§ 13F · FUND PROFILE
Independent Wealth Network Inc..
AUM · $393M (13F)Positions · 340Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC | 27K | $28M | 7.2% | +1% |
| 2 | SPYM | SPDR SERIES TRUST | 196K | $17M | 4.4% | −2% |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | 243K | $12M | 3.1% | −3% |
| 4 | SPYG | SPDR SERIES TRUST | 98K | $12M | 3.0% | −1% |
| 5 | QQQ | INVESCO QQQ TR | 10K | $7M | 1.9% | +11% |
| 6 | RDFI | COLLABORATIVE INVESTMNT SER | 280K | $7M | 1.7% | +6% |
| 7 | DFUS | DIMENSIONAL ETF TRUST | 75K | $6M | 1.6% | +3% |
| 8 | AAPL | APPLE INC | 20K | $6M | 1.5% | +1% |
| 9 | NVDA | NVIDIA CORPORATION | 28K | $6M | 1.4% | +6% |
| 10 | SPYV | SPDR SERIES TRUST | 89K | $5M | 1.4% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INDEPENDENT SIGNAL
AC read
Independent Wealth Network Inc. is a Other fund managing $393 million in assets. The fund runs a broad portfolio of 340 positions.
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