Institutions / Independent Wealth Network Inc.
Independent Wealth Network Inc.
CIK 1891240 · Institution · as of Dec 31, 2025
Portfolio value
$327.39M
Positions
287
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 287 →
| Company | Value | % of portfolio |
|---|---|---|
| Caterpillar Inc | $14.95M | 4.6% |
| SPDR Series Trust | $13.26M | 4.0% |
| SPDR Series Trust | $12.20M | 3.7% |
| J P Morgan Exchange Traded F | $10.04M | 3.1% |
| SPDR Series Trust | $8.64M | 2.6% |
| iShares Silver Tr | $7.10M | 2.2% |
| iShares Tr | $6.31M | 1.9% |
| iShares Tr | $6.17M | 1.9% |
| Apple Inc. | $5.33M | 1.6% |
| Collaborative Investmnt Ser | $5.12M | 1.6% |
| NVIDIA Corp | $5.10M | 1.6% |
| Dimensional ETF Trust | $5.08M | 1.6% |
| Chevron Corp | $4.93M | 1.5% |
| SPDR Series Trust | $4.88M | 1.5% |
| Microsoft Corp | $4.75M | 1.5% |
| SPDR Series Trust | $4.13M | 1.3% |
| Vanguard Index Fds | $4.12M | 1.3% |
| Invesco Qqq Tr | $4.00M | 1.2% |
| SPDR Gold Tr | $3.95M | 1.2% |
| Pacer Fds Tr | $3.93M | 1.2% |
| Amazon.com Inc | $3.50M | 1.1% |
| Vanguard Index Fds | $3.18M | 1.0% |
| iShares Tr | $2.86M | 0.9% |
| Vanguard Whitehall Fds | $2.71M | 0.8% |
| Warren E. Buffett | $2.63M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.