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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPYG Spdr Portfolio ETFs	$0	$12.7 Million 4.36% of portfolio	121,430	Q3 2025 Added 1.15%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$11.7 Million 4.01% of portfolio	149,292	Q3 2025 Added 3.05%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$9.96 Million 3.42% of portfolio	196,277	Q3 2025 Added 18.95%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$8.16 Million 2.8% of portfolio	147,540	Q3 2025 Added 4.74%
ACWI Ishares Msci Acwi ETF ETFs	$0	$5.82 Million 2.0% of portfolio	42,109	Q3 2025 Added 3.1%
ILTB Ishares Core 10+ Year Usd Bond ETFs	$0	$5.74 Million 1.97% of portfolio	113,650	Q3 2025 Added 6.36%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$4.9 Million 1.68% of portfolio	67,710	Q3 2025 Reduced 2.49%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$4.48 Million 1.54% of portfolio	173,216	Q3 2025 Added 11.12%
SLV I Shares Silver Trust ETFs	$24.5B	$4.42 Million 1.52% of portfolio	104,236	Q3 2025 Added 1.04%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$4.05 Million 1.39% of portfolio	6,607	Q3 2025 Added 13.42%
FLRT Pacer Fds Tr Pacific Asset Flt ETFs	$0	$4.01 Million 1.37% of portfolio	84,529	Q3 2025 Reduced 10.26%
SPYD Spdr Portfolio S&P 500 High Di ETFs	$0	$3.89 Million 1.34% of portfolio	88,487	Q3 2025 Added 1.5%
GLD Spdr Gold Trust ETFs	$131B	$3.52 Million 1.21% of portfolio	9,890	Q3 2025 Added 3.6%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$3.52 Million 1.21% of portfolio	5,858	Q3 2025 Reduced 0.95%
VUG Vanguard Growth ETF ETFs	$0	$2.96 Million 1.01% of portfolio	6,165	Q3 2025 Added 2.29%
USRT Ishares Core U.S. Reit ETF ETFs	$0	$2.81 Million 0.96% of portfolio	47,871	Q3 2025 Added 8.24%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$2.68 Million 0.92% of portfolio	18,997	Q3 2025 Added 2.95%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$2.43 Million 0.83% of portfolio	42,555	Q3 2025 Added 5.42%
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	$0	$2.38 Million 0.82% of portfolio	46,515	Q3 2025 Added 22.98%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$2.36 Million 0.81% of portfolio	25,710	Q3 2025 Added 8.28%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$2.33 Million 0.8% of portfolio	22,547	Q3 2025 Added 1.51%
FPE First Tr Pfd Secs & Income ETF ETFs	$0	$2.28 Million 0.78% of portfolio	125,185	Q3 2025 Added 7.23%
PSFF Pacer Fds Tr Swan Sos Fd Of Fd ETFs	$0	$2.28 Million 0.78% of portfolio	72,203	Q3 2025 Reduced 7.88%
YYY Amplify ETF Tr High Income ETF ETFs	$0	$2.13 Million 0.73% of portfolio	179,957	Q3 2025 Added 9.78%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$2.13 Million 0.73% of portfolio	63,685	Q3 2025 Added 11.74%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.89 Million 0.65% of portfolio	2,840	Q3 2025 Added 0.42%
XLK Technology Sector Spdr ETFs	$0	$1.87 Million 0.64% of portfolio	6,642	Q3 2025 Reduced 9.14%
QYLD Global X Fdsnasdaq 100 Covered ETFs	$0	$1.83 Million 0.63% of portfolio	107,603	Q3 2025 Added 4.2%
JPUS Jpmorgan Diversified Return Us ETFs	$0	$1.8 Million 0.62% of portfolio	14,495	Q3 2025 Added 14.64%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$1.7 Million 0.58% of portfolio	16,837	Q3 2025 Added 33.98%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$1.61 Million 0.55% of portfolio	21,606	Q3 2025 Added 5.49%
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	$0	$1.54 Million 0.53% of portfolio	73,430	Q3 2025 Added 17.96%
AGGY Wisdomtree Yield Enhanced U.S. ETFs	$0	$1.51 Million 0.52% of portfolio	34,164	Q3 2025 Added 10.3%
CGUS Capital Group Core Equity ETF	$0	$1.43 Million 0.49% of portfolio	36,281	Q3 2025 Added 7.6%
ITA Ishares Tr ETFs	$0	$1.37 Million 0.47% of portfolio	6,548	Q3 2025 Reduced 11.5%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$1.36 Million 0.47% of portfolio	5,493	Q3 2025 Added 97.59%
DLN Wisdomtree Tr U.S Largecap Div ETFs	$0	$1.36 Million 0.47% of portfolio	15,589	Q3 2025 Added 118.3%
XMMO Invesco Exchange Traded Fd Tr ETFs	$0	$1.33 Million 0.46% of portfolio	9,817	Q3 2025 Added 13.57%
IAU Ishares Gold Trust ETFs	$66.2B	$1.33 Million 0.46% of portfolio	18,248	Q3 2025 Added 14.06%
SECT Sector 10, Inc. ETFs	$0	$1.32 Million 0.45% of portfolio	20,877	Q3 2025 Added 2.78%
PGX Invesco ETF Tr Ii Pfd ETF ETFs	$0	$1.31 Million 0.45% of portfolio	112,879	Q3 2025 Added 9.33%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$1.27 Million 0.44% of portfolio	4,270	Q3 2025 Added 3.82%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$1.3 Million 0.44% of portfolio	15,612	Q3 2025 Added 11.92%
XLE Energy Sector Spdr ETFs	$0	$1.22 Million 0.42% of portfolio	13,617	Q3 2025 Added 1.17%
SOXX Ishares Semiconductor ETF ETFs	$0	$1.2 Million 0.41% of portfolio	4,415	Q3 2025 Added 5.77%
DVY Ishares Tr ETFs	$0	$1.18 Million 0.4% of portfolio	8,302	Q3 2025 Reduced 0.61%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$1.14 Million 0.39% of portfolio	13,500	Q3 2025 Added 8.91%
LGLV Spdr Ssga Us Large Cap Low Vol ETFs	$0	$1.15 Million 0.39% of portfolio	6,442	Q3 2025 Added 7.91%
VNQ Vanguard Specialized Funds Van ETFs	$0	$1.1 Million 0.38% of portfolio	12,052	Q3 2025 Added 3.81%
IVV Ishares Core S&P 500 ETF ETFs	$0	$1.04 Million 0.36% of portfolio	1,552	Q3 2025 Reduced 0.58%

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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Independent Wealth Network Inc. Portfolio Holdings