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 Trade History
$0
$468,000 0.16% of portfolio
5,618
Q3 2025 Added 0.86%
$0
$458,000 0.16% of portfolio
10,910
Q3 2025 Reduced 0.17%
$0
$458,000 0.16% of portfolio
18,781
Q3 2025 Added 0.37%
$0
$459,000 0.16% of portfolio
615
Q3 2025 Added 9.82%
$0
$480,000 0.16% of portfolio
3,831
Q3 2025 Reduced 0.78%
$0
$424,000 0.15% of portfolio
3,806
Q3 2025 Added 12.24%
$0
$451,000 0.15% of portfolio
11,514
Q3 2025 Reduced 27.43%
$0
$444,000 0.15% of portfolio
1,999
Q2 2025 Added 0.55%
$0
$445,000 0.15% of portfolio
10,182
Q3 2025 New
$0
$449,000 0.15% of portfolio
5,209
Q3 2025 Reduced 11.44%
$0
$396,000 0.14% of portfolio
7,423
Q3 2025 Added 0.04%
$0
$421,000 0.14% of portfolio
8,378
Q3 2025 Reduced 17.06%
$0
$404,000 0.14% of portfolio
3,408
Q3 2025 Added 1.13%
$0
$398,000 0.14% of portfolio
8,600
Q3 2025 Added 0.46%
$0
$403,000 0.14% of portfolio
3,342
Q3 2025 Reduced 2.88%
$0
$419,000 0.14% of portfolio
7,340
Q3 2025 Reduced 1.71%
$0
$378,000 0.13% of portfolio
4,087
Q3 2025 Added 29.29%
$0
$362,000 0.12% of portfolio
6,685
Q3 2025 Added 4.78%
$0
$342,000 0.12% of portfolio
5,716
Q3 2025 Reduced 31.72%
$0
$319,000 0.11% of portfolio
3,004
Q3 2025 Added 5.48%
$0
$318,000 0.11% of portfolio
3,352
Q3 2025 Added 4.33%
$0
$320,000 0.11% of portfolio
6,827
Q3 2025 Added 0.22%
$0
$316,000 0.11% of portfolio
5,106
Q3 2025 Added 0.47%
$0
$328,000 0.11% of portfolio
10,580
Q3 2025 Added 21.36%
$0
$298,000 0.1% of portfolio
5,574
Q3 2025 Added 0.54%
$0
$273,000 0.09% of portfolio
5,530
Q3 2025 Added 4.03%
$5.72B
$274,000 0.09% of portfolio
7,457
Q3 2025 New
$0
$268,000 0.09% of portfolio
3,308
Q3 2025 Added 20.42%
$0
$240,000 0.08% of portfolio
4,391
Q3 2025 Reduced 27.68%
$0
$229,000 0.08% of portfolio
4,912
Q3 2025 New
$0
$245,000 0.08% of portfolio
4,275
Q3 2025 Added 0.85%
$0
$229,000 0.08% of portfolio
1,911
Q3 2025 Added 1.0%
$0
$224,000 0.08% of portfolio
1,097
Q3 2025 New
$0
$229,000 0.08% of portfolio
1,098
Q3 2025 Added 2.91%
$0
$210,000 0.07% of portfolio
645
Q3 2025 New
$0
$217,000 0.07% of portfolio
1,576
Q3 2025 Added 0.64%
$0
$208,000 0.07% of portfolio
2,118
Q3 2025 New
$0
$206,000 0.07% of portfolio
8,642
Q3 2025 New
$0
$209,000 0.07% of portfolio
2,257
Q3 2025 New
$0
$204,000 0.07% of portfolio
4,789
Q3 2025 New
$0
$213,000 0.07% of portfolio
8,089
Q3 2025 Reduced 19.28%
$0
$206,000 0.07% of portfolio
4,174
Q3 2025 New
$0
$210,000 0.07% of portfolio
4,170
Q3 2025 New
$0
$208,000 0.07% of portfolio
13,752
Q3 2025 Reduced 6.1%
$0
$212,000 0.07% of portfolio
4,892
Q3 2025 Reduced 0.71%
$0
$0 0.0% of portfolio
9,344
Q3 2025 Reduced 1.86%

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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