Independent Wealth Network Inc. — Q2 2025 13F Holdings

Name: Independent Wealth Network Inc. — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001891240

Total reported value

$393.3M

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Full holdings list this quarter

Showing top 200 holdings (of 258 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	4.16%	+0.08%	+2.10%
2	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	3.83%	-0.14%	+0.69%
3	CAT	Caterpillar INC	Stock-Industrials	3.74%	+1.68%	-0.16%
4	JPST	Jpmorgan Ultra-short Income	ETF-Other	3.04%	-0.64%	-9.87%
5	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	2.68%	—	+3.44%
6	ILTB	Ishares Core 10+ Year Usd Bo	ETF-Other	1.92%	—	+3.48%
7	ACWI	Ishares Msci Acwi ETF	ETF-Other	1.91%	—	+0.85%
8	MSFT	Microsoft CORP	Stock-Tech	1.71%	-0.06%	-3.42%
9	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	1.69%	+0.03%	+6.32%
10	FLRT	Pacer Aristotle Pacific Floa	ETF-Other	1.63%	—	-10.38%
11	CVX	Chevron CORP	Stock-Energy	1.63%	-0.60%	+4.47%
12	NVDA	Nvidia CORP	Stock-Tech	1.53%	+0.06%	+8.01%
13	SPAB	Ss Spdr P Agg Bond ETF	ETF-Other	1.45%	—	+2.24%
14	AAPL	Apple INC	Stock-Tech	1.45%	-0.02%	-6.77%
15	SPYD	Ss Spdr P S&p 500 Hi Div ETF	ETF-Large Cap & Growth	1.35%	+0.01%	+2.40%
16	RDFI	Rareview Dynamic Fixed Incom	ETF-Other	1.30%	-0.12%	+16.43%
17	SLV	Ishares Silver Trust	ETF-Commodities	1.23%	-0.83%	+9.82%
18	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.20%	+0.04%	-4.05%
19	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.19%	+0.32%	+1.74%
20	AMZN	Amazon.com INC	Stock-Consumer Disc	1.13%	—	+10.52%
21	PLTR	Palantir Technologies Inc-a	Stock-Tech	1.12%	—	+3.28%
22	GLD	Spdr Gold Shares	ETF-Commodities	1.06%	-0.32%	-9.24%
23	VUG	Vanguard Growth ETF	ETF-Other	0.96%	+0.05%	+8.09%
24	USRT	Ishares Core US Reit ETF	ETF-Other	0.91%	—	+1.88%
25	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.89%	—	-1.09%
26	PSFF	Pacer Swan Sos Fund Of Funds	ETF-Other	0.87%	—	-3.03%
27	FJAN	Ft Vest U.s. Equity Buffer E	ETF-Other	0.86%	—	-1.45%
28	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.86%	—	-1.98%
29	META	Meta Platforms Inc-class A	Stock-Comm Services	0.86%	—	+1.79%
30	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	0.83%	—	+3.08%
31	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	0.83%	—	+3.12%
32	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	0.79%	—	+0.99%
33	FPE	Ft-preferred Secur & INC ETF	ETF-Other	0.76%	—	+1.85%
34	V	Visa Inc-class A Shares	Stock-Financials	0.72%	—	+4.03%
35	FLOT	Ishares Floating Rate Bond E	ETF-Other	0.70%	-0.23%	-2.08%
36	YYY	Amplify Cef High Income ETF	ETF-Other	0.70%	—	+2.99%
37	XLK	Ss Technology Select Sector	ETF-Tech	0.67%	+0.18%	+5.16%
38	LQTI	Ft Vest Invst Grd Trgt I ETF	ETF-Other	0.66%	-0.23%	—
39	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-Other	0.66%	—	+7.35%
40	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.64%	—	+8.02%
41	QYLD	Global X Nasd 100 Cov Call	ETF-Other	0.63%	—	+36.30%
42	ZDEK	Inno Equ Def Pro ETF - 1 De	ETF-Other	0.58%	-0.17%	EXIT
43	BND	Vanguard Total Bond Market	ETF-Other	0.55%	—	+8.77%
44	JPUS	Jpmorgan Div Ret US Eq ETF	ETF-Other	0.54%	—	+0.96%
45	XAWFX	Alliancebernstein Gl Hi INC	Stock-Other	0.54%	—	+0.43%
46	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.53%	—	—
47	ITA	Ishares U.s. Aerospace & Def	ETF-Other	0.51%	—	+2.86%
48	KR	Kroger Co	Stock-Consumer Staples	0.50%	—	+0.86%
49	AGGY	Wisdomtree Yield Enhanced US	ETF-Other	0.49%	—	+0.90%
50	KYN	Kayne Anderson Energy Infra	Stock-Other	0.48%	—	-0.09%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Independent Wealth Network Inc. for the quarter ending Q2 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	LQTI	Ft Vest Invst Grd Trgt I ETF	+0.7%	NEW	New buy
2	NVDA	Nvidia CORP	+0.5%	+8.01%	Add
3	SPYG	Ss Spdr P S&p 500 Growth ETF	+0.4%	+2.10%	Add
4	PLTR	Palantir Technologies Inc-a	+0.4%	+3.28%	Add
5	CAT	Caterpillar INC	+0.3%	-0.16%	Trim
6	MSFT	Microsoft CORP	+0.3%	-3.42%	Trim
7	QQQM	Invesco Nasdaq 100 ETF	+0.2%	NEW	New buy
8	XCCC	Bondbloxx-ccc-usd Hy CORP Bd	+0.2%	NEW	New buy
9	PCMM	Bblx Private Credit Clo ETF	+0.2%	NEW	New buy
10	DLN	Wisdomtree US Largecap Divid	+0.2%	NEW	New buy
11	AMZN	Amazon.com INC	+0.2%	+10.52%	Add
12	VUG	Vanguard Growth ETF	+0.1%	+8.09%	Add
13	META	Meta Platforms Inc-class A	+0.1%	+1.79%	Add
14	QYLD	Global X Nasd 100 Cov Call	+0.1%	+36.30%	Add
15	ZDEK	Inno Equ Def Pro ETF - 1 De	+0.1%	+34.68%	Add
16	DFUS	Dimensional US Eq Mkt ETF	+0.1%	+6.32%	Add
17	QQQ	Invesco Qqq Trust Series 1	+0.1%	+1.74%	Add
18	XLK	Ss Technology Select Sector	+0.1%	+5.16%	Add
19	TSLA	Tesla INC	+0.1%	+15.30%	Add
20	XYZ	Block INC	+0.1%	NEW	New buy
21	APH	Amphenol Corp-cl A	+0.1%	NEW	New buy
22	ORCL	Oracle CORP	+0.1%	NEW	New buy
23	ZJAN	Innovator Edp ETF - 1y Jan	+0.1%	NEW	New buy
24	IDEV	Ishares Core Msci Dev Mkts	+0.1%	+53.24%	Add
25	JEPQ	JPM Nasdaq Equity Premium	+0.1%	NEW	New buy
26	TT	Trane Technologies plc	+0.1%	NEW	New buy
27	RDFI	Rareview Dynamic Fixed Incom	+0.1%	+16.43%	Add
28	AVGO	Broadcom INC	+0.1%	-0.26%	Trim
29	INTU	Intuit INC	+0.1%	NEW	New buy
30	BUFZ	Ft Vest Laddered Moderate Bu	+0.1%	NEW	New buy
31	SLV	Ishares Silver Trust	+0.1%	+9.82%	Add
32	ITA	Ishares U.s. Aerospace & Def	+0.1%	+2.86%	Add
33	SOXX	Ishares Semiconductor ETF	+0.1%	+9.01%	Add
34	VTV	Vanguard Value ETF	+0.1%	+57.25%	Add
35	BITO	Proshares Bitcoin Etf-usd	+0.1%	+70.04%	Add
36	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.1%	+0.69%	Add
37	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.1%	+8.02%	Add
38	BA	Boeing Co/the	+0.1%	+5.41%	Add
39	ACWI	Ishares Msci Acwi ETF	0%	+0.85%	Add
40	BUFR	Ft Vest Lad Buffervetf-usd I	0%	+7.35%	Add
41	SPYV	Ss Spdr P S&p 500 Value ETF	-0.1%	+3.44%	Add
42	UNH	Unitedhealth Group INC	-0.1%	EXIT	Sold out
43	FTSM	First Trust Enh Short Mat Fd	-0.2%	-42.36%	Trim
44	BRK-B	Berkshire Hathaway Inc-cl B	-0.2%	-1.98%	Trim
45	FLRT	Pacer Aristotle Pacific Floa	-0.3%	-10.38%	Trim
46	CVX	Chevron CORP	-0.4%	+4.47%	Add
47	AAPL	Apple INC	-0.4%	-6.77%	Trim
48	JMHI	Jpmorgan High Yield Municpl	-0.6%	-79.10%	Trim
49	JPST	Jpmorgan Ultra-short Income	-0.7%	-9.87%	Trim
50	QDPL	Pacer Met US Lrg Cap Dvd 400	-0.7%	EXIT	Sold out