Independent Wealth Network Inc.
Q2 2026 13F filing
Updated 53 days ago340 disclosed positions worth $393.3M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CAT CATERPILLAR INC | $28.2M | 26.5K | 7.18% | Added(+1.5%) |
| 2 | S STT-PG SPDR SERIES TRUST | $17.3M | 196.3K | 4.39% | Trimmed(-1.5%) |
| 3 | ? N/A J P MORGAN EXCHANGE TRADED F | $12.3M | 242.6K | 3.12% | Trimmed(-2.9%) |
| 4 | ? N/A SPDR SERIES TRUST | $11.6M | 97.6K | 2.95% | Trimmed(-1.2%) |
| 5 | Q QQQ INVESCO QQQ TR | $7.3M | 9.9K | 1.85% | Added(+10.7%) |
| 6 | ? N/A COLLABORATIVE INVESTMNT SER | $6.7M | 280.0K | 1.70% | Added(+5.6%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $6.2M | 75.2K | 1.57% | Added(+2.8%) |
| 8 | A AAPL APPLE INC | $5.7M | 19.8K | 1.46% | Added(+1.0%) |
| 9 | N NVDA NVIDIA CORPORATION | $5.6M | 28.0K | 1.42% | Added(+6.5%) |
| 10 | ? N/A SPDR SERIES TRUST | $5.4M | 88.7K | 1.37% | Trimmed(-2.3%) |
| 11 | S SLV ISHARES SILVER TR | $5.2M | 96.6K | 1.31% | Trimmed(-8.7%) |
| 12 | V VGES VANGUARD INDEX FDS | $4.9M | 7.1K | 1.25% | Added(+5.0%) |
| 13 | C CVX CHEVRON CORPORATION | $4.7M | 28.2K | 1.19% | Trimmed(-3.1%) |
| 14 | M MSFT MICROSOFT CORP | $4.6M | 12.3K | 1.17% | Added(+10.1%) |
| 15 | ? N/A FIRST TR EXCHANGE-TRADED FD | $4.1M | 12.2K | 1.04% | Trimmed(-21.0%) |
| 16 | G GLD SPDR GOLD TR | $3.8M | 10.4K | 0.98% | Added(+2.6%) |
| 17 | A AMZN AMAZON COM INC | $3.8M | 15.9K | 0.96% | Added(+15784.0%) |
| 18 | ? N/A ISHARES TR | $3.6M | 22.6K | 0.90% | Added(+3.6%) |
| 19 | ? N/A SPDR SERIES TRUST | $3.4M | 72.2K | 0.88% | Added(+11.7%) |
| 20 | ? N/A J P MORGAN EXCHANGE TRADED F | $3.4M | 60.8K | 0.87% | Added(+5.6%) |
| 21 | V VGES VANGUARD INDEX FDS | $3.4M | 39.3K | 0.86% | Added(+527.5%) |
| 22 | ? N/A INVESCO EXCHANGE TRADED FD T | $3.2M | 18.8K | 0.82% | Added(+7.1%) |
| 23 | ? N/A PACER FDS TR | $3M | 64.9K | 0.77% | Trimmed(-4.7%) |
| 24 | V VGES VANGUARD WHITEHALL FDS | $3M | 18.7K | 0.75% | Trimmed(-1.3%) |
| 25 | ? N/A SPDR SERIES TRUST | $2.9M | 114.1K | 0.74% | Added(+1.0%) |
| 26 | S STT-PG SELECT SECTOR SPDR TR | $2.9M | 15.2K | 0.74% | Added(+7.4%) |
| 27 | S STT-PG SELECT SECTOR SPDR TR | $2.9M | 54.1K | 0.73% | Added(+19.9%) |
| 28 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $2.8M | 5.6K | 0.71% | Added(+4.0%) |
| 29 | E ETHA ISHARES TR | $2.6M | 25.6K | 0.66% | Added(+3.1%) |
| 30 | ? N/A FIRST TR EXCHNG TRADED FD VI | $2.5M | 45.6K | 0.64% | Trimmed(-3.5%) |
| 31 | ? N/A FIRST TR EXCHANGE-TRADED FD | $2.4M | 48.2K | 0.61% | Added(+5.1%) |
| 32 | ? N/A PACER FDS TR | $2.4M | 68.9K | 0.60% | Trimmed(-0.3%) |
| 33 | V VGES VANGUARD BD INDEX FDS | $2.4M | 32.0K | 0.60% | Added(+6.3%) |
| 34 | ? N/A NORTHERN LIGHTS FD TR | $2.3M | 97.1K | 0.59% | — |
| 35 | ? N/A ISHARES TR | $2.3M | 47.2K | 0.59% | Added(+0.7%) |
| 36 | ? N/A AMPLIFY ETF TR | $2.2M | 187.9K | 0.55% | Added(+3.1%) |
| 37 | ? N/A SPDR SERIES TRUST | $2.1M | 22.9K | 0.53% | Trimmed(-0.7%) |
| 38 | E ETHA ISHARES TR | $2.1M | 3.3K | 0.53% | Trimmed(-40.6%) |
| 39 | V V VISA INC | $2.1M | 6.1K | 0.53% | Added(+5.9%) |
| 40 | ? N/A NORTHERN LIGHTS FD TR | $2M | 80.0K | 0.52% | — |
| 41 | ? N/A NORTHERN LTS FD TR IV | $2M | 27.9K | 0.51% | Added(+14.1%) |
| 42 | S SPY STATE STR SPDR S&P 500 ETF T | $2M | 2.7K | 0.51% | Trimmed(-4.2%) |
| 43 | ? N/A GLOBAL X FDS | $2M | 107.0K | 0.50% | Trimmed(-6.2%) |
| 44 | M META META PLATFORMS INC | $2M | 3.5K | 0.50% | Added(+7.6%) |
| 45 | ? N/A J P MORGAN EXCHANGE TRADED F | $1.9M | 40.7K | 0.48% | Added(+5.6%) |
| 46 | P PLTR PALANTIR TECHNOLOGIES INC | $1.9M | 16.0K | 0.48% | Added(+6.4%) |
| 47 | T THQ VANGUARD INDEX FDS | $1.9M | 5.1K | 0.47% | Added(+10.4%) |
| 48 | ? N/A WISDOMTREE TR | $1.8M | 19.1K | 0.47% | Added(+6.6%) |
| 49 | E ETHA ISHARES TR | $1.8M | 2.4K | 0.46% | Added(+34.2%) |
| 50 | F FPF FIRST TR EXCHNG TRADED FD VI | $1.8M | 49.2K | 0.46% | Added(+2.6%) |