Independent Wealth Network Inc.

CIK 0001891240 • 7 13F filings • May 2, 2025 – Oct 19, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $250.7M244 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$264K	0.1%	1,796 SH
ABBOTT LABS	COM	$328K	0.1%	2,472 SH
ABBVIE INC	COM	$441K	0.2%	2,103 SH
ADVANCED MICRO DEVICES INC	COM	$249K	0.1%	2,428 SH
AFLAC INC	COM	$570K	0.2%	5,127 SH
AKEBIA THERAPEUTICS INC	COM	$25K	0.0%	13,003 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$352K	0.1%	2,665 SH
ALLIANCEBERNSTEIN GLOBAL HIG	COM	$1.4M	0.6%	133,882 SH
ALPHABET INC	CAP STK CL A	$352K	0.1%	2,278 SH
ALPHABET INC	CAP STK CL C	$703K	0.3%	4,500 SH
ALPS ETF TR	ALERIAN MLP	$332K	0.1%	6,390 SH
ALTRIA GROUP INC	COM	$1.1M	0.4%	18,356 SH
AMAZON COM INC	COM	$2.4M	1.0%	12,864 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$886K	0.4%	12,334 SH
AMPLIFY ETF TR	HIGH INCOME	$1.8M	0.7%	159,164 SH
APPLE INC	COM	$4.6M	1.8%	20,827 SH
ARES CAPITAL CORP	COM	$1.1M	0.4%	49,774 SH
ARK ETF TR	INNOVATION ETF	$330K	0.1%	6,937 SH
AT&T INC	COM	$507K	0.2%	17,923 SH
ATMOS ENERGY CORP	COM	$312K	0.1%	2,020 SH
AUTOMATIC DATA PROCESSING IN	COM	$202K	0.1%	663 SH
B & G FOODS INC NEW	COM	$109K	0.0%	15,914 SH
B2GOLD CORP	COM	$29K	0.0%	10,000 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.6M	0.6%	2 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.6M	1.1%	4,948 SH
BLACKROCK RES & COMMODITIES	SHS	$295K	0.1%	31,670 SH
BOEING CO	COM	$829K	0.3%	4,861 SH
BROADCOM INC	COM	$380K	0.2%	2,270 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$201K	0.1%	830 SH
CAPITAL GROUP CORE BALANCED	SHS	$656K	0.3%	21,159 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$1.1M	0.4%	32,244 SH
CASEYS GEN STORES INC	COM	$679K	0.3%	1,565 SH
CATERPILLAR INC	COM	$8.8M	3.5%	26,546 SH
CHEVRON CORP NEW	COM	$5.0M	2.0%	29,885 SH
CINTAS CORP	COM	$211K	0.1%	1,028 SH
CISCO SYS INC	COM	$418K	0.2%	6,772 SH
CLOROX CO DEL	COM	$704K	0.3%	4,778 SH
CME GROUP INC	COM	$713K	0.3%	2,687 SH
COCA COLA CO	COM	$370K	0.1%	5,162 SH
COHEN & STEERS CLOSED-END OP	COM	$122K	0.0%	10,146 SH
COLLABORATIVE INVESTMNT SER	RAREVIEW DYNAMIC	$3.1M	1.2%	129,061 SH
COLLABORATIVE INVESTMNT SER	RAREVIEW TOTL RT	$557K	0.2%	22,238 SH
CORTEVA INC	COM	$242K	0.1%	3,840 SH
COSTCO WHSL CORP NEW	COM	$986K	0.4%	1,042 SH
DEERE & CO	COM	$387K	0.2%	825 SH
DEVON ENERGY CORP NEW	COM	$242K	0.1%	6,474 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$3.9M	1.6%	65,309 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$506K	0.2%	19,310 SH
DNP SELECT INCOME FD INC	COM	$114K	0.0%	11,520 SH
ELI LILLY & CO	COM	$402K	0.2%	487 SH
ENBRIDGE INC	COM	$231K	0.1%	5,209 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$851K	0.3%	45,781 SH
EXXON MOBIL CORP	COM	$1.0M	0.4%	8,611 SH
FASTENAL CO	COM	$201K	0.1%	2,597 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$350K	0.1%	7,062 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$321K	0.1%	1,988 SH
FIRST TR EXCH TRADED FD III	FT VEST SMID	$256K	0.1%	12,813 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$2.0M	0.8%	114,622 SH
FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$530K	0.2%	24,261 SH
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$237K	0.1%	4,323 SH
FIRST TR EXCHANGE TRADED FD	INDXX NAT RE ETF	$201K	0.1%	15,208 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$337K	0.1%	4,938 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$378K	0.2%	6,449 SH
FIRST TR EXCHANGE-TRADED ALP	SML CP GRW ALP	$549K	0.2%	7,977 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$610K	0.2%	6,806 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$869K	0.3%	14,522 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR TA HIYL	$414K	0.2%	10,078 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST GOLD	$451K	0.2%	21,500 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$401K	0.2%	16,914 SH
FIRST TR EXCHANGE-TRADED FD	INTERMEDIATE DUR	$246K	0.1%	11,858 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$684K	0.3%	20,417 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.6M	0.6%	53,094 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$2.5M	1.0%	55,926 SH
FIRST TR LRG CP VL ALPHADEX	COM SHS	$430K	0.2%	5,606 SH
FIRST TR LRGE CP CORE ALPHA	COM SHS	$582K	0.2%	5,679 SH
FIRST TR MID CAP CORE ALPHAD	COM SHS	$422K	0.2%	3,870 SH
FIRST TR SML CP CORE ALPHA F	COM SHS	$413K	0.2%	4,579 SH
FS CREDIT OPPORTUNITIES CORP	COMMON STOCK	$391K	0.2%	55,482 SH
FS KKR CAP CORP	COM	$530K	0.2%	25,300 SH
GLOBAL PMTS INC	COM	$336K	0.1%	3,430 SH
GLOBAL X FDS	NASDAQ 100 COVER	$1.3M	0.5%	75,767 SH
GRANITE RIDGE RESOURCES INC	COM	$122K	0.0%	20,068 SH
HARBOR ETF TRUST	LONG TERM GROWER	$474K	0.2%	19,357 SH
HERSHEY CO	COM	$691K	0.3%	4,043 SH
HOME DEPOT INC	COM	$1.0M	0.4%	2,827 SH
HONEYWELL INTL INC	COM	$873K	0.3%	4,124 SH
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$290K	0.1%	11,513 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$1.1M	0.5%	48,158 SH
INNOVATOR ETFS TRUST	LADDERED ALC BFR	$653K	0.3%	20,797 SH
INTEL CORP	COM	$214K	0.1%	9,437 SH
INVESCO ACTIVELY MANAGED EXC	ACTIVE US REAL	$290K	0.1%	3,134 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$1.1M	0.5%	101,122 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$203K	0.1%	4,036 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$1.2M	0.5%	58,360 SH
INVESCO EXCHANGE TRADED FD T	BUYBACK ACHIEV	$597K	0.2%	5,296 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$921K	0.4%	8,095 SH
INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	$586K	0.2%	6,345 SH
INVESCO QQQ TR	UNIT SER 1	$2.7M	1.1%	5,813 SH
ISHARES GOLD TR	ISHARES NEW	$898K	0.4%	15,237 SH
ISHARES INC	CORE MSCI EMKT	$208K	0.1%	3,851 SH
ISHARES INC	MSCI AUST ETF	$662K	0.3%	28,235 SH
ISHARES INC	MSCI GBL MIN VOL	$229K	0.1%	1,970 SH
ISHARES SILVER TR	ISHARES	$2.9M	1.2%	93,933 SH
ISHARES TR	0-3 MNTH TREASRY	$1.3M	0.5%	13,093 SH
ISHARES TR	0-5 YR TIPS ETF	$2.2M	0.9%	21,539 SH
ISHARES TR	1 3 YR TREAS BD	$1.2M	0.5%	14,315 SH
ISHARES TR	BROAD USD HIGH	$625K	0.2%	16,971 SH
ISHARES TR	CONV BD ETF	$567K	0.2%	6,785 SH
ISHARES TR	CORE HIGH DV ETF	$518K	0.2%	4,280 SH
ISHARES TR	CORE LT USDB ETF	$5.2M	2.1%	103,257 SH
ISHARES TR	CORE MSCI INTL	$420K	0.2%	6,095 SH
ISHARES TR	CORE S&P SCP ETF	$355K	0.1%	3,391 SH
ISHARES TR	CORE S&P500 ETF	$854K	0.3%	1,519 SH
ISHARES TR	CORE US AGGBD ET	$610K	0.2%	6,168 SH
ISHARES TR	CRE U S REIT ETF	$2.5M	1.0%	43,408 SH
ISHARES TR	FLTG RATE NT ETF	$2.0M	0.8%	38,626 SH
ISHARES TR	GLOBAL EQUITY	$427K	0.2%	9,975 SH
ISHARES TR	IBOXX HI YD ETF	$217K	0.1%	2,749 SH
ISHARES TR	IBOXX INV CP ETF	$366K	0.1%	3,370 SH
ISHARES TR	INTL SEL DIV ETF	$635K	0.3%	20,482 SH
ISHARES TR	ISHARES BIOTECH	$442K	0.2%	3,456 SH
ISHARES TR	ISHARES SEMICDTR	$720K	0.3%	3,829 SH
ISHARES TR	MRGSTR MD CP GRW	$259K	0.1%	3,633 SH
ISHARES TR	MSCI AC ASIA ETF	$631K	0.3%	8,533 SH
ISHARES TR	MSCI ACWI ETF	$4.7M	1.9%	40,499 SH
ISHARES TR	MSCI EAFE ETF	$885K	0.4%	10,828 SH
ISHARES TR	MSCI USA MIN VOL	$305K	0.1%	3,252 SH
ISHARES TR	NATIONAL MUN ETF	$251K	0.1%	2,384 SH
ISHARES TR	NEW YORK MUN ETF	$390K	0.2%	7,416 SH
ISHARES TR	RUSSELL 2000 ETF	$482K	0.2%	2,415 SH
ISHARES TR	S&P 500 GRWT ETF	$318K	0.1%	3,428 SH
ISHARES TR	S&P 500 VAL ETF	$498K	0.2%	2,612 SH
ISHARES TR	S&P MC 400GR ETF	$485K	0.2%	5,829 SH
ISHARES TR	SELECT DIVID ETF	$1.1M	0.4%	8,283 SH
ISHARES TR	US AER DEF ETF	$1.1M	0.4%	7,193 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$709K	0.3%	15,077 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN INT EQ	$534K	0.2%	9,350 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.2M	0.9%	39,161 SH
J P MORGAN EXCHANGE TRADED F	HIGH YIELD MUNI	$1.7M	0.7%	33,917 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$584K	0.2%	12,675 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN DIVER	$1.4M	0.6%	12,524 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$9.3M	3.7%	183,083 SH
JANUS DETROIT STR TR	HENDERSN CAP ETF	$632K	0.3%	10,384 SH
JOHNSON & JOHNSON	COM	$691K	0.3%	4,164 SH
JPMORGAN CHASE & CO.	COM	$384K	0.2%	1,565 SH
KAYNE ANDERSON ENERGY INFRST	COM	$1.3M	0.5%	103,487 SH
KOHLS CORP	COM	$556K	0.2%	67,937 SH
KROGER CO	COM	$1.3M	0.5%	19,148 SH
LITHIUM AMERS CORP NEW	COM SHS	$627K	0.3%	231,432 SH
MASTERCARD INCORPORATED	CL A	$344K	0.1%	628 SH
MCDONALDS CORP	COM	$234K	0.1%	749 SH
MERCK & CO INC	COM	$327K	0.1%	3,641 SH
META PLATFORMS INC	CL A	$1.8M	0.7%	3,133 SH
MICROSOFT CORP	COM	$3.7M	1.5%	9,770 SH
MONDELEZ INTL INC	CL A	$240K	0.1%	3,545 SH
MOTOROLA SOLUTIONS INC	COM NEW	$1.2M	0.5%	2,730 SH
NETFLIX INC	COM	$488K	0.2%	523 SH
NEW YORK LIFE INVESTMENTS ET	NYLI FTSE INTERN	$235K	0.1%	8,537 SH
NORTHERN DYNASTY MINERALS LT	COM NEW	$18K	0.0%	15,790 SH
NORTHERN LTS FD TR IV	MAIN SECTR ROTN	$1.1M	0.4%	20,752 SH
NUVEEN GLOBAL HIGH INCOME FD	SHS	$259K	0.1%	19,818 SH
NUVEEN REAL ESTATE INCOME FD	COM	$154K	0.1%	18,653 SH
NVIDIA CORPORATION	COM	$2.7M	1.1%	24,668 SH
PACER FDS TR	METAURUS CAP 400	$1.8M	0.7%	50,600 SH
PACER FDS TR	PAC ASSET FLTG	$4.9M	2.0%	105,107 SH
PACER FDS TR	SWAN SOS FD OF	$2.3M	0.9%	80,827 SH
PACER FDS TR	TRENDP US LAR CP	$449K	0.2%	8,726 SH
PACER FDS TR	US CASH COWS 100	$224K	0.1%	4,098 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.8M	0.7%	21,865 SH
PEPSICO INC	COM	$282K	0.1%	1,882 SH
PHILIP MORRIS INTL INC	COM	$267K	0.1%	1,683 SH
PHILLIPS 66	COM	$226K	0.1%	1,829 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$954K	0.4%	9,479 SH
PROCTER AND GAMBLE CO	COM	$490K	0.2%	2,874 SH
PROSHARES TR	BITCOIN ETF	$221K	0.1%	12,076 SH
QUALCOMM INC	COM	$335K	0.1%	2,180 SH
REPUBLIC SVCS INC	COM	$221K	0.1%	913 SH
RIVIAN AUTOMOTIVE INC	COM CL A	$142K	0.1%	11,427 SH
ROBLOX CORP	CL A	$218K	0.1%	3,739 SH
S&P GLOBAL INC	COM	$279K	0.1%	549 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$445K	0.2%	18,295 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$673K	0.3%	26,871 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$509K	0.2%	19,131 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$213K	0.1%	9,659 SH
SELECT SECTOR SPDR TR	ENERGY	$1.2M	0.5%	12,796 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$1.4M	0.6%	6,951 SH
SHERWIN WILLIAMS CO	COM	$577K	0.2%	1,651 SH
SNAP ON INC	COM	$206K	0.1%	611 SH
SOFI TECHNOLOGIES INC	COM	$187K	0.1%	16,116 SH
SPDR GOLD TR	GOLD SHS	$3.0M	1.2%	10,518 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$639K	0.3%	16,224 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.5M	0.6%	2,618 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$2.2M	0.9%	23,512 SH
SPDR SER TR	NUVEEN BLMBRG MU	$610K	0.2%	13,529 SH
SPDR SER TR	PORTFOLI S&P1500	$575K	0.2%	8,449 SH
SPDR SER TR	PORTFOLIO AGRGTE	$3.9M	1.6%	152,475 SH
SPDR SER TR	PORTFOLIO S&P400	$376K	0.2%	7,349 SH
SPDR SER TR	PORTFOLIO S&P500	$9.5M	3.8%	143,876 SH
SPDR SER TR	PORTFOLIO S&P600	$339K	0.1%	8,313 SH
SPDR SER TR	PRTFLO S&P500 GW	$9.4M	3.8%	117,575 SH
SPDR SER TR	PRTFLO S&P500 HI	$3.8M	1.5%	85,135 SH
SPDR SER TR	PRTFLO S&P500 VL	$7.0M	2.8%	136,189 SH
SPDR SER TR	S&P KENSHO CLEAN	$293K	0.1%	5,813 SH
SPDR SER TR	SSGA US LRG ETF	$1.1M	0.4%	6,127 SH
SPROTT PHYSICAL GOLD & SILVE	TR UNIT	$315K	0.1%	11,071 SH
STRYKER CORPORATION	COM	$265K	0.1%	711 SH
T-MOBILE US INC	COM	$259K	0.1%	972 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$245K	0.1%	1,478 SH
TESLA INC	COM	$872K	0.3%	3,365 SH
TEXAS INSTRS INC	COM	$225K	0.1%	1,253 SH
THE ALGER ETF TRUST	MID CAP 40 ETF	$546K	0.2%	34,307 SH
TOAST INC	CL A	$203K	0.1%	6,132 SH
TRACTOR SUPPLY CO	COM	$239K	0.1%	4,335 SH
UBER TECHNOLOGIES INC	COM	$212K	0.1%	2,915 SH
UNITEDHEALTH GROUP INC	COM	$263K	0.1%	503 SH
URANIUM ENERGY CORP	COM	$151K	0.1%	31,493 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.4M	0.6%	18,831 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$255K	0.1%	5,214 SH
VANGUARD INDEX FDS	GROWTH ETF	$2.1M	0.8%	5,576 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$684K	0.3%	2,796 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$981K	0.4%	10,838 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.1M	1.2%	6,071 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$966K	0.4%	3,836 SH
VANGUARD INDEX FDS	VALUE ETF	$373K	0.1%	2,159 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$306K	0.1%	6,761 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$905K	0.4%	18,139 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$402K	0.2%	8,096 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.0M	0.4%	12,619 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$952K	0.4%	4,906 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$624K	0.2%	12,285 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.4M	1.0%	18,656 SH
VANGUARD WORLD FD	ENERGY ETF	$391K	0.2%	3,014 SH
VANGUARD WORLD FD	INF TECH ETF	$273K	0.1%	503 SH
VERIZON COMMUNICATIONS INC	COM	$528K	0.2%	11,630 SH
VISA INC	COM CL A	$1.9M	0.7%	5,340 SH
WALGREENS BOOTS ALLIANCE INC	COM	$159K	0.1%	14,200 SH
WALMART INC	COM	$491K	0.2%	5,594 SH
WEC ENERGY GROUP INC	COM	$247K	0.1%	2,270 SH
WELLS FARGO CO NEW	COM	$200K	0.1%	2,789 SH
WELLS FARGO CO NEW	PERP PFD CNV A	$613K	0.2%	511 SH
WEST BANCORPORATION INC	CAP STK	$211K	0.1%	10,603 SH
WISDOMTREE TR	FLOATNG RAT TREA	$510K	0.2%	10,128 SH
WISDOMTREE TR	YIELD ENHANCD US	$1.3M	0.5%	30,697 SH
XAI MADISON EQUITY PREMIUM I	COM	$322K	0.1%	52,590 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0001891240-26-000004	—	View
Jan 26, 2026	Q4 2025	13F-HR	0001891240-26-000001	$327.4M	View
Oct 15, 2025	Q3 2025