13F HOLDINGS REPORT

Independent Wealth Network Inc.

Quarter ended Q4 2025 · Filed January 26, 2026 · Accession 0001891240-26-000001

Total Value

$327.4M

Positions

288

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (288)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	CATERPILLAR INC	CAT	26,098	$15.0M	4.57%
2	SPDR SERIES TRUST	78464A409	124,250	$13.3M	4.05%
3	SPDR SERIES TRUST	78464A854	152,138	$12.2M	3.73%
4	J P MORGAN EXCHANGE TRADED F	46641Q837	198,406	$10.0M	3.07%
5	SPDR SERIES TRUST	78464A508	152,032	$8.6M	2.64%
6	ISHARES SILVER TR	SLV	110,259	$7.1M	2.17%
7	ISHARES TR	464288257	44,595	$6.3M	1.93%
8	ISHARES TR	464289479	124,108	$6.2M	1.88%
9	APPLE INC	AAPL	19,607	$5.3M	1.63%
10	COLLABORATIVE INVESTMNT SER	19423L722	214,225	$5.1M	1.56%
11	NVIDIA CORPORATION	NVDA	27,322	$5.1M	1.56%
12	DIMENSIONAL ETF TRUST	25434V401	68,521	$5.1M	1.55%
13	CHEVRON CORP NEW	CVX	32,376	$4.9M	1.51%
14	SPDR SERIES TRUST	78464A649	189,497	$4.9M	1.49%
15	MICROSOFT CORP	MSFT	9,819	$4.7M	1.45%
16	SPDR SERIES TRUST	78468R788	95,584	$4.1M	1.26%
17	VANGUARD INDEX FDS	922908363	6,576	$4.1M	1.26%
18	INVESCO QQQ TR	IVZ	6,506	$4.0M	1.22%
19	SPDR GOLD TR	GLD	9,970	$4.0M	1.21%
20	PACER FDS TR	69374H428	83,382	$3.9M	1.20%
21	AMAZON COM INC	AMZN	15,160	$3.5M	1.07%
22	VANGUARD INDEX FDS	922908736	6,528	$3.2M	0.97%
23	ISHARES TR	464288521	50,155	$2.9M	0.87%
24	VANGUARD WHITEHALL FDS	921946406	18,871	$2.7M	0.83%
25	BERKSHIRE HATHAWAY INC DEL	BRK-A	5,240	$2.6M	0.80%
26	ISHARES TR	46429B747	24,484	$2.5M	0.77%
27	FIRST TR EXCHNG TRADED FD VI	33740F623	47,747	$2.5M	0.75%
28	J P MORGAN EXCHANGE TRADED F	46641Q332	42,463	$2.4M	0.74%
29	PALANTIR TECHNOLOGIES INC	PLTR	13,540	$2.4M	0.74%
30	SPDR SERIES TRUST	78468R663	25,378	$2.3M	0.71%
31	PACER FDS TR	69374H568	71,640	$2.3M	0.71%
32	FIRST TR EXCH TRADED FD III	33739E108	122,698	$2.2M	0.68%
33	FIRST TR EXCHANGE-TRADED FD	33738D747	110,790	$2.2M	0.68%
34	ISHARES TR	46429B655	43,462	$2.2M	0.68%
35	META PLATFORMS INC	META	3,206	$2.1M	0.65%
36	SPDR S&P 500 ETF TR	SPY	3,038	$2.1M	0.63%
37	AMPLIFY ETF TR	032108847	178,945	$2.1M	0.63%
38	GLOBAL X FDS	37954Y483	113,225	$2.0M	0.61%
39	VISA INC	V	5,681	$2.0M	0.61%
40	SELECT SECTOR SPDR TR	81369Y803	13,591	$2.0M	0.60%
41	J P MORGAN EXCHANGE TRADED F	46641Q407	15,514	$1.9M	0.59%
42	VANGUARD BD INDEX FDS	921937835	24,507	$1.8M	0.55%
43	ALPHABET INC	GOOG	5,373	$1.7M	0.52%
44	TESLA INC	TSLA	3,701	$1.7M	0.51%
45	INVESCO EXCH TRADED FD TR II	IVZ	78,747	$1.7M	0.51%
46	INNOVATOR ETFS TRUST	INHD	63,745	$1.6M	0.50%
47	INVESCO EXCHANGE TRADED FD T	IVZ	11,537	$1.6M	0.49%
48	FIRST TR EXCHNG TRADED FD VI	33740F755	46,335	$1.6M	0.48%
49	ALLIANCEBERNSTEIN GLOBAL HIG	AWF	148,030	$1.6M	0.48%
50	TIDAL TRUST III	45259A548	56,931	$1.6M	0.48%
51	WISDOMTREE TR	WT	34,840	$1.5M	0.47%
52	BERKSHIRE HATHAWAY INC DEL	BRK-A	2	$1.5M	0.46%
53	ISHARES TR	464288760	6,677	$1.4M	0.44%
54	CAPITAL GROUP CORE EQUITY ET	14020V108	35,476	$1.4M	0.44%
55	ISHARES GOLD TR	IAU	17,207	$1.4M	0.43%
56	INVESCO EXCH TRADED FD TR II	IVZ	5,494	$1.4M	0.42%
57	ISHARES TR	464287523	4,584	$1.4M	0.42%
58	WISDOMTREE TR	WT	15,601	$1.4M	0.42%
59	NORTHERN LTS FD TR IV	NTRSO	21,002	$1.4M	0.41%
60	BONDBLOXX ETF TRUST	09789C879	30,242	$1.3M	0.41%
61	KAYNE ANDERSON ENERGY INFRST	486606106	108,623	$1.3M	0.41%
62	VANGUARD INDEX FDS	922908595	4,313	$1.3M	0.40%
63	ISHARES TR	464287457	15,546	$1.3M	0.39%
64	INVESCO EXCH TRADED FD TR II	IVZ	112,683	$1.3M	0.39%
65	ISHARES TR	46436E718	12,522	$1.3M	0.38%
66	ALPHABET INC	GOOG	4,013	$1.3M	0.38%
67	SELECT SECTOR SPDR TR	81369Y506	27,329	$1.2M	0.37%
68	KROGER CO	KR	19,549	$1.2M	0.37%
69	ISHARES TR	464287168	8,293	$1.2M	0.36%
70	ISHARES TR	464287200	1,691	$1.2M	0.35%
71	BOEING CO	BA-PA	5,233	$1.1M	0.35%
72	SPDR SERIES TRUST	78468R804	6,415	$1.1M	0.34%
73	VANGUARD SCOTTSDALE FDS	92206C870	13,447	$1.1M	0.34%
74	ISHARES TR	464287465	11,381	$1.1M	0.33%
75	EXXON MOBIL CORP	XOM	9,005	$1.1M	0.33%
76	ARES CAPITAL CORP	ARCC	53,241	$1.1M	0.33%
77	VANGUARD SPECIALIZED FUNDS	921908844	4,834	$1.1M	0.32%
78	CLOROX CO DEL	CLX	10,251	$1.0M	0.32%
79	J P MORGAN EXCHANGE TRADED F	46641Q670	21,779	$1.0M	0.31%
80	MOTOROLA SOLUTIONS INC	MSI	2,690	$1.0M	0.31%
81	VANGUARD INDEX FDS	922908553	11,646	$1.0M	0.31%
82	HARBOR ETF TRUST	41151J406	32,688	$1.0M	0.31%
83	AMPLIFY ETF TR	032108664	12,534	$1.0M	0.31%
84	JANUS DETROIT STR TR	47103U100	13,647	$1.0M	0.31%
85	CAPITAL GROUP CORE BALANCED	14021D107	28,065	$991,536	0.30%
86	ALTRIA GROUP INC	MO	17,075	$984,543	0.30%
87	VANGUARD MALVERN FDS	922020805	19,298	$954,465	0.29%
88	ISHARES TR	464287226	9,490	$947,888	0.29%
89	ENERGY TRANSFER L P	ET-PI	56,873	$937,842	0.29%
90	CME GROUP INC	CME	3,387	$924,823	0.28%
91	ISHARES TR	46435G326	11,198	$923,611	0.28%
92	COSTCO WHSL CORP NEW	22160K105	1,062	$915,796	0.28%
93	FIRST TR EXCHANGE-TRADED ALP	33737M300	9,342	$897,984	0.27%
94	SPDR INDEX SHS FDS	78463X509	19,146	$896,219	0.27%
95	FIRST TR EXCHANGE-TRADED ALP	33734K109	7,530	$893,212	0.27%
96	PIMCO ETF TR	72201R833	8,852	$888,255	0.27%
97	ISHARES TR	464288448	22,108	$872,172	0.27%
98	PACER FDS TR	69374H709	20,974	$864,548	0.26%
99	SCHWAB STRATEGIC TR	808524300	26,483	$863,879	0.26%
100	CASEYS GEN STORES INC	147528103	1,560	$862,006	0.26%
101	HONEYWELL INTL INC	438516106	4,309	$840,643	0.26%
102	FIDELITY COVINGTON TRUST	316092840	14,374	$814,858	0.25%
103	ISHARES TR	464288182	8,625	$803,144	0.25%
104	J P MORGAN EXCHANGE TRADED F	46641Q209	11,767	$801,804	0.24%
105	SPDR SERIES TRUST	78464A805	9,599	$791,950	0.24%
106	VANGUARD INDEX FDS	922908538	2,761	$770,632	0.24%
107	ISHARES INC	464286103	29,400	$769,973	0.24%
108	HERSHEY CO	HSY	4,158	$756,738	0.23%
109	KOHLS CORP	KSS	36,953	$754,219	0.23%
110	JOHNSON & JOHNSON	JNJ	3,620	$749,199	0.23%
111	ISHARES TR	46435U853	19,906	$744,391	0.23%
112	BROADCOM INC	AVGO	2,150	$744,115	0.23%
113	PACKAGING CORP AMER	695156109	3,365	$693,964	0.21%
114	FIRST TR EXCHANGE-TRADED FD	33741X102	17,997	$689,641	0.21%
115	FIRST TR EXCHANGE-TRADED FD	33733E104	7,355	$680,457	0.21%
116	VANGUARD INDEX FDS	922908744	3,558	$679,448	0.21%
117	VANGUARD TAX-MANAGED FDS	921943858	10,792	$674,195	0.21%
118	ISHARES TR	464287655	2,737	$673,759	0.21%
119	COLLABORATIVE INVESTMNT SER	19423L441	26,666	$673,071	0.21%
120	SCHWAB STRATEGIC TR	808524409	22,510	$666,521	0.20%
121	ISHARES TR	464287408	3,137	$665,240	0.20%
122	INVESCO EXCHANGE TRADED FD T	IVZ	4,908	$659,230	0.20%
123	INVESCO EXCHANGE TRADED FD T	IVZ	6,309	$652,074	0.20%
124	LITHIUM AMERS CORP NEW	LTUM	149,466	$651,672	0.20%
125	SPDR SERIES TRUST	78468R721	14,231	$650,506	0.20%
126	WELLS FARGO CO NEW	949746804	535	$648,313	0.20%
127	ISHARES TR	46435G102	6,559	$646,108	0.20%
128	ADVANCED MICRO DEVICES INC	AMD	3,003	$643,209	0.20%
129	NETFLIX INC	NFLX	6,788	$636,477	0.19%
130	DIMENSIONAL ETF TRUST	25434V880	19,310	$632,016	0.19%
131	J P MORGAN EXCHANGE TRADED F	46641Q159	13,561	$627,722	0.19%
132	FIRST TR EXCHANGE TRADED FD	33738R704	6,191	$608,672	0.19%
133	FIRST TR EXCHANGE-TRADED FD	33733E856	22,341	$558,743	0.17%
134	ISHARES TR	464287606	5,757	$557,704	0.17%
135	CISCO SYS INC	CSCO	7,232	$557,066	0.17%
136	ISHARES TR	46429B663	4,554	$553,812	0.17%
137	WALMART INC	WMT	4,958	$552,395	0.17%
138	FIRST TR EXCHANGE TRADED FD	33738R506	7,923	$550,417	0.17%
139	ISHARES TR	464287309	4,455	$549,115	0.17%
140	THE ALGER ETF TRUST	015564107	25,573	$538,414	0.16%
141	ELI LILLY & CO	LLY	499	$536,265	0.16%
142	SHERWIN WILLIAMS CO	SHW	1,635	$529,789	0.16%
143	ABBVIE INC	ABBV	2,307	$527,036	0.16%
144	AT&T INC	T-PC	21,036	$522,522	0.16%
145	AFLAC INC	AFL	4,719	$520,364	0.16%
146	FIRST TR EXCHANGE TRADED FD	33738R308	21,520	$508,302	0.16%
147	JPMORGAN CHASE & CO.	VYLD	1,549	$499,174	0.15%
148	ISHARES INC	46434G103	7,390	$496,756	0.15%
149	FIRST TR EXCHANGE-TRADED ALP	33734Y109	4,380	$495,527	0.15%
150	ZACKS TRUST	98888G105	14,239	$494,948	0.15%
151	ISHARES TR	46434V316	9,250	$488,228	0.15%
152	VANGUARD WORLD FD	92204A702	646	$487,297	0.15%
153	ISHARES TR	464287432	5,562	$484,784	0.15%
154	FIRST TR EXCHANGE-TRADED ALP	33735J101	5,627	$484,736	0.15%
155	SPDR SERIES TRUST	78468R655	5,411	$484,155	0.15%
156	BLACKROCK RES & COMMODITIES	BLK	43,735	$480,211	0.15%
157	VANGUARD WORLD FD	92204A306	3,796	$478,019	0.15%
158	EA SERIES TRUST	02072L441	23,530	$476,247	0.15%
159	FIRST TR EXCHANGE-TRADED ALP	33735B108	3,780	$476,214	0.15%
160	ISHARES TR	464288323	8,865	$474,349	0.14%
161	VERIZON COMMUNICATIONS INC	VZ	11,640	$474,087	0.14%
162	PROSHARES TR	74347G440	38,738	$471,051	0.14%
163	J P MORGAN EXCHANGE TRADED F	46654Q203	8,040	$467,271	0.14%
164	SCHWAB STRATEGIC TR	808524862	19,162	$466,979	0.14%
165	FIRST TR EXCHANGE-TRADED FD	33738D408	10,932	$457,614	0.14%
166	FIDELITY COVINGTON TRUST	316092808	1,999	$449,188	0.14%
167	ISHARES TR	464287242	4,012	$442,045	0.14%
168	MASTERCARD INCORPORATED	MA	772	$440,719	0.13%
169	SPDR SERIES TRUST	78464A847	7,409	$429,072	0.13%
170	PROCTER AND GAMBLE CO	742718109	2,982	$427,345	0.13%
171	WISDOMTREE TR	WT	8,378	$421,581	0.13%
172	FIRST TR EXCHANGE-TRADED FD	33738D879	15,996	$419,735	0.13%
173	INVESCO ACTIVELY MANAGED EXC	IVZ	4,598	$415,344	0.13%
174	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,358	$412,650	0.13%
175	SPDR SERIES TRUST	78468R853	8,699	$407,635	0.12%
176	MICRON TECHNOLOGY INC	MU	1,419	$405,134	0.12%
177	ISHARES TR	464287804	3,363	$404,222	0.12%
178	VANECK ETF TRUST	92189F486	15,761	$401,590	0.12%
179	MERCK & CO INC	MRK	3,784	$398,293	0.12%
180	HOME DEPOT INC	HD	1,144	$393,609	0.12%
181	QUALCOMM INC	QCOM	2,263	$387,119	0.12%
182	XAI MADISON EQUITY PREMIUM I	MCN	63,039	$378,231	0.12%
183	ARK ETF TR	00214Q104	4,908	$377,538	0.12%
184	AMPHENOL CORP NEW	032095101	2,792	$377,311	0.12%
185	SPROTT ASSET MANAGEMENT LP	SII	8,217	$376,338	0.11%
186	UNIVERSAL HEALTH RLTY INCOME	91359E105	9,400	$368,574	0.11%
187	INTEL CORP	INTC	9,985	$368,440	0.11%
188	ATMOS ENERGY CORP	ATO	2,170	$363,700	0.11%
189	NEW YORK LIFE INVESTMENTS ET	45409B560	11,197	$363,333	0.11%
190	ISHARES TR	464288414	3,356	$359,437	0.11%
191	URANIUM ENERGY CORP	UEC	30,514	$356,404	0.11%
192	VANGUARD INTL EQUITY INDEX F	922042858	6,548	$352,042	0.11%
193	DEERE & CO	DE	751	$349,670	0.11%
194	ALIBABA GROUP HLDG LTD	BBAAY	2,242	$328,698	0.10%
195	ISHARES TR	46434V613	7,020	$326,724	0.10%
196	DEVON ENERGY CORP NEW	25179M103	8,881	$325,304	0.10%
197	ISHARES TR	46429B697	3,444	$324,287	0.10%
198	ALPS ETF TR	00162Q452	6,844	$321,799	0.10%
199	FS CREDIT OPPORTUNITIES CORP	FSCO	50,704	$319,438	0.10%
200	ABBOTT LABS	ABLZF	2,491	$312,122	0.10%
201	FS KKR CAP CORP	FSK	20,966	$310,509	0.09%
202	FIRST TR EXCHANGE TRADED FD	33738R605	4,893	$307,866	0.09%
203	ETFS GOLD TR	00326A104	7,457	$306,334	0.09%
204	S&P GLOBAL INC	SPGI	578	$302,057	0.09%
205	VANGUARD CHARLOTTE FDS	92203J407	6,242	$301,613	0.09%
206	FIRST TR EXCHNG TRADED FD VI	33740F763	5,273	$298,557	0.09%
207	VANGUARD MUN BD FDS	922907746	5,931	$298,256	0.09%
208	INNOVATOR ETFS TRUST	INHD	10,969	$294,361	0.09%
209	CORTEVA INC	CTVA	4,302	$288,357	0.09%
210	NUVEEN GLOBAL HIGH INCOME FD	NU	22,596	$284,937	0.09%
211	PEPSICO INC	PEP	1,982	$284,507	0.09%
212	WEC ENERGY GROUP INC	WEC	2,697	$284,465	0.09%
213	FIRST TR EXCHANGE-TRADED FD	33739Q408	4,729	$283,409	0.09%
214	MEDPACE HLDGS INC	MEDP	504	$283,072	0.09%
215	VANGUARD SCOTTSDALE FDS	92206C102	4,768	$280,036	0.09%
216	RIVIAN AUTOMOTIVE INC	RIVN	14,205	$279,988	0.09%
217	T-MOBILE US INC	TMUSZ	1,366	$277,353	0.08%
218	ISHARES TR	464288513	3,414	$275,290	0.08%
219	NIKE INC	NKE	4,298	$273,826	0.08%
220	PHILIP MORRIS INTL INC	718172109	1,685	$270,203	0.08%
221	AMERICAN CENTY ETF TR	025072885	2,388	$266,916	0.08%
222	WELLS FARGO CO NEW	949746101	2,858	$266,389	0.08%
223	INNOVATOR ETFS TRUST	INHD	9,694	$265,228	0.08%
224	APPLOVIN CORP	APP	392	$264,137	0.08%
225	GLOBAL PMTS INC	37940X102	3,400	$263,160	0.08%
226	VANECK ETF TRUST	92189F676	730	$262,960	0.08%
227	MCDONALDS CORP	MCD	859	$262,536	0.08%
228	COCA COLA CO	KO	3,731	$260,830	0.08%
229	STRYKER CORPORATION	SYK	740	$260,088	0.08%
230	VANGUARD INDEX FDS	922908611	1,171	$248,036	0.08%
231	KLA CORP	KLAC	201	$244,597	0.07%
232	ISHARES TR	46434V407	5,685	$243,729	0.07%
233	ENBRIDGE INC	ENNPF	5,078	$242,883	0.07%
234	PACER FDS TR	69374H105	4,355	$242,051	0.07%
235	TRACTOR SUPPLY CO	TSCO	4,808	$240,433	0.07%
236	ADOBE INC	ADBE	680	$237,970	0.07%
237	APPLIED MATLS INC	038222105	924	$237,469	0.07%
238	UBER TECHNOLOGIES INC	UBER	2,904	$237,283	0.07%
239	GALLAGHER ARTHUR J & CO	363576109	915	$236,724	0.07%
240	BLOCK INC	BSQKZ	3,626	$236,048	0.07%
241	ORACLE CORP	ORCL-PD	1,208	$235,452	0.07%
242	VANGUARD WORLD FD	92204A801	1,112	$230,730	0.07%
243	WEST BANCORPORATION INC	WTBA	10,353	$229,733	0.07%
244	VANGUARD INTL EQUITY INDEX F	922042742	1,628	$229,624	0.07%
245	FIRST TR EXCHANGE-TRADED FD	33738D796	10,763	$228,176	0.07%
246	NASDAQ INC	NDAQ	2,347	$227,983	0.07%
247	SEI EXCHANGE TRADED FUNDS	81589A304	5,452	$226,258	0.07%
248	SEI EXCHANGE TRADED FUNDS	81589A205	4,857	$224,053	0.07%
249	FIRST TR EXCHNG TRADED FD VI	33740U729	8,412	$223,170	0.07%
250	SNAP ON INC	SNA	646	$222,612	0.07%
251	SPDR SERIES TRUST	78468R606	9,310	$220,368	0.07%
252	ISHARES INC	464286525	1,850	$219,688	0.07%
253	ZACKS TRUST	98888G881	8,188	$217,173	0.07%
254	SPDR INDEX SHS FDS	78463X889	4,838	$214,856	0.07%
255	REPUBLIC SVCS INC	760759100	1,012	$214,546	0.07%
256	FIRST TR EXCHANGE TRADED FD	33738R118	2,206	$213,629	0.07%
257	PROSHARES TR	74347R693	2,257	$212,811	0.07%
258	INVESCO EXCHANGE TRADED FD T	IVZ	3,587	$212,663	0.06%
259	GENERAL DYNAMICS CORP	GD	631	$212,319	0.06%
260	ISHARES U S ETF TR	46431W838	4,211	$211,886	0.06%
261	PALO ALTO NETWORKS INC	PANW	1,147	$211,357	0.06%
262	RTX CORPORATION	RTX	1,151	$211,072	0.06%
263	PHILLIPS 66	PSX	1,635	$211,026	0.06%
264	THOMSON REUTERS CORP	TMSOF	1,597	$210,628	0.06%
265	SCHWAB STRATEGIC TR	808524201	7,820	$210,436	0.06%
266	FIRST TR EXCHANGE TRADED FD	33734X838	13,299	$208,382	0.06%
267	TRANE TECHNOLOGIES PLC	TT	535	$208,034	0.06%
268	BARCLAYS PLC	BCLYF	8,158	$207,621	0.06%
269	BROADRIDGE FINL SOLUTIONS IN	11133T103	928	$207,189	0.06%
270	3M CO	MMM	1,287	$206,046	0.06%
271	PRINCIPAL FINANCIAL GROUP IN	PFG	2,310	$203,789	0.06%
272	INTUIT	INTU	306	$202,701	0.06%
273	INVESCO EXCH TRADED FD TR II	IVZ	4,222	$202,647	0.06%
274	FIRST TR EXCHANGE-TRADED FD	33739Q705	4,105	$201,761	0.06%
275	ILLINOIS TOOL WKS INC	452308109	818	$201,532	0.06%
276	MONDELEZ INTL INC	609207105	3,728	$200,683	0.06%
277	TOAST INC	TOST	5,642	$200,341	0.06%
278	FS SPECIALTY LENDING FD	644323107	11,944	$168,888	0.05%
279	NUVEEN REAL ESTATE INCOME FD	NU	21,607	$165,509	0.05%
280	B & G FOODS INC NEW	BGS	35,492	$152,617	0.05%
281	TIDAL TRUST II	88636J659	14,311	$142,826	0.04%
282	GRANITE RIDGE RESOURCES INC	GRNT	29,426	$138,304	0.04%
283	FORD MTR CO	345370860	10,240	$134,353	0.04%
284	DNP SELECT INCOME FD INC	23325P104	11,420	$114,086	0.03%
285	B2GOLD CORP	BTG	10,000	$45,100	0.01%
286	NORTHERN DYNASTY MINERALS LT	66510M204	15,670	$30,870	0.01%
287	AKEBIA THERAPEUTICS INC	AKBA	13,003	$20,935	0.01%
288	INTEL CORP	INTC	10,000	$1,018	0.00%