Q2 2026 13F · SEC CIK 1891240

Independent Wealth Network Inc.

Wealth managerFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $393.2M
Reported positions: 338
Top holdings a year, 3 yrs: +17.5%
Assets under management: $518.4M

Independent Wealth Network Inc. is a wealth manager that reported 338 positions worth $393.2M in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Caterpillar Inc Com (CAT, 7.2%), Spdr Series Trust (SPLG, 4.4%), J P Morgan Exchange Traded Fd (JPST, 3.1%). A portfolio copying its top holdings returned 17.5% a year over the last 3 years, against 20.4% for the S&P 500.

Independent Wealth Network Inc. holdings largest 50 of 338 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Independent Wealth Network Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
CATCaterpillar Inc Com	7.2%	5.5%	26,505	+1.5%	$28.2M
SPLGSpdr Series Trust	4.4%	4.5%	196,308	-1.5%	$17.3M
JPSTJ P Morgan Exchange Traded Fd	3.1%	3.8%	242,635	-2.9%	$12.3M
SPYGSpdr Series Trust	3.0%	2.9%	97,609	-1.2%	$11.6M
QQQInvesco Qqq Tr	1.9%	1.5%	9,896	+10.7%	$7.3M
RDFICollaborative Investmnt Ser	1.7%	1.8%	279,963	+5.6%	$6.7M
DFUSDimensional ETF Trust	1.6%	1.5%	75,206	+2.8%	$6.2M
AAPLApple Inc	1.5%	1.5%	19,841	+1.0%	$5.7M
NVDANvidia Corporation Com	1.4%	1.4%	27,987	+6.5%	$5.6M
SPYVSpdr Series Trust	1.4%	1.5%	88,671	-2.3%	$5.4M
SLVIshares Silver Tr	1.3%	2.1%	96,621	-8.7%	$5.2M
VOOVanguard S&p 500 ETF	1.2%	1.2%	7,137	+5.0%	$4.9M
CVXChevron Corp New	1.2%	1.8%	28,193	-3.1%	$4.7M
MSFTMicrosoft Corp	1.2%	1.2%	12,347	+10.1%	$4.6M
QTECFirst Trust Nasdaq-100 Technology Index	1.0%	1.0%	12,208	-21.0%	$4.1M
GLDSpdr Gold Shares	1.0%	1.3%	10,430	+2.6%	$3.8M
AMZNAmazon Com Inc Com	1.0%	1.0%	15,884	+1.9%	$3.8M
ACWIIshares Tr	0.9%	0.9%	22,638	+3.6%	$3.6M
SPYDSpdr Series Trust	0.9%	0.9%	72,228	+11.7%	$3.4M
JEPIJpmorgan Equity Premium Income ETF	0.9%	1.0%	60,810	+5.6%	$3.4M
VUGVanguard Indx Fd	0.9%	0.8%	39,322	+527.5%	$3.4M
XMMOInvesco S&p Midcap Momentum ETF	0.8%	0.8%	18,843	+7.1%	$3.2M
FLRTPacer Aristotole	0.8%	0.9%	64,947	-4.7%	$3.0M
VYMVym	0.8%	0.8%	18,717	-1.3%	$3.0M
SPABSpdr Series Trust	0.7%	0.9%	114,092	+1.0%	$2.9M
XLKState Street Technology Select Sector Sp	0.7%	0.6%	15,214	+7.4%	$2.9M
XLEState Street Energy Select Sector Spdr E	0.7%	0.8%	54,130	+19.9%	$2.9M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.8%	5,586	+4.0%	$2.8M
STIPIshares Tr	0.7%	0.8%	25,568	+3.1%	$2.6M
FJANFirst Tr Exchng Traded Fd Vi	0.6%	0.7%	45,593	-3.5%	$2.5M
LMBSFirst Tr Exchange-Traded Fd	0.6%	0.7%	48,237	+5.1%	$2.4M
PSFFPacer Fds Tr	0.6%	0.7%	68,887	-0.3%	$2.4M
BNDVanguard Total Bond Market ETF	0.6%	0.7%	32,045	+6.3%	$2.4M
DUKHNorthern Lights Fd Tr	0.6%	—	97,115	—	$2.3M
ILTBIshares Core 10 Year Usd Bond ETF	0.6%	0.7%	47,187	+0.7%	$2.3M
YYYAmplify ETF Tr	0.6%	0.6%	187,920	+3.1%	$2.2M
BILSPDR Brcy1-3 Ser	0.5%	0.6%	22,900	-0.7%	$2.1M
SOXXIshares Semiconductor ETF	0.5%	0.5%	3,250	-40.6%	$2.1M
VVisa Inc Com Cl A	0.5%	0.5%	6,053	+5.9%	$2.1M
DUKZNorthern Lights Fd Tr	0.5%	—	79,950	—	$2.0M
66538H591Northern Lts Fd Tr IV	0.5%	—	27,935	—	$2.0M
SPYSpdr S&p 500 ETF Tr	0.5%	0.5%	2,667	-4.2%	$2.0M
QYLDGlobal X Fds	0.5%	0.6%	107,004	-6.2%	$2.0M
METAMeta Platforms Inc Class A	0.5%	0.5%	3,464	+7.6%	$2.0M
JAGGJ P Morgan Exchange Traded F	0.5%	0.5%	40,733	+5.6%	$1.9M
PLTRPalantir Technologies Inclass Class A	0.5%	0.7%	16,040	+6.4%	$1.9M
VBKVanguard Small Cap Growth ETF	0.5%	—	5,070	—	$1.9M
DLNWisdomTree US LargeCap Dividend ETF Tota	0.5%	0.5%	19,055	+6.6%	$1.8M
IVVIshares Core S&p 500 ETF	0.5%	—	2,435	—	$1.8M
BUFRFt Vest Laddered Buffer ETF	0.5%	0.5%	49,164	+2.6%	$1.8M

What Independent Wealth Network Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.5% /yr; S&P 500 +20.1%
3 years: +17.5% /yr; S&P 500 +20.4%
5 years: +9.5% /yr; S&P 500 +11.2%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$393.2M	338
Q1 2026	$336.6M	296
Q4 2025	$327.4M	287
Q3 2025	$311.1M	282
Q2 2025	$274.9M	258
Q1 2025	$250.7M	245
Q4 2024	$246.5M	236
Q3 2024	$226.3M	222
Q2 2024	$214.9M	214
Q1 2024	$213.4M	222
Q4 2023	$190.0M	216
Q3 2023	$162.6M	199

Questions about Independent Wealth Network Inc.'s portfolio

What stocks does Independent Wealth Network Inc. own?

Independent Wealth Network Inc.'s latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 338 positions worth $393.2M. The largest are Caterpillar Inc Com (CAT) at 7.2%, Spdr Series Trust (SPLG) at 4.4%, J P Morgan Exchange Traded Fd (JPST) at 3.1%, Spdr Series Trust (SPYG) at 3.0% and Invesco Qqq Tr (QQQ) at 1.9%.

What did Independent Wealth Network Inc. buy last quarter?

In Q2 2026, Independent Wealth Network Inc. added Vanguard Indx Fd (VUG) (+527.5% shares), State Street Energy Select Sector Spdr E (XLE) (+19.9% shares) and Spdr Series Trust (SPYD) (+11.7% shares), compared with its Q1 2026 filing.

What did Independent Wealth Network Inc. sell last quarter?

In Q2 2026, Independent Wealth Network Inc. cut from its top 50 First Tr Exchange-Traded Fd (LQTI), cut from its top 50 Ishares Tr (FLOT), cut from its top 50 Kayne Anderson Energy Infrst (KYN), cut from its top 50 First Tr Exchange-Traded Fd (SCIO), cut from its top 50 First Tr Exch Traded Fd III (FPE), Ishares Semiconductor ETF (SOXX) (-40.6% shares), First Trust Nasdaq-100 Technology Index (QTEC) (-21.0% shares) and Ishares Silver Tr (SLV) (-8.7% shares), compared with its Q1 2026 filing.

How has Independent Wealth Network Inc.'s portfolio performed?

A portfolio copying Independent Wealth Network Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +24.5% against +20.1%. Over 5 years: +9.5% a year against +11.2%.

When is Independent Wealth Network Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Independent Wealth Network Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Independent Wealth Network Inc. manage?

Independent Wealth Network Inc. reported $518.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $393.2M.