13F HOLDINGS REPORT

Independent Wealth Network Inc.

Quarter ended Q3 2025 · Filed October 15, 2025 · Accession 0001891240-25-000005

Total Value

$311.1M

Positions

283

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (283)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SPDR SERIES TRUST	78464A409	121,430	$12.7M	4.08%
2	CATERPILLAR INC	CAT	26,531	$12.7M	4.07%
3	SPDR SERIES TRUST	78464A854	149,292	$11.7M	3.76%
4	J P MORGAN EXCHANGE TRADED F	46641Q837	196,277	$10.0M	3.20%
5	SPDR SERIES TRUST	78464A508	147,540	$8.2M	2.62%
6	ISHARES TR	464288257	42,109	$5.8M	1.87%
7	ISHARES TR	464289479	113,650	$5.7M	1.84%
8	NVIDIA CORPORATION	NVDA	27,343	$5.1M	1.64%
9	APPLE INC	AAPL	19,581	$5.0M	1.60%
10	CHEVRON CORP NEW	CVX	31,930	$5.0M	1.59%
11	DIMENSIONAL ETF TRUST	25434V401	67,710	$4.9M	1.58%
12	MICROSOFT CORP	MSFT	9,176	$4.8M	1.53%
13	COLLABORATIVE INVESTMNT SER	19423L722	189,136	$4.6M	1.48%
14	SPDR SERIES TRUST	78464A649	173,216	$4.5M	1.44%
15	ISHARES SILVER TR	SLV	104,236	$4.4M	1.42%
16	VANGUARD INDEX FDS	922908363	6,607	$4.0M	1.30%
17	PACER FDS TR	69374H428	84,529	$4.0M	1.29%
18	SPDR SERIES TRUST	78468R788	88,487	$3.9M	1.25%
19	INVESCO QQQ TR	IVZ	5,858	$3.5M	1.13%
20	SPDR GOLD TR	GLD	9,890	$3.5M	1.13%
21	AMAZON COM INC	AMZN	14,816	$3.3M	1.05%
22	VANGUARD INDEX FDS	922908736	6,165	$3.0M	0.95%
23	ISHARES TR	464288521	47,871	$2.8M	0.90%
24	VANGUARD WHITEHALL FDS	921946406	18,997	$2.7M	0.86%
25	BERKSHIRE HATHAWAY INC DEL	BRK-A	5,200	$2.6M	0.84%
26	PALANTIR TECHNOLOGIES INC	PLTR	14,046	$2.6M	0.82%
27	FIRST TR EXCHNG TRADED FD VI	33740F623	49,833	$2.5M	0.80%
28	J P MORGAN EXCHANGE TRADED F	46641Q332	42,555	$2.4M	0.78%
29	ISHARES TR	46429B655	46,515	$2.4M	0.76%
30	META PLATFORMS INC	META	3,233	$2.4M	0.76%
31	SPDR SERIES TRUST	78468R663	25,710	$2.4M	0.76%
32	ISHARES TR	46429B747	22,547	$2.3M	0.75%
33	FIRST TR EXCH TRADED FD III	33739E108	125,185	$2.3M	0.73%
34	PACER FDS TR	69374H568	72,203	$2.3M	0.73%
35	FIRST TR EXCHNG TRADED FD VI	33740F755	63,685	$2.1M	0.68%
36	AMPLIFY ETF TR	032108847	179,957	$2.1M	0.68%
37	FIRST TR EXCHANGE-TRADED FD	33738D747	102,374	$2.1M	0.67%
38	VISA INC	V	5,643	$1.9M	0.62%
39	SPDR S&P 500 ETF TR	SPY	2,840	$1.9M	0.61%
40	SELECT SECTOR SPDR TR	81369Y803	6,642	$1.9M	0.60%
41	GLOBAL X FDS	37954Y483	107,603	$1.8M	0.59%
42	J P MORGAN EXCHANGE TRADED F	46641Q407	14,495	$1.8M	0.58%
43	ISHARES TR	46436E718	16,837	$1.7M	0.54%
44	ALLIANCEBERNSTEIN GLOBAL HIG	AWF	147,632	$1.7M	0.53%
45	TESLA INC	TSLA	3,662	$1.6M	0.52%
46	INNOVATOR ETFS TRUST	INHD	63,987	$1.6M	0.52%
47	VANGUARD BD INDEX FDS	921937835	21,606	$1.6M	0.52%
48	INVESCO EXCH TRADED FD TR II	IVZ	73,430	$1.5M	0.49%
49	WISDOMTREE TR	WT	34,164	$1.5M	0.49%
50	BERKSHIRE HATHAWAY INC DEL	BRK-A	2	$1.5M	0.48%
51	CAPITAL GROUP CORE EQUITY ET	14020V108	36,281	$1.4M	0.46%
52	ISHARES TR	464288760	6,548	$1.4M	0.44%
53	INVESCO EXCH TRADED FD TR II	IVZ	5,493	$1.4M	0.44%
54	WISDOMTREE TR	WT	15,589	$1.4M	0.44%
55	ALPHABET INC	GOOG	5,473	$1.3M	0.43%
56	ISHARES GOLD TR	IAU	18,248	$1.3M	0.43%
57	INVESCO EXCHANGE TRADED FD T	IVZ	9,817	$1.3M	0.43%
58	NORTHERN LTS FD TR IV	NTRSO	20,877	$1.3M	0.42%
59	INVESCO EXCH TRADED FD TR II	IVZ	112,879	$1.3M	0.42%
60	KAYNE ANDERSON ENERGY INFRST	486606106	104,917	$1.3M	0.42%
61	ISHARES TR	464287457	15,612	$1.3M	0.42%
62	VANGUARD INDEX FDS	922908595	4,270	$1.3M	0.41%
63	MOTOROLA SOLUTIONS INC	MSI	2,673	$1.2M	0.39%
64	SELECT SECTOR SPDR TR	81369Y506	13,617	$1.2M	0.39%
65	ALTRIA GROUP INC	MO	18,222	$1.2M	0.39%
66	ISHARES TR	464287523	4,415	$1.2M	0.38%
67	ISHARES TR	464287168	8,302	$1.2M	0.38%
68	SPDR SERIES TRUST	78468R804	6,442	$1.1M	0.37%
69	VANGUARD SCOTTSDALE FDS	92206C870	13,500	$1.1M	0.36%
70	VANGUARD INDEX FDS	922908553	12,052	$1.1M	0.35%
71	BOEING CO	BA-PA	5,078	$1.1M	0.35%
72	VANGUARD SPECIALIZED FUNDS	921908844	4,959	$1.1M	0.34%
73	AMPLIFY ETF TR	032108664	12,098	$1.1M	0.34%
74	ISHARES TR	464287200	1,552	$1.0M	0.33%
75	ARES CAPITAL CORP	ARCC	50,568	$1.0M	0.33%
76	ISHARES TR	464287465	10,994	$1.0M	0.33%
77	ENERGY TRANSFER L P	ET-PI	58,886	$1.0M	0.32%
78	JANUS DETROIT STR TR	47103U100	13,478	$1.0M	0.32%
79	EXXON MOBIL CORP	XOM	8,815	$993,928	0.32%
80	KROGER CO	KR	14,734	$993,211	0.32%
81	CAPITAL GROUP CORE BALANCED	14021D107	28,598	$992,923	0.32%
82	COSTCO WHSL CORP NEW	22160K105	1,044	$966,762	0.31%
83	ALPHABET INC	GOOG	3,973	$965,891	0.31%
84	VANGUARD MALVERN FDS	922020805	18,999	$961,927	0.31%
85	LITHIUM AMERS CORP NEW	LTUM	165,785	$946,632	0.30%
86	HARBOR ETF TRUST	41151J406	29,903	$931,772	0.30%
87	J P MORGAN EXCHANGE TRADED F	46641Q670	19,527	$928,499	0.30%
88	PACER FDS TR	69374H709	22,923	$908,209	0.29%
89	HONEYWELL INTL INC	438516106	4,189	$881,785	0.28%
90	PIMCO ETF TR	72201R833	8,587	$864,585	0.28%
91	CASEYS GEN STORES INC	147528103	1,527	$862,993	0.28%
92	FIRST TR EXCHANGE-TRADED ALP	33737M300	9,275	$841,400	0.27%
93	SCHWAB STRATEGIC TR	808524300	25,966	$828,570	0.27%
94	SPDR INDEX SHS FDS	78463X509	17,694	$828,258	0.27%
95	VANGUARD INDEX FDS	922908538	2,787	$818,652	0.26%
96	FIRST TR EXCHANGE-TRADED ALP	33734K109	6,892	$805,180	0.26%
97	BROADCOM INC	AVGO	2,411	$795,413	0.26%
98	ISHARES TR	46435U853	20,796	$785,655	0.25%
99	ISHARES TR	464288182	8,584	$783,074	0.25%
100	ISHARES INC	464286103	28,904	$780,396	0.25%
101	INNOVATOR ETFS TRUST	INHD	21,808	$779,418	0.25%
102	ISHARES TR	464288448	21,190	$774,505	0.25%
103	SPDR SERIES TRUST	78464A805	9,571	$771,922	0.25%
104	FIRST TR EXCHANGE-TRADED FD	33741X102	20,273	$770,756	0.25%
105	ISHARES TR	46435G326	9,611	$770,514	0.25%
106	HERSHEY CO	HSY	4,086	$764,195	0.25%
107	ISHARES TR	464287226	7,335	$735,310	0.24%
108	CME GROUP INC	CME	2,686	$725,787	0.23%
109	ISHARES TR	46435G102	7,179	$718,249	0.23%
110	J P MORGAN EXCHANGE TRADED F	46641Q209	10,757	$716,522	0.23%
111	VANGUARD TAX-MANAGED FDS	921943858	11,664	$698,895	0.22%
112	JOHNSON & JOHNSON	JNJ	3,724	$690,446	0.22%
113	PACKAGING CORP AMER	695156109	3,120	$679,942	0.22%
114	CLOROX CO DEL	CLX	5,424	$668,774	0.21%
115	FIDELITY COVINGTON TRUST	316092840	11,929	$664,543	0.21%
116	FIRST TR EXCHANGE-TRADED FD	33733E104	7,096	$664,465	0.21%
117	INVESCO EXCHANGE TRADED FD T	IVZ	4,973	$658,855	0.21%
118	WELLS FARGO CO NEW	949746804	527	$650,340	0.21%
119	J P MORGAN EXCHANGE TRADED F	46641Q159	13,856	$643,047	0.21%
120	INVESCO EXCHANGE TRADED FD T	IVZ	6,365	$632,598	0.20%
121	SPDR SERIES TRUST	78468R721	13,543	$617,138	0.20%
122	WALMART INC	WMT	5,987	$617,043	0.20%
123	NETFLIX INC	NFLX	511	$612,648	0.20%
124	VANGUARD INDEX FDS	922908744	3,282	$612,147	0.20%
125	DIMENSIONAL ETF TRUST	25434V880	19,310	$605,948	0.19%
126	ISHARES TR	464287655	2,504	$605,825	0.19%
127	COLLABORATIVE INVESTMNT SER	19423L441	23,731	$602,886	0.19%
128	ISHARES TR	464287408	2,902	$599,244	0.19%
129	SALESFORCE INC	CRM	2,507	$594,159	0.19%
130	THE ALGER ETF TRUST	015564107	26,156	$585,502	0.19%
131	SCHWAB STRATEGIC TR	808524409	19,689	$573,147	0.18%
132	ISHARES TR	464287606	5,839	$559,897	0.18%
133	AFLAC INC	AFL	4,988	$557,181	0.18%
134	HOME DEPOT INC	HD	1,370	$555,303	0.18%
135	FIRST TR EXCHANGE-TRADED FD	33733E856	23,192	$555,216	0.18%
136	SHERWIN WILLIAMS CO	SHW	1,600	$554,016	0.18%
137	KOHLS CORP	KSS	36,013	$553,513	0.18%
138	AT&T INC	T-PC	19,544	$551,933	0.18%
139	ISHARES TR	46429B663	4,492	$550,045	0.18%
140	FIRST TR EXCHANGE TRADED FD	33738R308	22,979	$544,842	0.18%
141	FIRST TR EXCHANGE TRADED FD	33738R704	5,608	$542,219	0.17%
142	PROSHARES TR	74347G440	27,517	$541,537	0.17%
143	JPMORGAN CHASE & CO.	VYLD	1,639	$517,116	0.17%
144	VERIZON COMMUNICATIONS INC	VZ	11,668	$512,810	0.16%
145	ABBVIE INC	ABBV	2,215	$512,764	0.16%
146	VANECK ETF TRUST	92189F486	19,685	$503,345	0.16%
147	ISHARES TR	464287432	5,583	$498,953	0.16%
148	FIRST TR EXCHANGE-TRADED ALP	33734Y109	4,544	$495,182	0.16%
149	FIRST TR EXCHANGE TRADED FD	33738R506	7,334	$493,260	0.16%
150	ADVANCED MICRO DEVICES INC	AMD	3,045	$492,626	0.16%
151	J P MORGAN EXCHANGE TRADED F	46654Q203	8,524	$490,305	0.16%
152	VANGUARD WORLD FD	92204A306	3,833	$482,373	0.16%
153	ISHARES TR	46434V316	9,344	$482,291	0.16%
154	FIRST TR EXCHANGE-TRADED ALP	33735B108	3,831	$480,471	0.15%
155	CISCO SYS INC	CSCO	6,933	$474,335	0.15%
156	FIRST TR EXCHANGE-TRADED ALP	33735J101	5,618	$468,157	0.15%
157	VANGUARD WORLD FD	92204A702	615	$459,130	0.15%
158	FIRST TR EXCHANGE-TRADED FD	33738D408	10,910	$458,766	0.15%
159	SCHWAB STRATEGIC TR	808524862	18,781	$458,256	0.15%
160	SPDR SERIES TRUST	78468R655	5,409	$455,276	0.15%
161	BONDBLOXX ETF TRUST	09789C887	11,514	$451,925	0.15%
162	BONDBLOXX ETF TRUST	09789C671	8,930	$451,590	0.15%
163	ARK ETF TR	00214Q104	5,209	$449,509	0.14%
164	BONDBLOXX ETF TRUST	09789C879	10,182	$445,157	0.14%
165	FIDELITY COVINGTON TRUST	316092808	1,999	$444,182	0.14%
166	PROCTER AND GAMBLE CO	742718109	2,872	$441,250	0.14%
167	FIRST TR EXCHANGE-TRADED FD	33738D879	16,849	$435,554	0.14%
168	EA SERIES TRUST	02072L441	21,461	$435,229	0.14%
169	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,554	$433,987	0.14%
170	MASTERCARD INCORPORATED	MA	751	$427,176	0.14%
171	ISHARES TR	464287242	3,806	$424,289	0.14%
172	WISDOMTREE TR	WT	8,378	$421,162	0.14%
173	SPDR SERIES TRUST	78464A847	7,340	$419,791	0.13%
174	ALIBABA GROUP HLDG LTD	BBAAY	2,315	$413,710	0.13%
175	BLACKROCK RES & COMMODITIES	BLK	40,117	$407,986	0.13%
176	ISHARES TR	464287804	3,408	$404,946	0.13%
177	ISHARES TR	464287309	3,342	$403,393	0.13%
178	URANIUM ENERGY CORP	UEC	29,917	$399,093	0.13%
179	SPDR SERIES TRUST	78468R853	8,600	$398,352	0.13%
180	ISHARES TR	464288323	7,423	$396,016	0.13%
181	SPROTT ASSET MANAGEMENT LP	SII	10,381	$380,872	0.12%
182	INVESCO ACTIVELY MANAGED EXC	IVZ	4,087	$378,722	0.12%
183	VANGUARD MUN BD FDS	922907746	7,498	$375,410	0.12%
184	APPLOVIN CORP	APP	520	$373,641	0.12%
185	ORACLE CORP	ORCL-PD	1,326	$372,855	0.12%
186	ATMOS ENERGY CORP	ATO	2,158	$368,563	0.12%
187	ISHARES INC	46434G103	5,574	$367,438	0.12%
188	ELI LILLY & CO	LLY	481	$367,003	0.12%
189	XAI MADISON EQUITY PREMIUM I	MCN	59,132	$364,842	0.12%
190	VANGUARD INTL EQUITY INDEX F	922042858	6,685	$362,172	0.12%
191	FS CREDIT OPPORTUNITIES CORP	FSCO	51,909	$358,688	0.12%
192	QUALCOMM INC	QCOM	2,137	$355,536	0.11%
193	DEERE & CO	DE	760	$347,544	0.11%
194	FIRST TR EXCHANGE-TRADED FD	33739Q408	5,716	$342,446	0.11%
195	NEW YORK LIFE INVESTMENTS ET	45409B560	10,580	$328,078	0.11%
196	ABBOTT LABS	ABLZF	2,438	$326,480	0.10%
197	MERCK & CO INC	MRK	3,819	$320,520	0.10%
198	ALPS ETF TR	00162Q452	6,827	$320,414	0.10%
199	ISHARES TR	464288414	3,004	$319,930	0.10%
200	ISHARES TR	46429B697	3,352	$318,909	0.10%
201	J P MORGAN EXCHANGE TRADED F	46654Q799	6,301	$318,137	0.10%
202	FIRST TR EXCHANGE TRADED FD	33738R605	5,106	$316,164	0.10%
203	PALO ALTO NETWORKS INC	PANW	1,542	$313,923	0.10%
204	DEVON ENERGY CORP NEW	25179M103	8,768	$307,417	0.10%
205	AMPHENOL CORP NEW	032095101	2,456	$303,930	0.10%
206	COTERRA ENERGY INC	CTRA	12,728	$301,015	0.10%
207	FIRST TR EXCHNG TRADED FD VI	33740F763	5,426	$299,217	0.10%
208	ROBLOX CORP	RBLX	2,139	$296,294	0.10%
209	INNOVATOR ETFS TRUST	INHD	11,128	$295,782	0.10%
210	WEC ENERGY GROUP INC	WEC	2,567	$294,208	0.09%
211	GLOBAL PMTS INC	37940X102	3,508	$291,445	0.09%
212	T-MOBILE US INC	TMUSZ	1,216	$291,086	0.09%
213	NUVEEN GLOBAL HIGH INCOME FD	NU	21,158	$286,052	0.09%
214	PHILIP MORRIS INTL INC	718172109	1,758	$285,086	0.09%
215	S&P GLOBAL INC	SPGI	580	$282,292	0.09%
216	STRYKER CORPORATION	SYK	757	$279,840	0.09%
217	PEPSICO INC	PEP	1,987	$279,104	0.09%
218	UBER TECHNOLOGIES INC	UBER	2,841	$278,299	0.09%
219	INTEL CORP	INTC	8,268	$277,386	0.09%
220	FIRST TR EXCHANGE-TRADED FD	33738D796	13,028	$276,584	0.09%
221	FS KKR CAP CORP	FSK	18,519	$276,484	0.09%
222	ETFS GOLD TR	00326A104	7,457	$274,492	0.09%
223	VANGUARD CHARLOTTE FDS	92203J407	5,530	$273,514	0.09%
224	ISHARES TR	464288513	3,308	$268,585	0.09%
225	CORTEVA INC	CTVA	3,925	$265,448	0.09%
226	ENBRIDGE INC	ENNPF	5,247	$264,766	0.09%
227	COCA COLA CO	KO	3,982	$264,100	0.08%
228	INNOVATOR ETFS TRUST	INHD	9,739	$261,736	0.08%
229	BLOCK INC	BSQKZ	3,616	$261,351	0.08%
230	FASTENAL CO	FAST	5,321	$260,942	0.08%
231	TRACTOR SUPPLY CO	TSCO	4,559	$259,285	0.08%
232	PACER FDS TR	69374H881	4,275	$245,673	0.08%
233	PACER FDS TR	69374H105	4,391	$240,451	0.08%
234	MCDONALDS CORP	MCD	791	$240,377	0.08%
235	WELLS FARGO CO NEW	949746101	2,853	$239,113	0.08%
236	MICRON TECHNOLOGY INC	MU	1,411	$236,148	0.08%
237	MONDELEZ INTL INC	609207105	3,756	$234,618	0.08%
238	ADOBE INC	ADBE	661	$233,277	0.07%
239	FIRST TR EXCHNG TRADED FD VI	33740U729	8,878	$229,940	0.07%
240	ISHARES TR	46434V613	4,912	$229,440	0.07%
241	VANGUARD INDEX FDS	922908611	1,098	$229,252	0.07%
242	ISHARES INC	464286525	1,911	$229,167	0.07%
243	TRANE TECHNOLOGIES PLC	TT	535	$225,545	0.07%
244	VANGUARD WORLD FD	92204A801	1,097	$224,743	0.07%
245	SNAP ON INC	SNA	648	$224,551	0.07%
246	PHILLIPS 66	PSX	1,648	$224,125	0.07%
247	REPUBLIC SVCS INC	760759100	952	$218,544	0.07%
248	VANGUARD INTL EQUITY INDEX F	922042742	1,576	$217,163	0.07%
249	SCHWAB STRATEGIC TR	808524201	8,089	$213,064	0.07%
250	FIRST TR EXCHANGE-TRADED FD	336917109	4,892	$212,362	0.07%
251	TEXAS INSTRS INC	882508104	1,149	$211,106	0.07%
252	ISHARES U S ETF TR	46431W838	4,170	$210,627	0.07%
253	VANECK ETF TRUST	92189F676	645	$210,502	0.07%
254	PROSHARES TR	74347R693	2,257	$209,103	0.07%
255	BROADRIDGE FINL SOLUTIONS IN	11133T103	877	$208,968	0.07%
256	FIRST TR EXCHANGE TRADED FD	33734X838	13,752	$208,955	0.07%
257	FIRST TR EXCHANGE TRADED FD	33738R118	2,118	$208,814	0.07%
258	GENERAL DYNAMICS CORP	GD	608	$207,160	0.07%
259	SPDR SERIES TRUST	78468R606	8,642	$206,889	0.07%
260	AUTOMATIC DATA PROCESSING IN	ADP	704	$206,484	0.07%
261	INVESCO EXCH TRADED FD TR II	IVZ	4,174	$206,404	0.07%
262	SPDR INDEX SHS FDS	78463X889	4,789	$204,921	0.07%
263	RIVIAN AUTOMOTIVE INC	RIVN	13,957	$204,883	0.07%
264	BWX TECHNOLOGIES INC	BWXT	1,111	$204,835	0.07%
265	3M CO	MMM	1,317	$204,340	0.07%
266	CINTAS CORP	CTAS	994	$204,028	0.07%
267	INTERNATIONAL BUSINESS MACHS	INTR	721	$203,305	0.07%
268	ILLINOIS TOOL WKS INC	452308109	778	$202,933	0.07%
269	TOAST INC	TOST	5,542	$202,344	0.07%
270	WEST BANCORPORATION INC	WTBA	9,930	$201,770	0.06%
271	NUVEEN REAL ESTATE INCOME FD	NU	21,594	$176,637	0.06%
272	B & G FOODS INC NEW	BGS	36,963	$163,747	0.05%
273	TIDAL TRUST II	88636J659	12,643	$161,961	0.05%
274	GRANITE RIDGE RESOURCES INC	GRNT	28,174	$152,423	0.05%
275	TIDAL TRUST II	88636J527	27,842	$152,296	0.05%
276	FORD MTR CO	345370860	11,624	$139,017	0.04%
277	COHEN & STEERS CLOSED-END OP	19248P106	10,035	$130,858	0.04%
278	DNP SELECT INCOME FD INC	23325P104	11,520	$115,315	0.04%
279	BTQ TECHNOLOGIES CORP	BTQ	11,563	$80,016	0.03%
280	B2GOLD CORP	BTG	10,000	$49,500	0.02%
281	AKEBIA THERAPEUTICS INC	AKBA	13,003	$35,498	0.01%
282	NORTHERN DYNASTY MINERALS LT	66510M204	15,730	$18,876	0.01%
283	INTEL CORP	INTC	10,000	$11,000	0.00%