Independent Wealth Network Inc. Portfolio Stock Holdings
Independent Wealth Network Inc. disclosed 338 stock positions valued at approximately $393.2 million in its latest SEC 13F filing. The largest holdings include CATERPILLAR INC, SPDR SERIES TRUST, and J P MORGAN EXCHANGE TRADED F. The filing reflects positions held as of June 30, 2026 and was filed on July 20, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 338
- Portfolio Value
- $393.2M
Holdings by Sector
Independent Wealth Network Inc. Portfolio Holdings in Q2 2026
319 holdings in the latest reporting period.
Page 1 of 4
| 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 |
| PACER FDS TR | PSFF | Other | 0.60% | 68,887 | -224 | -0.32% | $2,363,513 |
| VANGUARD BD INDEX FDS | BND | Other | 0.60% | 32,045 | +1,905 | +6.32% | $2,352,433 |
| ISHARES TR | ILTB | Other | 0.59% | 47,187 | +329 | +0.70% | $2,324,005 |
| AMPLIFY ETF TR | YYY | Other | 0.55% | 187,920 | +5,703 | +3.13% | $2,166,718 |
| SPDR SERIES TRUST | BIL | Other | 0.53% | 22,900 | -171 | -0.74% | $2,098,539 |
| ISHARES TR | SOXX | Other | 0.53% | 3,250 | -2,220 | -40.59% | $2,082,189 |
| VISA INC | V | Financial Services | 0.53% | 6,053 | +335 | +5.86% | $2,076,835 |
| NORTHERN LTS FD TR IV | SECT | Other | 0.51% | 27,935 | +3,445 | +14.07% | $2,012,996 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.51% | 2,667 | -116 | -4.17% | $1,991,827 |
| GLOBAL X FDS | QYLD | Other | 0.50% | 107,004 | -7,052 | -6.18% | $1,972,085 |
| META PLATFORMS INC | META | Communication Services | 0.50% | 3,464 | +244 | +7.58% | $1,951,396 |
| J P MORGAN EXCHANGE TRADED F | BBAG | Other | 0.48% | 40,733 | +2,167 | +5.62% | $1,871,661 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.48% | 16,040 | +964 | +6.39% | $1,871,394 |
| VANGUARD INDEX FDS | VBK | Other | 0.47% | 5,070 | +477 | +10.39% | $1,853,960 |
| WISDOMTREE TR | DLN | Other | 0.47% | 19,055 | +1,182 | +6.61% | $1,835,408 |
| ISHARES TR | IVV | Other | 0.46% | 2,435 | +620 | +34.16% | $1,823,664 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.46% | 49,164 | +1,253 | +2.62% | $1,795,961 |
| TESLA INC | TSLA | Consumer Cyclical | 0.45% | 4,248 | +421 | +11.00% | $1,786,769 |
| ALPHABET INC | GOOG | Communication Services | 0.45% | 5,041 | -45 | -0.88% | $1,781,140 |
| ISHARES TR | AGG | Other | 0.44% | 17,661 | +5,003 | +39.52% | $1,748,126 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 0.43% | 38,019 | +746 | +2.00% | $1,691,085 |
| ALPHABET INC | GOOGL | Communication Services | 0.42% | 4,649 | +545 | +13.28% | $1,661,397 |
| ISHARES TR | FLOT | Other | 0.42% | 32,300 | -10,441 | -24.43% | $1,648,897 |
| ISHARES TR | ITA | Other | 0.41% | 6,685 | +37 | +0.56% | $1,620,595 |
| FIRST TR EXCH TRADED FD III | FPE | Other | 0.40% | 88,014 | +387 | +0.44% | $1,573,699 |
| ALLIANCEBERNSTEIN GLOBAL HIG | XAWFX | Other | 0.40% | 152,398 | +5,007 | +3.40% | $1,569,697 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.39% | 29,970 | +1,434 | +5.03% | $1,551,872 |
| KAYNE ANDERSON ENERGY INFRST | KYN | Financial Services | 0.39% | 111,995 | +2,071 | +1.88% | $1,548,887 |
| J P MORGAN EXCHANGE TRADED F | BBIN | Other | 0.39% | 19,759 | -305 | -1.52% | $1,542,756 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.39% | 30,283 | -1,310 | -4.15% | $1,525,959 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.38% | 2 | - | - | $1,497,700 |
| SPDR SERIES TRUST | SPMD | Other | 0.38% | 22,142 | -1,169 | -5.01% | $1,495,945 |
| ISHARES TR | SGOV | Other | 0.36% | 14,115 | +333 | +2.42% | $1,420,912 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.36% | 2,427 | -565 | -18.88% | $1,409,714 |
| EXXON MOBIL CORP | XOM | Energy | 0.35% | 10,202 | +1,315 | +14.80% | $1,394,839 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.35% | 28,215 | +807 | +2.94% | $1,390,451 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.35% | 4,582 | -459 | -9.11% | $1,388,177 |
| ISHARES TR | SHY | Other | 0.34% | 16,400 | +603 | +3.82% | $1,346,590 |
| ISHARES TR | IDEV | Other | 0.34% | 15,114 | +2,602 | +20.80% | $1,345,297 |
| SSGA ACTIVE TR | STOT | Other | 0.34% | 28,469 | +2,283 | +8.72% | $1,339,753 |
| AMPLIFY ETF TR | HACK | Other | 0.34% | 12,761 | +34 | +0.27% | $1,339,009 |
| ISHARES TR | DVY | Other | 0.33% | 8,271 | +1 | +0.01% | $1,292,712 |
| ARES CAPITAL CORP | ARCC | Financial Services | 0.33% | 69,058 | +13,563 | +24.44% | $1,279,644 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 0.32% | 13,596 | +189 | +1.41% | $1,276,923 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.32% | 17,642 | +814 | +4.84% | $1,269,374 |
| SPDR SERIES TRUST | XNTK | Other | 0.32% | 3,236 | -194 | -5.66% | $1,264,323 |
| SEI EXCHANGE TRADED FUNDS | SEIM | Other | 0.32% | 22,474 | +2,248 | +11.11% | $1,261,922 |
| INVESCO EXCH TRADED FD TR II | PGX | Other | 0.32% | 114,587 | +1,267 | +1.12% | $1,242,121 |
| CAPITAL GROUP CORE BALANCED | CGBL | Other | 0.32% | 32,630 | -1,549 | -4.53% | $1,238,635 |
| ISHARES TR | EFA | Other | 0.31% | 11,650 | +170 | +1.48% | $1,210,209 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.31% | 35,662 | -1,812 | -4.84% | $1,206,794 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 0.30% | 8,981 | +1,063 | +13.43% | $1,196,731 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.30% | 5,040 | +71 | +1.43% | $1,192,682 |
| ISHARES GOLD TR | IAU | Other | 0.30% | 15,606 | -376 | -2.35% | $1,178,375 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 0.30% | 19,440 | +1,227 | +6.74% | $1,172,016 |
| ENERGY TRANSFER L P | ET | Energy | 0.30% | 60,946 | +2,138 | +3.64% | $1,165,281 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 0.29% | 24,637 | +2,159 | +9.60% | $1,156,470 |
| CLOROX CO DEL | CLX | Consumer Defensive | 0.29% | 12,115 | +1,437 | +13.46% | $1,156,245 |
| PACER FDS TR | GCOW | Other | 0.29% | 26,675 | -5,362 | -16.74% | $1,155,016 |
| SPDR SERIES TRUST | LGLV | Other | 0.29% | 6,362 | -16 | -0.25% | $1,154,483 |
| BROADCOM INC | AVGO | Technology | 0.29% | 3,054 | +473 | +18.33% | $1,153,740 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.29% | 13,602 | +138 | +1.02% | $1,124,189 |
| BOEING CO | BA | Industrials | 0.28% | 5,152 | -303 | -5.55% | $1,115,306 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.28% | 15,621 | +1,906 | +13.90% | $1,112,970 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.28% | 29,532 | +5,237 | +21.56% | $1,087,959 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.28% | 2,608 | -75 | -2.80% | $1,083,023 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 0.27% | 1,323 | -212 | -13.81% | $1,051,410 |
| ISHARES TR | AAXJ | Other | 0.26% | 8,705 | +95 | +1.10% | $1,038,741 |
| ISHARES TR | USRT | Other | 0.26% | 15,431 | +524 | +3.52% | $1,025,367 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.26% | 1,076 | -21 | -1.91% | $1,006,696 |
Independent Wealth Network Inc. Options Holdings in Q2 2026