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CIK: 0001891240
Total reported value
$397.3M
$397.3M
296 檔
15.9%
At the close of Q1 2026, Independent Wealth Network Inc. disclosed equity holdings valued at approximately $397.3M, spread across 296 reported holdings.
Independent Wealth Network Inc. executed strategic sector rebalancing during Q1 2026, establishing 56 new positions while fully exiting 48 holdings and trimming 38 positions.
Showing top 200 holdings (of 296 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | Stock-Industrials | 5.50% | -1.77% | +0.08% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.53% | -0.03% | +31.03% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.76% | -0.12% | +25.96% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.87% | -0.06% | -20.47% | |
| 5 | SLV | Ishares Silver Trust | ETF-Commodities | 2.14% | — | -4.06% | |
| 6 | RDFI | Rareview Dynamic Fixed Incom | ETF-Other | 1.82% | -0.06% | +23.79% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 1.79% | +0.49% | -10.12% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.54% | -0.01% | +6.81% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.53% | — | +37.35% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.52% | -0.06% | -40.32% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.48% | +0.19% | +0.20% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | +0.28% | -3.80% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 1.30% | +0.03% | +1.94% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | +0.38% | +14.24% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | +0.04% | +3.39% | |
| 16 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.99% | -0.01% | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | +0.05% | +3.50% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.97% | -0.09% | +35.57% | |
| 19 | FLRT | Pacer Aristotle Pacific Floa | ETF-Other | 0.94% | -0.01% | -18.25% | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.90% | -0.03% | -50.99% | |
| 21 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.87% | -0.09% | -32.37% | |
| 22 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.86% | -0.11% | -40.41% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.83% | -0.03% | +0.47% | |
| 24 | XLE | Ss Energy Select Sector | ETF-Other | 0.82% | +0.02% | +65.26% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.81% | +0.02% | -4.01% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | — | +2.48% | |
| 27 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.76% | -0.01% | +1.28% | |
| 28 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.76% | -0.08% | +52.53% | |
| 29 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.71% | +0.01% | -1.06% | |
| 30 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.68% | -0.08% | -62.24% | |
| 31 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.68% | +0.02% | — | |
| 32 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-Other | 0.67% | -0.09% | +4.25% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.66% | +0.04% | +22.99% | |
| 34 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 0.66% | -0.02% | -3.53% | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.65% | +0.27% | +11.34% | |
| 36 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.65% | -0.04% | -1.66% | |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.63% | -0.02% | -9.09% | |
| 38 | YYY | Amplify Cef High Income ETF | ETF-Other | 0.60% | -0.05% | +1.83% | |
| 39 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.58% | — | +0.73% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.56% | +0.01% | +4.22% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | +0.15% | +0.44% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | — | -8.39% | |
| 43 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.53% | -0.03% | +19.33% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.01% | +4.17% | |
| 45 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 0.53% | -0.02% | — | |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.48% | +0.02% | +3.40% | |
| 47 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.47% | -0.02% | +14.56% | |
| 48 | KYN | Kayne Anderson Energy Infra | Stock-Other | 0.47% | — | +1.20% | |
| 49 | SCIO | Ft Struct Credit Inc Opp ETF | ETF-Other | 0.46% | -0.13% | — | |
| 50 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.46% | -0.03% | -28.58% |
According to official SEC Form 13F filings, Independent Wealth Network Inc. reported a total U.S. public equity portfolio value of $397.3M across 296 disclosed positions in Q1 2026.
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, SPYM, JPST) accounted for 15.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
QTEC
市值: $3.3M
Top Position Liquidated / Trimmed
JPUS
前期市值: $1.9M
During Q1 2026, Independent Wealth Network Inc.'s top holdings by market value included CAT (5.5%)、SPYM (4.5%)、JPST (3.8%). The largest single position, CAT, represented 5.5% of total portfolio value.
In Q1 2026, Independent Wealth Network Inc. made 200 total portfolio adjustments, initiating 56 new buys, adding to 58 positions, trimming 38 holdings, and fully liquidating 48 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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