Independent Wealth Network Inc.
Q3 2026 13F filing
Updated 17 days ago335 disclosed positions worth $397.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CATERPILLAR INC | $21.5M | 26.5K | 5.41% | Added(+0.1%) |
| 2 | S SPDR SERIES TRUST | $17.3M | 192.8K | 4.36% | Trimmed(-1.8%) |
| 3 | J J P MORGAN EXCHANGE TRADED F | $11.9M | 236.8K | 3.00% | Trimmed(-2.4%) |
| 4 | S SPDR SERIES TRUST | $11.5M | 93.3K | 2.89% | Trimmed(-4.4%) |
| 5 | Q INVESCO QQQ TR | $7.4M | 9.9K | 1.85% | Added(+0.4%) |
| 6 | N NVIDIA CORPORATION | $6.7M | 29.5K | 1.70% | Added(+5.6%) |
| 7 | C CHEVRON CORPORATION | $6.7M | 32.7K | 1.68% | Added(+16.0%) |
| 8 | A APPLE INC | $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 | M MICROSOFT CORP | $6.2M | 12.0K | 1.55% | Trimmed(-2.5%) |
| 12 | S SPDR SERIES TRUST | $5.2M | 85.3K | 1.31% | Trimmed(-3.9%) |
| 13 | S ISHARES SILVER TR | $5.2M | 95.3K | 1.31% | Trimmed(-1.4%) |
| 14 | V VANGUARD INDEX FDS | $5.1M | 7.3K | 1.29% | Added(+2.3%) |
| 15 | F FIRST TR EXCHANGE-TRADED FD | $4.1M | 12.4K | 1.03% | Added(+1.3%) |
| 16 | A AMAZON COM INC | $4M | 16.1K | 1.01% | Added(+16008.0%) |
| 17 | G SPDR GOLD TR | $4M | 10.5K | 1.01% | Added(+0.8%) |
| 18 | V VANGUARD INDEX FDS | $3.5M | 38.8K | 0.88% | Trimmed(-1.4%) |
| 19 | B ISHARES TR | $3.5M | 21.9K | 0.87% | Trimmed(-3.5%) |
| 20 | S SPDR SERIES TRUST | $3.1M | 69.2K | 0.79% | Trimmed(-4.2%) |
| 21 | J J P MORGAN EXCHANGE TRADED F | $3.1M | 55.4K | 0.78% | Trimmed(-8.9%) |
| 22 | Q PACER FDS TR | $3M | 65.0K | 0.76% | Added(+0.1%) |
| 23 | P PALANTIR TECHNOLOGIES INC | $3M | 16.0K | 0.75% | Trimmed(-0.5%) |
| 24 | S SELECT SECTOR SPDR TR | $3M | 48.5K | 0.75% | Trimmed(-10.5%) |
| 25 | S SELECT SECTOR SPDR TR | $3M | 15.2K | 0.75% | Trimmed(-0.3%) |
| 26 | I INVESCO EXCHANGE TRADED FD T | $2.9M | 20.1K | 0.74% | Added(+6.5%) |
| 27 | V VANGUARD WHITEHALL FDS | $2.9M | 18.4K | 0.72% | Trimmed(-1.6%) |
| 28 | B BERKSHIRE HATHAWAY INC DEL | $2.8M | 5.7K | 0.71% | Added(+1.5%) |
| 29 | M META PLATFORMS INC | $2.6M | 3.6K | 0.65% | Added(+3.4%) |
| 30 | E ISHARES TR | $2.6M | 25.8K | 0.65% | Added(+1.1%) |
| 31 | ? N/A FIRST TR EXCHNG TRADED FD VI | $2.6M | 45.4K | 0.65% | Trimmed(-0.3%) |
| 32 | V VANGUARD BD INDEX FDS | $2.5M | 36.1K | 0.64% | Added(+12.7%) |
| 33 | S SPDR SERIES TRUST | $2.5M | 102.8K | 0.63% | Trimmed(-9.9%) |
| 34 | F FIRST TR EXCHANGE-TRADED FD | $2.5M | 51.5K | 0.63% | Added(+6.8%) |
| 35 | G PACER FDS TR | $2.3M | 66.0K | 0.58% | Trimmed(-4.2%) |
| 36 | V VISA INC | $2.2M | 6.2K | 0.56% | Added(+2.8%) |
| 37 | ? N/A NORTHERN LIGHTS FD TR | $2.2M | 94.8K | 0.55% | Trimmed(-2.4%) |
| 38 | ? N/A ISHARES TR | $2M | 45.4K | 0.51% | Trimmed(-3.8%) |
| 39 | S STATE STR SPDR S&P 500 ETF T | $2M | 2.6K | 0.51% | Trimmed(-0.8%) |
| 40 | S SPDR SERIES TRUST | $2M | 21.9K | 0.51% | Trimmed(-4.2%) |
| 41 | D GLOBAL X FDS | $2M | 108.2K | 0.51% | Added(+1.1%) |
| 42 | E ISHARES TR | $2M | 3.5K | 0.50% | Added(+8.5%) |
| 43 | A AMPLIFY ETF TR | $2M | 191.2K | 0.50% | Added(+1.8%) |
| 44 | ? N/A NORTHERN LTS FD TR IV | $1.9M | 27.0K | 0.49% | Trimmed(-3.3%) |
| 45 | E ISHARES TR | $1.9M | 2.5K | 0.49% | Added(+3.4%) |
| 46 | F FIRST TR EXCHNG TRADED FD VI | $1.9M | 51.3K | 0.48% | Added(+4.4%) |
| 47 | ? N/A NORTHERN LIGHTS FD TR | $1.9M | 77.9K | 0.48% | Trimmed(-2.6%) |
| 48 | I INVESCO EXCH TRADED FD TR II | $1.9M | 13.6K | 0.47% | Added(+263.2%) |
| 49 | G ALPHABET INC | $1.8M | 5.4K | 0.47% | Added(+7.6%) |
| 50 | ? N/A J P MORGAN EXCHANGE TRADED F | $1.8M | 42.1K | 0.46% | Added(+3.3%) |