Independent Wealth Network
$393M 13F equity value
357 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Independent Wealth Network covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CAT | CATERPILLAR INC | 26,505 | $28M | 7.2% |
| SPYM | SPDR SERIES TRUST | 196,308 | $17M | 4.4% |
| JPST | J P MORGAN EXCHANGE TRADED F | 242,635 | $12M | 3.1% |
| SPYG | SPDR SERIES TRUST | 97,609 | $12M | 3.0% |
| QQQ | INVESCO QQQ TR | 9,896 | $7M | 1.9% |
| RDFI | COLLABORATIVE INVESTMNT SER | 279,963 | $7M | 1.7% |
| DFUS | DIMENSIONAL ETF TRUST | 75,206 | $6M | 1.6% |
| AAPL | APPLE INC | 19,841 | $6M | 1.5% |
| NVDA | NVIDIA CORPORATION | 27,987 | $6M | 1.4% |
| SPYV | SPDR SERIES TRUST | 88,671 | $5M | 1.4% |
Track Independent Wealth Network's 13F portfolio: $393M in reported holdings, 357 positions. Top holdings and quarterly changes on SentiSense.
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