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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, SPYM, JPST, SPYG, QQQ, and represent 19.49% of Independent Wealth Network's stock portfolio.
Added to shares of these 10 stocks: VUG, DUKH, DUKZ, VTI, AVLC, LDP, ZJUN, QQQ, USIG, VGT.
Started 62 new stock positions in LDP, NBIS, JCI, MS, MOS, WDC, ADP, ZJUN, ROM, AVLC.
Reduced shares in these 10 stocks: SOXX, QTEC, Honeywell International, ZDEK, FLOT, SLV, LQTI, MU, USFR, JPST.
Sold out of its positions in ABT, BABA, APA, SAN, CTRA, COP, FDL, FIIG, GD, GM. Honeywell International, ZDEK, MCD, SPGI, SNA, XYZ, TMUS, VTEB, VUZI, USFR.
Independent Wealth Network was a net buyer of stock by $25M.
Independent Wealth Network has $393M in assets under management (AUM), dropping by 16.81%.
Central Index Key (CIK): 0001891240

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Portfolio Holdings for Independent Wealth Network

Independent Wealth Network holds 338 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Caterpillar (CAT)	7.2	$28M		27k	1064.90	View chart
Spdr Series Trust St Str P500etf (SPYM)	4.4	$17M		196k	87.88	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.1	$12M	-2%	243k	50.57	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	3.0	$12M		98k	118.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$7.3M	+10%	9.9k	736.43	View chart
Collaborative Investmnt Ser Rare Dy Fixe Etf (RDFI)	1.7	$6.7M	+5%	280k	23.82	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	1.6	$6.2M	+2%	75k	81.94	View chart
Apple (AAPL)	1.5	$5.7M		20k	289.36	View chart
NVIDIA Corporation (NVDA)	1.4	$5.6M	+6%	28k	200.09	View chart
Spdr Series Trust St Str P500val (SPYV)	1.4	$5.4M	-2%	89k	60.79	View chart
Ishares Silver Tr Ishares (SLV)	1.3	$5.2M	-8%	97k	53.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$4.9M	+4%	7.1k	686.84	View chart
Chevron Corporation (CVX)	1.2	$4.7M	-3%	28k	165.76	View chart
Microsoft Corporation (MSFT)	1.2	$4.6M	+10%	12k	373.03	View chart
First Tr Exchange-traded SHS (QTEC)	1.0	$4.1M	-20%	12k	334.69	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$3.8M	+2%	10k	368.39	View chart
Amazon (AMZN)	1.0	$3.8M		16k	238.34	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.9	$3.6M	+3%	23k	156.97	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.9	$3.4M	+11%	72k	47.71	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.9	$3.4M	+5%	61k	56.48	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$3.4M	+527%	39k	86.14	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.8	$3.2M	+7%	19k	170.14	View chart
Pacer Fds Tr Arist High Etf (FLRT)	0.8	$3.0M	-4%	65k	46.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$3.0M		19k	158.03	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.7	$2.9M		114k	25.52	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.7	$2.9M	+7%	15k	190.52	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.7	$2.9M	+19%	54k	53.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$2.8M	+4%	5.6k	500.39	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.7	$2.6M	+3%	26k	102.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.6	$2.5M	-3%	46k	55.09	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.6	$2.4M	+5%	48k	49.78	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.6	$2.4M		69k	34.31	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$2.4M	+6%	32k	73.41	View chart
Northern Lights Fd Tr Ocea Pk High Etf (DUKH)	0.6	$2.3M	NEW	97k	23.95	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.6	$2.3M		47k	49.25	View chart
Amplify Etf Tr Cef High Income (YYY)	0.6	$2.2M	+3%	188k	11.53	View chart
Visa Com Cl A Call Option (V)	0.5	$2.1M	+5%	6.3k	343.09	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.5	$2.1M		23k	91.64	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.5	$2.1M	-40%	3.3k	640.67	View chart
Northern Lights Fd Tr Ocea Pk Dive Etf (DUKZ)	0.5	$2.0M	NEW	80k	25.62	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.5	$2.0M	+14%	28k	72.06	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$2.0M	-4%	2.7k	746.84	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.5	$2.0M	-6%	107k	18.43	View chart
Meta Platforms Cl A (META)	0.5	$2.0M	+7%	3.5k	563.34	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.5	$1.9M	+5%	41k	45.95	View chart
Palantir Technologies Cl A (PLTR)	0.5	$1.9M	+6%	16k	116.67	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$1.9M	+10%	5.1k	365.67	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.5	$1.8M	+6%	19k	96.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.8M	+34%	2.4k	748.94	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.5	$1.8M	+2%	49k	36.53	View chart
Tesla Motors (TSLA)	0.5	$1.8M	+11%	4.2k	420.61	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.8M		5.0k	353.33	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.7M	+39%	18k	98.98	View chart
First Tr Exchange-traded Vest Investment (LQTI)	0.4	$1.7M	-21%	91k	19.31	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.4	$1.7M	+8%	82k	20.67	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.4	$1.7M	+2%	38k	44.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.7M	+13%	4.6k	357.37	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$1.6M	-24%	32k	51.05	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$1.6M		6.7k	242.42	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$1.6M		88k	17.88	View chart
AllianceBernstein Global Hgh Incm (AWF)	0.4	$1.6M	+3%	152k	10.30	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.4	$1.6M	+5%	30k	51.78	View chart
Kayne Anderson MLP Investment (KYN)	0.4	$1.5M		112k	13.83	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.4	$1.5M		20k	78.08	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.4	$1.5M	-4%	30k	50.39	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$1.5M		2.00	748850.00	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.4	$1.5M	-5%	22k	67.56	View chart
Tidal Trust Iii Mrp Synthequity (SNTH)	0.4	$1.5M	+2%	50k	29.73	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.4	$1.4M	+2%	14k	100.67	View chart
Advanced Micro Devices (AMD)	0.4	$1.4M	-18%	2.4k	580.85	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.4M	+14%	10k	136.72	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.4	$1.4M	+2%	28k	49.28	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$1.4M	-9%	4.6k	302.96	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$1.3M	+3%	16k	82.11	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$1.3M	+20%	15k	89.01	View chart
Ssga Active Tr St Str Total Etf (STOT)	0.3	$1.3M	+8%	29k	47.06	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.3	$1.3M		13k	104.93	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$1.3M		8.3k	156.29	View chart
Ares Capital Corporation (ARCC)	0.3	$1.3M	+24%	69k	18.53	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$1.3M		14k	93.92	View chart
Altria (MO)	0.3	$1.3M	+4%	18k	71.95	View chart
Spdr Series Trust St Str Nyse Tech (XNTK)	0.3	$1.3M	-5%	3.2k	390.71	View chart
Sei Exchange Traded Funds Qim Us Large Cap (SEIM)	0.3	$1.3M	+11%	23k	56.15	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.3	$1.2M		115k	10.84	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$1.2M	-4%	33k	37.96	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.2M		12k	103.88	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.2M	-4%	36k	33.84	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$1.2M	+13%	9.0k	133.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.2M		5.0k	236.64	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$1.2M	-2%	16k	75.51	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$1.2M	+6%	19k	60.29	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$1.2M	+3%	61k	19.12	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$1.2M	+9%	25k	46.94	View chart
Clorox Company (CLX)	0.3	$1.2M	+13%	12k	95.44	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.3	$1.2M	-16%	27k	43.30	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.3	$1.2M		6.4k	181.47	View chart
Broadcom (AVGO)	0.3	$1.2M	+18%	3.1k	377.78	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.1M		14k	82.65	View chart
Boeing Company (BA)	0.3	$1.1M	-5%	5.2k	216.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.1M	+13%	16k	71.25	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$1.1M	+21%	30k	36.84	View chart
Motorola Solutions Com New (MSI)	0.3	$1.1M	-2%	2.6k	415.27	View chart
Casey's General Stores (CASY)	0.3	$1.1M	-13%	1.3k	794.72	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.3	$1.0M		8.7k	119.33	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$1.0M	+3%	15k	66.45	View chart
Costco Wholesale Corporation (COST)	0.3	$1.0M		1.1k	935.59	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$993k	+4%	12k	81.06	View chart
Applied Materials (AMAT)	0.2	$971k	+42%	1.3k	722.76	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$958k	+20%	4.4k	217.93	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$955k	+2%	23k	41.43	View chart
Micron Technology (MU)	0.2	$951k	-31%	824.00	1153.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$946k	NEW	2.6k	370.05	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.2	$940k	NEW	10k	89.96	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$930k		27k	34.81	View chart
J P Morgan Exchange Traded F Beta Us Grad Etf (BBCB)	0.2	$915k	+2%	20k	45.32	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.2	$897k	+5%	12k	72.31	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$888k	+179%	21k	42.41	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$871k	+5%	2.8k	306.26	View chart
Intel Corporation (INTC)	0.2	$869k	-9%	6.2k	139.63	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$860k		9.5k	90.79	View chart
Kroger (KR)	0.2	$859k		16k	55.53	View chart
Cisco Systems (CSCO)	0.2	$858k		7.3k	117.46	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$847k	+7%	20k	43.14	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$846k	+2%	2.8k	300.49	View chart
Johnson & Johnson (JNJ)	0.2	$843k	-2%	3.3k	253.97	View chart
Ishares Msci Aust Etf (EWA)	0.2	$838k		30k	28.16	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI)	0.2	$819k	-18%	4.4k	186.06	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.2	$818k	-6%	25k	32.47	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$811k		8.0k	100.81	View chart
Packaging Corporation of America (PKG)	0.2	$810k	-3%	3.4k	238.28	View chart
Cohen & Steers Ltd Dur Pfd I (LDP)	0.2	$770k	NEW	36k	21.16	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$770k	+14%	9.3k	82.84	View chart
Innovator Etfs Trust Equity Defnd 1yr (ZJUN)	0.2	$761k	NEW	28k	27.39	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$751k	+6%	12k	61.46	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$749k	+6%	9.4k	79.97	View chart
Cme (CME)	0.2	$747k		3.4k	220.80	View chart
Hershey Company (HSY)	0.2	$742k		4.2k	175.45	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$735k	+12%	3.5k	212.75	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$727k		2.1k	342.88	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$720k		19k	37.02	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$709k	+28%	12k	58.20	View chart
Kohl's Corporation (KSS)	0.2	$704k	+4%	40k	17.72	View chart
Universal Health Rlty Income Sh Ben Int (UHT)	0.2	$703k	+6%	16k	43.86	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.2	$703k	-5%	12k	57.67	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$699k	+768%	5.8k	119.51	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.2	$698k	+5%	30k	23.44	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$695k	+2%	9.1k	76.70	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$693k	+26%	8.7k	79.42	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.2	$686k	+11%	17k	39.47	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$684k	+3%	1.4k	477.57	View chart
Collaborative Investmnt Ser Rareview Totl Rt (RTRE)	0.2	$678k		27k	24.99	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$674k		5.7k	117.51	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$673k		2.0k	338.75	View chart
Bondbloxx Etf Trust Jp Mor Usd 1 Etf (XEMD)	0.2	$663k	-16%	15k	44.92	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$660k	NEW	13k	51.29	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.2	$652k	-4%	27k	23.85	View chart
First Tr Exchange-traded Indx Cri Met Etf (FMTL)	0.2	$652k	+21%	20k	32.59	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.2	$651k		14k	45.80	View chart
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL)	0.2	$638k		551.00	1157.42	View chart
Eli Lilly & Co. (LLY)	0.2	$636k	+2%	530.00	1199.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$635k	+6%	2.1k	303.16	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$631k		2.8k	227.02	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$630k	+12%	2.2k	285.63	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.2	$617k	+18%	6.4k	96.80	View chart
J P Morgan Exchange Traded F Bet Usd Hig Etf (BBHY)	0.2	$606k		13k	46.09	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.2	$603k	-3%	4.7k	127.34	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$595k	-4%	4.3k	137.52	View chart
Spdr Series Trust Sp Kensho Clean (CNRG)	0.1	$587k	-2%	5.2k	113.10	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$548k	-8%	3.7k	146.26	View chart
Zacks Trust Earngs Constant (ZECP)	0.1	$537k		14k	37.74	View chart
Abbvie (ABBV)	0.1	$537k	-5%	2.1k	251.68	View chart
AFLAC Incorporated (AFL)	0.1	$530k		4.5k	117.25	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.1	$529k	+15%	2.8k	186.87	View chart
Lithium Amers Corp Com Shs (LAC)	0.1	$528k	-22%	137k	3.85	View chart
Wal-Mart Stores (WMT)	0.1	$528k	-6%	4.7k	113.25	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.1	$517k		20k	25.61	View chart
Sherwin-Williams Company (SHW)	0.1	$515k	-8%	1.5k	344.32	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$512k		19k	26.52	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.1	$508k		24k	21.06	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$505k	+55%	11k	46.15	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$501k		3.4k	148.32	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$495k	+6%	2.6k	193.76	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$493k		3.5k	139.87	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$487k		17k	29.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$485k	+11%	8.1k	59.69	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$482k	+15%	10k	48.43	View chart
Amphenol Corp Cl A (APH)	0.1	$482k	-5%	2.7k	176.32	View chart
Honeywell International (HON)	0.1	$481k	NEW	2.2k	223.90	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$477k		8.9k	53.90	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.1	$476k	-23%	24k	20.24	View chart
Honeywell Aerospace (HONA)	0.1	$475k	NEW	2.2k	221.08	View chart
Deere & Company (DE)	0.1	$475k		749.00	634.38	View chart
JPMorgan Chase & Co. (JPM)	0.1	$468k		1.4k	327.33	View chart
Nuveen Global High Income SHS (JGH)	0.1	$462k	+20%	36k	12.73	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$454k		4.7k	96.44	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$449k	+29%	1.3k	334.82	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$447k	-4%	682.00	655.72	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$443k	-2%	18k	24.14	View chart
Verizon Communications (VZ)	0.1	$442k		10k	42.34	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$435k		4.0k	109.07	View chart
Netflix (NFLX)	0.1	$429k	-5%	6.0k	71.40	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$410k		10k	40.65	View chart
Proshares Tr Bitcoin Etf (BITO)	0.1	$410k	+3%	51k	7.98	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$407k	NEW	2.4k	170.88	View chart
At&t (T)	0.1	$405k		20k	20.70	View chart
Devon Energy Corporation (DVN)	0.1	$404k		9.8k	41.32	View chart
Procter & Gamble Company (PG)	0.1	$403k		2.7k	146.66	View chart
Qualcomm (QCOM)	0.1	$402k		2.2k	184.80	View chart
Mastercard Incorporated Cl A (MA)	0.1	$396k		770.00	513.60	View chart
West Bancorporation Cap Stk (WTBA)	0.1	$393k		15k	26.53	View chart
Home Depot (HD)	0.1	$392k	-7%	1.1k	352.75	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.1	$386k		8.6k	44.99	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$385k		20k	19.29	View chart
Vanguard World Energy Etf (VDE)	0.1	$382k	-29%	2.5k	150.14	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.1	$377k	-5%	3.5k	107.83	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$377k		5.0k	75.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$369k		6.1k	60.98	View chart
Oracle Corporation (ORCL)	0.1	$369k	NEW	2.5k	146.54	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$369k	+6%	185.00	1994.61	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$364k	-4%	3.4k	107.63	View chart
Adobe Systems Incorporated (ADBE)	0.1	$359k	+56%	1.8k	205.01	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$358k	NEW	6.0k	59.73	View chart
Nebius Group Shs Class A (NBIS)	0.1	$358k	NEW	1.3k	276.17	View chart
Marvell Technology (MRVL)	0.1	$353k	-42%	1.2k	297.96	View chart
Atmos Energy Corporation (ATO)	0.1	$350k	-4%	2.0k	172.24	View chart
Corteva (CTVA)	0.1	$347k	-4%	4.1k	84.68	View chart
Sei Exchange Traded Funds Qim Us Large Val (SEIV)	0.1	$342k	+24%	7.1k	48.00	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$342k	+2%	6.8k	50.23	View chart
Proshares Tr Pshs Ultra Tech (ROM)	0.1	$342k	NEW	2.2k	155.18	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$342k	+2%	1.4k	243.01	View chart
Ea Series Trust Strive Us Semico (SHOC)	0.1	$342k	NEW	2.8k	121.99	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$338k	+4%	5.6k	60.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$337k	+26%	11k	29.43	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$331k		6.4k	51.85	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$329k		958.00	343.84	View chart
Kla Corp Com New (KLAC)	0.1	$327k	NEW	1.1k	301.79	View chart
Texas Instruments Incorporated (TXN)	0.1	$326k	-5%	1.1k	298.07	View chart
Western Digital (WDC)	0.1	$322k	NEW	504.00	639.16	View chart
Bwx Technologies (BWXT)	0.1	$321k	+37%	1.7k	194.65	View chart
Sei Exchange Traded Funds High Yield Bond	0.1	$310k	NEW	12k	25.17	View chart
Philip Morris International (PM)	0.1	$306k		1.7k	180.94	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$304k	NEW	315.00	965.11	View chart
Equinix (EQIX)	0.1	$303k		291.00	1042.62	View chart
Coca-Cola Company (KO)	0.1	$303k		3.7k	81.26	View chart
Rivian Automotive Com Cl A (RIVN)	0.1	$302k	+10%	17k	17.35	View chart
Merck & Co (MRK)	0.1	$302k	-2%	2.3k	128.50	View chart
Shell Spon Ads (SHEL)	0.1	$301k	+40%	3.9k	77.54	View chart
Toast Cl A (TOST)	0.1	$300k	NEW	11k	27.82	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$300k	+2%	7.8k	38.23	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$299k	NEW	5.9k	50.60	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$299k	-2%	2.3k	128.10	View chart
Lam Research Corp Com New (LRCX)	0.1	$295k	NEW	680.00	433.33	View chart
Medtronic SHS (MDT)	0.1	$292k	NEW	3.7k	78.24	View chart
Pepsi (PEP)	0.1	$287k	+6%	2.1k	135.40	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$287k	+9%	2.5k	114.88	View chart
Servicenow (NOW)	0.1	$286k	+47%	2.9k	99.29	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$282k	+3%	13k	22.34	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$279k	+3%	1.8k	156.94	View chart
Enbridge (ENB)	0.1	$272k	+4%	5.0k	54.21	View chart
Phillips 66 (PSX)	0.1	$271k		1.6k	169.06	View chart
Amplify Etf Tr Jr Silv Mine Etf (SILJ)	0.1	$270k	+5%	10k	25.92	View chart
On Hldg Namen Akt A (ONON)	0.1	$269k		7.6k	35.42	View chart
Digitalocean Hldgs (DOCN)	0.1	$267k	NEW	1.7k	157.02	View chart
Spdr Series Trust St Str Tips Etf (SPIP)	0.1	$265k		10k	25.68	View chart
Trane Technologies SHS (TT)	0.1	$264k		537.00	490.72	View chart
Raytheon Technologies Corp (RTX)	0.1	$262k	+2%	1.4k	189.66	View chart
Uranium Energy (UEC)	0.1	$261k	-7%	24k	10.66	View chart
SYNNEX Corporation (SNX)	0.1	$260k	NEW	972.00	267.34	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$260k	+7%	2.2k	120.23	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$260k	+11%	1.8k	146.34	View chart
B&G Foods (BGS)	0.1	$258k	+34%	65k	3.98	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$253k	NEW	2.6k	98.30	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$251k	+13%	9.5k	26.50	View chart
Dell Technologies CL C (DELL)	0.1	$248k	NEW	574.00	431.46	View chart
Uber Technologies (UBER)	0.1	$247k	+6%	3.4k	72.15	View chart
Verisk Analytics (VRSK)	0.1	$246k	NEW	1.4k	179.53	View chart
Granite Ridge Resources (GRNT)	0.1	$239k	+39%	54k	4.41	View chart
Zacks Trust Quality Intl Etf (QUIZ)	0.1	$239k		8.2k	29.22	View chart
Wells Fargo & Company (WFC)	0.1	$239k		2.9k	82.65	View chart
Astera Labs (ALAB)	0.1	$239k	NEW	494.00	483.02	View chart
Teradyne (TER)	0.1	$237k	-41%	490.00	483.84	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$235k	-5%	4.4k	53.09	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.1	$234k	NEW	5.2k	44.62	View chart
Mosaic (MOS)	0.1	$233k	NEW	11k	21.19	View chart
Wec Energy Group (WEC)	0.1	$232k	-5%	2.0k	116.77	View chart
Vanguard World Health Car Etf (VHT)	0.1	$232k	NEW	775.00	298.82	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$230k	NEW	2.7k	85.47	View chart
Ge Aerospace Com New (GE)	0.1	$228k	NEW	611.00	373.48	View chart
Global Payments (GPN)	0.1	$225k	-2%	3.1k	72.56	View chart
Principal Financial (PFG)	0.1	$225k	NEW	2.1k	107.77	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$223k	NEW	11k	20.79	View chart
Vanguard World Financials Etf (VFH)	0.1	$221k	NEW	1.7k	131.61	View chart
Iridium Communications (IRDM)	0.1	$221k	NEW	4.0k	54.85	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$220k	NEW	537.00	409.78	View chart
Watsco, Incorporated (WSO)	0.1	$218k	-5%	522.00	416.73	View chart
3M Company (MMM)	0.1	$218k	NEW	1.3k	161.85	View chart
Ge Vernova (GEV)	0.1	$217k	NEW	185.00	1174.87	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$217k	+15%	3.9k	56.22	View chart
Simon Property (SPG)	0.1	$215k	NEW	962.00	223.75	View chart
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR)	0.1	$215k		4.3k	50.38	View chart
First Tr Exchange-traded Indxx Nat Re Etf (FTRI)	0.1	$215k		14k	15.87	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$214k	+4%	2.3k	94.52	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$214k	NEW	5.9k	36.13	View chart
Delta Air Lines Com New (DAL)	0.1	$214k	NEW	2.3k	93.68	View chart
Compass Minerals International (CMP)	0.1	$213k	NEW	6.8k	31.13	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$212k	+7%	11k	18.69	View chart
Roblox Corp Cl A (RBLX)	0.1	$212k	NEW	3.9k	54.39	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$212k	-2%	6.4k	33.29	View chart
Vanguard World Materials Etf (VAW)	0.1	$211k	-11%	920.00	228.86	View chart
Johnson Controls Internation SHS (JCI)	0.1	$210k	NEW	1.4k	146.11	View chart
Roundhill Etf Trust Bitcoin Covered (YBTC)	0.1	$209k	NEW	13k	16.53	View chart
Steel Dynamics (STLD)	0.1	$209k	NEW	910.00	229.47	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$208k	NEW	4.1k	51.27	View chart
Stryker Corporation (SYK)	0.1	$208k	-9%	661.00	314.84	View chart
Morgan Stanley Com New (MS)	0.1	$208k	NEW	994.00	208.94	View chart
Automatic Data Processing (ADP)	0.1	$207k	NEW	923.00	223.95	View chart
Unilever Spon Adr New (UL)	0.1	$206k	NEW	3.4k	60.13	View chart
Republic Services (RSG)	0.1	$205k	-5%	962.00	213.08	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$204k	NEW	5.4k	38.19	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$204k	-4%	3.5k	57.84	View chart
Freeport Mcmoran CL B (FCX)	0.1	$204k	-18%	3.2k	62.88	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$203k	NEW	4.0k	50.84	View chart
Element Solutions (ESI)	0.1	$202k	NEW	4.2k	47.75	View chart
Ecolab (ECL)	0.1	$202k	NEW	724.00	278.57	View chart
Vanguard World Utilities Etf (VPU)	0.1	$201k	NEW	1.0k	195.67	View chart
Telecom Argentina Sa Spon Adr Rep B (TEO)	0.0	$194k	NEW	15k	13.00	View chart
Nuveen Real Estate Income Fund (JRS)	0.0	$189k		22k	8.43	View chart
Commscope Hldg (VISN)	0.0	$166k	NEW	13k	12.78	View chart
Tidal Trust Ii Yield Unive Etfs (YMAX)	0.0	$153k	+14%	19k	8.08	View chart
Ford Motor Company (F)	0.0	$146k		11k	13.90	View chart
Nuveen Mun High Income Opp F (NMZ)	0.0	$133k	NEW	13k	10.57	View chart
Msc Income Fund (MSIF)	0.0	$131k		11k	11.57	View chart
DNP Select Income Fund (DNP)	0.0	$124k		11k	10.79	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$119k		24k	4.99	View chart
Atlas Lithium Corp Com New (ATLX)	0.0	$63k	NEW	17k	3.69	View chart
B2gold Corp (BTG)	0.0	$38k	-3%	10k	3.74	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$32k	+8%	17k	1.92	View chart
Akebia Therapeutics (AKBA)	0.0	$15k		13k	1.14	View chart

Past Filings by Independent Wealth Network

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

Independent Wealth Network 2026 Q2 filed July 20, 2026
Independent Wealth Network 2026 Q1 filed April 21, 2026
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

View all past filings

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