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Independent Wealth Network Inc. Top Holdings and 13F Report (2026)

About Independent Wealth Network Inc.

Investment Activity

  • Independent Wealth Network Inc. has $397.27 million in total holdings as of September 30, 2026.
  • Independent Wealth Network Inc. owns shares of 333 different stocks, but just 131 companies or ETFs make up 80% of its holdings.
  • Approximately 7.43% of the portfolio was purchased this quarter.
  • About 4.95% of the portfolio was sold this quarter.
  • This quarter, Independent Wealth Network Inc. has purchased 338 new stocks and bought additional shares in 173 stocks.
  • Independent Wealth Network Inc. sold shares of 121 stocks and completely divested from 36 stocks this quarter.

Largest Holdings

Caterpillar
$21,511,806
Invesco QQQ
$7,353,221

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$1,552,254 Holding
025072877 - Avantis U.S. Small Cap Value ETF
$1,204,724 Holding
45784N106 - INNOVATOR ETFS TRUST
$1,059,368 Holding
46138G201 - Invesco S&P SmallCap Materials ETF
$778,460 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP
9,538 shares (about $1.55M)
Invesco S&P MidCap 400 Revenue ETF
9,864 shares (about $1.37M)
SPACE EXPLORATION TECHN CORP
8,502 shares (about $1.28M)
Avantis U.S. Small Cap Value ETF
10,229 shares (about $1.20M)
INNOVATOR ETFS TRUST
38,052 shares (about $1.06M)

Largest Sales this Quarter

SPDR Portfolio S&P 500 Growth ETF
4,275 shares (about $526.17K)
FIRST TR EXCHANGE-TRADED FD
21,630 shares (about $431.09K)
Energy Select Sector SPDR Fund
5,672 shares (about $348.83K)
SPDR Portfolio Emerging Markets ETF
6,710 shares (about $347.30K)
First Trust Small Cap Growth AlphaDEX Fund
2,864 shares (about $330.24K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIndependent Wealth Network Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Caterpillar Inc. stock logo
CAT
Caterpillar
$21,511,806$21,891 ▲0.1%26,5325.4%Industrials
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$17,304,187$316,404 ▼-1.8%192,7834.4%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$11,929,056$292,448 ▼-2.4%236,8293.0%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$11,487,549$526,167 ▼-4.4%93,3342.9%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$7,353,221$32,549 ▲0.4%9,9401.9%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,746,988$355,357 ▲5.6%29,5431.7%Technology
Chevron Corporation stock logo
CVX
Chevron
$6,676,856$919,558 ▲16.0%32,6961.7%Energy
Apple Inc. stock logo
AAPL
Apple
$6,535,715$71,598 ▼-1.1%19,6261.6%Technology
RDFI
Rareview Dynamic Fixed Income ETF
$6,524,185$455,675 ▲7.5%300,9851.6%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$6,183,244$61,110 ▼-1.0%74,4701.6%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$6,174,656$157,969 ▼-2.5%12,0391.6%Technology
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$5,211,757$208,698 ▼-3.9%85,2571.3%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$5,195,926$70,863 ▼-1.3%95,3211.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,114,749$112,836 ▲2.3%7,2981.3%ETF
First Trust NASDAQ-100 Technology Sector Index Fund stock logo
QTEC
First Trust NASDAQ-100 Technology Sector Index Fund
$4,077,811$52,428 ▲1.3%12,3671.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,038,307$55,811 ▲1.4%16,2081.0%Consumer Discretionary
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$4,002,505$30,466 ▲0.8%10,5101.0%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$3,491,578$51,540 ▼-1.5%38,7500.9%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$3,469,108$124,946 ▼-3.5%21,8510.9%ETF
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$3,138,682$138,287 ▼-4.2%69,1800.8%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$3,112,989$305,722 ▼-8.9%55,3720.8%ETF
FLRT
Pacer Pacific Asset Floating Rate High Income ETF
$3,020,197$4,040 ▲0.1%65,0340.8%ETF
PALANTIR TECHNOLOGIES INC
$2,984,984$15,338 ▼-0.5%15,9580.8%CL A
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$2,980,190$348,831 ▼-10.5%48,4580.8%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,969,487$8,613 ▼-0.3%15,1700.7%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$2,944,437$179,184 ▲6.5%20,0640.7%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$2,857,828$47,025 ▼-1.6%18,4140.7%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,822,952$41,331 ▲1.5%5,6690.7%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,597,970$86,285 ▲3.4%3,5830.7%Communication Services
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$2,576,248$27,118 ▲1.1%25,8400.6%ETF
FT Vest U.S. Equity Buffer ETF - January stock logo
FJAN
FT Vest U.S. Equity Buffer ETF - January
$2,570,182$8,995 ▼-0.3%45,4340.6%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$2,533,798$285,859 ▲12.7%36,1200.6%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$2,505,327$273,952 ▼-9.9%102,8460.6%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$2,495,850$158,271 ▲6.8%51,5030.6%ETF
PSFF
Pacer Swan SOS Fund of Funds ETF
$2,317,822$100,801 ▼-4.2%66,0160.6%ETF
Visa Inc. stock logo
V
Visa
$2,236,313$10,420 ▼-0.5%6,2240.6%Finance
NORTHERN LIGHTS FD TR
$2,197,693$54,404 ▼-2.4%94,7690.6%OCEA PK HIGH ETF
iShares Core 10+ Year USD Bond ETF stock logo
ILTB
iShares Core 10+ Year USD Bond ETF
$2,035,526$80,820 ▼-3.8%45,3850.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,017,935$16,015 ▼-0.8%2,6460.5%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$2,010,228$88,342 ▼-4.2%21,9360.5%ETF
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$2,006,259$21,333 ▲1.1%108,1540.5%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$2,004,972$156,941 ▲8.5%3,5260.5%ETF
Amplify High Income ETF stock logo
YYY
Amplify High Income ETF
$1,984,737$34,129 ▲1.7%191,2080.5%ETF
Main Sector Rotation ETF stock logo
SECT
Main Sector Rotation ETF
$1,932,566$66,184 ▼-3.3%27,0100.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,928,295$63,562 ▲3.4%2,5180.5%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$1,923,715$81,535 ▲4.4%51,3400.5%ETF
NORTHERN LIGHTS FD TR
$1,922,202$50,964 ▼-2.6%77,8850.5%OCEA PK DIVE ETF
Invesco S&P MidCap 400 Revenue ETF stock logo
RWK
Invesco S&P MidCap 400 Revenue ETF
$1,883,901$1,365,178 ▲263.2%13,6120.5%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,848,240$130,508 ▲7.6%5,4240.5%Communication Services
J P MORGAN EXCHANGE TRADED F
$1,843,809$58,682 ▲3.3%42,0720.5%BETABUILDERS US
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$1,795,947$56,181 ▼-3.0%18,4770.5%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,717,823$48,122 ▲2.9%18,1700.4%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,711,910$493,056 ▲40.5%21,9190.4%ETF
TIDAL TRUST III
$1,697,460$229,864 ▲15.7%57,5410.4%MRP SYNTHEQUITY
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,692,846$93,244 ▲5.8%4,9200.4%Communication Services
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,671,538$41,214 ▼-2.4%4,9480.4%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$1,653,632$905,228 ▲121.0%26,9940.4%ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$1,649,896$41,964 ▼-2.5%37,0760.4%ETF
SPACE EXPLORATION TECHN CORP
$1,641,765$1,282,577 ▲357.1%10,8830.4%CLASS A COM STK
AMERICAN CENTY ETF TR
$1,635,017$692,262 ▲73.4%18,1130.4%AVANTIS US LARG
SEI Enhanced U.S. Large Cap Momentum Factor ETF stock logo
SEIM
SEI Enhanced U.S. Large Cap Momentum Factor ETF
$1,634,317$425,906 ▲35.2%30,3950.4%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$1,582,698$62,209 ▲4.1%31,5220.4%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,554,659$69,749 ▲4.7%2,5410.4%Technology
EXXONMOBIL HOLDINGS CORP
$1,552,254$1,552,254 ▲New Holding9,5380.4%COM SHS
JPMorgan BetaBuilders International Equity ETF stock logo
BBIN
JPMorgan BetaBuilders International Equity ETF
$1,545,834$4,991 ▲0.3%19,8230.4%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$1,544,956$148,981 ▲10.7%5,0710.4%ETF
AMPLIFY ETF TR
$1,541,564$5,577 ▼-0.4%12,7150.4%AMPLIFY CYBERSEC
Kayne Anderson Energy Infrastructure Fund, Inc. stock logo
KYN
Kayne Anderson Energy Infrastructure Fund
$1,540,393$17,258 ▲1.1%113,2640.4%Finance
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$1,518,941$129,973 ▼-7.9%29,7540.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,494,0100.0%20.4%Finance
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$1,482,792$17,851 ▼-1.2%86,9670.4%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$1,477,090$98,776 ▲7.2%30,2370.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,468,715$38,678 ▼-2.6%4,1390.4%Consumer Discretionary
SPDR NYSE Technology ETF stock logo
XNTK
SPDR NYSE Technology ETF
$1,465,213$228,533 ▲18.5%3,8340.4%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$1,455,034$102,634 ▲7.6%16,2610.4%ETF
AllianceBernstein Global High Income Fund, Inc. stock logo
AWF
AllianceBernstein Global High Income Fund
$1,454,910$27,925 ▼-1.9%149,5280.4%Finance
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$1,408,937$13,112 ▲0.9%22,3500.4%ETF
FIRST TR EXCHANGE-TRADED FD
$1,406,601$227,610 ▼-13.9%77,8850.4%VEST INVESTMENT
STOT
State Street DoubleLine Short Duration Total Return Tactical ETF
$1,395,331$76,090 ▲5.8%30,1110.4%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$1,387,540$2,486 ▲0.2%6,6970.3%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$1,353,908$165,922 ▲14.0%20,1060.3%Consumer Staples
ISHARES TR
$1,353,619$67,454 ▼-4.7%13,4450.3%0-3 MTH TREASURY
Ares Capital Corporation stock logo
ARCC
Ares Capital
$1,333,439$14,440 ▲1.1%69,8140.3%Finance
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$1,326,914$146,301 ▲12.4%21,8490.3%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$1,326,674$50,679 ▲4.0%14,1360.3%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$1,307,817$23,873 ▼-1.8%16,1060.3%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,296,939$419,535 ▲47.8%1,2180.3%Technology
CAPITAL GROUP CORE BALANCED
$1,264,651$65,489 ▲5.5%34,4120.3%SHS
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,250,796$6,995 ▼-0.6%8,2250.3%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,212,715$2,389 ▲0.2%11,6730.3%ETF
J P MORGAN EXCHANGE TRADED F
$1,212,038$108,773 ▲9.9%27,0660.3%CORE PLUS BD ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$1,204,724$1,204,724 ▲New Holding10,2290.3%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$1,203,918$347,304 ▼-22.4%23,2600.3%ETF
FIRST TR EXCHANGE-TRADED FD
$1,202,464$431,089 ▼-26.4%60,3340.3%STRUCTURED CR IN
ENERGY TRANSFER L P
$1,192,162$12,732 ▼-1.1%60,3020.3%COM UT LTD PTN
Pacer Global Cash Cows Dividend ETF stock logo
GCOW
Pacer Global Cash Cows Dividend ETF
$1,181,178$12,530 ▼-1.0%26,3950.3%ETF
First Trust Large Cap Core AlphaDEX Fund stock logo
FEX
First Trust Large Cap Core AlphaDEX Fund
$1,181,018$713,438 ▲152.6%8,9060.3%ETF
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$1,172,611$18,720 ▲1.6%116,4460.3%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,168,936$112,388 ▼-8.8%32,5340.3%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,161,094$14,697 ▼-1.3%4,9770.3%ETF

Showing largest 100 holdings. View all holdings.
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