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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
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	$67.3B	$1.33 Million 0.46% of portfolio	18,248	Q3 2025 Added 14.06%
GOOG Alphabet Inc. Communication Services	$1.53T	$1.33 Million 0.46% of portfolio	5,473	Q3 2025 Added 9.81%
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%
KYN Kayne Anderson Energy Infrastructure Fund, Inc. Financial Services	$0	$1.3 Million 0.45% of portfolio	104,917	Q3 2025 Added 1.48%
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%
MSI Motorola Solutions, Inc. Technology	$73.3B	$1.22 Million 0.42% of portfolio	2,673	Q3 2025 Reduced 1.47%
MO Altria Group, Inc. Consumer Defensive	$116B	$1.2 Million 0.41% of portfolio	18,222	Q3 2025 Reduced 1.52%
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%
BA Boeing CO Industrials	$128B	$1.1 Million 0.38% of portfolio	5,078	Q3 2025 Reduced 0.9%
IVV Ishares Core S&P 500 ETF ETFs	$0	$1.04 Million 0.36% of portfolio	1,552	Q3 2025 Reduced 0.58%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$1.03 Million 0.35% of portfolio	10,994	Q3 2025 Added 1.0%
JSML Janus Detroit Str Tr Henderson ETFs	$0	$1.01 Million 0.35% of portfolio	13,478	Q3 2025 Added 21.97%
ARCC Ares Capital Corp Financial Services	$0	$1.03 Million 0.35% of portfolio	50,568	Q3 2025 Added 1.64%
ET Energy Transfer LP Energy	$52.2B	$1.01 Million 0.35% of portfolio	58,886	Q3 2025 Added 2.05%
KR Kroger CO Consumer Defensive	$49.5B	$993,000 0.34% of portfolio	14,734	Q3 2025 Reduced 23.71%
XOM Exxon Mobil Corp Energy	$465B	$993,000 0.34% of portfolio	8,815	Q3 2025 Added 0.62%
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	$0	$961,000 0.33% of portfolio	18,999	Q3 2025 Added 0.74%
COST Costco Wholesale Corp Consumer Defensive	$423B	$966,000 0.33% of portfolio	1,044	Q3 2025 Reduced 0.19%
GOOGL Alphabet Inc. Communication Services	$1.5T	$965,000 0.33% of portfolio	3,973	Q3 2025 Added 43.12%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$928,000 0.32% of portfolio	19,527	Q3 2025 Added 26.84%
GCOW Pacer Fds Tr Global Cash Cows ETFs	$0	$908,000 0.31% of portfolio	22,923	Q3 2025 New
VIG Vanguard Dividend Appreciation ETFs	$0	$903,000 0.31% of portfolio	4,959	Q3 2025 Added 0.26%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$864,000 0.3% of portfolio	8,587	Q3 2025 Reduced 9.58%
CASY Caseys General Stores Inc Consumer Cyclical	$21B	$863,000 0.3% of portfolio	1,527	Q3 2025 Reduced 0.07%
HON Honeywell International Inc Industrials	$136B	$881,000 0.3% of portfolio	4,189	Q3 2025 Reduced 0.45%
FYC First Trust Small Cap Growth A ETFs	$0	$841,000 0.29% of portfolio	9,275	Q3 2025 Added 13.62%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$828,000 0.28% of portfolio	17,694	Q3 2025 Added 8.97%
FEX First Tr Large Cap Core Alphde ETFs	$0	$805,000 0.28% of portfolio	6,892	Q3 2025 Added 20.05%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$818,000 0.28% of portfolio	2,787	Q3 2025 Reduced 0.68%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$828,000 0.28% of portfolio	25,966	Q3 2025 Reduced 5.2%
BUFB Innovator Etfs Tr Laddered Fd ETFs	$0	$779,000 0.27% of portfolio	21,808	Q3 2025 Added 5.56%
AAXJ Ishares Msci All Country Asia ETFs	$0	$783,000 0.27% of portfolio	8,584	Q3 2025 Added 0.16%
USHY Ishares Tr Broad Usd High Yiel ETFs	$0	$785,000 0.27% of portfolio	20,796	Q3 2025 Added 24.23%
EWA Ishares Msci Australia ETF ETFs	$0	$780,000 0.27% of portfolio	28,904	Q3 2025 Added 1.62%
AVGO Broadcom Inc. Technology	$142B	$795,000 0.27% of portfolio	2,411	Q3 2025 Added 6.49%
IDV Ishares Tr ETFs	$0	$774,000 0.27% of portfolio	21,190	Q3 2025 Added 0.61%
WINN Harbor ETF Tr Harbor Long Term ETFs	$0	$762,000 0.26% of portfolio	29,903	Q3 2025 Added 28.38%
HSY Hershey CO Consumer Defensive	$28.1B	$764,000 0.26% of portfolio	4,086	Q3 2025 Added 0.89%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$770,000 0.26% of portfolio	20,273	Q3 2025 Added 2.13%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$771,000 0.26% of portfolio	9,571	Q3 2025 Added 12.93%
IDEV Ishares Core Msci Intl Develop ETFs	$0	$770,000 0.26% of portfolio	9,611	Q3 2025 Added 2.9%
CME Cme Group Inc. Financial Services	$96.4B	$725,000 0.25% of portfolio	2,686	Q3 2025 Added 0.22%

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