Independent Wealth Network Inc.
Sector Allocation
- Other64.9%$257.9M
- Technology10.9%$43.1M
- Financials9.1%$36.0M
- Industrials6.2%$24.7M
- Energy2.9%$11.6M
- Consumer Discretionary2.1%$8.5M
- Consumer Staples1.8%$7.3M
- Healthcare0.9%$3.5M
- Materials0.5%$1.9M
- Communication Services0.4%$1.4M
AUM History
13fpro.ai/research/fund/independent-wealth-network-inc-1891240
Conviction and streaks
Diversifying · top 10 = 25.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
CAT
$21.5M- SPDR$17.3M
- J$11.9M
- SPDR$11.5M
QQQ
$7.4MNVDA
$6.7MCVX
$6.7MAAPL
$6.5M- COLLABORATIVE$6.5M
- DIMENSIONAL$6.2M
MSFT
$6.2M- SPDR$5.2M
SLV
$5.2M- VANGUARD$5.1M
- FIRST$4.1M
AMZN
$4.0MGLD
$4.0M- VANGUARD$3.5M
- ISHARES$3.5M
- SPDR$3.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/independent-wealth-network-inc-1891240
Independent Wealth Network Inc. 13F holdings — Q3 2026
$397.3M portfolio (+1.0% QoQ) · 335 holdings · Q3 2026 13F · top 10 are 26% of the stock portfolio
Includes $81K of put/call options ($56K puts, $25K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $397.2M. Weights use the stock portfolio.
$21.5M
5.4% of stocks
+0.1%This quarter-4.6%Since filed10+ qtrsHeld- 2
SPDR SERIES TRUST - ST STR P500ETF
$17.3M
4.4% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
$11.9M
3.0% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SPDR SERIES TRUST - ST STR P500GRW
$11.5M
2.9% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— $7.4M
1.9% of stocks
+0.4%This quarter-0.9%Since filed10+ qtrsHeld$6.7M
1.7% of stocks
+6%This quarter-0.5%Since filed10+ qtrsHeld$6.7M
1.7% of stocks
+16%This quarter+3.4%Since filed10+ qtrsHeld$6.5M
1.6% of stocks
-1%This quarter+0.3%Since filed10+ qtrsHeld- 9
COLLABORATIVE INVESTMNT SER - RARE DY FIXE ETF
$6.5M
1.6% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
$6.2M
1.6% of stocks
-1.0%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $21.5M | 5.4% | +0.1% | -4.6% | 10+ qtrs | 66.6#397 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | SPDR SERIES TRUST - ST STR P500ETF | $17.3M | 4.4% | -2% | — | — | — | — | |
| 3 | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $11.9M | 3.0% | -2% | — | — | — | — | |
| 4 | SPDR SERIES TRUST - ST STR P500GRW | $11.5M | 2.9% | -4% | — | — | — | — | |
| 5 | $7.4M | 1.9% | +0.4% | -0.9% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $6.7M | 1.7% | +6% | -0.5% | 10+ qtrsAdded 2 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $6.7M | 1.7% | +16% | +3.4% | 10+ qtrs | 63.7#590 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $6.5M | 1.6% | -1% | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | COLLABORATIVE INVESTMNT SER - RARE DY FIXE ETF | $6.5M | 1.6% | +8% | — | — | — | — | |
| 10 | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $6.2M | 1.6% | -1.0% | — | — | — | — |
All holdings — Independent Wealth Network Inc. (Q3 2026)
335 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $6.2M | 1.6% | 12K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | SPDR SERIES TRUST - ST STR P500VALetf/fund | — | $5.2M | 1.3% | 85K | -4% | — | — | 13F |
| 13 | iShares Silver Trustetf/fund | Financials | $5.2M | 1.3% | 95K | -1% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $5.1M | 1.3% | 7,298 | +2% | — | — | 13F |
| 15 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $4.1M | 1.0% | 12K | +1% | — | — | 13F |
| 16 | AMAZON COM INC | Consumer Discretionary | $4.0M | 1.0% | 16K | +1% | 10+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | SPDR GOLD TRUSTetf/fund | Financials | $4.0M | 1.0% | 11K | +0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETFetf/fund | — | $3.5M | 0.9% | 39K | -1% | — | — | 13F |
| 19 | — | ISHARES TR - MSCI ACWI ETFetf/fund | — | $3.5M | 0.9% | 22K | -3% | — | — | 13F |
| 20 | — | SPDR SERIES TRUST - ST STR SP500DIVetf/fund | — | $3.1M | 0.8% | 69K | -4% | — | — | 13F |
| 21 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $3.1M | 0.8% | 55K | -9% | — | — | 13F |
| 22 | — | PACER FDS TR - ARIST HIGH ETFetf/fund | — | $3.0M | 0.8% | 65K | +0.1% | — | — | 13F |
| 23 | Palantir Technologies Inc. | Technology | $3.0M | 0.8% | 16K | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $3.0M | 0.8% | 48K | -10% | — | — | 13F |
| 25 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $3.0M | 0.8% | 15K | -0.3% | — | — | 13F |
| 26 | $IVZ | Invesco Ltd. | Financials | $2.9M | 0.7% | 20K | +6% | |||
| 27 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $2.9M | 0.7% | 18K | -2% | |||
| 28 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.8M | 0.7% | 5,669 | +1% | |||
| 29 | $META | Meta Platforms, Inc. | Technology | $2.6M | 0.7% | 3,583 | +3% | |||
| 30 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $2.6M | 0.7% | 26K | +1% | |||
| 31 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $2.6M | 0.7% | 45K | -0.3% | |||
| 32 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $2.5M | 0.6% | 36K | +13% | |||
| 33 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $2.5M | 0.6% | 103K | -10% | |||
| 34 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $2.5M | 0.6% | 52K | +7% | |||
| 35 | — | PACER FDS TR - SWAN SOS FD OF | — | $2.3M | 0.6% | 66K | -4% | |||
| 36 | $V | VISA INC. | Financials | $2.2M | 0.6% | 6,224 | +3% | |||
| 37 | — | NORTHERN LIGHTS FD TR - OCEA PK HIGH ETF | — | $2.2M | 0.6% | 95K | -2% | |||
| 38 | — | ISHARES TR - CORE LT USDB ETF | — | $2.0M | 0.5% | 45K | -4% | |||
| 39 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.0M | 0.5% | 2,646 | -0.8% | |||
| 40 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $2.0M | 0.5% | 22K | -4% | |||
| 41 | — | GLOBAL X FDS - NASDAQ 100 COVER | — | $2.0M | 0.5% | 108K | +1% | |||
| 42 | — | ISHARES TR - ISHARES SEMICDTR | — | $2.0M | 0.5% | 3,526 | +8% | |||
| 43 | — | AMPLIFY ETF TR - CEF HIGH INCOME | — | $2.0M | 0.5% | 191K | +2% | |||
| 44 | — | NORTHERN LTS FD TR IV - MAIN SECTR ROTN | — | $1.9M | 0.5% | 27K | -3% | |||
| 45 | — | ISHARES TR - CORE S&P500 ETF | — | $1.9M | 0.5% | 2,518 | +3% | |||
| 46 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $1.9M | 0.5% | 51K | +4% | |||
| 47 | — | NORTHERN LIGHTS FD TR - OCEA PK DIVE ETF | — | $1.9M | 0.5% | 78K | -3% | |||
| 48 | $IVZ | Invesco Ltd. | Financials | $1.9M | 0.5% | 14K | +263% | |||
| 49 | $GOOG | Alphabet Inc. | Technology | $1.8M | 0.5% | 5,424 | +8% | |||
| 50 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDERS US | — | $1.8M | 0.5% | 42K | +3% | |||
| 51 | $WT | WisdomTree, Inc. | Financials | $1.8M | 0.5% | 18K | -3% | |||
| 52 | — | ISHARES TR - CORE US AGGBD ET | — | $1.7M | 0.4% | 18K | +3% | |||
| 53 | $IAU | ISHARES GOLD TRUST | Financials | $1.7M | 0.4% | 22K | +40% | |||
| 54 | — | TIDAL TRUST III - MRP SYNTHEQUITY | — | $1.7M | 0.4% | 58K | +16% | |||
| 55 | $GOOGL | Alphabet Inc. | Technology | $1.7M | 0.4% | 4,920 | +6% | |||
| 56 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $1.7M | 0.4% | 4,948 | -2% | |||
| 57 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $1.7M | 0.4% | 27K | +121% | |||
| 58 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | — | $1.6M | 0.4% | 37K | -2% | |||
| 59 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $1.6M | 0.4% | 11K | +357% | |||
| 60 | — | AMERICAN CENTY ETF TR - AVANTIS US LARG | — | $1.6M | 0.4% | 18K | +73% | |||
| 61 | — | SEI EXCHANGE TRADED FUNDS - QIM US LARGE CAP | — | $1.6M | 0.4% | 30K | +35% | |||
| 62 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $1.6M | 0.4% | 32K | +4% | |||
| 63 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.6M | 0.4% | 2,541 | +5% | |||
| 64 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.6M | 0.4% | 9,538 | -7% | |||
| 65 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDERS I | — | $1.5M | 0.4% | 20K | +0.3% | |||
| 66 | $IVZ | Invesco Ltd. | Financials | $1.5M | 0.4% | 5,071 | +11% | |||
| 67 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | — | $1.5M | 0.4% | 13K | -0.4% | |||
| 68 | $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | Other | $1.5M | 0.4% | 113K | +1% | |||
| 69 | — | ISHARES TR - FLTG RATE NT ETF | — | $1.5M | 0.4% | 30K | -8% | |||
| 70 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.4% | 2 | — | |||
| 71 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | — | $1.5M | 0.4% | 87K | -1% | |||
| 72 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $1.5M | 0.4% | 30K | +7% | |||
| 73 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.5M | 0.4% | 4,139 | -3% | |||
| 74 | — | SPDR SERIES TRUST - ST STR NYSE TECH | — | $1.5M | 0.4% | 3,834 | +18% | |||
| 75 | — | ISHARES TR - CORE MSCI INTL | — | $1.5M | 0.4% | 16K | +8% | |||
| 76 | — | ALLIANCEBERNSTEIN GLOBAL HIG - COM | — | $1.5M | 0.4% | 150K | -2% | |||
| 77 | — | SPDR SERIES TRUST - ST STR P400MID | — | $1.4M | 0.3% | 22K | +0.9% | |||
| 78 | — | FIRST TR EXCHANGE-TRADED FD - VEST INVESTMENT | — | $1.4M | 0.3% | 78K | -14% | |||
| 79 | — | SSGA ACTIVE TR - ST STR TOTAL ETF | — | $1.4M | 0.3% | 30K | +6% | |||
| 80 | — | ISHARES TR - US AER DEF ETF | — | $1.4M | 0.3% | 6,697 | +0.2% | |||
| 81 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.4M | 0.3% | 20K | +14% | |||
| 82 | — | ISHARES TR - 0-3 MTH TREASURY | — | $1.4M | 0.3% | 13K | -5% | |||
| 83 | $ARCC | ARES CAPITAL CORP | Other | $1.3M | 0.3% | 70K | +1% | |||
| 84 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $1.3M | 0.3% | 22K | +12% | |||
| 85 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | — | $1.3M | 0.3% | 14K | +4% | |||
| 86 | — | ISHARES TR - 1 3 YR TREAS BD | — | $1.3M | 0.3% | 16K | -2% | |||
| 87 | $MU | MICRON TECHNOLOGY INC | Technology | $1.3M | 0.3% | 1,218 | +48% | |||
| 88 | — | CAPITAL GROUP CORE BALANCED - SHS | — | $1.3M | 0.3% | 34K | +5% | |||
| 89 | — | ISHARES TR - SELECT DIVID ETF | — | $1.3M | 0.3% | 8,225 | -0.6% | |||
| 90 | — | ISHARES TR - MSCI EAFE ETF | — | $1.2M | 0.3% | 12K | +0.2% | |||
| 91 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $1.2M | 0.3% | 27K | +10% | |||
| 92 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $1.2M | 0.3% | 10K | New | |||
| 93 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $1.2M | 0.3% | 23K | -22% | |||
| 94 | — | FIRST TR EXCHANGE-TRADED FD - STRUCTURED CR IN | — | $1.2M | 0.3% | 60K | -26% | |||
| 95 | $ET | Energy Transfer LP | Energy | $1.2M | 0.3% | 60K | -1% | |||
| 96 | — | PACER FDS TR - GLOBL CASH ETF | — | $1.2M | 0.3% | 26K | -1% | |||
| 97 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $1.2M | 0.3% | 8,906 | +153% | |||
| 98 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.3% | 116K | +2% | |||
| 99 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $1.2M | 0.3% | 33K | -9% | |||
| 100 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.2M | 0.3% | 4,977 | -1% | |||
| 101 | $MSI | Motorola Solutions, Inc. | Technology | $1.1M | 0.3% | 2,420 | -7% | |||
| 102 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $1.1M | 0.3% | 14K | +12% | |||
| 103 | — | SPDR SERIES TRUST - ST STR R1K LOWV | — | $1.1M | 0.3% | 6,160 | -3% | |||
| 104 | — | INNOVATOR ETFS TRUST - EQUI DEFI SEPT | — | $1.1M | 0.3% | 38K | New | |||
| 105 | $AVGO | Broadcom Inc. | Technology | $1.1M | 0.3% | 2,996 | -2% | |||
| 106 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $1.1M | 0.3% | 13K | -1% | |||
| 107 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $1.0M | 0.3% | 28K | -4% | |||
| 108 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $1.0M | 0.3% | 4,763 | +8% | |||
| 109 | — | ISHARES TR - MSCI AC ASIA ETF | — | $1.0M | 0.3% | 8,696 | -0.1% | |||
| 110 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.0M | 0.3% | 2,686 | +5% | |||
| 111 | $BA | BOEING CO | Industrials | $996K | 0.3% | 5,352 | +4% | |||
| 112 | — | ISHARES TR - INTL SEL DIV ETF | — | $983K | 0.3% | 23K | +1% | |||
| 113 | — | J P MORGAN EXCHANGE TRADED F - DIV RTN INT EQ | — | $983K | 0.3% | 13K | +7% | |||
| 114 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $968K | 0.2% | 9,373 | +4% | |||
| 115 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $957K | 0.2% | 1,051 | -2% | |||
| 116 | — | ISHARES TR - 0-5YR HI YL CP | — | $933K | 0.2% | 23K | +8% | |||
| 117 | $CLX | CLOROX CO /DE/ | Consumer Staples | $925K | 0.2% | 11K | -6% | |||
| 118 | $KR | KROGER CO | Consumer Staples | $911K | 0.2% | 16K | +0.5% | |||
| 119 | — | J P MORGAN EXCHANGE TRADED F - BETA US GRAD ETF | — | $908K | 0.2% | 21K | +5% | |||
| 120 | $GLDM | World Gold Trust | Financials | $881K | 0.2% | 11K | +23% | |||
| 121 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $877K | 0.2% | 12K | -21% | |||
| 122 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $874K | 0.2% | 9,494 | +0.3% | |||
| 123 | — | ISHARES TR - CRE U S REIT ETF | — | $873K | 0.2% | 14K | -8% | |||
| 124 | — | ISHARES INC - CORE MSCI EMKT | — | $859K | 0.2% | 11K | +14% | |||
| 125 | $JNJ | JOHNSON & JOHNSON | Healthcare | $858K | 0.2% | 3,240 | -2% | |||
| 126 | — | HARBOR ETF TRUST - LONG TERM GROWER | — | $856K | 0.2% | 25K | -0.9% | |||
| 127 | — | ISHARES INC - MSCI AUST ETF | — | $841K | 0.2% | 30K | -0.2% | |||
| 128 | — | INVESCO EXCH TRADED FD TR II - S&P SMLCP INFO | — | $835K | 0.2% | 10K | New | |||
| 129 | $CME | CME GROUP INC. | Financials | $834K | 0.2% | 3,182 | -6% | |||
| 130 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $830K | 0.2% | 20K | +4% | |||
| 131 | — | ISHARES TR - MSCI USA MMENTM | — | $819K | 0.2% | 2,579 | +22% | |||
| 132 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GR | — | $817K | 0.2% | 2,797 | -2% | |||
| 133 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $817K | 0.2% | 25K | -8% | |||
| 134 | — | ZACKS TRUST - EARNGS CONSTANT | — | $811K | 0.2% | 22K | +54% | |||
| 135 | $IVZ | Invesco Ltd. | Financials | $811K | 0.2% | 3,898 | +13% | |||
| 136 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $805K | 0.2% | 8,010 | -0.4% | |||
| 137 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $803K | 0.2% | 14K | +15% | |||
| 138 | — | ISHARES TR - RUSSELL 2000 ETF | — | $792K | 0.2% | 2,849 | +1% | |||
| 139 | — | VANGUARD WORLD FD - INF TECH ETF | — | $791K | 0.2% | 6,291 | +8% | |||
| 140 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | — | $787K | 0.2% | 38K | +251% | |||
| 141 | — | ISHARES TR - IBOXX HI YD ETF | — | $779K | 0.2% | 10K | +8% | |||
| 142 | — | INVESCO EXCH TRADED FD TR II - S&P SMLCP MATL | — | $778K | 0.2% | 8,267 | New | |||
| 143 | $CSCO | CISCO SYSTEMS, INC. | Technology | $771K | 0.2% | 7,162 | -2% | |||
| 144 | — | FIRST TR EXCHANGE-TRADED FD - INDX CRI MET ETF | — | $765K | 0.2% | 22K | +10% | |||
| 145 | $IVZ | Invesco Ltd. | Financials | $762K | 0.2% | 4,776 | +9% | |||
| 146 | $LDP | Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | Other | $761K | 0.2% | 39K | +8% | |||
| 147 | $KSS | KOHLS Corp | Consumer Discretionary | $739K | 0.2% | 40K | +0.8% | |||
| 148 | $LLY | ELI LILLY & Co | Healthcare | $738K | 0.2% | 638 | +20% | |||
| 149 | — | BONDBLOXX ETF TRUST - JP MOR USD 1 ETF | — | $732K | 0.2% | 17K | +15% | |||
| 150 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $725K | 0.2% | 1,191 | -10% |
What changed in Q3 2026
Against the previous quarter's 13F: 30 new, 174 added to, 121 trimmed, 35 sold out. Share-count changes; largest moves by dollar size first.
New positions (30)
- AMERICAN CENTY ETF TR - US SML CP VALU$1.2M
first bought this quarter
- INNOVATOR ETFS TRUST - EQUI DEFI SEPT$1.1M
first bought this quarter
- INVESCO EXCH TRADED FD TR II - S&P SMLCP INFO$835K
first bought this quarter
- INVESCO EXCH TRADED FD TR II - S&P SMLCP MATL$778K
first bought this quarter
$MARMARRIOTT INTERNATIONAL INC /MD/$475K
first bought this quarter
- SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC$397K
first bought this quarter
+24 more in the Excel export
Added to (174)
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP+357%now $1.6M · held 2 qtrs, 2 adds in a row
now $6.7M · held 10+ qtrs
- J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM+121%
now $1.7M
- FIRST TR EXCHANGE-TRADED ALP - COM SHS+153%
now $1.2M
- AMERICAN CENTY ETF TR - AVANTIS US LARG+73%
now $1.6M
- FIRST TR EXCHANGE-TRADED FD - VEST LADDERED+251%
now $787K
+168 more in the Excel export
Trimmed (121)
- SPDR SERIES TRUST - ST STR P500GRW-4%
now $11.5M
- FIRST TR EXCHANGE-TRADED FD - STRUCTURED CR IN-26%
now $1.2M
- SELECT SECTOR SPDR TR - ST STR ENERG ETF-10%
now $3.0M
- SPDR INDEX SHS FDS - ST PORT MARK ETF-22%
now $1.2M
- FIRST TR EXCHANGE-TRADED ALP - SML CP GRW ALP-60%
now $216K
- SPDR SERIES TRUST - ST STR P500ETF-2%
now $17.3M
+115 more in the Excel export
Sold out (35)
$PKGPACKAGING CORP OF AMERICAwas $810K
held 4 qtrs
- INNOVATOR ETFS TRUST - EQUITY DEFND 1YRwas $761K
- SSGA ACTIVE ETF TR - ST STR TOTAL ETFwas $686K
- VANGUARD SCOTTSDALE FDS - VNG RUS1000IDXwas $673K
- JANUS DETROIT STR TR - HENDERSON MTGwas $386K
$WDCWESTERN DIGITAL CORPwas $322K
+29 more in the Excel export
Holdings by quarter
Every 13F Independent Wealth Network Inc. has filed, 20 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Independent Wealth Network's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 13 of the 20 are scored)
Top 10 since filing
-1.8%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 27% over the last 4
Top 10 weight
26%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Independent Wealth Network Inc. disclosed 335 positions worth $397.3M in its Form 13F-HR for Q3 2026 — $397.2M in common stock plus $80,915 of put/call option positions (reported at underlying notional value, not premium at risk), led by $CAT (CATERPILLAR INC) at 5.4% of the equity portfolio. During the quarter the fund opened 30 new positions and exited 35 and a full exit from $PKG. The portfolio is most concentrated in Other (64.9% of disclosed assets). All figures are sourced directly from Independent Wealth Network Inc.’s Form 13F-HR filing with the SEC under CIK 1891240.
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AI-Powered Hedge Fund Analysis: Independent Wealth Network Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Independent Wealth Network Inc. (SEC CIK: 1891240), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Independent Wealth Network Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.