Independent Wealth Network Inc. Portfolio Holdings

Independent Wealth Network Inc.

  • $291 Million
  • Q3 2025

Independent Wealth Network Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $291 Million distributed in 283 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $12.7M, Caterpillar Inc with a value of $12.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $11.7M, Jp Morgan ETF Tr Ultra Short I with a value of $9.96M, and Spdr Portfolio S&P 500 Value E with a value of $8.16M.

Examining the 13F form we can see an increase of $34.1M in the current position value, from $257M to 291M.

Below you can find more details about Independent Wealth Network Inc. portfolio as well as his latest detailed transactions.

Portfolio value $291 Million
ETFs: $195 Million
Technology: $25.5 Million
Industrials: $17.4 Million
Financial Services: $14.8 Million
Consumer Cyclical: $8.79 Million
Energy: $8.46 Million
Communication Services: $7.49 Million
Consumer Defensive: $6.88 Million
Other: $4.08 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$282B
$12.7 Million 4.35% of portfolio
26,531
Q3 2025 Added 0.11%
$448B
$5.1 Million 1.75% of portfolio
27,343
Q3 2025 Added 2.62%
$4.01T
$4.99 Million 1.71% of portfolio
19,581
Q3 2025 Added 0.84%
$298B
$4.96 Million 1.7% of portfolio
31,930
Q3 2025 Added 2.27%
$3.83T
$4.75 Million 1.63% of portfolio
9,176
Q3 2025 Reduced 2.76%
$2.2T
$3.25 Million 1.12% of portfolio
14,816
Q3 2025 Added 4.21%
$646B
$2.61 Million 0.9% of portfolio
5,200
Q3 2025 Added 7.22%
$353B
$2.56 Million 0.88% of portfolio
14,046
Q3 2025 Reduced 37.8%
$1.61T
$2.37 Million 0.81% of portfolio
3,233
Q3 2025 Added 1.38%
$565B
$1.93 Million 0.66% of portfolio
5,643
Q3 2025 Added 1.58%
$0
$1.65 Million 0.57% of portfolio
147,632
Q3 2025 Added 9.8%
$1.37T
$1.63 Million 0.56% of portfolio
3,662
Q3 2025 Reduced 5.62%
$446B
$1.51 Million 0.52% of portfolio
2
Q1 2025 New
$1.53T
$1.33 Million 0.46% of portfolio
5,473
Q3 2025 Added 9.81%
$0
$1.3 Million 0.45% of portfolio
104,917
Q3 2025 Added 1.48%
$73.3B
$1.22 Million 0.42% of portfolio
2,673
Q3 2025 Reduced 1.47%
$128B
$1.1 Million 0.38% of portfolio
5,078
Q3 2025 Reduced 0.9%
$0
$1.03 Million 0.35% of portfolio
50,568
Q3 2025 Added 1.64%
$52.2B
$1.01 Million 0.35% of portfolio
58,886
Q3 2025 Added 2.05%
$49.5B
$993,000 0.34% of portfolio
14,734
Q3 2025 Reduced 23.71%
$465B
$993,000 0.34% of portfolio
8,815
Q3 2025 Added 0.62%
$423B
$966,000 0.33% of portfolio
1,044
Q3 2025 Reduced 0.19%
$1.5T
$965,000 0.33% of portfolio
3,973
Q3 2025 Added 43.12%
$21B
$863,000 0.3% of portfolio
1,527
Q3 2025 Reduced 0.07%
$136B
$881,000 0.3% of portfolio
4,189
Q3 2025 Reduced 0.45%
$142B
$795,000 0.27% of portfolio
2,411
Q3 2025 Added 6.49%
$28.1B
$764,000 0.26% of portfolio
4,086
Q3 2025 Added 0.89%
$96.4B
$725,000 0.25% of portfolio
2,686
Q3 2025 Added 0.22%
$500B
$690,000 0.24% of portfolio
3,724
Q3 2025 Reduced 4.98%
$14.6B
$668,000 0.23% of portfolio
5,424
Q3 2025 Added 12.51%
$19.7B
$679,000 0.23% of portfolio
3,120
Q3 2025 New
$296B
$617,000 0.21% of portfolio
5,987
Q3 2025 Reduced 0.99%
$535B
$612,000 0.21% of portfolio
511
Q3 2025 Reduced 1.54%
$237B
$594,000 0.2% of portfolio
2,507
Q3 2025 New
$69.4B
$557,000 0.19% of portfolio
4,988
Q3 2025 Reduced 1.79%
$86.2B
$554,000 0.19% of portfolio
1,600
Q3 2025 Reduced 2.44%
$186B
$551,000 0.19% of portfolio
19,544
Q3 2025 Added 2.65%
$1.79B
$553,000 0.19% of portfolio
36,013
Q3 2025 Reduced 46.42%
$398B
$555,000 0.19% of portfolio
1,370
Q3 2025 Reduced 51.3%
$897B
$516,000 0.18% of portfolio
1,639
Q3 2025 Added 0.8%
$170B
$512,000 0.18% of portfolio
11,668
Q3 2025 Reduced 0.99%
$400B
$512,000 0.18% of portfolio
2,215
Q3 2025 Added 0.32%
$385B
$492,000 0.17% of portfolio
3,045
Q3 2025 Added 11.09%
$285B
$474,000 0.16% of portfolio
6,933
Q3 2025 Reduced 0.79%
$537B
$427,000 0.15% of portfolio
751
Q3 2025 Added 14.13%
$349B
$441,000 0.15% of portfolio
2,872
Q3 2025 Reduced 1.54%
$1.58T
$434,000 0.15% of portfolio
1,554
Q3 2025 Reduced 0.89%
$5.72B
$399,000 0.14% of portfolio
29,917
Q3 2025 Reduced 5.05%
$0
$407,000 0.14% of portfolio
40,117
Q3 2025 Added 22.38%

Summary

  • Portfolio
  • No. of Stocks 283
  • Current Value $291 Million
  • Prior Value $257 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 30 stocks
  • Additional Purchases 152 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 91 stocks
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