Independent Wealth Network Inc. Portfolio Holdings
Independent Wealth Network Inc.
- $304 Million
- Q4 2025
Independent Wealth Network Inc. has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $304 Million distributed in 288 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Caterpillar Inc with a value of $14.4M, Spdr Portfolio with a value of $13M, Spdr Portfolio S&P 500 ETF (Ma with a value of $12M, Jp Morgan ETF Tr Ultra Short I with a value of $10M, and Spdr Portfolio S&P 500 Value E with a value of $8.54M.
Examining the 13F form we can see an increase of $12.7M in the current position value, from $291M to 304M.
Below you can find more details about Independent Wealth Network Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$304 Million
ETFs: $205 Million
Technology: $25.4 Million
Industrials: $18.3 Million
Financial Services: $15.7 Million
Consumer Cyclical: $9.1 Million
Energy: $8.18 Million
Communication Services: $7.21 Million
Consumer Defensive: $7.2 Million
Other: $4.97 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 288
- Current Value $304 Million
- Prior Value $291 Million
- Filing
- Period Q4 2025
- Filing Date January 26, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 23 stocks
- Additional Purchases 156 stocks
- Sold out of 0 stocks
- Reduced holdings in 99 stocks