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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, SLV, and represent 18.80% of Independent Wealth Network's stock portfolio.
Added to shares of these 10 stocks: SPYM, QTEC, JPST, LMBS, BBAG, SCIO, BBIN, QQQ, STOT, SPDW.
Started 57 new stock positions in WSO, QUS, PFFD, STOT, BBAG, CWB, SILJ, MRVL, TXN, ONON.
Reduced shares in these 10 stocks: ILTB, SPYV, ACWI, SPYG, USRT, SPAB, JPUS, BKLN, AGGY, SPYD.
Sold out of its positions in ARKK, FRTY, APP, BCS, BCX, BR, FSK, FYX, FTSM, KNG.
Independent Wealth Network was a net buyer of stock by $7.6M.
Independent Wealth Network has $337M in assets under management (AUM), dropping by 2.73%.
Central Index Key (CIK): 0001891240

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Portfolio Holdings for Independent Wealth Network

Independent Wealth Network holds 296 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Caterpillar (CAT)	5.5	$19M		26k	708.45	View chart
Spdr Series Trust State Street Spd (SPYM)	4.5	$15M	+31%	199k	76.54	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.8	$13M	+25%	250k	50.61	View chart
Spdr Series Trust State Street Spd (SPYG)	2.9	$9.7M	-20%	99k	97.91	View chart
Ishares Silver Tr Ishares (SLV)	2.1	$7.2M	-4%	106k	68.14	View chart
Collaborative Investmnt Ser Rareview Dynamic (RDFI)	1.8	$6.1M	+23%	265k	23.05	View chart
Chevron Corporation (CVX)	1.8	$6.0M	-10%	29k	206.90	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.5	$5.2M	+6%	73k	70.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$5.2M	+37%	8.9k	577.17	View chart
Spdr Series Trust State Street Spd (SPYV)	1.5	$5.1M	-40%	91k	56.58	View chart
Apple (AAPL)	1.5	$5.0M		20k	253.80	View chart
NVIDIA Corporation (NVDA)	1.4	$4.6M	-3%	26k	174.40	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$4.4M		10k	430.28	View chart
Microsoft Corporation (MSFT)	1.2	$4.2M	+14%	11k	370.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$4.1M	+3%	6.8k	597.52	View chart
First Tr Exchange-traded SHS (QTEC)	1.0	$3.3M	NEW	16k	215.98	View chart
Amazon (AMZN)	1.0	$3.3M	+3%	16k	208.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.0	$3.3M	+35%	58k	56.68	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.9	$3.2M	-18%	68k	46.31	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.9	$3.0M	-50%	22k	138.37	View chart
Spdr Series Trust State Street Spd (SPYD)	0.9	$2.9M	-32%	65k	45.52	View chart
Spdr Series Trust State Street Spd (SPAB)	0.9	$2.9M	-40%	113k	25.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$2.8M		19k	148.10	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.8	$2.8M	+65%	45k	61.26	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$2.7M	-4%	6.3k	436.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.6M	+2%	5.4k	479.20	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.8	$2.6M		25k	103.43	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.8	$2.6M	+52%	18k	145.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.7	$2.4M		47k	50.41	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.7	$2.3M	-62%	47k	48.98	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.7	$2.3M	NEW	46k	49.81	View chart
First Tr Exchange-traded Vest Investment (LQTI)	0.7	$2.3M	+4%	116k	19.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$2.2M	+22%	30k	73.64	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.7	$2.2M	-3%	69k	32.04	View chart
Palantir Technologies Cl A (PLTR)	0.7	$2.2M	+11%	15k	146.28	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.6	$2.2M		43k	50.95	View chart
Spdr Series Trust State Street Spd (BIL)	0.6	$2.1M	-9%	23k	91.64	View chart
Amplify Etf Tr Cef High Income (YYY)	0.6	$2.0M		182k	11.03	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.6	$2.0M		114k	17.15	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$1.9M	+4%	14k	132.90	View chart
Meta Platforms Cl A (META)	0.5	$1.8M		3.2k	572.04	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$1.8M	-8%	2.8k	650.33	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.5	$1.8M	+19%	5.5k	328.66	View chart
Visa Com Cl A Call Option (V)	0.5	$1.8M	+4%	5.9k	302.24	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.5	$1.8M	NEW	39k	46.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$1.6M	+3%	48k	33.77	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.5	$1.6M	+14%	18k	89.33	View chart
Kayne Anderson MLP Investment (KYN)	0.5	$1.6M		110k	14.28	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.5	$1.6M	NEW	76k	20.64	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.5	$1.6M	-28%	88k	17.75	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.5M		8.9k	169.65	View chart
AllianceBernstein Global Hgh Incm (AWF)	0.4	$1.5M		147k	10.17	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.4	$1.5M	+52%	32k	46.24	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.4	$1.5M	+16%	25k	60.39	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.4	$1.5M	NEW	20k	73.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.5M	-5%	5.1k	286.88	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$1.5M		6.6k	218.74	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.4	$1.4M	+553%	32k	45.65	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$1.4M		2.00	718140.00	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.4	$1.4M	+5%	37k	38.42	View chart
Tesla Motors (TSLA)	0.4	$1.4M	+3%	3.8k	371.73	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$1.4M	-7%	16k	88.16	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$1.4M	+6%	4.6k	302.23	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$1.4M	+10%	14k	100.66	View chart
Spdr Series Trust State Street Spd (SPMD)	0.4	$1.4M	+214%	23k	59.22	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.4	$1.3M	+49%	29k	46.91	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$1.3M		16k	82.57	View chart
Tidal Trust Iii Mrp Synthequity (SNTH)	0.4	$1.3M	-14%	49k	26.24	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.3M	+33%	13k	99.27	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$1.3M		8.3k	151.42	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.4	$1.2M	+82%	13k	92.76	View chart
Ssga Active Tr State Street Dou (STOT)	0.4	$1.2M	NEW	26k	47.13	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.4	$1.2M		113k	10.88	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$1.2M	-8%	5.0k	237.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.2M	+7%	1.8k	653.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.2M	+2%	4.1k	287.54	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$1.2M	+21%	34k	34.41	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$1.2M	NEW	27k	42.54	View chart
Motorola Solutions Com New (MSI)	0.3	$1.2M		2.7k	433.90	View chart
Spdr Series Trust State Street Spd (LGLV)	0.3	$1.1M		6.4k	178.10	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$1.1M	+3%	59k	19.30	View chart
Casey's General Stores (CASY)	0.3	$1.1M		1.5k	727.77	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.1M		12k	97.13	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.1M		14k	82.75	View chart
Altria (MO)	0.3	$1.1M		17k	65.99	View chart
Clorox Company (CLX)	0.3	$1.1M	+4%	11k	103.63	View chart
Kroger (KR)	0.3	$1.1M	-22%	15k	72.36	View chart
Costco Wholesale Corporation (COST)	0.3	$1.1M	+3%	1.1k	996.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.1M	+41%	38k	29.13	View chart
Boeing Company (BA)	0.3	$1.1M	+4%	5.5k	199.03	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.1M	+2%	5.0k	215.07	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$1.1M	+3%	23k	47.08	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$1.0M	+11%	13k	83.57	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$1.0M	+26%	18k	55.24	View chart
Cme (CME)	0.3	$1.0M		3.4k	295.35	View chart
Ares Capital Corporation (ARCC)	0.3	$1.0M	+4%	56k	18.02	View chart
Honeywell International (HON)	0.3	$993k		4.4k	226.03	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.3	$956k		13k	75.09	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$954k		22k	42.56	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)	0.3	$921k	+316%	20k	45.55	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBCB)	0.3	$889k	NEW	20k	45.35	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$882k	-70%	15k	59.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$879k	+27%	14k	64.08	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$877k	+27%	7.9k	110.78	View chart
Spdr Series Trust State Street Spd (XNTK)	0.3	$876k	NEW	3.4k	255.29	View chart
Hershey Company (HSY)	0.3	$873k		4.2k	207.90	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.2	$839k		12k	71.24	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI)	0.2	$835k	NEW	5.4k	154.63	View chart
Johnson & Johnson (JNJ)	0.2	$832k	-6%	3.4k	244.45	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.2	$829k		8.6k	96.29	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$826k	+20%	27k	30.50	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$825k	+25%	24k	33.97	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$820k	-7%	8.2k	100.57	View chart
Ishares Msci Aust Etf (EWA)	0.2	$813k		29k	27.76	View chart
Broadcom (AVGO)	0.2	$799k	+20%	2.6k	309.51	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$799k	+47%	12k	68.28	View chart
Bondbloxx Etf Trust Jp Morgan Usd Em (XEMD)	0.2	$773k	-41%	18k	43.95	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$761k		9.6k	79.06	View chart
Packaging Corporation of America (PKG)	0.2	$749k	+4%	3.5k	212.22	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.2	$746k	-17%	27k	27.73	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$722k		18k	39.43	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$717k	+2%	3.7k	196.18	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$709k	-3%	19k	36.84	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$701k	+157%	8.8k	79.56	View chart
Lithium Amers Corp Com Shs (LAC)	0.2	$699k	+18%	177k	3.95	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$697k		2.7k	257.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$682k		2.7k	248.02	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$681k	NEW	8.8k	77.18	View chart
Collaborative Investmnt Ser Rareview Totl Rt (RTRE)	0.2	$677k		27k	25.04	View chart
Spdr Series Trust State Street Spd (SPHY)	0.2	$656k	+201%	28k	23.32	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.2	$654k	+32%	29k	22.95	View chart
Spdr Series Trust State Street Spd (TFI)	0.2	$645k		14k	45.34	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$638k	+43%	12k	55.52	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$637k	NEW	6.9k	92.69	View chart
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL)	0.2	$627k		542.00	1155.91	View chart
Vanguard World Energy Etf (VDE)	0.2	$625k	-4%	3.6k	173.04	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.2	$622k	NEW	16k	39.73	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$621k	+47%	13k	48.32	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.2	$619k	+29%	31k	20.25	View chart
Wal-Mart Stores (WMT)	0.2	$618k		5.0k	124.29	View chart
Netflix (NFLX)	0.2	$612k	-6%	6.4k	96.16	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.2	$611k	+7%	24k	25.53	View chart
Universal Health Rlty Income Sh Ben Int (UHT)	0.2	$610k	+60%	15k	40.47	View chart
Advanced Micro Devices (AMD)	0.2	$609k		3.0k	203.45	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$597k	-9%	2.8k	211.16	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.2	$592k	NEW	13k	45.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$590k	NEW	3.1k	191.91	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$579k	NEW	2.0k	295.17	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.2	$574k	-64%	22k	25.62	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$574k		5.7k	100.62	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$564k	+9%	8.1k	69.75	View chart
Cisco Systems (CSCO)	0.2	$563k		7.3k	77.59	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$557k	+99%	9.5k	58.54	View chart
At&t (T)	0.2	$556k	-8%	19k	28.99	View chart
First Tr Exchange-traded Indxx Critical M (FMTL)	0.2	$551k	NEW	17k	33.48	View chart
Verizon Communications (VZ)	0.2	$533k	-8%	11k	50.20	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.2	$523k	NEW	4.1k	128.26	View chart
Sherwin-Williams Company (SHW)	0.2	$522k		1.6k	320.55	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$517k	NEW	2.0k	261.94	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.2	$514k	+27%	20k	25.48	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$512k	NEW	2.1k	240.03	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$511k		4.5k	113.12	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$508k	NEW	19k	26.20	View chart
AFLAC Incorporated (AFL)	0.2	$505k	-2%	4.6k	109.71	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$495k	-4%	5.4k	92.35	View chart
Kohl's Corporation (KSS)	0.1	$491k	+3%	38k	12.90	View chart
Abbvie (ABBV)	0.1	$491k	-2%	2.3k	217.48	View chart
Devon Energy Corporation (DVN)	0.1	$490k	+9%	9.7k	50.32	View chart
Zacks Trust Earngs Constant (ZECP)	0.1	$482k		14k	33.83	View chart
Spdr Series Trust State Street Spd (CNRG)	0.1	$478k	-2%	5.3k	90.32	View chart
Eli Lilly & Co. (LLY)	0.1	$476k	+3%	517.00	919.77	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.1	$475k	-47%	4.9k	96.98	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$470k		8.8k	53.12	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$469k	+2%	1.4k	337.92	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$469k	+4%	673.00	697.29	View chart
Proshares Tr Bitcoin Etf (BITO)	0.1	$464k	+28%	50k	9.31	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$458k		19k	24.27	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$441k		4.0k	108.98	View chart
Deere & Company (DE)	0.1	$430k		763.00	563.34	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$428k	-53%	3.5k	121.94	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$425k	+3%	17k	25.55	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$421k		8.4k	50.34	View chart
Spdr Series Trust State Street Spd (QUS)	0.1	$420k	NEW	2.4k	171.65	View chart
JPMorgan Chase & Co. (JPM)	0.1	$415k	-8%	1.4k	294.07	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$415k	-6%	10k	40.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$414k		3.3k	124.30	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$414k	+37%	8.6k	48.05	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$412k	-60%	4.6k	88.70	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$407k	-2%	2.0k	208.09	View chart
Micron Technology (MU)	0.1	$405k	-15%	1.2k	337.97	View chart
Procter & Gamble Company (PG)	0.1	$403k	-6%	2.8k	144.45	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$395k	+11%	7.3k	54.05	View chart
Atmos Energy Corporation (ATO)	0.1	$394k		2.1k	184.70	View chart
Home Depot (HD)	0.1	$394k	+4%	1.2k	328.85	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.1	$388k	NEW	8.6k	45.18	View chart
Mastercard Incorporated Cl A (MA)	0.1	$387k		774.00	499.66	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$386k	NEW	20k	19.00	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$377k	+5%	3.6k	106.14	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$370k	NEW	2.4k	154.13	View chart
Nuveen Global High Income SHS (JGH)	0.1	$369k	+33%	30k	12.22	View chart
Amphenol Corp Cl A (APH)	0.1	$367k	+3%	2.9k	126.35	View chart
Corteva (CTVA)	0.1	$358k		4.3k	83.71	View chart
Uranium Energy Call Option (UEC)	0.1	$356k	-13%	26k	13.50	View chart
West Bancorporation Cap Stk (WTBA)	0.1	$350k	+41%	15k	23.79	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$343k	+2%	7.7k	44.62	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$341k	NEW	3.7k	91.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$336k	+13%	6.0k	55.85	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$335k	-6%	6.4k	52.64	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$333k	-65%	6.7k	49.95	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$326k		7.1k	46.19	View chart
Applied Materials (AMAT)	0.1	$322k		942.00	341.62	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$317k	+31%	7.5k	42.31	View chart
Apa Corporation (APA)	0.1	$313k	NEW	7.4k	42.44	View chart
Pepsi (PEP)	0.1	$309k		2.0k	155.33	View chart
Intel Corporation (INTC)	0.1	$304k	-65%	6.9k	44.13	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$304k	+2%	6.1k	49.89	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$298k	NEW	12k	24.29	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$297k	+16%	1.4k	217.31	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$295k		4.9k	60.44	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$294k	NEW	5.4k	54.84	View chart
Amplify Etf Tr Amplify Junior S (SILJ)	0.1	$294k	NEW	9.9k	29.72	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$291k	NEW	975.00	298.81	View chart
Merck & Co (MRK)	0.1	$290k	-36%	2.4k	120.29	View chart
Phillips 66 (PSX)	0.1	$287k	-3%	1.6k	182.12	View chart
Coca-Cola Company (KO)	0.1	$284k		3.7k	76.06	View chart
Qualcomm (QCOM)	0.1	$282k	-3%	2.2k	128.79	View chart
Philip Morris International (PM)	0.1	$281k		1.7k	165.37	View chart
Equinix (EQIX)	0.1	$280k	NEW	286.00	980.24	View chart
Adobe Systems Incorporated (ADBE)	0.1	$273k	+65%	1.1k	243.03	View chart
Spdr Series Trust State Street Spd (SPIP)	0.1	$273k	NEW	11k	26.01	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$273k	-2%	711.00	383.58	View chart
ConocoPhillips (COP)	0.1	$266k	NEW	2.0k	131.99	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$265k		2.4k	111.20	View chart
McDonald's Corporation (MCD)	0.1	$262k		842.00	310.79	View chart
Raytheon Technologies Corp (RTX)	0.1	$261k	+17%	1.4k	192.91	View chart
Enbridge (ENB)	0.1	$259k	-5%	4.8k	54.14	View chart
On Hldg Namen Akt A (ONON)	0.1	$259k	NEW	7.6k	34.02	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$258k	NEW	1.0k	250.58	View chart
Shell Spon Ads (SHEL)	0.1	$257k	NEW	2.8k	92.99	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$251k	NEW	6.5k	38.42	View chart
Teradyne (TER)	0.1	$247k	NEW	834.00	296.46	View chart
First Tr Exchange-traded Indxx Nat Re Etf (FTRI)	0.1	$245k	+3%	14k	17.85	View chart
Bwx Technologies (BWXT)	0.1	$245k	NEW	1.2k	204.49	View chart
Block Cl A (XYZ)	0.1	$245k	+12%	4.1k	60.18	View chart
Abbott Laboratories (ABT)	0.1	$245k	-4%	2.4k	102.67	View chart
Wec Energy Group (WEC)	0.1	$244k	-21%	2.1k	115.77	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$243k	-13%	1.9k	125.45	View chart
Stryker Corporation (SYK)	0.1	$241k		734.00	328.59	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$240k	+8%	2.0k	119.51	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$240k	NEW	3.4k	71.60	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$239k	+6%	1.7k	138.34	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)	0.1	$238k	+5%	5.7k	41.56	View chart
Rivian Automotive Com Cl A (RIVN)	0.1	$237k	+10%	16k	15.05	View chart
Vanguard World Materials Etf (VAW)	0.1	$236k	-6%	1.0k	225.33	View chart
Freeport Mcmoran CL B (FCX)	0.1	$235k	NEW	4.0k	58.78	View chart
Snap-on Incorporated (SNA)	0.1	$234k		644.00	363.22	View chart
Uber Technologies (UBER)	0.1	$232k	+10%	3.2k	71.93	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$231k	+15%	9.0k	25.64	View chart
B&G Foods (BGS)	0.1	$231k	+35%	48k	4.81	View chart
Metropcs Communications (TMUS)	0.1	$231k	-19%	1.1k	210.03	View chart
Wells Fargo & Company (WFC)	0.1	$230k		2.9k	79.60	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$230k	NEW	4.7k	49.37	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$229k	NEW	173.00	1323.96	View chart
Granite Ridge Resources (GRNT)	0.1	$229k	+32%	39k	5.87	View chart
General Motors Company (GM)	0.1	$228k	NEW	3.1k	74.49	View chart
Republic Services (RSG)	0.1	$224k		1.0k	219.09	View chart
Trane Technologies SHS (TT)	0.1	$224k		537.00	416.37	View chart
Texas Instruments Incorporated (TXN)	0.1	$224k	NEW	1.2k	194.14	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$223k	NEW	8.4k	26.61	View chart
Zacks Trust Quality Internat (QUIZ)	0.1	$221k		8.2k	26.96	View chart
S&p Global (SPGI)	0.1	$217k	-11%	511.00	425.34	View chart
Global Payments (GPN)	0.1	$215k	-5%	3.2k	67.30	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$213k		4.2k	50.34	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$213k		3.7k	57.64	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$213k	+2%	2.3k	93.66	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$206k	NEW	2.2k	94.95	View chart
Marvell Technology (MRVL)	0.1	$205k	NEW	2.1k	99.04	View chart
Servicenow (NOW)	0.1	$204k	NEW	2.0k	104.53	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$204k	-57%	1.6k	128.26	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$202k	NEW	4.0k	50.80	View chart
Watsco, Incorporated (WSO)	0.1	$201k	NEW	553.00	363.79	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.1	$201k	-10%	9.7k	20.75	View chart
General Dynamics Corporation (GD)	0.1	$200k	-7%	583.00	343.22	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$200k	NEW	5.7k	35.14	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$194k	NEW	11k	18.40	View chart
Nuveen Real Estate Income Fund (JRS)	0.0	$167k	+3%	22k	7.46	View chart
Msc Income Fund (MSIF)	0.0	$140k	NEW	12k	12.18	View chart
Tidal Trust Ii Yieldmax Univers (YMAX)	0.0	$129k	+15%	17k	7.83	View chart
Banco Santander Sa Adr (SAN)	0.0	$127k	NEW	11k	11.28	View chart
Ford Motor Company (F)	0.0	$122k	+3%	11k	11.54	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$121k	-53%	24k	5.10	View chart
DNP Select Income Fund (DNP)	0.0	$118k		11k	10.30	View chart
B2gold Corp Call Option (BTG)	0.0	$48k	+6%	11k	4.53	View chart
Vuzix Corp Com New (VUZI)	0.0	$31k	NEW	13k	2.31	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$22k		16k	1.40	View chart
Akebia Therapeutics (AKBA)	0.0	$18k		13k	1.39	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 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
Independent Wealth Network 2022 Q3 filed Oct. 17, 2022

View all past filings

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