Independent Wealth Network Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Independent Wealth Network Inc. disclosed 319 stock positions valued at approximately $393.21M as of quarter-end June 30, 2026. The largest holdings include CATERPILLAR INC, SPDR SERIES TRUST, and J P MORGAN EXCHANGE TRADED F.
- Report Period
- June 30, 2026
- No. of Stocks
- 319
- Portfolio Value
- $393.21M
Holdings by Sector
Independent Wealth Network Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | CAT | Industrials | 7.18% | 26,505 | +387 | +1.48% | $28,225,297 |
| SPDR SERIES TRUST | SPLG | Other | 4.39% | 196,308 | -3,044 | -1.53% | $17,251,581 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 3.12% | 242,635 | -7,282 | -2.91% | $12,270,068 |
| SPDR SERIES TRUST | SPYG | Other | 2.95% | 97,609 | -1,201 | -1.22% | $11,614,460 |
| INVESCO QQQ TR | QQQ | Other | 1.85% | 9,896 | +960 | +10.74% | $7,287,737 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 1.57% | 75,206 | +2,021 | +2.76% | $6,162,380 |
| APPLE INC | AAPL | Technology | 1.46% | 19,841 | +194 | +0.99% | $5,741,142 |
| NVIDIA CORPORATION | NVDA | Technology | 1.42% | 27,987 | +1,703 | +6.48% | $5,599,897 |
| SPDR SERIES TRUST | SPYV | Other | 1.37% | 88,671 | -2,063 | -2.27% | $5,390,336 |
| ISHARES SILVER TR | SLV | Other | 1.31% | 96,621 | -9,157 | -8.66% | $5,166,304 |
| VANGUARD INDEX FDS | VOO | Other | 1.25% | 7,137 | +338 | +4.97% | $4,901,986 |
| CHEVRON CORPORATION | CVX | Energy | 1.19% | 28,193 | -905 | -3.11% | $4,673,195 |
| MICROSOFT CORP | MSFT | Technology | 1.17% | 12,347 | +1,130 | +10.07% | $4,605,787 |
| FIRST TR EXCHANGE-TRADED FD | QTEC | Other | 1.04% | 12,208 | -3,243 | -20.99% | $4,085,912 |
| SPDR GOLD TR | GLD | Other | 0.98% | 10,430 | +267 | +2.63% | $3,842,295 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.96% | 15,884 | +294 | +1.89% | $3,785,792 |
| ISHARES TR | ACWI | Other | 0.90% | 22,638 | +782 | +3.58% | $3,553,561 |
| SPDR SERIES TRUST | SPYD | Other | 0.88% | 72,228 | +7,583 | +11.73% | $3,446,017 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.87% | 60,810 | +3,243 | +5.63% | $3,434,529 |
| VANGUARD INDEX FDS | VUG | Other | 0.86% | 39,322 | +33,056 | +527.55% | $3,387,185 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 0.82% | 18,843 | +1,246 | +7.08% | $3,206,016 |
| PACER FDS TR | FLRT | Other | 0.77% | 64,947 | -3,216 | -4.72% | $3,028,477 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.75% | 18,717 | -243 | -1.28% | $2,957,846 |
| SPDR SERIES TRUST | SPAB | Other | 0.74% | 114,092 | +1,163 | +1.03% | $2,911,639 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.74% | 15,214 | +1,050 | +7.41% | $2,898,591 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.73% | 54,130 | +8,967 | +19.85% | $2,874,821 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.71% | 5,586 | +216 | +4.02% | $2,795,173 |
| ISHARES TR | STIP | Other | 0.66% | 25,568 | +771 | +3.11% | $2,612,027 |
| FIRST TR EXCHNG TRADED FD VI | FJAN | Other | 0.64% | 45,593 | -1,647 | -3.49% | $2,511,718 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 0.61% | 48,237 | +2,358 | +5.14% | $2,401,227 |
Showing 30 of 319 holdings in the latest reporting period.
Independent Wealth Network Inc. Options Holdings in Q2 2026