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CIK: 0001891240
Total reported value
$397.3M
$397.3M
287 檔
14.9%
During the Q4 2025 filing period, Independent Wealth Network Inc. (CIK: 0001891240) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $397.3M across 287 reported positions.
In Q4 2025, Independent Wealth Network Inc. displayed an active expansion posture, initiating 23 new positions and adding to 104 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 287 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | Stock-Industrials | 4.57% | -1.77% | -1.63% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.05% | -0.06% | +2.32% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.73% | -0.03% | +1.91% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.07% | -0.12% | +1.08% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.64% | -0.06% | +3.04% | |
| 6 | SLV | Ishares Silver Trust | ETF-Commodities | 2.17% | — | +5.78% | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.93% | -0.03% | +5.90% | |
| 8 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 1.88% | -0.08% | +9.20% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.63% | +0.19% | +0.13% | |
| 10 | RDFI | Rareview Dynamic Fixed Incom | ETF-Other | 1.56% | -0.06% | +13.27% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.56% | +0.28% | -0.08% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.55% | -0.01% | +1.20% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.51% | +0.49% | +1.40% | |
| 14 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.49% | -0.11% | +9.40% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | +0.38% | +7.01% | |
| 16 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 1.26% | -0.09% | +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% | — | +11.06% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.21% | +0.03% | +0.81% | |
| 20 | FLRT | Pacer Aristotle Pacific Floa | ETF-Other | 1.20% | -0.01% | -1.36% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.07% | +0.05% | +2.32% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.97% | +0.02% | +5.89% | |
| 23 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.87% | -0.04% | +4.77% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.83% | -0.03% | -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% | -0.01% | +8.59% | |
| 27 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.75% | +0.01% | -4.19% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.74% | -0.09% | -0.22% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.74% | +0.27% | -3.60% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.71% | -0.02% | -1.29% | |
| 31 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 0.71% | -0.02% | -0.78% | |
| 32 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.68% | -0.03% | -1.99% | |
| 33 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-Other | 0.68% | -0.09% | +8.22% | |
| 34 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.68% | -0.04% | -6.56% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | +0.15% | -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% | -0.05% | -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% | +0.01% | +0.67% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.60% | +0.01% | +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% | +0.04% | +13.43% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.02% | -1.83% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | -0.08% | +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% | — | -0.38% | |
| 47 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.49% | -0.08% | +17.52% | |
| 48 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.48% | +0.02% | -27.24% | |
| 49 | XAWFX | Alliancebernstein Gl Hi Inc | Stock-Other | 0.48% | -0.03% | +0.27% | |
| 50 | SNTH | Mrp Synthequity ETF | ETF-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 $397.3M across 287 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CAT, SPYG, SPYM) accounted for 14.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
SNTH
市值: $1.6M
Top Position Liquidated / Trimmed
BUFB
前期市值: $779.4K
During Q4 2025, Independent Wealth Network Inc.'s top holdings by market value included CAT (4.6%)、SPYG (4.0%)、SPYM (3.7%). The largest single position, CAT, represented 4.6% of total portfolio value.
In Q4 2025, Independent Wealth Network Inc. made 198 total portfolio adjustments, initiating 23 new buys, adding to 104 positions, trimming 53 holdings, and fully liquidating 18 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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