Independent Wealth Network Inc.
All holdings · as of Dec 31, 2025
| 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% |
| iShares MSCI UAE ETF | $2.51M | 0.8% |
| FIRST TR EXCHNG TRADED FD VI | $2.47M | 0.8% |
| J P MORGAN EXCHANGE TRADED F | $2.43M | 0.7% |
| Palantir Technologies Inc | $2.41M | 0.7% |
| SPDR SERIES TRUST | $2.32M | 0.7% |
| PACER FDS TR | $2.32M | 0.7% |
| FIRST TR EXCH TRADED FD III | $2.24M | 0.7% |
| FIRST TR EXCHANGE-TRADED FD | $2.23M | 0.7% |
| ISHARES TR | $2.21M | 0.7% |
| Meta Platforms Inc | $2.12M | 0.6% |
| SPDR S&P 500 ETF TR | $2.07M | 0.6% |
| AMPLIFY ETF TR | $2.06M | 0.6% |
| GLOBAL X FDS | $2.00M | 0.6% |
| Visa Inc | $1.99M | 0.6% |
| SELECT SECTOR SPDR TR | $1.96M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $1.92M | 0.6% |
| VANGUARD BD INDEX FDS | $1.82M | 0.6% |
| Alphabet Inc. | $1.69M | 0.5% |
| Tesla Inc | $1.66M | 0.5% |
| INVESCO EXCH TRADED FD TR II | $1.65M | 0.5% |
| INNOVATOR ETFS TRUST | $1.64M | 0.5% |
| INVESCO EXCHANGE TRADED FD T | $1.60M | 0.5% |
| FIRST TR EXCHNG TRADED FD VI | $1.59M | 0.5% |
| ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND INC | $1.58M | 0.5% |
| TIDAL TRUST III | $1.58M | 0.5% |