§ 13F · FUND PROFILE
Independent Wealth Network Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $275M (13F)Positions · 258Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$31M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC | 26K | $19M | 5.5% | ±0% |
| 2 | SPYM | SPDR SERIES TRUST | 199K | $15M | 4.5% | +31% |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | 250K | $13M | 3.8% | +26% |
| 4 | SPYG | SPDR SERIES TRUST | 99K | $10M | 2.9% | −20% |
| 5 | SLV | ISHARES SILVER TR | 106K | $7M | 2.1% | −4% |
| 6 | RDFI | COLLABORATIVE INVESTMNT SER | 265K | $6M | 1.8% | +24% |
| 7 | CVX | CHEVRON CORPORATION | 29K | $6M | 1.8% | −10% |
| 8 | DFUS | DIMENSIONAL ETF TRUST | 73K | $5M | 1.5% | +7% |
| 9 | QQQ | INVESCO QQQ TR | 9K | $5M | 1.5% | +37% |
| 10 | SPYV | SPDR SERIES TRUST | 91K | $5M | 1.5% | −40% |
§ 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 $275 million in assets. The fund runs a broad portfolio of 258 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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