§ 13F · FUND PROFILE
Independent Wealth Network Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $274.9T (13F)Positions · 258Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$327.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC | 26K | $15.0T | 4.6% | NEW |
| 2 | SPYG | SPDR SERIES TRUST | 124K | $13.3T | 4.0% | NEW |
| 3 | SPYM | SPDR SERIES TRUST | 152K | $12.2T | 3.7% | NEW |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | 198K | $10.0T | 3.1% | NEW |
| 5 | SPYV | SPDR SERIES TRUST | 152K | $8.6T | 2.6% | NEW |
| 6 | SLV | ISHARES SILVER TR | 110K | $7.1T | 2.2% | NEW |
| 7 | ACWI | ISHARES TR | 45K | $6.3T | 1.9% | NEW |
| 8 | ILTB | ISHARES TR | 124K | $6.2T | 1.9% | NEW |
| 9 | AAPL | APPLE INC | 20K | $5.3T | 1.6% | NEW |
| 10 | RDFI | COLLABORATIVE INVESTMNT SER | 214K | $5.1T | 1.6% | NEW |
§ 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 $274856.5 trillion in assets. The fund runs a broad portfolio of 258 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed