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CIK: 0001891240
Total reported value
$397.3M
$397.3M
338 檔
19.3%
The Q2 2026 SEC filing reveals that Independent Wealth Network Inc. held a total portfolio value of $397.3M, covering 338 public equity positions.
In Q2 2026, Independent Wealth Network Inc. displayed an active expansion posture, initiating 61 new positions and adding to 82 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 338 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | Stock-Industrials | 7.18% | -1.77% | +1.48% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.39% | -0.03% | -1.53% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.12% | -0.12% | -2.91% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.95% | -0.06% | -1.22% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.85% | — | +10.74% | |
| 6 | RDFI | Rareview Dynamic Fixed Incom | ETF-Other | 1.70% | -0.06% | +5.57% | |
| 7 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.57% | -0.01% | +2.76% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.46% | +0.19% | +0.99% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | +0.28% | +6.48% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.37% | -0.06% | -2.27% | |
| 11 | SLV | Ishares Silver Trust | ETF-Commodities | 1.31% | — | -8.66% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | +0.04% | +4.97% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.19% | +0.49% | -3.11% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | +0.38% | +10.07% | |
| 15 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.04% | -0.01% | -20.99% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 0.98% | +0.03% | +2.63% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | +0.05% | +1.87% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.90% | -0.03% | +3.58% | |
| 19 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.88% | -0.09% | +11.73% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.87% | -0.09% | +5.63% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.86% | +0.02% | +527.55% | |
| 22 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.82% | -0.08% | +7.08% | |
| 23 | FLRT | Pacer Aristotle Pacific Floa | ETF-Other | 0.77% | -0.01% | -4.72% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.75% | -0.03% | -1.28% | |
| 25 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.74% | -0.11% | +1.03% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.74% | +0.01% | +7.41% | |
| 27 | XLE | Ss Energy Select Sector | ETF-Other | 0.73% | +0.02% | +19.85% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | — | +4.02% | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.66% | -0.01% | +3.11% | |
| 30 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.64% | +0.01% | -3.49% | |
| 31 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.61% | +0.02% | +5.14% | |
| 32 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 0.60% | -0.02% | -0.32% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.60% | +0.04% | +6.32% | |
| 34 | DUKH | Ocean Park High Income ETF | ETF-Other | 0.59% | -0.04% | — | |
| 35 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.59% | -0.08% | +0.70% | |
| 36 | YYY | Amplify Cef High Income ETF | ETF-Other | 0.55% | -0.05% | +3.13% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.01% | +5.66% | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.53% | -0.02% | -0.74% | |
| 39 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.53% | -0.03% | -40.59% | |
| 40 | DUKZ | Ocean Pa Diversified In ETF | ETF-Other | 0.52% | -0.04% | — | |
| 41 | SECT | Main Sector Rotation ETF | ETF-Other | 0.51% | -0.02% | +14.07% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | — | -4.17% | |
| 43 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.50% | — | -6.18% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | +0.15% | +7.58% | |
| 45 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 0.48% | -0.02% | +5.62% | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.48% | +0.27% | +6.39% | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.47% | -0.05% | +10.39% | |
| 48 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.47% | -0.02% | +6.61% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.03% | +34.16% | |
| 50 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.46% | +0.02% | +2.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +1.7% | +1.48% | Add |
| 2 | DUKH | Ocean Park High Income ETF | +0.6% | NEW | New buy |
| 3 | DUKZ | Ocean Pa Diversified In ETF | +0.5% | NEW | New buy |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +10.74% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | NEW | New buy |
| 6 | AVLC | Avantis US Lg Cap Eq ETF | +0.2% | NEW | New buy |
| 7 | LDP | Cohen & Steers Limited Durat | +0.2% | NEW | New buy |
| 8 | ZJUN | Innova Eqty Def Prot 1yr Jun | +0.2% | NEW | New buy |
| 9 | XLK | Ss Technology Select Sector | +0.2% | +7.41% | Add |
| 10 | AMD | Advanced Micro Devices | +0.2% | -18.88% | Trim |
| 11 | USIG | Ishares Broad Usd Investment | +0.2% | NEW | New buy |
| 12 | AMAT | Applied Materials Inc | +0.2% | +42.57% | Add |
| 13 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +179.41% | Add |
| 14 | INTC | Intel CORP | +0.1% | -9.81% | Trim |
| 15 | MU | Micron Technology Inc | +0.1% | -31.16% | Trim |
| 16 | ✓ | +0.1% | NEW | New buy | |
| 17 | ✓ | +0.1% | NEW | New buy | |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.1% | +34.16% | Add |
| 19 | ✓ | +0.1% | NEW | New buy | |
| 20 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 21 | FTSM | First Trust Enh Short Mat Fd | +0.1% | NEW | New buy |
| 22 | NBIS | Nebius Group N.V. | +0.1% | NEW | New buy |
| 23 | ROM | Proshares Ultra Technology | +0.1% | NEW | New buy |
| 24 | SHOC | Shoc US Semicon Equity ETF | +0.1% | NEW | New buy |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -1.22% | Trim |
| 26 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 27 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 28 | ✓ | +0.1% | NEW | New buy | |
| 29 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 30 | TOST | Toast Inc-class A | +0.1% | NEW | New buy |
| 31 | IAGG | Ishares Intl Aggregate Bond | +0.1% | NEW | New buy |
| 32 | SECT | Main Sector Rotation ETF | +0.1% | +14.07% | Add |
| 33 | AGG | Ishares Core U.s. Aggregate | +0.1% | +39.52% | Add |
| 34 | GOOGL | Alphabet Inc-cl A | +0.1% | +13.28% | Add |
| 35 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 36 | MDT | Medtronic plc | +0.1% | NEW | New buy |
| 37 | DOCN | Digitalocean Holdings Inc | +0.1% | NEW | New buy |
| 38 | SNX | TD Synnex CORP | +0.1% | NEW | New buy |
| 39 | NVDA | Nvidia CORP | +0.1% | +6.48% | Add |
| 40 | XMMO | Invesco S&p Midcap Momentum | +0.1% | +7.08% | Add |
| 41 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +10.39% | Add |
| 42 | XNTK | Ss Spdr Nyse Tech ETF | +0.1% | -5.66% | Trim |
| 43 | HACK | Amplify Cybersecurity ETF | +0.1% | +0.27% | Add |
| 44 | IMCG | Ishares Morningstar Mid-cap | +0.1% | NEW | New buy |
| 45 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 46 | VRSK | Verisk Analytics Inc | +0.1% | NEW | New buy |
| 47 | ALAB | Astera Labs Inc | +0.1% | NEW | New buy |
| 48 | SMIZ | Zacks Small/mid Cap ETF | +0.1% | NEW | New buy |
| 49 | MOS | Mosaic Co/the | +0.1% | NEW | New buy |
| 50 | VHT | Vanguard Health Care ETF | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Independent Wealth Network Inc. reported a total U.S. public equity portfolio value of $397.3M across 338 disclosed positions in Q2 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 19.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
DUKH
市值: $2.3M
Top Position Liquidated / Trimmed
HON
前期市值: $993.0K
During Q2 2026, Independent Wealth Network Inc.'s top holdings by market value included CAT (7.2%)、SPYM (4.4%)、JPST (3.1%). The largest single position, CAT, represented 7.2% of total portfolio value.
In Q2 2026, Independent Wealth Network Inc. made 200 total portfolio adjustments, initiating 61 new buys, adding to 82 positions, trimming 38 holdings, and fully liquidating 19 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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