Independent Wealth Network Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Independent Wealth Network Inc. 13F Holdings
CIK 0001891240 · URBANDALE, IA
As of Sep 30, 2025, Independent Wealth Network Inc. reported
283 positions worth $292.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 121,430 |
|
2.7M4.34% |
| CATERPILLAR INC | CAT | Industrials | 26,531 |
2.7M | 4.33% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 149,292 |
1.7M | 4.00% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 196,277 |
0.0M | 3.40% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 147,540 | $8.2M | 2.79% |
| ISHARES MSCI ACWI ETF | ACWI | — | 42,109 | $5.8M | 1.99% |
| ISHARES CORE 10+ YEAR USD BOND ETF | ILTB | — | 113,650 | $5.7M | 1.96% |
| NVIDIA CORP | NVDA | Technology | 27,343 | $5.1M | 1.74% |
| APPLE INC | AAPL | Technology | 19,581 | $5.0M | 1.70% |
| CHEVRON CORP | CHV | Energy | 31,930 | $5.0M | 1.70% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 67,710 | $4.9M | 1.68% |
| MICROSOFT CORP | MSFT | Technology | 9,176 | $4.8M | 1.63% |
| COLLABORATIVE INVESTMNT SER | RDFI | — | 189,136 | $4.6M | 1.57% |
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF | SPAB | — | 173,216 | $4.5M | 1.53% |
| ISHARES SILVER TRUST | SLV | — | 104,236 | $4.4M | 1.51% |
| VANGUARD 500 INDEX FUND | VOO | — | 6,607 | $4.0M | 1.38% |
| PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF | FLRT | — | 84,529 | $4.0M | 1.37% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF | SPYD | — | 88,487 | $3.9M | 1.33% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 5,858 | $3.5M | 1.20% |
| SPDR GOLD TRUST | GQ9 | — | 9,890 | $3.5M | 1.20% |
| AMAZON.COM INC | AMZN | Equity | 14,816 | $3.3M | 1.11% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 6,165 | $3.0M | 1.01% |
| ISHARES CORE US REIT ETF | USRT | — | 47,871 | $2.8M | 0.96% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 18,997 | $2.7M | 0.92% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 5,200 | $2.6M | 0.89% |