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Independent Wealth Network Inc.
hedge fundUpdated 17 days agoManaged by Independent Wealth Network Inc. • Latest filing Q3 2026
Portfolio value
$397.3M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
29.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $327.4M |
| Q1 2026 | $336.7M |
| Q2 2026 | $393.3M |
| Q3 2026 | $397.3M |
Top holdings
335 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $21.5M | 26.5K | 5.41% | Added(+0.1%) | |
| 2 | $17.3M | 192.8K | 4.36% | Trimmed(-1.8%) | |
| 3 | $11.9M | 236.8K | 3.00% | Trimmed(-2.4%) | |
| 4 | $11.5M | 93.3K | 2.89% | Trimmed(-4.4%) | |
| 5 | $7.4M | 9.9K | 1.85% | Added(+0.4%) | |
| 6 | $6.7M | 29.5K | 1.70% | Added(+5.6%) | |
| 7 | $6.7M | 32.7K | 1.68% | Added(+16.0%) | |
| 8 | $6.5M | 19.6K | 1.65% | Trimmed(-1.1%) | |
| 9 | ? N/A COLLABORATIVE INVESTMNT SER | $6.5M | 301.0K | 1.64% | Added(+7.5%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $6.2M | 74.5K | 1.56% | Trimmed(-1.0%) |
| 11 | $6.2M | 12.0K | 1.55% | Trimmed(-2.5%) | |
| 12 | $5.2M | 85.3K | 1.31% | Trimmed(-3.9%) | |
| 13 | $5.2M | 95.3K | 1.31% | Trimmed(-1.4%) | |
| 14 | $5.1M | 7.3K | 1.29% | Added(+2.3%) | |
| 15 | $4.1M | 12.4K | 1.03% | Added(+1.3%) | |
| 16 | $4M | 16.1K | 1.01% | Added(+16008.0%) | |
| 17 | $4M | 10.5K | 1.01% | Added(+0.8%) | |
| 18 | $3.5M | 38.8K | 0.88% | Trimmed(-1.4%) | |
| 19 | $3.5M | 21.9K | 0.87% | Trimmed(-3.5%) | |
| 20 | $3.1M | 69.2K | 0.79% | Trimmed(-4.2%) |