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CIK: 0001891240
Total reported value
$393.3M
$393.3M
282 檔
14.0%
According to the latest 13F quarterly dataset, Independent Wealth Network Inc. managed an equity portfolio of $393.3M at the end of Q3 2025, spanning 282 distinct U.S. exchange-listed positions.
In Q3 2025, Independent Wealth Network Inc. displayed an active expansion posture, initiating 13 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 282 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.08% | +0.08% | +1.15% | |
| 2 | CAT | Caterpillar Inc | Stock-Industrials | 4.07% | +1.68% | +0.11% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.76% | -0.14% | +3.05% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.20% | -0.64% | +18.95% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.62% | -0.15% | +4.74% | |
| 6 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.87% | — | +3.10% | |
| 7 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 1.84% | -0.09% | +6.36% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.64% | +0.06% | +2.62% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.60% | -0.02% | +0.84% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 1.59% | -0.60% | +2.27% | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.58% | +0.03% | -2.49% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.53% | -0.06% | -2.76% | |
| 13 | RDFI | Rareview Dynamic Fixed Incom | ETF-Other | 1.48% | -0.12% | +25.87% | |
| 14 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.44% | -0.12% | +11.12% | |
| 15 | SLV | Ishares Silver Trust | ETF-Commodities | 1.42% | -0.83% | +1.04% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | +0.04% | +13.42% | |
| 17 | FLRT | Pacer Aristotle Pacific Floa | ETF-Other | 1.29% | -0.17% | -10.26% | |
| 18 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 1.25% | +0.01% | +1.50% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.13% | +0.32% | -0.95% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 1.13% | -0.32% | +3.60% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | — | +4.21% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.95% | +0.05% | +2.29% | |
| 23 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.90% | — | +8.24% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.86% | -0.08% | +2.95% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | -0.05% | +7.22% | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.82% | -0.18% | -37.80% | |
| 27 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.80% | -0.07% | -0.19% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.78% | -0.10% | +5.42% | |
| 29 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.76% | -0.23% | +22.98% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.05% | +1.38% | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.76% | -0.10% | +8.28% | |
| 32 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.75% | -0.10% | +1.51% | |
| 33 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.73% | -0.06% | +7.23% | |
| 34 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 0.73% | -0.06% | -7.88% | |
| 35 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.68% | -0.02% | +11.74% | |
| 36 | YYY | Amplify Cef High Income ETF | ETF-Other | 0.68% | -0.05% | +9.78% | |
| 37 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-Other | 0.67% | -0.23% | +14.72% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.02% | +1.58% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | -0.03% | +0.42% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.60% | +0.18% | -9.14% | |
| 41 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.59% | -0.08% | +4.20% | |
| 42 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.58% | — | +14.64% | |
| 43 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.54% | -0.05% | +33.98% | |
| 44 | XAWFX | Alliancebernstein Gl Hi Inc | Stock-Other | 0.53% | -0.05% | +9.80% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | +0.03% | -5.62% | |
| 46 | ZDEK | Inno Equ Def Pro ETF - 1 De | ETF-Other | 0.52% | -0.17% | EXIT | |
| 47 | BND | Vanguard Total Bond Market | ETF-Other | 0.52% | -0.06% | +5.49% | |
| 48 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.49% | — | +17.96% | |
| 49 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.49% | — | +10.30% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.48% | -0.05% | — |
According to official SEC Form 13F filings, Independent Wealth Network Inc. reported a total U.S. public equity portfolio value of $393.3M across 282 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYG, CAT, SPYM) accounted for 14.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
LQTI
市值: $2.1M
Top Position Liquidated / Trimmed
QDPL
前期市值: $1.8M
During Q3 2025, Independent Wealth Network Inc.'s top holdings by market value included SPYG (4.1%)、CAT (4.1%)、SPYM (3.8%). The largest single position, SPYG, represented 4.1% of total portfolio value.
In Q3 2025, Independent Wealth Network Inc. made 50 total portfolio adjustments, initiating 13 new buys, adding to 26 positions, trimming 9 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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