13F HOLDINGS REPORT

Independent Wealth Network Inc.

Quarter ended Q2 2025 · Filed July 16, 2025 · Accession 0001891240-25-000004

Total Value

$274.9M

Positions

258

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (258)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SPDR SERIES TRUST	78464A409	120,044	$11.4M	4.16%
2	SPDR SERIES TRUST	78464A854	144,872	$10.5M	3.83%
3	CATERPILLAR INC	CAT	26,503	$10.3M	3.74%
4	J P MORGAN EXCHANGE TRADED F	46641Q837	165,004	$8.4M	3.04%
5	SPDR SERIES TRUST	78464A508	140,868	$7.4M	2.68%
6	ISHARES TR	464289479	106,852	$5.3M	1.92%
7	ISHARES TR	464288257	40,844	$5.3M	1.91%
8	MICROSOFT CORP	MSFT	9,436	$4.7M	1.71%
9	DIMENSIONAL ETF TRUST	25434V401	69,438	$4.7M	1.69%
10	PACER FDS TR	69374H428	94,193	$4.5M	1.63%
11	CHEVRON CORP NEW	CVX	31,221	$4.5M	1.63%
12	NVIDIA CORPORATION	NVDA	26,645	$4.2M	1.53%
13	SPDR SERIES TRUST	78464A649	155,887	$4.0M	1.45%
14	APPLE INC	AAPL	19,418	$4.0M	1.45%
15	SPDR SERIES TRUST	78468R788	87,176	$3.7M	1.35%
16	COLLABORATIVE INVESTMNT SER	19423L722	150,266	$3.6M	1.30%
17	ISHARES SILVER TR	SLV	103,160	$3.4M	1.23%
18	VANGUARD INDEX FDS	922908363	5,825	$3.3M	1.20%
19	INVESCO QQQ TR	IVZ	5,914	$3.3M	1.19%
20	AMAZON COM INC	AMZN	14,217	$3.1M	1.13%
21	PALANTIR TECHNOLOGIES INC	PLTR	22,583	$3.1M	1.12%
22	SPDR GOLD TR	GLD	9,546	$2.9M	1.06%
23	VANGUARD INDEX FDS	922908736	6,027	$2.6M	0.96%
24	ISHARES TR	464288521	44,226	$2.5M	0.91%
25	VANGUARD WHITEHALL FDS	921946406	18,452	$2.5M	0.89%
26	PACER FDS TR	69374H568	78,379	$2.4M	0.87%
27	FIRST TR EXCHNG TRADED FD VI	33740F623	49,927	$2.4M	0.86%
28	BERKSHIRE HATHAWAY INC DEL	BRK-A	4,850	$2.4M	0.86%
29	META PLATFORMS INC	META	3,189	$2.4M	0.86%
30	J P MORGAN EXCHANGE TRADED F	46641Q332	40,369	$2.3M	0.83%
31	ISHARES TR	46429B747	22,211	$2.3M	0.83%
32	SPDR SERIES TRUST	78468R663	23,744	$2.2M	0.79%
33	FIRST TR EXCH TRADED FD III	33739E108	116,743	$2.1M	0.76%
34	VISA INC	V	5,555	$2.0M	0.72%
35	ISHARES TR	46429B655	37,824	$1.9M	0.70%
36	AMPLIFY ETF TR	032108847	163,923	$1.9M	0.70%
37	SELECT SECTOR SPDR TR	81369Y803	7,310	$1.9M	0.67%
38	FIRST TR EXCHANGE-TRADED FD	33738D747	89,240	$1.8M	0.66%
39	FIRST TR EXCHNG TRADED FD VI	33740F755	56,996	$1.8M	0.66%
40	SPDR S&P 500 ETF TR	SPY	2,828	$1.7M	0.64%
41	GLOBAL X FDS	37954Y483	103,269	$1.7M	0.63%
42	INNOVATOR ETFS TRUST	INHD	64,857	$1.6M	0.58%
43	VANGUARD BD INDEX FDS	921937835	20,482	$1.5M	0.55%
44	J P MORGAN EXCHANGE TRADED F	46641Q407	12,644	$1.5M	0.54%
45	ALLIANCEBERNSTEIN GLOBAL HIG	AWF	134,458	$1.5M	0.54%
46	BERKSHIRE HATHAWAY INC DEL	BRK-A	2	$1.5M	0.53%
47	ISHARES TR	464288760	7,399	$1.4M	0.51%
48	KROGER CO	KR	19,312	$1.4M	0.50%
49	WISDOMTREE TR	WT	30,973	$1.4M	0.49%
50	KAYNE ANDERSON ENERGY INFRST	486606106	103,390	$1.3M	0.48%
51	INVESCO EXCH TRADED FD TR II	IVZ	62,249	$1.3M	0.47%
52	ISHARES TR	46436E718	12,567	$1.3M	0.46%
53	CAPITAL GROUP CORE EQUITY ET	14020V108	33,719	$1.2M	0.45%
54	TESLA INC	TSLA	3,880	$1.2M	0.45%
55	NORTHERN LTS FD TR IV	NTRSO	20,313	$1.2M	0.43%
56	ISHARES TR	464287457	13,949	$1.2M	0.42%
57	INVESCO EXCH TRADED FD TR II	IVZ	103,248	$1.1M	0.42%
58	SELECT SECTOR SPDR TR	81369Y506	13,459	$1.1M	0.42%
59	MOTOROLA SOLUTIONS INC	MSI	2,713	$1.1M	0.41%
60	VANGUARD INDEX FDS	922908595	4,113	$1.1M	0.41%
61	INVESCO EXCHANGE TRADED FD T	IVZ	8,644	$1.1M	0.40%
62	ISHARES TR	464287168	8,353	$1.1M	0.40%
63	ARES CAPITAL CORP	ARCC	49,754	$1.1M	0.40%
64	ALTRIA GROUP INC	MO	18,504	$1.1M	0.39%
65	BOEING CO	BA-PA	5,124	$1.1M	0.39%
66	AMPLIFY ETF TR	032108664	12,231	$1.1M	0.38%
67	ENERGY TRANSFER L P	ET-PI	57,703	$1.0M	0.38%
68	SPDR SERIES TRUST	78468R804	5,970	$1.0M	0.38%
69	COSTCO WHSL CORP NEW	22160K105	1,046	$1.0M	0.38%
70	VANGUARD INDEX FDS	922908553	11,610	$1.0M	0.38%
71	HOME DEPOT INC	HD	2,813	$1.0M	0.38%
72	VANGUARD SCOTTSDALE FDS	92206C870	12,396	$1.0M	0.37%
73	VANGUARD SPECIALIZED FUNDS	921908844	4,946	$1.0M	0.37%
74	ISHARES GOLD TR	IAU	15,998	$997,608	0.36%
75	ISHARES TR	464287523	4,174	$996,391	0.36%
76	HONEYWELL INTL INC	438516106	4,208	$979,959	0.36%
77	ISHARES TR	464287465	10,885	$972,973	0.35%
78	ISHARES TR	464287200	1,561	$969,282	0.35%
79	PIMCO ETF TR	72201R833	9,497	$954,826	0.35%
80	VANGUARD MALVERN FDS	922020805	18,859	$948,034	0.34%
81	EXXON MOBIL CORP	XOM	8,761	$944,389	0.34%
82	ALPHABET INC	GOOG	4,984	$884,077	0.32%
83	CAPITAL GROUP CORE BALANCED	14021D107	25,006	$836,201	0.30%
84	SCHWAB STRATEGIC TR	808524300	27,389	$800,020	0.29%
85	VANGUARD INDEX FDS	922908538	2,806	$797,934	0.29%
86	CASEYS GEN STORES INC	147528103	1,528	$779,755	0.28%
87	ISHARES INC	464286103	28,442	$748,595	0.27%
88	JANUS DETROIT STR TR	47103U100	11,050	$745,323	0.27%
89	CME GROUP INC	CME	2,680	$738,599	0.27%
90	THE ALGER ETF TRUST	015564107	38,260	$735,166	0.27%
91	ISHARES TR	464288448	21,062	$726,863	0.26%
92	J P MORGAN EXCHANGE TRADED F	46641Q670	15,395	$724,487	0.26%
93	ISHARES TR	46435G326	9,340	$710,214	0.26%
94	ISHARES TR	464288182	8,570	$708,091	0.26%
95	FIRST TR EXCHANGE-TRADED FD	33741X102	19,850	$700,319	0.25%
96	INNOVATOR ETFS TRUST	INHD	20,660	$699,961	0.25%
97	NETFLIX INC	NFLX	519	$695,008	0.25%
98	SPDR INDEX SHS FDS	78463X509	16,238	$694,031	0.25%
99	HARBOR ETF TRUST	41151J406	23,292	$678,368	0.25%
100	HERSHEY CO	HSY	4,050	$672,042	0.24%
101	VANGUARD TAX-MANAGED FDS	921943858	11,660	$664,726	0.24%
102	FIRST TR EXCHANGE-TRADED ALP	33737M300	8,163	$649,638	0.24%
103	ISHARES TR	46435G102	7,182	$647,058	0.24%
104	LITHIUM AMERS CORP NEW	LTUM	239,255	$641,203	0.23%
105	ISHARES TR	464287226	6,447	$639,527	0.23%
106	SPDR SERIES TRUST	78464A805	8,475	$634,719	0.23%
107	INVESCO EXCH TRADED FD TR II	IVZ	2,780	$631,338	0.23%
108	FIRST TR EXCHANGE-TRADED ALP	33734K109	5,741	$631,264	0.23%
109	ISHARES TR	46435U853	16,740	$627,899	0.23%
110	INVESCO EXCHANGE TRADED FD T	IVZ	5,077	$627,530	0.23%
111	FIRST TR EXCHANGE-TRADED FD	33733E104	6,895	$626,720	0.23%
112	J P MORGAN EXCHANGE TRADED F	46641Q159	13,510	$625,765	0.23%
113	BROADCOM INC	AVGO	2,264	$624,153	0.23%
114	BONDBLOXX ETF TRUST	09789C887	15,867	$615,957	0.22%
115	WELLS FARGO CO NEW	949746804	519	$609,608	0.22%
116	SPDR SERIES TRUST	78468R721	13,536	$604,641	0.22%
117	BONDBLOXX ETF TRUST	09789C671	11,960	$602,545	0.22%
118	VANGUARD INDEX FDS	922908744	3,395	$600,103	0.22%
119	JOHNSON & JOHNSON	JNJ	3,919	$598,569	0.22%
120	WALMART INC	WMT	6,047	$591,300	0.22%
121	INVESCO EXCHANGE TRADED FD T	IVZ	6,303	$590,960	0.22%
122	J P MORGAN EXCHANGE TRADED F	46641Q209	9,193	$589,561	0.21%
123	WISDOMTREE TR	WT	7,141	$586,591	0.21%
124	CLOROX CO DEL	CLX	4,821	$578,872	0.21%
125	KOHLS CORP	KSS	67,213	$569,967	0.21%
126	DIMENSIONAL ETF TRUST	25434V880	19,310	$567,135	0.21%
127	SHERWIN WILLIAMS CO	SHW	1,640	$563,110	0.20%
128	COLLABORATIVE INVESTMNT SER	19423L441	22,177	$556,445	0.20%
129	AT&T INC	T-PC	19,039	$550,995	0.20%
130	SCHWAB STRATEGIC TR	808524409	19,415	$537,213	0.20%
131	AFLAC INC	AFL	5,079	$535,629	0.19%
132	ISHARES TR	464287655	2,477	$534,428	0.19%
133	ISHARES TR	464287606	5,796	$527,356	0.19%
134	FS KKR CAP CORP	FSK	25,298	$524,928	0.19%
135	FIRST TR EXCHANGE TRADED FD	33738R308	22,575	$515,828	0.19%
136	ISHARES TR	464287408	2,610	$510,102	0.19%
137	VERIZON COMMUNICATIONS INC	VZ	11,785	$509,957	0.19%
138	WISDOMTREE TR	WT	10,101	$508,181	0.18%
139	FIRST TR EXCHANGE-TRADED FD	33739Q408	8,371	$501,172	0.18%
140	ISHARES TR	46429B663	4,275	$500,902	0.18%
141	ALPHABET INC	GOOG	2,776	$489,214	0.18%
142	CISCO SYS INC	CSCO	6,988	$484,815	0.18%
143	JPMORGAN CHASE & CO.	VYLD	1,626	$471,264	0.17%
144	FIRST TR EXCHANGE-TRADED FD	33733E856	21,662	$470,282	0.17%
145	PROCTER AND GAMBLE CO	742718109	2,917	$464,706	0.17%
146	ISHARES TR	46434V316	9,521	$458,895	0.17%
147	FIRST TR EXCHANGE-TRADED FD	33738D408	10,929	$456,941	0.17%
148	SCHWAB STRATEGIC TR	808524862	18,711	$456,174	0.17%
149	FIRST TR EXCHANGE-TRADED ALP	33734Y109	4,650	$452,385	0.16%
150	FIRST TR EXCHANGE-TRADED ALP	33735B108	3,861	$443,482	0.16%
151	PROSHARES TR	74347G440	20,534	$441,696	0.16%
152	FIRST TR EXCHANGE-TRADED ALP	33735J101	5,570	$438,008	0.16%
153	FIRST TR EXCHANGE-TRADED FD	33738D879	17,254	$426,334	0.16%
154	ISHARES TR	464287556	3,363	$425,507	0.15%
155	FIRST TR EXCHANGE TRADED FD	33738R704	5,178	$421,517	0.15%
156	ARK ETF TR	00214Q104	5,882	$413,462	0.15%
157	ABBVIE INC	ABBV	2,208	$409,868	0.15%
158	ROBLOX CORP	RBLX	3,885	$408,742	0.15%
159	SPDR SERIES TRUST	78464A847	7,468	$406,126	0.15%
160	FIRST TR EXCHANGE TRADED FD	33738R506	6,446	$404,399	0.15%
161	DEERE & CO	DE	787	$400,211	0.15%
162	FIDELITY COVINGTON TRUST	316092840	7,612	$395,977	0.14%
163	FIDELITY COVINGTON TRUST	316092808	1,999	$394,294	0.14%
164	FS CREDIT OPPORTUNITIES CORP	FSCO	54,039	$392,325	0.14%
165	ADVANCED MICRO DEVICES INC	AMD	2,741	$388,920	0.14%
166	ISHARES TR	464288323	7,420	$386,854	0.14%
167	ISHARES TR	464287309	3,441	$378,835	0.14%
168	ELI LILLY & CO	LLY	485	$378,072	0.14%
169	VANGUARD WORLD FD	92204A306	3,146	$374,788	0.14%
170	ISHARES TR	464287242	3,391	$371,674	0.14%
171	VANGUARD WORLD FD	92204A702	560	$371,155	0.14%
172	MASTERCARD INCORPORATED	MA	658	$369,757	0.13%
173	ISHARES TR	464287804	3,370	$368,331	0.13%
174	SPDR SERIES TRUST	78468R853	8,561	$364,699	0.13%
175	VANGUARD MUN BD FDS	922907746	7,349	$360,318	0.13%
176	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,568	$355,118	0.13%
177	J P MORGAN EXCHANGE TRADED F	46654Q799	7,088	$352,841	0.13%
178	XAI MADISON EQUITY PREMIUM I	MCN	55,611	$347,571	0.13%
179	ABBOTT LABS	ABLZF	2,523	$343,130	0.12%
180	QUALCOMM INC	QCOM	2,150	$342,432	0.12%
181	ALPS ETF TR	00162Q452	6,812	$332,838	0.12%
182	ISHARES INC	46434G103	5,544	$332,806	0.12%
183	SPDR SERIES TRUST	78468R655	5,481	$325,730	0.12%
184	ATMOS ENERGY CORP	ATO	2,110	$325,225	0.12%
185	PHILIP MORRIS INTL INC	718172109	1,762	$320,963	0.12%
186	SPROTT PHYSICAL GOLD & SILVE	SII	10,609	$319,321	0.12%
187	VANGUARD INTL EQUITY INDEX F	922042858	6,380	$315,530	0.11%
188	MERCK & CO INC	MRK	3,918	$310,141	0.11%
189	BLACKROCK RES & COMMODITIES	BLK	32,781	$309,781	0.11%
190	PACER FDS TR	69374H105	6,072	$308,215	0.11%
191	S&P GLOBAL INC	SPGI	578	$304,774	0.11%
192	INNOVATOR ETFS TRUST	INHD	11,719	$304,621	0.11%
193	ISHARES TR	46429B697	3,213	$301,604	0.11%
194	FIRST TR EXCHANGE TRADED FD	33738R605	5,082	$301,159	0.11%
195	ISHARES TR	464288414	2,848	$297,534	0.11%
196	CORTEVA INC	CTVA	3,934	$293,236	0.11%
197	INVESCO ACTIVELY MANAGED EXC	IVZ	3,161	$288,621	0.11%
198	STRYKER CORPORATION	SYK	726	$287,227	0.10%
199	COCA COLA CO	KO	4,048	$286,419	0.10%
200	SOFI TECHNOLOGIES INC	SOFI	15,715	$286,174	0.10%
201	TOAST INC	TOST	6,441	$285,253	0.10%
202	T-MOBILE US INC	TMUSZ	1,187	$282,815	0.10%
203	GLOBAL PMTS INC	37940X102	3,516	$281,421	0.10%
204	FIRST TR EXCHANGE-TRADED FD	33738D796	13,332	$279,705	0.10%
205	FIRST TR EXCHNG TRADED FD VI	33740F763	5,270	$276,205	0.10%
206	UBER TECHNOLOGIES INC	UBER	2,954	$275,625	0.10%
207	ALIBABA GROUP HLDG LTD	BBAAY	2,420	$274,411	0.10%
208	BLOCK INC	BSQKZ	3,922	$266,425	0.10%
209	AMPHENOL CORP NEW	032095101	2,695	$266,131	0.10%
210	ORACLE CORP	ORCL-PD	1,215	$265,737	0.10%
211	VANGUARD CHARLOTTE FDS	92203J407	5,316	$263,195	0.10%
212	INNOVATOR ETFS TRUST	INHD	9,983	$262,819	0.10%
213	PEPSICO INC	PEP	1,965	$259,504	0.09%
214	NEW YORK LIFE INVESTMENTS ET	45409B560	8,718	$256,920	0.09%
215	WEC ENERGY GROUP INC	WEC	2,464	$256,797	0.09%
216	FIRST TR EXCH TRADED FD III	33738D820	12,470	$255,754	0.09%
217	MONDELEZ INTL INC	609207105	3,732	$251,692	0.09%
218	NUVEEN GLOBAL HIGH INCOME FD	NU	19,434	$251,276	0.09%
219	TEXAS INSTRS INC	882508104	1,197	$248,521	0.09%
220	SCHWAB STRATEGIC TR	808524201	10,021	$244,913	0.09%
221	DEVON ENERGY CORP NEW	25179M103	7,693	$244,712	0.09%
222	TRACTOR SUPPLY CO	TSCO	4,556	$240,413	0.09%
223	CINTAS CORP	CTAS	1,077	$240,031	0.09%
224	J P MORGAN EXCHANGE TRADED F	46654Q203	4,408	$239,815	0.09%
225	ENBRIDGE INC	ENNPF	5,247	$237,796	0.09%
226	MCDONALDS CORP	MCD	808	$236,073	0.09%
227	TRANE TECHNOLOGIES PLC	TT	535	$233,804	0.09%
228	PACER FDS TR	69374H881	4,239	$233,585	0.08%
229	3M CO	MMM	1,529	$232,849	0.08%
230	INTUIT	INTU	292	$229,988	0.08%
231	FASTENAL CO	FAST	5,447	$228,774	0.08%
232	WELLS FARGO CO NEW	949746101	2,843	$227,799	0.08%
233	REPUBLIC SVCS INC	760759100	923	$227,706	0.08%
234	ISHARES INC	464286525	1,892	$224,334	0.08%
235	FIRST TR EXCHNG TRADED FD VI	33740U729	8,938	$222,824	0.08%
236	INTEL CORP	INTC	9,927	$222,361	0.08%
237	ISHARES TR	464288513	2,747	$221,583	0.08%
238	URANIUM ENERGY CORP	UEC	31,509	$214,261	0.08%
239	AUTOMATIC DATA PROCESSING IN	ADP	695	$214,191	0.08%
240	PHILLIPS 66	PSX	1,772	$211,394	0.08%
241	ISHARES TR	464288307	2,634	$211,348	0.08%
242	BROADRIDGE FINL SOLUTIONS IN	11133T103	858	$208,614	0.08%
243	FIRST TR EXCHANGE TRADED FD	33734X838	14,646	$208,419	0.08%
244	VANGUARD INDEX FDS	922908611	1,067	$208,061	0.08%
245	FIRST TR EXCHANGE-TRADED FD	336917109	4,927	$206,293	0.08%
246	VANGUARD INTL EQUITY INDEX F	922042742	1,566	$201,203	0.07%
247	APPLOVIN CORP	APP	573	$200,596	0.07%
248	NUVEEN REAL ESTATE INCOME FD	NU	21,600	$168,046	0.06%
249	RIVIAN AUTOMOTIVE INC	RIVN	12,212	$167,790	0.06%
250	GRANITE RIDGE RESOURCES INC	GRNT	21,164	$134,815	0.05%
251	WALGREENS BOOTS ALLIANCE INC	931427108	11,145	$127,945	0.05%
252	FORD MTR CO	345370860	11,684	$126,766	0.05%
253	COHEN & STEERS CLOSED-END OP	19248P106	10,032	$126,609	0.05%
254	DNP SELECT INCOME FD INC	23325P104	11,520	$112,781	0.04%
255	B & G FOODS INC NEW	BGS	21,375	$90,418	0.03%
256	AKEBIA THERAPEUTICS INC	AKBA	13,003	$47,331	0.02%
257	B2GOLD CORP	BTG	10,000	$36,100	0.01%
258	NORTHERN DYNASTY MINERALS LT	66510M204	15,730	$21,078	0.01%