Q3 2026 13F · SEC CIK 1891240

Independent Wealth Network Inc.

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $397.2M
Reported positions: 333
Top holdings a year, 3 yrs: +17.5%
Assets under management: $518.4M

Independent Wealth Network Inc. is a wealth manager that reported 333 positions worth $397.2M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Caterpillar Inc (CAT, 5.4%), Spdr Series Trust (SPLG, 4.4%), J P Morgan Exchange Traded F (JPST, 3.0%). A portfolio copying its top holdings returned 17.5% a year over the last 3 years, against 20.4% for the S&P 500.

Independent Wealth Network Inc. holdings largest 50 of 333 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Independent Wealth Network Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
CATCaterpillar Inc	5.4%	7.2%	26,532	+0.1%	$21.5M
SPLGSpdr Series Trust	4.4%	4.4%	192,783	-1.8%	$17.3M
JPSTJ P Morgan Exchange Traded F	3.0%	3.1%	236,829	-2.4%	$11.9M
SPYGState Street Spdr Portfolio S&p 500 Grow	2.9%	3.0%	93,334	-4.4%	$11.5M
QQQInvesco Qqq Tr	1.9%	1.9%	9,940	+0.4%	$7.4M
NVDANvidia Corporation	1.7%	1.4%	29,543	+5.6%	$6.7M
CVXChevron Corporation	1.7%	1.2%	32,696	+16.0%	$6.7M
AAPLApple Inc	1.6%	1.5%	19,626	-1.1%	$6.5M
RDFICollaborative Investmnt Ser	1.6%	1.7%	300,985	+7.5%	$6.5M
DFUSDimensional ETF Trust	1.6%	1.6%	74,470	-1.0%	$6.2M
MSFTMicrosoft Corp	1.6%	1.2%	12,039	-2.5%	$6.2M
SPYVState Street Spdr Portfolio S&p 500 Valu	1.3%	1.4%	85,257	-3.9%	$5.2M
SLVIshares Silver Tr	1.3%	1.3%	95,321	-1.3%	$5.2M
VOOVanguard Index Fds	1.3%	1.2%	7,298	+2.3%	$5.1M
QTECFirst Tr Exchange-Traded Fd	1.0%	1.0%	12,367	+1.3%	$4.1M
AMZNAmazon Com Inc	1.0%	1.0%	16,108	+1.4%	$4.0M
GLDSpdr Gold Tr	1.0%	1.0%	10,510	+0.8%	$4.0M
VUGVanguard Index Fds	0.9%	0.9%	38,750	-1.5%	$3.5M
ACWIIshares Tr	0.9%	0.9%	21,851	-3.5%	$3.5M
SPYDSpdr Ser Tr	0.8%	0.9%	69,180	-4.2%	$3.1M
JEPIJ P Morgan Exchange Traded F	0.8%	0.9%	55,372	-8.9%	$3.1M
FLRTPacer Fds Tr	0.8%	0.8%	65,034	+0.1%	$3.0M
PLTRPalantir Technologies Inc	0.8%	0.5%	15,958	-0.5%	$3.0M
XLESelect Sector Spdr Tr	0.8%	0.7%	48,458	-10.5%	$3.0M
XLKSelect Sector Spdr Tr	0.7%	0.7%	15,170	-0.3%	$3.0M
XMMOInvesco Exchange Traded Fd T	0.7%	0.8%	20,064	+6.5%	$2.9M
VYMVanguard Whitehall Fds	0.7%	0.8%	18,414	-1.6%	$2.9M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.7%	5,669	+1.5%	$2.8M
METAMeta Platforms Inc	0.7%	0.5%	3,583	+3.4%	$2.6M
STIPIshares Tr	0.6%	0.7%	25,840	+1.1%	$2.6M
FJANFirst Tr Exchng Traded Fd Vi	0.6%	0.6%	45,434	-0.3%	$2.6M
BNDVanguard Bd Index Fds	0.6%	0.6%	36,120	+12.7%	$2.5M
SPABSpdr Series Trust	0.6%	0.7%	102,846	-9.9%	$2.5M
LMBSFirst Tr Exchange-Traded Fd	0.6%	0.6%	51,503	+6.8%	$2.5M
PSFFPacer Fds Tr	0.6%	0.6%	66,016	-4.2%	$2.3M
VVisa Inc	0.6%	0.5%	6,224	+2.8%	$2.2M
DUKHNorthern Lights Fd Tr	0.6%	0.6%	94,769	-2.4%	$2.2M
ILTBIshares Tr	0.5%	0.6%	45,385	-3.8%	$2.0M
SPYState Str Spdr S&p 500 ETF T	0.5%	0.5%	2,646	-0.8%	$2.0M
BILSpdr Series Trust	0.5%	0.5%	21,936	-4.2%	$2.0M
QYLDGlobal X Fds	0.5%	0.5%	108,154	+1.1%	$2.0M
SOXXIshares Tr	0.5%	0.5%	3,526	+8.5%	$2.0M
YYYAmplify ETF Tr	0.5%	0.6%	191,208	+1.7%	$2.0M
66538H591Northern Lts Fd Tr IV	0.5%	0.5%	27,010	-3.3%	$1.9M
IVVIshares Tr	0.5%	0.5%	2,518	+3.4%	$1.9M
BUFRFirst Tr Exchng Traded Fd Vi	0.5%	0.5%	51,340	+4.4%	$1.9M
DUKZNorthern Lights Fd Tr	0.5%	0.5%	77,885	-2.6%	$1.9M
RWKInvesco Exch Traded Fd Tr II	0.5%	—	13,612	—	$1.9M
GOOGAlphabet Inc	0.5%	—	5,424	—	$1.8M
JAGGJ P Morgan Exchange Traded F	0.5%	0.5%	42,072	+3.3%	$1.8M

What Independent Wealth Network Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.5% /yr; S&P 500 +20.1%
3 years: +17.5% /yr; S&P 500 +20.4%
5 years: +9.5% /yr; S&P 500 +11.2%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$397.2M	333
Q2 2026	$393.2M	338
Q1 2026	$336.6M	296
Q4 2025	$327.4M	287
Q3 2025	$311.1M	282
Q2 2025	$274.9M	258
Q1 2025	$250.7M	245
Q4 2024	$246.5M	236
Q3 2024	$226.3M	222
Q2 2024	$214.9M	214
Q1 2024	$213.4M	222
Q4 2023	$190.0M	216

Questions about Independent Wealth Network Inc.'s portfolio

What stocks does Independent Wealth Network Inc. own?

Independent Wealth Network Inc.'s latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 333 positions worth $397.2M. The largest are Caterpillar Inc (CAT) at 5.4%, Spdr Series Trust (SPLG) at 4.4%, J P Morgan Exchange Traded F (JPST) at 3.0%, State Street Spdr Portfolio S&p 500 Grow (SPYG) at 2.9% and Invesco Qqq Tr (QQQ) at 1.9%.

What did Independent Wealth Network Inc. buy last quarter?

In Q3 2026, Independent Wealth Network Inc. added Chevron Corporation (CVX) (+16.0% shares), Vanguard Bd Index Fds (BND) (+12.7% shares) and Ishares Tr (SOXX) (+8.5% shares), compared with its Q2 2026 filing.

What did Independent Wealth Network Inc. sell last quarter?

In Q3 2026, Independent Wealth Network Inc. cut from its top 50 Vanguard Index Fds (VBK), cut from its top 50 Wisdomtree Tr (DLN), Select Sector Spdr Tr (XLE) (-10.5% shares), Spdr Series Trust (SPAB) (-9.9% shares) and J P Morgan Exchange Traded F (JEPI) (-8.9% shares), compared with its Q2 2026 filing.

How has Independent Wealth Network Inc.'s portfolio performed?

A portfolio copying Independent Wealth Network Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +24.5% against +20.1%. Over 5 years: +9.5% a year against +11.2%.

When is Independent Wealth Network Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Independent Wealth Network Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Independent Wealth Network Inc. manage?

Independent Wealth Network Inc. reported $518.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $397.2M.