2	$764k		4.1k	187.03	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$735k	+13%	7.3k	100.25	View chart
Cme (CME)	0.2	$726k		2.7k	270.21	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$718k		7.2k	100.05	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.2	$717k	+17%	11k	66.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$699k		12k	59.92	View chart
Johnson & Johnson (JNJ)	0.2	$690k	-4%	3.7k	185.40	View chart
Packaging Corporation of America (PKG)	0.2	$680k	NEW	3.1k	217.93	View chart
Clorox Company (CLX)	0.2	$669k	+12%	5.4k	123.30	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$665k	+56%	12k	55.71	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$665k	+2%	7.1k	93.64	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$659k	-2%	5.0k	132.49	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.2	$650k		527.00	1234.04	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$643k	+2%	14k	46.41	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$633k		6.4k	99.39	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.2	$617k		14k	45.57	View chart
Wal-Mart Stores (WMT)	0.2	$617k		6.0k	103.06	View chart
Netflix (NFLX)	0.2	$613k		511.00	1198.92	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$612k	-3%	3.3k	186.52	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$606k		19k	31.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$606k		2.5k	241.94	View chart
Collaborative Investmnt Ser Rareview Totl Rt (RTRE)	0.2	$603k	+7%	24k	25.41	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$599k	+11%	2.9k	206.49	View chart
salesforce (CRM)	0.2	$594k	NEW	2.5k	237.00	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	0.2	$586k	-31%	26k	22.39	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$573k		20k	29.11	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$560k		5.8k	95.89	View chart
AFLAC Incorporated (AFL)	0.2	$557k		5.0k	111.70	View chart
Home Depot (HD)	0.2	$555k	-51%	1.4k	405.33	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.2	$555k	+7%	23k	23.94	View chart
Sherwin-Williams Company (SHW)	0.2	$554k	-2%	1.6k	346.26	View chart
Kohl's Corporation (KSS)	0.2	$554k	-46%	36k	15.37	View chart
At&t (T)	0.2	$552k	+2%	20k	28.24	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$550k	+5%	4.5k	122.45	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.2	$545k		23k	23.71	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$542k	+8%	5.6k	96.69	View chart
Proshares Tr Bitcoin Etf (BITO)	0.2	$542k	+34%	28k	19.68	View chart
JPMorgan Chase & Co. (JPM)	0.2	$517k		1.6k	315.51	View chart
Verizon Communications (VZ)	0.2	$513k		12k	43.95	View chart
Abbvie (ABBV)	0.2	$513k		2.2k	231.50	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.2	$503k	NEW	20k	25.57	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$499k	NEW	5.6k	89.37	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$495k	-2%	4.5k	108.97	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$493k	+13%	7.3k	67.26	View chart
Advanced Micro Devices (AMD)	0.2	$493k	+11%	3.0k	161.78	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$490k	+93%	8.5k	57.52	View chart
Vanguard World Energy Etf (VDE)	0.2	$482k	+21%	3.8k	125.85	View chart
Ishares Tr Global Equity (GLOF)	0.2	$482k		9.3k	51.62	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.2	$481k		3.8k	125.42	View chart
Cisco Systems (CSCO)	0.2	$474k		6.9k	68.42	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.2	$468k		5.6k	83.33	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$459k	+9%	615.00	746.55	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$459k		11k	42.05	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$458k		19k	24.40	View chart
Spdr Series Trust S&p Kensho Clean (CNRG)	0.1	$455k		5.4k	84.17	View chart
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)	0.1	$452k	-27%	12k	39.25	View chart
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)	0.1	$452k	-25%	8.9k	50.57	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$450k	-11%	5.2k	86.29	View chart
Bondbloxx Etf Trust Jp Morgan Usd Em (XEMD)	0.1	$445k	NEW	10k	43.72	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$444k		2.0k	222.20	View chart
Procter & Gamble Company (PG)	0.1	$441k		2.9k	153.64	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$436k	-2%	17k	25.85	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.1	$435k	NEW	22k	20.28	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$434k		1.6k	279.27	View chart
Mastercard Incorporated Cl A (MA)	0.1	$427k	+14%	751.00	568.81	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$424k	+12%	3.8k	111.48	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$421k	-17%	8.4k	50.27	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$420k		7.3k	57.19	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$414k	-4%	2.3k	178.71	View chart
Blackrock Res & Commodities SHS (BCX)	0.1	$408k	+22%	40k	10.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$405k		3.4k	118.82	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$403k	-2%	3.3k	120.70	View chart
Uranium Energy (UEC)	0.1	$399k	-5%	30k	13.34	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$398k		8.6k	46.32	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$396k		7.4k	53.35	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$381k	-2%	10k	36.69	View chart
Invesco Actively Managed Exc Active Us Real (PSR)	0.1	$379k	+29%	4.1k	92.67	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$375k	+2%	7.5k	50.07	View chart
Applovin Corp Com Cl A (APP)	0.1	$374k	-9%	520.00	718.54	View chart
Oracle Corporation (ORCL)	0.1	$373k	+9%	1.3k	281.19	View chart
Atmos Energy Corporation (ATO)	0.1	$369k	+2%	2.2k	170.79	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$367k		5.6k	65.92	View chart
Eli Lilly & Co. (LLY)	0.1	$367k		481.00	763.00	View chart
Madison Covered Call Eq Strat (MCN)	0.1	$365k	+6%	59k	6.17	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$362k	+4%	6.7k	54.18	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$359k	-3%	52k	6.91	View chart
Qualcomm (QCOM)	0.1	$356k		2.1k	166.37	View chart
Deere & Company (DE)	0.1	$348k	-3%	760.00	457.29	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$342k	-31%	5.7k	59.91	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.1	$328k	+21%	11k	31.01	View chart
Abbott Laboratories (ABT)	0.1	$327k	-3%	2.4k	133.91	View chart
Merck & Co (MRK)	0.1	$321k	-2%	3.8k	83.93	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$320k		6.8k	46.93	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$320k	+5%	3.0k	106.50	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$319k	+4%	3.4k	95.14	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.1	$318k	-11%	6.3k	50.49	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$316k		5.1k	61.92	View chart
Palo Alto Networks (PANW)	0.1	$314k	NEW	1.5k	203.58	View chart
Devon Energy Corporation (DVN)	0.1	$307k	+13%	8.8k	35.06	View chart
Amphenol Corp Cl A (APH)	0.1	$304k	-8%	2.5k	123.75	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$301k	NEW	13k	23.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$299k	+2%	5.4k	55.15	View chart
Roblox Corp Cl A (RBLX)	0.1	$296k	-44%	2.1k	138.52	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.1	$296k	-5%	11k	26.58	View chart
Wec Energy Group (WEC)	0.1	$294k	+4%	2.6k	114.61	View chart
Global Payments (GPN)	0.1	$291k		3.5k	83.08	View chart
Metropcs Communications (TMUS)	0.1	$291k	+2%	1.2k	239.38	View chart
Nuveen Global High Income SHS (JGH)	0.1	$286k	+8%	21k	13.52	View chart
Philip Morris International (PM)	0.1	$285k		1.8k	162.16	View chart
S&p Global (SPGI)	0.1	$282k		580.00	486.71	View chart
Stryker Corporation (SYK)	0.1	$280k	+4%	757.00	369.67	View chart
Pepsi (PEP)	0.1	$279k		2.0k	140.47	View chart
Uber Technologies (UBER)	0.1	$278k	-3%	2.8k	97.96	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.1	$277k	-2%	13k	21.23	View chart
Fs Kkr Capital Corp (FSK)	0.1	$277k	-26%	19k	14.93	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$275k	NEW	7.5k	36.81	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$274k	+4%	5.5k	49.46	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$269k	+20%	3.3k	81.19	View chart
Corteva (CTVA)	0.1	$265k		3.9k	67.63	View chart
Enbridge (ENB)	0.1	$265k		5.2k	50.46	View chart
Coca-Cola Company (KO)	0.1	$264k		4.0k	66.32	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.1	$262k	-2%	9.7k	26.88	View chart
Block Cl A (XYZ)	0.1	$261k	-7%	3.6k	72.28	View chart
Fastenal Company (FAST)	0.1	$261k	-2%	5.3k	49.04	View chart
Tractor Supply Company (TSCO)	0.1	$259k		4.6k	56.87	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$246k		4.3k	57.47	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$241k	-27%	4.4k	54.76	View chart
McDonald's Corporation (MCD)	0.1	$240k	-2%	791.00	303.89	View chart
Wells Fargo & Company (WFC)	0.1	$239k		2.9k	83.81	View chart
Micron Technology (MU)	0.1	$236k	NEW	1.4k	167.36	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$235k		3.8k	62.46	View chart
Adobe Systems Incorporated (ADBE)	0.1	$233k	NEW	661.00	352.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$230k		8.9k	25.90	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$229k	NEW	4.9k	46.71	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$229k	+2%	1.1k	208.79	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$229k		1.9k	119.92	View chart
Trane Technologies SHS (TT)	0.1	$226k		535.00	421.58	View chart
Vanguard World Materials Etf (VAW)	0.1	$225k	NEW	1.1k	204.87	View chart
Snap-on Incorporated (SNA)	0.1	$225k	NEW	648.00	346.53	View chart
Phillips 66 (PSX)	0.1	$224k	-6%	1.6k	136.00	View chart
Republic Services (RSG)	0.1	$219k	+3%	952.00	229.56	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$217k		1.6k	137.79	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$213k	-19%	8.1k	26.34	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$212k		4.9k	43.41	View chart
Texas Instruments Incorporated (TXN)	0.1	$211k	-4%	1.1k	183.73	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$211k	NEW	4.2k	50.51	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$211k	NEW	645.00	326.36	View chart
Proshares Tr Pshs Ultra Tech (ROM)	0.1	$209k	NEW	2.3k	92.65	View chart
Broadridge Financial Solutions (BR)	0.1	$209k	+2%	877.00	238.28	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.1	$209k	-6%	14k	15.19	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$209k	NEW	2.1k	98.59	View chart
General Dynamics Corporation (GD)	0.1	$207k	NEW	608.00	340.72	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.1	$207k	NEW	8.6k	23.94	View chart
Automatic Data Processing (ADP)	0.1	$207k		704.00	293.30	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$206k	NEW	4.2k	49.45	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$205k	NEW	4.8k	42.79	View chart
Rivian Automotive Com Cl A (RIVN)	0.1	$205k	+14%	14k	14.68	View chart
Bwx Technologies (BWXT)	0.1	$205k	NEW	1.1k	184.37	View chart
3M Company (MMM)	0.1	$204k	-13%	1.3k	155.16	View chart
Cintas Corporation (CTAS)	0.1	$204k	-7%	994.00	205.26	View chart
International Business Machines (IBM)	0.1	$203k	NEW	721.00	281.98	View chart
Illinois Tool Works (ITW)	0.1	$203k	NEW	778.00	260.84	View chart
Toast Cl A (TOST)	0.1	$202k	-13%	5.5k	36.51	View chart
West Bancorporation Cap Stk (WTBA)	0.1	$202k	NEW	9.9k	20.32	View chart
Nuveen Real Estate Income Fund (JRS)	0.1	$177k		22k	8.18	View chart
B&G Foods (BGS)	0.1	$164k	+72%	37k	4.43	View chart
Tidal Trust Ii Yieldmax Univers (YMAX)	0.1	$162k	NEW	13k	12.81	View chart
Granite Ridge Resources (GRNT)	0.0	$152k	+33%	28k	5.41	View chart
Tidal Trust Ii Yieldmax Ultra O (ULTY)	0.0	$152k	NEW	28k	5.47	View chart
Ford Motor Company (F)	0.0	$139k		12k	11.96	View chart
Cohen & Steers Clsd-End Optuny Fnd (FOF)	0.0	$131k		10k	13.04	View chart
DNP Select Income Fund (DNP)	0.0	$115k		12k	10.01	View chart
Btq Technologies Corp	0.0	$80k	NEW	12k	6.92	View chart
B2gold Corp (BTG)	0.0	$50k		10k	4.95	View chart
Akebia Therapeutics (AKBA)	0.0	$36k		13k	2.73	View chart
Intel Corporation Call Option (INTC)	0.0	$20k	+84%	18k	1.10	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$19k		16k	1.20	View chart

Past Filings by Independent Wealth Network

SEC 13F filings are viewable for Independent Wealth Network going back to 2021

Independent Wealth Network 2025 Q3 filed Oct. 15, 2025
Independent Wealth Network 2025 Q2 filed July 16, 2025
Independent Wealth Network 2025 Q1 filed May 2, 2025
Independent Wealth Network 2024 Q4 filed Jan. 17, 2025
Independent Wealth Network 2024 Q3 filed Oct. 15, 2024
Independent Wealth Network 2024 Q2 filed July 18, 2024
Independent Wealth Network 2024 Q1 restated filed May 20, 2024
Independent Wealth Network 2024 Q1 filed April 11, 2024
Independent Wealth Network 2023 Q4 filed Jan. 12, 2024
Independent Wealth Network 2023 Q3 filed Oct. 11, 2023
Independent Wealth Network 2023 Q2 filed July 12, 2023
Independent Wealth Network 2023 Q1 filed April 18, 2023
Independent Wealth Network 2022 Q4 filed Jan. 25, 2023
Independent Wealth Network 2022 Q3 filed Oct. 17, 2022
Independent Wealth Network 2022 Q2 filed July 26, 2022
Independent Wealth Network 2022 Q1 filed April 20, 2022

View all past filings

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