Independent Wealth Network Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 19, 2026, Independent Wealth Network Inc. disclosed 331 stock positions valued at approximately $397.19M as of quarter-end September 30, 2026. The largest holdings include CATERPILLAR INC, SPDR SERIES TRUST, and J P MORGAN EXCHANGE TRADED F.
- Report Period
- September 30, 2026
- No. of Stocks
- 331
- Portfolio Value
- $397.19M
Holdings by Sector
Independent Wealth Network Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | CAT | Industrials | 5.42% | 26,532 | +27 | +0.10% | $21,511,806 |
| SPDR SERIES TRUST | SPLG | Other | 4.36% | 192,783 | -3,525 | -1.80% | $17,304,187 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 3.00% | 236,829 | -5,806 | -2.39% | $11,929,056 |
| SPDR SERIES TRUST | SPYG | Other | 2.89% | 93,334 | -4,275 | -4.38% | $11,487,549 |
| INVESCO QQQ TR | QQQ | Other | 1.85% | 9,940 | +44 | +0.44% | $7,353,221 |
| NVIDIA CORPORATION | NVDA | Technology | 1.70% | 29,543 | +1,556 | +5.56% | $6,746,988 |
| CHEVRON CORPORATION | CVX | Energy | 1.68% | 32,696 | +4,503 | +15.97% | $6,676,856 |
| APPLE INC | AAPL | Technology | 1.65% | 19,626 | -215 | -1.08% | $6,535,715 |
| COLLABORATIVE INVESTMNT SER | RDFI | Other | 1.64% | 300,985 | +21,022 | +7.51% | $6,524,185 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 1.56% | 74,470 | -736 | -0.98% | $6,183,244 |
| MICROSOFT CORP | MSFT | Technology | 1.55% | 12,039 | -308 | -2.49% | $6,174,656 |
| SPDR SERIES TRUST | SPYV | Other | 1.31% | 85,257 | -3,414 | -3.85% | $5,211,757 |
| ISHARES SILVER TR | SLV | Other | 1.31% | 95,321 | -1,300 | -1.35% | $5,195,926 |
| VANGUARD INDEX FDS | VOO | Other | 1.29% | 7,298 | +161 | +2.26% | $5,114,749 |
| FIRST TR EXCHANGE-TRADED FD | QTEC | Other | 1.03% | 12,367 | +159 | +1.30% | $4,077,811 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.01% | 16,108 | +224 | +1.41% | $4,013,392 |
| SPDR GOLD TR | GLD | Other | 1.01% | 10,510 | +80 | +0.77% | $4,002,505 |
| VANGUARD INDEX FDS | VUG | Other | 0.88% | 38,750 | -572 | -1.45% | $3,491,578 |
| ISHARES TR | ACWI | Other | 0.87% | 21,851 | -787 | -3.48% | $3,469,108 |
| SPDR SERIES TRUST | SPYD | Other | 0.79% | 69,180 | -3,048 | -4.22% | $3,138,682 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.78% | 55,372 | -5,438 | -8.94% | $3,112,989 |
| PACER FDS TR | FLRT | Other | 0.76% | 65,034 | +87 | +0.13% | $3,020,197 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.75% | 15,958 | -82 | -0.51% | $2,984,984 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.75% | 48,458 | -5,672 | -10.48% | $2,980,190 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.75% | 15,170 | -44 | -0.29% | $2,969,487 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 0.74% | 20,064 | +1,221 | +6.48% | $2,944,437 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.72% | 18,414 | -303 | -1.62% | $2,857,828 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.71% | 5,669 | +83 | +1.49% | $2,822,952 |
| META PLATFORMS INC | META | Communication Services | 0.65% | 3,583 | +119 | +3.44% | $2,597,970 |
| ISHARES TR | STIP | Other | 0.65% | 25,840 | +272 | +1.06% | $2,576,248 |
Showing 30 of 331 holdings in the latest reporting period.
Independent Wealth Network Inc. Options Holdings in Q3 2026