Independent Wealth Network Inc. Top Holdings and 13F Report (2026) About Independent Wealth Network Inc.Investment ActivityIndependent Wealth Network Inc. has $336.71 million in total holdings as of March 31, 2026.Independent Wealth Network Inc. owns shares of 296 different stocks, but just 118 companies or ETFs make up 80% of its holdings.Approximately 16.82% of the portfolio was purchased this quarter.About 14.56% of the portfolio was sold this quarter.This quarter, Independent Wealth Network Inc. has purchased 287 new stocks and bought additional shares in 139 stocks.Independent Wealth Network Inc. sold shares of 95 stocks and completely divested from 48 stocks this quarter.Largest Holdings Caterpillar $18,503,350SPDR Portfolio S&P 500 ETF $15,258,387JPMorgan Ultra-Short Income ETF $12,648,282SPDR Portfolio S&P 500 Growth ETF $9,674,515iShares Silver Trust $7,207,686 Largest New Holdings this Quarter 337345102 - First Trust NASDAQ-100 Technology Sector Index Fund $3,337,166 Holding33739Q200 - First Trust Low Duration Opportunities ETF $2,285,233 Holding46641Q241 - JPMorgan BetaBuilders U.S. Aggregate Bond ETF $1,780,217 Holding33738D770 - FIRST TR EXCHANGE-TRADED FD $1,560,682 Holding46641Q373 - JPMorgan BetaBuilders International Equity ETF $1,467,062 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 47,214 shares (about $3.61M)First Trust NASDAQ-100 Technology Sector Index Fund 15,451 shares (about $3.34M)JPMorgan Ultra-Short Income ETF 51,511 shares (about $2.61M)First Trust Low Duration Opportunities ETF 45,879 shares (about $2.29M)JPMorgan BetaBuilders U.S. Aggregate Bond ETF 38,566 shares (about $1.78M) Largest Sales this Quarter iShares Core 10+ Year USD Bond ETF 77,250 shares (about $3.78M)SPDR Portfolio S&P 500 Value ETF 61,298 shares (about $3.47M)iShares MSCI ACWI ETF 22,739 shares (about $3.15M)SPDR Portfolio S&P 500 Growth ETF 25,440 shares (about $2.49M)iShares Core U.S. REIT ETF 35,248 shares (about $2.09M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependent Wealth Network Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCATCaterpillar$18,503,350$14,169 â–²0.1%26,1185.5%IndustrialsSPLGSPDR Portfolio S&P 500 ETF$15,258,387$3,613,756 â–²31.0%199,3524.5%ETFJPSTJPMorgan Ultra-Short Income ETF$12,648,282$2,606,968 â–²26.0%249,9173.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$9,674,515$2,490,838 â–¼-20.5%98,8102.9%ETFSLViShares Silver Trust$7,207,686$305,334 â–¼-4.1%105,7782.1%ETFRDFIRareview Dynamic Fixed Income ETF$6,113,267$1,174,754 â–²23.8%265,1841.8%ETFCVXChevron$6,020,364$678,217 â–¼-10.1%29,0981.8%EnergyDFUSDimensional U.S. Equity ETF$5,189,548$330,724 â–²6.8%73,1851.5%ETFQQQInvesco QQQ$5,157,626$1,402,533 â–²37.4%8,9361.5%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$5,133,733$3,468,243 â–¼-40.3%90,7341.5%ETFAAPLApple$4,986,334$10,152 â–²0.2%19,6471.5%Computer and TechnologyNVDANVIDIA$4,583,877$181,025 â–¼-3.8%26,2841.4%Computer and TechnologyGLDSPDR Gold Shares$4,372,984$83,045 â–²1.9%10,1631.3%FinanceMSFTMicrosoft$4,152,258$517,505 â–²14.2%11,2171.2%Computer and TechnologyVOOVanguard S&P 500 ETF$4,062,561$133,248 â–²3.4%6,7991.2%ETFQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$3,337,166$3,337,166 â–²New Holding15,4511.0%ManufacturingAMZNAmazon.com$3,267,760$110,383 â–²3.5%15,6901.0%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$3,262,891$856,093 â–²35.6%57,5671.0%ETFFLRTPacer Pacific Asset Floating Rate High Income ETF$3,156,623$704,791 â–¼-18.3%68,1630.9%ETFACWIiShares MSCI ACWI ETF$3,024,150$3,146,328 â–¼-51.0%21,8560.9%ManufacturingSPYDSPDR Portfolio S&P 500 High Dividend ETF$2,942,628$1,408,337 â–¼-32.4%64,6450.9%ETFSPABSPDR Portfolio Aggregate Bond ETF$2,893,239$1,961,671 â–¼-40.4%112,9290.9%ETFVYMVanguard High Dividend Yield ETF$2,808,025$13,181 â–²0.5%18,9600.8%Financial ServicesXLEEnergy Select Sector SPDR Fund$2,766,709$1,092,520 â–²65.3%45,1630.8%ETFVUGVanguard Growth ETF$2,736,722$114,430 â–¼-4.0%6,2660.8%ETFBRK.BBerkshire Hathaway$2,573,304$62,296 â–²2.5%5,3700.8%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$2,564,754$32,374 â–²1.3%24,7970.8%ETFXMMOInvesco S&P MidCap Momentum ETF$2,551,887$878,811 â–²52.5%17,5970.8%ETFFJANFT Vest U.S. Equity Buffer ETF - January$2,381,368$25,558 â–¼-1.1%47,2400.7%ETFILTBiShares Core 10+ Year USD Bond ETF$2,295,102$3,783,700 â–¼-62.2%46,8580.7%ETFLMBSFirst Trust Low Duration Opportunities ETF$2,285,233$2,285,233 â–²New Holding45,8790.7%ManufacturingFIRST TR EXCHANGE-TRADED FD$2,261,568$92,300 â–²4.3%115,5040.7%VEST INVESTMENTBNDVanguard Total Bond Market ETF$2,219,499$414,812 â–²23.0%30,1400.7%ETFPSFFPacer Swan SOS Fund of Funds ETF$2,214,621$81,040 â–¼-3.5%69,1110.7%ETFPALANTIR TECHNOLOGIES INC$2,205,271$224,681 â–²11.3%15,0760.7%CL AFLOTiShares Floating Rate Bond ETF$2,177,674$36,735 â–¼-1.7%42,7410.6%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,114,257$211,417 â–¼-9.1%23,0710.6%ETFYYYAmplify High Income ETF$2,009,852$36,090 â–²1.8%182,2170.6%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$1,956,059$14,252 â–²0.7%114,0560.6%ManufacturingXLKTechnology Select Sector SPDR Fund$1,882,346$76,150 â–²4.2%14,1640.6%ETFMETAMeta Platforms$1,841,981$8,009 â–²0.4%3,2200.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,809,875$165,835 â–¼-8.4%2,7830.5%FinanceSOXXiShares Semiconductor ETF$1,797,773$291,193 â–²19.3%5,4700.5%ETFVVisa$1,788,558$71,627 â–²4.2%5,9180.5%Business ServicesBBAGJPMorgan BetaBuilders U.S. Aggregate Bond ETF$1,780,217$1,780,217 â–²New Holding38,5660.5%ETFBUFRFT Vest Laddered Buffer ETF$1,617,954$53,222 â–²3.4%47,9110.5%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$1,596,617$202,961 â–²14.6%17,8730.5%FinanceKYNKayne Anderson Energy Infrastructure Fund$1,569,721$18,578 â–²1.2%109,9240.5%Financial ServicesFIRST TR EXCHANGE-TRADED FD$1,560,682$1,560,682 â–²New Holding75,6140.5%STRUCTURED CR INFPEFirst Trust Preferred Securities and Income ETF$1,555,380$622,511 â–¼-28.6%87,6270.5%ETFXOMExxonMobil$1,507,713$20,019 â–¼-1.3%8,8870.4%EnergyAWFAllianceBernstein Global High Income Fund$1,498,967$6,499 â–¼-0.4%147,3910.4%FinanceGCOWPacer Global Cash Cows Dividend ETF$1,481,410$511,560 â–²52.7%32,0370.4%ETFSECTMain Sector Rotation ETF$1,478,951$210,640 â–²16.6%24,4900.4%ETFBBINJPMorgan BetaBuilders International Equity ETF$1,467,062$1,467,062 â–²New Holding20,0640.4%ETFGOOGAlphabet$1,459,086$82,335 â–¼-5.3%5,0860.4%Computer and TechnologyITAiShares U.S. Aerospace & Defense ETF$1,454,192$6,343 â–¼-0.4%6,6480.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,442,209$1,221,356 â–²553.0%31,5930.4%ETFBRK.ABerkshire Hathaway$1,436,2800.0%20.4%FinanceCGUSCapital Group Core Equity ETF$1,432,029$69,041 â–²5.1%37,2730.4%ETFTSLATesla$1,422,593$46,837 â–²3.4%3,8270.4%Auto/Tires/TrucksIAUiShares Gold Trust$1,408,934$107,993 â–¼-7.1%15,9820.4%FinanceVBKVanguard Small-Cap Growth ETF$1,388,137$84,624 â–²6.5%4,5930.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,387,257$126,828 â–²10.1%13,7820.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,380,486$941,722 â–²214.6%23,3110.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,338,619$440,483 â–²49.0%28,5360.4%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,304,350$20,725 â–²1.6%15,7970.4%ManufacturingTIDAL TRUST III$1,274,267$219,603 â–¼-14.7%48,5620.4%MRP SYNTHEQUITYAGGiShares Core U.S. Aggregate Bond ETF$1,256,588$314,494 â–²33.4%12,6580.4%FinanceDVYiShares Select Dividend ETF$1,252,225$3,483 â–¼-0.3%8,2700.4%ETFFTCSFirst Trust Capital Strength ETF$1,243,646$561,389 â–²82.3%13,4070.4%ETFSTOTState Street DoubleLine Short Duration Total Return Tactical ETF$1,234,159$1,234,159 â–²New Holding26,1860.4%ETFPGXInvesco Preferred ETF$1,232,921$6,931 â–²0.6%113,3200.4%ETFQQQMInvesco NASDAQ 100 ETF$1,197,848$107,642 â–¼-8.2%5,0410.4%ETFIVViShares Core S&P 500 ETF$1,185,566$80,997 â–²7.3%1,8150.4%ETFGOOGLAlphabet$1,180,049$26,166 â–²2.3%4,1040.4%Computer and TechnologyCAPITAL GROUP CORE BALANCED$1,176,099$210,383 â–²21.8%34,1790.3%SHSCGDVCapital Group Dividend Value ETF$1,165,918$1,165,918 â–²New Holding27,4080.3%ETFMSIMotorola Solutions$1,164,161$3,037 â–¼-0.3%2,6830.3%Computer and TechnologyLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$1,135,906$6,590 â–¼-0.6%6,3780.3%ETFETEnergy Transfer$1,135,001$37,346 â–²3.4%58,8080.3%EnergyCASYCasey's General Stores$1,117,134$18,194 â–¼-1.6%1,5350.3%Retail/WholesaleEFAiShares MSCI EAFE ETF$1,115,044$9,616 â–²0.9%11,4800.3%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$1,114,124$1,407 â–²0.1%13,4640.3%ETFMOAltria Group$1,110,506$16,300 â–¼-1.4%16,8280.3%Consumer StaplesCLXClorox$1,106,598$44,251 â–²4.2%10,6780.3%Consumer StaplesKRKroger$1,097,779$316,794 â–¼-22.4%15,1710.3%Retail/WholesaleCOSTCostco Wholesale$1,093,536$34,889 â–²3.3%1,0970.3%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$1,091,621$320,169 â–²41.5%37,4740.3%ETFBABoeing$1,085,694$44,184 â–²4.2%5,4550.3%AerospaceVIGVanguard Dividend Appreciation ETF$1,068,705$29,035 â–²2.8%4,9690.3%ETFJCPBJPMorgan Core Plus Bond ETF$1,058,282$32,909 â–²3.2%22,4780.3%ETFIDEViShares Core MSCI International Developed Markets ETF$1,045,628$109,811 â–²11.7%12,5120.3%ETFFDVVFidelity High Dividend ETF$1,006,102$212,070 â–²26.7%18,2130.3%ETFCMECME Group$1,001,536$1,181 â–²0.1%3,3910.3%FinanceARCCAres Capital$1,000,012$40,617 â–²4.2%55,4950.3%FinanceHONHoneywell International$992,950$18,987 â–²1.9%4,3930.3%Multi-Sector ConglomeratesAMPLIFY ETF TR$955,669$14,492 â–²1.5%12,7270.3%AMPLIFY CYBERSECIDViShares International Select Dividend ETF$953,705$12,768 â–²1.4%22,4080.3%ETFSEIMSEI Enhanced U.S. Large Cap Momentum Factor ETF$921,298$700,061 â–²316.4%20,2260.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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