Institutional Manager · CIK 0001891240
Independent Wealth Network Inc.
URBANDALE, IA · File #028-21395
Latest AUM
$327.4M
Positions
288
Top-10 Concentration
44.8%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025288 pos · $327.4M
- 13F HOLDINGS REPORTQ/E Sep 2025283 pos · $311.1M
- 13F HOLDINGS REPORTQ/E Jun 2025258 pos · $274.9M
- 13F HOLDINGS REPORTQ/E Mar 2025245 pos · $250.7M
- 13F HOLDINGS REPORTQ/E Dec 2024236 pos · $246.5M
- 13F HOLDINGS REPORTQ/E Sep 2024222 pos · $226.3M
- 13F HOLDINGS REPORTQ/E Jun 2024214 pos · $214.9M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2024223 pos · $213.4M
- 13F HOLDINGS REPORTQ/E Mar 202439 pos · $38.2M
- 13F HOLDINGS REPORTQ/E Dec 2023201 pos · $162.6M
- 13F HOLDINGS REPORTQ/E Sep 2023208 pos · $166.4M
- 13F HOLDINGS REPORTQ/E Jun 2023200 pos · $156.3M
- 13F HOLDINGS REPORTQ/E Mar 2023198 pos · $146.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | CATERPILLAR INC | CAT | 26,098 | $15.0M | 7.52% |
| 2 | SPDR SERIES TRUST | 78464A409 | 124,250 | $13.3M | 6.66% |
| 3 | SPDR SERIES TRUST | 78464A854 | 152,138 | $12.2M | 6.14% |
| 4 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 198,406 | $10.0M | 5.05% |
| 5 | SPDR SERIES TRUST | 78464A508 | 152,032 | $8.6M | 4.34% |
| 6 | ISHARES SILVER TR | SLV | 110,259 | $7.1M | 3.57% |
| 7 | ISHARES TR | 464288257 | 44,595 | $6.3M | 3.17% |
| 8 | ISHARES TR | 464289479 | 124,108 | $6.2M | 3.10% |
| 9 | APPLE INC | AAPL | 19,607 | $5.3M | 2.68% |
| 10 | COLLABORATIVE INVESTMNT SER | 19423L722 | 214,225 | $5.1M | 2.57% |
| 11 | NVIDIA CORPORATION | NVDA | 27,322 | $5.1M | 2.56% |
| 12 | DIMENSIONAL ETF TRUST | 25434V401 | 68,521 | $5.1M | 2.55% |
| 13 | CHEVRON CORP NEW | CVX | 32,376 | $4.9M | 2.48% |
| 14 | SPDR SERIES TRUST | 78464A649 | 189,497 | $4.9M | 2.45% |
| 15 | MICROSOFT CORP | MSFT | 9,819 | $4.7M | 2.39% |
| 16 | SPDR SERIES TRUST | 78468R788 | 95,584 | $4.1M | 2.08% |
| 17 | VANGUARD INDEX FDS | 922908363 | 6,576 | $4.1M | 2.07% |
| 18 | INVESCO QQQ TR | IVZ | 6,506 | $4.0M | 2.01% |
| 19 | SPDR GOLD TR | GLD | 9,970 | $4.0M | 1.99% |
| 20 | PACER FDS TR | 69374H428 | 83,382 | $3.9M | 1.98% |