Independent Wealth Network Inc. — Q4 2025 13F Holdings

Name: Independent Wealth Network Inc. — 13F Holdings, Q4 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 287 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	CAT	Caterpillar INC	Stock-Industrials	4.57%	+1.68%	-1.63%
2	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	4.05%	+0.08%	+2.32%
3	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	3.73%	-0.14%	+1.91%
4	JPST	Jpmorgan Ultra-short Income	ETF-Other	3.07%	-0.64%	+1.08%
5	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	2.64%	—	+3.04%
6	SLV	Ishares Silver Trust	ETF-Commodities	2.17%	-0.83%	+5.78%
7	ACWI	Ishares Msci Acwi ETF	ETF-Other	1.93%	—	+5.90%
8	ILTB	Ishares Core 10+ Year Usd Bo	ETF-Other	1.88%	—	+9.20%
9	AAPL	Apple INC	Stock-Tech	1.63%	-0.02%	+0.13%
10	RDFI	Rareview Dynamic Fixed Incom	ETF-Other	1.56%	-0.12%	+13.27%
11	NVDA	Nvidia CORP	Stock-Tech	1.56%	+0.06%	-0.08%
12	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	1.55%	+0.03%	+1.20%
13	CVX	Chevron CORP	Stock-Energy	1.51%	-0.60%	+1.40%
14	SPAB	Ss Spdr P Agg Bond ETF	ETF-Other	1.49%	—	+9.40%
15	MSFT	Microsoft CORP	Stock-Tech	1.45%	-0.06%	+7.01%
16	SPYD	Ss Spdr P S&p 500 Hi Div ETF	ETF-Large Cap & Growth	1.26%	+0.01%	+8.02%
17	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.26%	+0.04%	-0.47%
18	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.22%	+0.32%	+11.06%
19	GLD	Spdr Gold Shares	ETF-Commodities	1.21%	-0.32%	+0.81%
20	FLRT	Pacer Aristotle Pacific Floa	ETF-Other	1.20%	—	-1.36%
21	AMZN	Amazon.com INC	Stock-Consumer Disc	1.07%	—	+2.32%
22	VUG	Vanguard Growth ETF	ETF-Other	0.97%	+0.05%	+5.89%
23	USRT	Ishares Core US Reit ETF	ETF-Other	0.87%	—	+4.77%
24	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.83%	—	-0.66%
25	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.80%	—	+0.77%
26	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	0.77%	—	+8.59%
27	FJAN	Ft Vest U.s. Equity Buffer E	ETF-Other	0.75%	—	-4.19%
28	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	0.74%	—	-0.22%
29	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.74%	—	-3.60%
30	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	0.71%	—	-1.29%
31	PSFF	Pacer Swan Sos Fund Of Funds	ETF-Other	0.71%	—	-0.78%
32	FPE	Ft-preferred Secur & INC ETF	ETF-Other	0.68%	—	-1.99%
33	LQTI	Ft Vest Invst Grd Trgt I ETF	ETF-Other	0.68%	-0.23%	+8.22%
34	FLOT	Ishares Floating Rate Bond E	ETF-Other	0.68%	-0.23%	-6.56%
35	META	Meta Platforms Inc-class A	Stock-Comm Services	0.65%	—	-0.84%
36	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.63%	—	+6.97%
37	YYY	Amplify Cef High Income ETF	ETF-Other	0.63%	—	-0.56%
38	QYLD	Global X Nasd 100 Cov Call	ETF-Other	0.61%	—	+5.22%
39	V	Visa Inc-class A Shares	Stock-Financials	0.61%	—	+0.67%
40	XLK	Ss Technology Select Sector	ETF-Tech	0.60%	+0.18%	+104.62%
41	JPUS	Jpmorgan Div Ret US Eq ETF	ETF-Other	0.59%	—	+7.03%
42	BND	Vanguard Total Bond Market	ETF-Other	0.55%	—	+13.43%
43	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.52%	—	-1.83%
44	TSLA	Tesla INC	Stock-Consumer Disc	0.51%	+0.03%	+1.06%
45	BKLN	Invesco Senior Loan ETF	ETF-Other	0.51%	—	+7.24%
46	ZDEK	Inno Equ Def Pro ETF - 1 De	ETF-Other	0.50%	-0.17%	EXIT
47	XMMO	Invesco S&p Midcap Momentum	ETF-Other	0.49%	+0.06%	+17.52%
48	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-Other	0.48%	—	-27.24%
49	XAWFX	Alliancebernstein Gl Hi INC	Stock-Other	0.48%	—	+0.27%
50	SNTH	Mrp Synthequity ETF	ETF-Other	0.48%	—	—

1–50 of 200

Holding changes this quarter

Position changes disclosed by Independent Wealth Network Inc. for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SLV	Ishares Silver Trust	+0.8%	+5.78%	Add
2	CAT	Caterpillar INC	+0.5%	-1.63%	Trim
3	XEMD	Bondbloxx-jpm Usd Em Mk 1-10	+0.3%	+197.01%	Add
4	CLX	Clorox Company	+0.1%	+88.99%	Add
5	QQQ	Invesco Qqq Trust Series 1	+0.1%	+11.06%	Add
6	GOOG	Alphabet Inc-cl C	+0.1%	-1.83%	Trim
7	RDFI	Rareview Dynamic Fixed Incom	+0.1%	+13.27%	Add
8	GLD	Spdr Gold Shares	+0.1%	+0.81%	Add
9	GOOGL	Alphabet Inc-cl A	+0.1%	+1.01%	Add
10	ACWI	Ishares Msci Acwi ETF	+0.1%	+5.90%	Add
11	XMMO	Invesco S&p Midcap Momentum	+0.1%	+17.52%	Add
12	SPAB	Ss Spdr P Agg Bond ETF	+0.1%	+9.40%	Add
13	KR	Kroger Co	+0.1%	+32.68%	Add
14	ILTB	Ishares Core 10+ Year Usd Bo	0%	+9.20%	Add
15	AAPL	Apple INC	0%	+0.13%	Add
16	SPYV	Ss Spdr P S&p 500 Value ETF	0%	+3.04%	Add
17	AMZN	Amazon.com INC	0%	+2.32%	Add
18	VUG	Vanguard Growth ETF	0%	+5.89%	Add
19	SPYD	Ss Spdr P S&p 500 Hi Div ETF	0%	+8.02%	Add
20	SPYG	Ss Spdr P S&p 500 Growth ETF	0%	+2.32%	Add
21	SPYM	Ste Str Spdr Pt S&p 500 ETF	0%	+1.91%	Add
22	MO	Altria Group INC	-0.1%	-6.29%	Trim
23	LAC	Lithium Americas CORP	-0.1%	-9.84%	Trim
24	META	Meta Platforms Inc-class A	-0.1%	-0.84%	Trim
25	SGOV	Ishares 0-3 Month Treasury B	-0.2%	-25.63%	Trim
26	BUFR	Ft Vest Lad Buffervetf-usd I	-0.2%	-27.24%	Trim
27	SNTH	Mrp Synthequity ETF	—	NEW	New buy
28	BUFB	Innovator Ladd Allo Buff ETF	—	EXIT	Sold out
29	CRM	Salesforce INC	—	EXIT	Sold out
30	ZECP	Zacks Earnings Consistent Po	—	NEW	New buy
31	XCCC	Bondbloxx-ccc-usd Hy CORP Bd	—	EXIT	Sold out
32	PCMM	Bblx Private Credit Clo ETF	—	EXIT	Sold out
33	UHT	Universal Health Rlty Income	—	NEW	New buy
34	JMHI	Jpmorgan High Yield Municpl	—	EXIT	Sold out
35	CTRA	Coterra Energy INC	—	EXIT	Sold out
36	RBLX	Roblox CORP -class A	—	EXIT	Sold out
37	MEDP	Medpace Holdings INC	—	NEW	New buy
38	VGSH	Vanguard Short-term Treasury	—	NEW	New buy
39	NKE	Nike INC -cl B	—	NEW	New buy
40	AVUS	Avantis U.s. Equity ETF	—	NEW	New buy
41	FAST	Fastenal Co	—	EXIT	Sold out
42	COWZ	Pacer US Cash Cows 100 ETF	—	EXIT	Sold out
43	KLAC	Kla CORP	—	NEW	New buy
44	SHYG	Ishares 0-5 Yr Hy CORP Bond	—	NEW	New buy
45	AMAT	Applied Materials INC	—	NEW	New buy
46	AJG	Arthur J Gallagher & Co	—	NEW	New buy
47	NDAQ	Nasdaq INC	—	NEW	New buy
48	SEIV	Sei Qim US Large Cap Value A	—	NEW	New buy
49	SEIM	Sei Qim US Large Cap Momentu	—	NEW	New buy
50	QUIZ	Zacks Qlty Inter'l Fund	—	NEW	New buy