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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 CAT, SPYG, SPYM, JPST, SPYV, and represent 18.03% of Independent Wealth Network's stock portfolio.
Added to shares of these 10 stocks: SNTH, XLK, XEMD, XLE, RDFI, NFLX, ILTB, ZECP, CLX, SPAB.
Started 23 new stock positions in NKE, ZECP, SEIM, AVUS, SEIV, FSSL, NDAQ, RTX, UHT, INTU. KLAC, QUIZ, SHYG, AMAT, XLG, BCS, VGSH, PFG, KNG, TRI, MEDP, SNTH, AJG.
Reduced shares in these 10 stocks: BUFB, BUFR, , XCCC, PCMM, SGOV, JMHI, CTRA, RBLX, FAST.
Sold out of its positions in ADP, BTQ, BWXT, PCMM, XCCC, CTRA, CTAS, FOF, FAST, FDL. BUFB, IBM, JMHI, COWZ, RBLX, CRM, TXN, Tidal Tr Ii.
Independent Wealth Network was a net buyer of stock by $12M.
Independent Wealth Network has $328M in assets under management (AUM), dropping by 5.43%.
Central Index Key (CIK): 0001891240

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Portfolio Holdings for Independent Wealth Network

Independent Wealth Network holds 287 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Caterpillar (CAT)	4.6	$15M		26k	572.87	View chart
Spdr Series Trust State Street Spd (SPYG)	4.0	$13M	+2%	124k	106.70	View chart
Spdr Series Trust State Street Spd (SPYM)	3.7	$12M		152k	80.22	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.1	$10M		198k	50.59	View chart
Spdr Series Trust State Street Spd (SPYV)	2.6	$8.6M	+3%	152k	56.81	View chart
Ishares Silver Tr Ishares (SLV)	2.2	$7.1M	+5%	110k	64.42	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.9	$6.3M	+5%	45k	141.49	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	1.9	$6.2M	+9%	124k	49.70	View chart
Apple (AAPL)	1.6	$5.3M		20k	271.87	View chart
Collaborative Investmnt Ser Rareview Dynamic (RDFI)	1.6	$5.1M	+13%	214k	23.91	View chart
NVIDIA Corporation (NVDA)	1.6	$5.1M		27k	186.50	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.6	$5.1M		69k	74.17	View chart
Chevron Corporation (CVX)	1.5	$4.9M		32k	152.41	View chart
Spdr Series Trust State Street Spd (SPAB)	1.5	$4.9M	+9%	190k	25.75	View chart
Microsoft Corporation (MSFT)	1.4	$4.7M	+7%	9.8k	483.63	View chart
Spdr Series Trust State Street Spd (SPYD)	1.3	$4.1M	+8%	96k	43.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$4.1M		6.6k	627.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$4.0M	+11%	6.5k	614.30	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$4.0M		10k	396.29	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	1.2	$3.9M		83k	47.14	View chart
Amazon (AMZN)	1.1	$3.5M	+2%	15k	230.82	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$3.2M	+5%	6.5k	487.84	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.9	$2.9M	+4%	50k	56.96	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$2.7M		19k	143.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.6M		5.2k	502.62	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.8	$2.5M	+8%	25k	102.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.8	$2.5M	-4%	48k	51.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$2.4M		43k	57.24	View chart
Palantir Technologies Cl A (PLTR)	0.7	$2.4M	-3%	14k	177.74	View chart
Spdr Series Trust State Street Spd (BIL)	0.7	$2.3M		25k	91.38	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.7	$2.3M		72k	32.33	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.7	$2.2M		123k	18.22	View chart
First Tr Exchange-traded Vest Investment (LQTI)	0.7	$2.2M	+8%	111k	20.12	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.7	$2.2M	-6%	44k	50.86	View chart
Meta Platforms Cl A (META)	0.6	$2.1M		3.2k	660.13	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$2.1M	+6%	3.0k	681.91	View chart
Amplify Etf Tr Cef High Income (YYY)	0.6	$2.1M		179k	11.51	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.6	$2.0M	+5%	113k	17.67	View chart
Visa Com Cl A (V)	0.6	$2.0M		5.7k	350.68	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$2.0M	+104%	14k	143.97	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.6	$1.9M	+7%	16k	123.95	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$1.8M	+13%	25k	74.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.7M		5.4k	313.81	View chart
Tesla Motors (TSLA)	0.5	$1.7M		3.7k	449.71	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.5	$1.7M	+7%	79k	21.00	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.5	$1.6M		64k	25.74	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.5	$1.6M	+17%	12k	138.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$1.6M	-27%	46k	34.26	View chart
AllianceBernstein Global Hgh Incm (AWF)	0.5	$1.6M		148k	10.69	View chart
Tidal Trust Iii Mrp Synthequity (SNTH)	0.5	$1.6M	NEW	57k	27.69	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.5	$1.5M		35k	44.05	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$1.5M		2.00	754800.00	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$1.4M		6.7k	214.69	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.4	$1.4M	-2%	36k	40.23	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$1.4M	-5%	17k	81.17	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$1.4M		5.5k	252.92	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$1.4M	+3%	4.6k	301.17	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.4	$1.4M		16k	88.08	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.4	$1.4M		21k	64.53	View chart
Bondbloxx Etf Trust Jp Morgan Usd Em (XEMD)	0.4	$1.3M	+197%	30k	44.58	View chart
Kayne Anderson MLP Investment (KYN)	0.4	$1.3M	+3%	109k	12.38	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$1.3M		4.3k	302.14	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$1.3M		16k	82.82	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.4	$1.3M		113k	11.24	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$1.3M	-25%	13k	100.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.3M		4.0k	313.03	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.4	$1.2M	+100%	27k	44.71	View chart
Kroger (KR)	0.4	$1.2M	+32%	20k	62.48	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$1.2M		8.3k	141.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.2M	+8%	1.7k	684.93	View chart
Boeing Company (BA)	0.3	$1.1M	+3%	5.2k	217.13	View chart
Spdr Series Trust State Street Spd (LGLV)	0.3	$1.1M		6.4k	175.56	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.1M		13k	83.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.1M	+3%	11k	96.03	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.1M	+2%	9.0k	120.35	View chart
Ares Capital Corporation (ARCC)	0.3	$1.1M	+5%	53k	20.23	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.1M	-2%	4.8k	219.78	View chart
Clorox Company (CLX)	0.3	$1.0M	+88%	10k	100.83	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$1.0M	+11%	22k	47.35	View chart
Motorola Solutions Com New (MSI)	0.3	$1.0M		2.7k	383.36	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$1.0M	-3%	12k	88.49	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.3	$1.0M	+9%	33k	31.10	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.3	$1.0M	+3%	13k	80.37	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.3	$1.0M		14k	73.56	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$992k		28k	35.33	View chart
Altria (MO)	0.3	$985k	-6%	17k	57.66	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$955k		19k	49.46	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$948k	+29%	9.5k	99.88	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$938k	-3%	57k	16.49	View chart
Cme (CME)	0.3	$925k	+26%	3.4k	273.05	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$924k	+16%	11k	82.48	View chart
Costco Wholesale Corporation (COST)	0.3	$916k		1.1k	862.33	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.3	$898k		9.3k	96.12	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$896k	+8%	19k	46.81	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.3	$893k	+9%	7.5k	118.62	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$888k	+3%	8.9k	100.35	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$872k	+4%	22k	39.45	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.3	$865k	-8%	21k	41.22	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$864k		27k	32.62	View chart
Casey's General Stores (CASY)	0.3	$862k	+2%	1.6k	552.57	View chart
Honeywell International (HON)	0.3	$841k	+2%	4.3k	195.09	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$815k	+20%	14k	56.69	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.2	$803k		8.6k	93.12	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.2	$802k	+9%	12k	68.14	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$792k		9.6k	82.50	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$771k		2.8k	279.11	View chart
Ishares Msci Aust Etf (EWA)	0.2	$770k		29k	26.19	View chart
Hershey Company (HSY)	0.2	$757k		4.2k	182.00	View chart
Kohl's Corporation (KSS)	0.2	$754k	+2%	37k	20.41	View chart
Johnson & Johnson (JNJ)	0.2	$749k	-2%	3.6k	206.96	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$744k	-4%	20k	37.40	View chart
Broadcom (AVGO)	0.2	$744k	-10%	2.2k	346.10	View chart
Intel Corporation (INTC)	0.2	$737k	+9%	20k	36.90	View chart
Packaging Corporation of America (PKG)	0.2	$694k	+7%	3.4k	206.23	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$690k	-11%	18k	38.32	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$681k	+3%	7.4k	92.52	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$679k	+8%	3.6k	190.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$674k	-7%	11k	62.47	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$674k	+9%	2.7k	246.17	View chart
Collaborative Investmnt Ser Rareview Totl Rt (RTRE)	0.2	$673k	+12%	27k	25.24	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$667k	+14%	23k	29.61	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$665k	+8%	3.1k	212.06	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$659k		4.9k	134.32	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$652k		6.3k	103.36	View chart
Lithium Amers Corp Com Shs (LAC)	0.2	$652k	-9%	150k	4.36	View chart
Spdr Series Trust State Street Spd (TFI)	0.2	$651k	+5%	14k	45.71	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.2	$648k		535.00	1211.80	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$646k	-8%	6.6k	98.51	View chart
Advanced Micro Devices (AMD)	0.2	$643k		3.0k	214.19	View chart
Netflix (NFLX)	0.2	$637k	+1228%	6.8k	93.77	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$632k		19k	32.73	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$628k	-2%	14k	46.29	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$609k	+10%	6.2k	98.32	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.2	$559k	-3%	22k	25.01	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$558k		5.8k	96.87	View chart
Cisco Systems (CSCO)	0.2	$557k	+4%	7.2k	77.03	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$554k		4.6k	121.61	View chart
Wal-Mart Stores (WMT)	0.2	$552k	-17%	5.0k	111.41	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$550k	+8%	7.9k	69.47	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$549k	+33%	4.5k	123.26	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	0.2	$538k	-2%	26k	21.05	View chart
Eli Lilly & Co. (LLY)	0.2	$536k	+3%	499.00	1074.68	View chart
Sherwin-Williams Company (SHW)	0.2	$530k	+2%	1.6k	324.03	View chart
Abbvie (ABBV)	0.2	$527k	+4%	2.3k	228.45	View chart
At&t (T)	0.2	$523k	+7%	21k	24.84	View chart
AFLAC Incorporated (AFL)	0.2	$520k	-5%	4.7k	110.27	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.2	$508k	-6%	22k	23.62	View chart
JPMorgan Chase & Co. (JPM)	0.2	$499k	-5%	1.5k	322.26	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$497k	+32%	7.4k	67.22	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$496k	-3%	4.4k	113.13	View chart
Zacks Trust Earngs Constant (ZECP)	0.2	$495k	NEW	14k	34.76	View chart
Ishares Tr Global Equity (GLOF)	0.1	$488k		9.3k	52.78	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$487k	+5%	646.00	754.33	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$485k		5.6k	87.16	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$485k		5.6k	86.14	View chart
Spdr Series Trust State Street Spd (CNRG)	0.1	$484k		5.4k	89.48	View chart
Blackrock Res & Commodities SHS (BCX)	0.1	$480k	+9%	44k	10.98	View chart
Vanguard World Energy Etf (VDE)	0.1	$478k		3.8k	125.93	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.1	$476k	+9%	24k	20.24	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$476k		3.8k	125.98	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$474k	+19%	8.9k	53.51	View chart
Verizon Communications (VZ)	0.1	$474k		12k	40.73	View chart
Proshares Tr Bitcoin Etf (BITO)	0.1	$471k	+40%	39k	12.16	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$467k	-5%	8.0k	58.12	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$467k	+2%	19k	24.37	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$458k		11k	41.86	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$449k		2.0k	224.71	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$442k	+5%	4.0k	110.18	View chart
Mastercard Incorporated Cl A (MA)	0.1	$441k	+2%	772.00	570.88	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$429k		7.4k	57.91	View chart
Procter & Gamble Company (PG)	0.1	$427k	+3%	3.0k	143.31	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$422k		8.4k	50.32	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$420k	-5%	16k	26.24	View chart
Invesco Actively Managed Exc Active Us Real (PSR)	0.1	$415k	+12%	4.6k	90.33	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$413k	-12%	1.4k	303.87	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$408k		8.7k	46.86	View chart
Micron Technology (MU)	0.1	$405k		1.4k	285.51	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$404k		3.4k	120.20	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$402k	-19%	16k	25.48	View chart
Merck & Co (MRK)	0.1	$398k		3.8k	105.26	View chart
Home Depot (HD)	0.1	$394k	-16%	1.1k	344.06	View chart
Qualcomm (QCOM)	0.1	$387k	+5%	2.3k	171.06	View chart
Madison Covered Call Eq Strat (MCN)	0.1	$378k	+6%	63k	6.00	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$378k	-5%	4.9k	76.92	View chart
Amphenol Corp Cl A (APH)	0.1	$377k	+13%	2.8k	135.14	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$376k	-20%	8.2k	45.80	View chart
Universal Health Rlty Income Sh Ben Int (UHT)	0.1	$369k	NEW	9.4k	39.21	View chart
Atmos Energy Corporation (ATO)	0.1	$364k		2.2k	167.60	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.1	$363k	+5%	11k	32.45	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$359k	+11%	3.4k	107.10	View chart
Uranium Energy (UEC)	0.1	$356k		31k	11.68	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$352k	-2%	6.5k	53.76	View chart
Deere & Company (DE)	0.1	$350k		751.00	465.61	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$329k	-3%	2.2k	146.61	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$327k	+42%	7.0k	46.54	View chart
Devon Energy Corporation (DVN)	0.1	$325k		8.9k	36.63	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$324k	+2%	3.4k	94.16	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$322k		6.8k	47.02	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$319k	-2%	51k	6.30	View chart
Abbott Laboratories (ABT)	0.1	$312k	+2%	2.5k	125.30	View chart
Fs Kkr Capital Corp (FSK)	0.1	$311k	+13%	21k	14.81	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$308k	-4%	4.9k	62.92	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$306k		7.5k	41.08	View chart
S&p Global (SPGI)	0.1	$302k		578.00	522.59	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$302k	+12%	6.2k	48.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$299k	-2%	5.3k	56.62	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$298k	-20%	5.9k	50.29	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.1	$294k		11k	26.84	View chart
Corteva (CTVA)	0.1	$288k	+9%	4.3k	67.03	View chart
Nuveen Global High Income SHS (JGH)	0.1	$285k	+6%	23k	12.61	View chart
Pepsi (PEP)	0.1	$285k		2.0k	143.55	View chart
Wec Energy Group (WEC)	0.1	$285k	+5%	2.7k	105.47	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$283k	-17%	4.7k	59.93	View chart
Medpace Hldgs (MEDP)	0.1	$283k	NEW	504.00	561.65	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$280k	NEW	4.8k	58.73	View chart
Rivian Automotive Com Cl A (RIVN)	0.1	$280k		14k	19.71	View chart
Metropcs Communications (TMUS)	0.1	$277k	+12%	1.4k	203.04	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$275k	+3%	3.4k	80.64	View chart
Nike CL B (NKE)	0.1	$274k	NEW	4.3k	63.71	View chart
Philip Morris International (PM)	0.1	$270k	-4%	1.7k	160.36	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$267k	NEW	2.4k	111.77	View chart
Wells Fargo & Company (WFC)	0.1	$266k		2.9k	93.21	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.1	$265k		9.7k	27.36	View chart
Applovin Corp Com Cl A (APP)	0.1	$264k	-24%	392.00	673.82	View chart
Global Payments (GPN)	0.1	$263k	-3%	3.4k	77.40	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$263k	+13%	730.00	360.22	View chart
McDonald's Corporation (MCD)	0.1	$263k	+8%	859.00	305.63	View chart
Coca-Cola Company (KO)	0.1	$261k	-6%	3.7k	69.91	View chart
Stryker Corporation (SYK)	0.1	$260k	-2%	740.00	351.47	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$248k	+6%	1.2k	211.82	View chart
Kla Corp Com New (KLAC)	0.1	$245k	NEW	201.00	1216.90	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$244k	NEW	5.7k	42.87	View chart
Enbridge (ENB)	0.1	$243k	-3%	5.1k	47.83	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$242k		4.4k	55.58	View chart
Tractor Supply Company (TSCO)	0.1	$240k	+5%	4.8k	50.01	View chart
Adobe Systems Incorporated (ADBE)	0.1	$238k	+2%	680.00	349.96	View chart
Applied Materials (AMAT)	0.1	$238k	NEW	924.00	257.00	View chart
Uber Technologies (UBER)	0.1	$237k	+2%	2.9k	81.71	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$237k	NEW	915.00	258.71	View chart
Block Cl A (XYZ)	0.1	$236k		3.6k	65.10	View chart
Oracle Corporation (ORCL)	0.1	$236k	-8%	1.2k	194.91	View chart
Vanguard World Materials Etf (VAW)	0.1	$231k		1.1k	207.49	View chart
West Bancorporation Cap Stk (WTBA)	0.1	$230k	+4%	10k	22.19	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$230k	+3%	1.6k	141.05	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.1	$228k	-17%	11k	21.20	View chart
Nasdaq Omx (NDAQ)	0.1	$228k	NEW	2.3k	97.14	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)	0.1	$226k	NEW	5.5k	41.50	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)	0.1	$224k	NEW	4.9k	46.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$223k	-5%	8.4k	26.53	View chart
Snap-on Incorporated (SNA)	0.1	$223k		646.00	344.60	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$220k	+7%	9.3k	23.67	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$220k	-3%	1.9k	118.75	View chart
Zacks Trust Quality Internat (QUIZ)	0.1	$217k	NEW	8.2k	26.52	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$215k		4.8k	44.41	View chart
Republic Services (RSG)	0.1	$215k	+6%	1.0k	212.00	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$214k	+4%	2.2k	96.84	View chart
Proshares Tr Pshs Ultra Tech (ROM)	0.1	$213k		2.3k	94.29	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$213k	NEW	3.6k	59.29	View chart
General Dynamics Corporation (GD)	0.1	$212k	+3%	631.00	336.48	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$212k		4.2k	50.32	View chart
Palo Alto Networks (PANW)	0.1	$211k	-25%	1.1k	184.27	View chart
Raytheon Technologies Corp (RTX)	0.1	$211k	NEW	1.2k	183.38	View chart
Phillips 66 (PSX)	0.1	$211k		1.6k	129.07	View chart
Thomson Reuters Corp. (TRI)	0.1	$211k	NEW	1.6k	131.89	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$210k	-3%	7.8k	26.91	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.1	$208k	-3%	13k	15.67	View chart
Trane Technologies SHS (TT)	0.1	$208k		535.00	388.85	View chart
Barclays Adr (BCS)	0.1	$208k	NEW	8.2k	25.45	View chart
Broadridge Financial Solutions (BR)	0.1	$207k	+5%	928.00	223.26	View chart
3M Company (MMM)	0.1	$206k	-2%	1.3k	160.10	View chart
Principal Financial (PFG)	0.1	$204k	NEW	2.3k	88.22	View chart
Intuit (INTU)	0.1	$203k	NEW	306.00	662.42	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$203k		4.2k	48.00	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$202k	NEW	4.1k	49.15	View chart
Illinois Tool Works (ITW)	0.1	$202k	+5%	818.00	246.37	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$201k		3.7k	53.83	View chart
Toast Cl A (TOST)	0.1	$200k		5.6k	35.51	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.1	$169k	NEW	12k	14.14	View chart
Nuveen Real Estate Income Fund (JRS)	0.1	$166k		22k	7.66	View chart
B&G Foods (BGS)	0.0	$153k	-3%	36k	4.30	View chart
Tidal Trust Ii Yieldmax Univers (YMAX)	0.0	$143k	+13%	14k	9.98	View chart
Granite Ridge Resources (GRNT)	0.0	$138k	+4%	29k	4.70	View chart
Ford Motor Company (F)	0.0	$134k	-11%	10k	13.12	View chart
DNP Select Income Fund (DNP)	0.0	$114k		11k	9.99	View chart
B2gold Corp (BTG)	0.0	$45k		10k	4.51	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$31k		16k	1.97	View chart
Akebia Therapeutics (AKBA)	0.0	$21k		13k	1.61	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 Q4 filed Jan. 26, 2026
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

View all past filings

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