Independent Wealth Network Inc.

13F filer · CIK 0001891240

Reported Jul 20, 2026

Net buyer this quarter

13F portfolio value$393MU.S. long equity reported on 13F

Positions15937 new · 14 closed

Net flow last quarter+$9.68MBuys minus sells

Top 10 positions weight18.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 2026159 positions
CATCaterpillar Inc	$28.2M	7.18%	0.01%	+1.5%	Q3 2021
QQQInvesco QQQ Trust, Series 1	$7.29M	1.85%	Not reported	+10.7%	Q3 2021
AAPLApple Inc.	$5.74M	1.46%	0.00%	+1.0%	Q3 2021
NVDANvidia Corp	$5.6M	1.42%	0.00%	+6.5%	Q3 2021
SLViShares Silver Trust	$5.17M	1.31%	0.02%	-8.7%	Q3 2021
CVXChevron Corp	$4.67M	1.19%	0.00%	-3.1%	Q3 2021
MSFTMicrosoft Corp	$4.61M	1.17%	0.00%	+10.1%	Q3 2021
GLDSPDR Gold Trust	$3.84M	0.98%	0.00%	+2.6%	Q3 2021
AMZNAmazon Com Inc	$3.79M	0.96%	0.00%	+1.9%	Q3 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.96M	0.75%	Not reported	-1.3%	Q3 2021
SPABASTROTECH Corp	$2.91M	0.74%	Not reported	+1.0%	Q3 2021
BRK.BBerkshire Hathaway Inc	$2.8M	0.71%	Not reported	+4.0%	Q3 2021
VVisa Inc.	$2.08M	0.53%	0.00%	+5.9%	Q3 2021
SECTSECTOR 10, Inc.	$2.01M	0.51%	Not reported	+14.1%	Q3 2021
SPYSPDR S&P 500 ETF Trust	$1.99M	0.51%	Not reported	-4.2%	Q3 2021
METAMeta Platforms, Inc.	$1.95M	0.50%	Not reported	+7.6%	Q3 2021
PLTRPalantir Technologies Inc.	$1.87M	0.48%	0.00%	+6.4%	Q3 2021
TSLATesla, Inc.	$1.79M	0.45%	0.00%	+11.0%	Q3 2021
GOOGAlphabet Inc.	$1.78M	0.45%	Not reported	-0.9%	Q3 2021
SCIOScio Diamond Technology Corp	$1.69M	0.43%	0.13%	+8.4%	Q1 2026
GOOGLAlphabet Inc.	$1.66M	0.42%	0.00%	+13.3%	Q3 2021
AWFAlliancebernstein Global High Income Fund Inc	$1.57M	0.40%	Not reported	+3.4%	Q3 2021
KYNKayne Anderson Energy Infrastructure Fund, Inc.	$1.55M	0.39%	Not reported	+1.9%	Q3 2021
BRK.ABerkshire Hathaway Inc	$1.5M	0.38%	Not reported	Not reported	Q4 2021
SPMDSupermedia Inc.	$1.5M	0.38%	Not reported	-5.0%	Q2 2022
AMDAdvanced Micro Devices Inc	$1.41M	0.36%	0.00%	-18.9%	Q1 2023
XOMExxonMobil Holdings Corp	$1.39M	0.35%	0.00%	+14.8%	Q3 2021
IDEVEndo Pharmaceuticals Solutions Inc.	$1.35M	0.34%	Not reported	+20.8%	Q4 2024
ARCCAres Capital Corp	$1.28M	0.33%	0.01%	+24.4%	Q3 2021
MOAltria Group, Inc.	$1.27M	0.32%	0.00%	+4.8%	Q3 2021
IAUIshares Gold Trust	$1.18M	0.30%	0.00%	-2.4%	Q3 2021
ETEnergy Transfer LP	$1.17M	0.30%	0.00%	+3.6%	Q3 2021
CLXClorox Co	$1.16M	0.29%	0.01%	+13.5%	Q3 2021
AVGOBroadcom Inc.	$1.15M	0.29%	0.00%	+18.3%	Q1 2024
BABoeing Co	$1.12M	0.28%	0.00%	-5.6%	Q3 2021
DFAXGulf Resources, Inc.	$1.09M	0.28%	Not reported	+21.6%	Q3 2021
MSIMotorola Solutions, Inc.	$1.08M	0.28%	0.00%	-2.8%	Q3 2021
CASYCaseys General Stores Inc	$1.05M	0.27%	0.00%	-13.8%	Q3 2021
USRTEnigma-Bulwark, Ltd.	$1.03M	0.26%	Not reported	+3.5%	Q3 2021
COSTCostco Wholesale Corp	$1.01M	0.26%	0.00%	-1.9%	Q3 2021
AMATApplied Materials Inc	$971K	0.25%	0.00%	+42.6%	Q4 2025
MUMicron Technology Inc	$951K	0.24%	0.00%	-31.2%	Q3 2025
VOTVan Kampen Municipal Opportunity Trust II	$871K	0.22%	Not reported	+5.1%	Q3 2021
INTCIntel Corp	$869K	0.22%	0.00%	-9.8%	Q3 2021
KRKroger Co	$859K	0.22%	0.00%	+1.9%	Q3 2021
CSCOCisco Systems, Inc.	$858K	0.22%	0.00%	+0.7%	Q3 2021
JNJJohnson & Johnson	$843K	0.21%	0.00%	-2.4%	Q3 2021
WINNWinn Dixie Stores Inc	$818K	0.21%	Not reported	-6.4%	Q4 2024
PKGPackaging Corp of America	$810K	0.21%	0.00%	-3.7%	Q3 2025
LDPCohen & Steers Ltd Duration Preferred & Income Fund, Inc.	$770K	0.20%	Not reported	New	Q2 2026

Q1 2026Reported Apr 21, 2026135 positions
CATCaterpillar Inc	$18.5M	5.50%	0.01%	+0.1%	Q3 2021
SLViShares Silver Trust	$7.21M	2.14%	0.02%	-4.1%	Q3 2021
CVXChevron Corp	$6.02M	1.79%	0.00%	-10.1%	Q3 2021
QQQInvesco QQQ Trust, Series 1	$5.16M	1.53%	Not reported	+37.4%	Q3 2021
AAPLApple Inc.	$4.99M	1.48%	0.00%	+0.2%	Q3 2021
NVDANvidia Corp	$4.58M	1.36%	0.00%	-3.8%	Q3 2021
GLDSPDR Gold Trust	$4.37M	1.30%	0.00%	+1.9%	Q3 2021
MSFTMicrosoft Corp	$4.15M	1.23%	0.00%	+14.2%	Q3 2021
AMZNAmazon Com Inc	$3.25M	0.96%	0.00%	+2.8%	Q3 2021
SPABASTROTECH Corp	$2.89M	0.86%	Not reported	-40.4%	Q3 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.81M	0.83%	Not reported	+0.5%	Q3 2021
BRK.BBerkshire Hathaway Inc	$2.57M	0.76%	Not reported	+2.5%	Q3 2021
PLTRPalantir Technologies Inc.	$2.21M	0.65%	0.00%	+11.3%	Q3 2021
METAMeta Platforms, Inc.	$1.84M	0.55%	Not reported	+0.4%	Q3 2021
SPYSPDR S&P 500 ETF Trust	$1.81M	0.54%	Not reported	-8.4%	Q3 2021
VVisa Inc.	$1.73M	0.51%	0.00%	+0.7%	Q3 2021
KYNKayne Anderson Energy Infrastructure Fund, Inc.	$1.57M	0.47%	Not reported	+1.2%	Q3 2021
SCIOScio Diamond Technology Corp	$1.56M	0.46%	0.12%	New	Q1 2026
XOMExxonMobil Holdings Corp	$1.51M	0.45%	0.00%	-1.3%	Q3 2021
AWFAlliancebernstein Global High Income Fund Inc	$1.5M	0.45%	Not reported	-0.4%	Q3 2021
SECTSECTOR 10, Inc.	$1.48M	0.44%	Not reported	+16.6%	Q3 2021
GOOGAlphabet Inc.	$1.46M	0.43%	Not reported	-5.3%	Q3 2021
BRK.ABerkshire Hathaway Inc	$1.44M	0.43%	Not reported	Not reported	Q4 2021
TSLATesla, Inc.	$1.42M	0.42%	0.00%	+3.4%	Q3 2021
IAUIshares Gold Trust	$1.41M	0.42%	0.00%	-7.1%	Q3 2021
SPMDSupermedia Inc.	$1.38M	0.41%	Not reported	+214.6%	Q2 2022
GOOGLAlphabet Inc.	$1.18M	0.35%	0.00%	+2.3%	Q3 2021
MSIMotorola Solutions, Inc.	$1.16M	0.35%	0.00%	-0.3%	Q3 2021
ETEnergy Transfer LP	$1.14M	0.34%	0.00%	+3.4%	Q3 2021
CASYCaseys General Stores Inc	$1.12M	0.33%	0.00%	-1.6%	Q3 2021
MOAltria Group, Inc.	$1.11M	0.33%	0.00%	-1.5%	Q3 2021
CLXClorox Co	$1.11M	0.33%	0.01%	+4.2%	Q3 2021
KRKroger Co	$1.1M	0.33%	0.00%	-22.4%	Q3 2021
COSTCostco Wholesale Corp	$1.09M	0.32%	0.00%	+3.3%	Q3 2021
BABoeing Co	$1.09M	0.32%	0.00%	+4.2%	Q3 2021
IDEVEndo Pharmaceuticals Solutions Inc.	$1.05M	0.31%	Not reported	+11.7%	Q4 2024
CMECme Group Inc.	$1M	0.30%	0.00%	+0.1%	Q3 2021
ARCCAres Capital Corp	$1M	0.30%	0.01%	+4.2%	Q3 2021
HONHoneywell International Inc	$993K	0.29%	0.00%	+2.0%	Q1 2024
USRTEnigma-Bulwark, Ltd.	$882K	0.26%	Not reported	-70.3%	Q3 2021
HSYHershey Co	$873K	0.26%	0.00%	+1.0%	Q3 2021
JNJJohnson & Johnson	$832K	0.25%	0.00%	-6.0%	Q3 2021
DFAXGulf Resources, Inc.	$825K	0.25%	Not reported	+25.8%	Q3 2021
AVGOBroadcom Inc.	$799K	0.24%	0.00%	+20.1%	Q1 2024
PKGPackaging Corp of America	$749K	0.22%	0.00%	+4.9%	Q3 2025
WINNWinn Dixie Stores Inc	$746K	0.22%	Not reported	-17.7%	Q4 2024
LACLithium Americas Corp.	$699K	0.21%	0.05%	+18.5%	Q2 2024
VOTVan Kampen Municipal Opportunity Trust II	$697K	0.21%	Not reported	-1.9%	Q3 2021
GLDMWorld Gold Trust	$637K	0.19%	0.00%	New	Q1 2026
WMTWalmart Inc.	$618K	0.18%	0.00%	+0.3%	Q2 2024

Q4 2025Reported Jan 26, 2026134 positions
CATCaterpillar Inc	$15M	4.57%	0.01%	-1.6%	Q3 2021
SLViShares Silver Trust	$7.1M	2.17%	0.02%	+5.8%	Q3 2021
AAPLApple Inc.	$5.33M	1.63%	0.00%	+0.1%	Q3 2021
NVDANvidia Corp	$5.1M	1.56%	0.00%	-0.1%	Q3 2021
CVXChevron Corp	$4.93M	1.51%	0.00%	+1.4%	Q3 2021
SPABASTROTECH Corp	$4.88M	1.49%	Not reported	+9.4%	Q3 2021
MSFTMicrosoft Corp	$4.75M	1.45%	0.00%	+7.0%	Q3 2021
QQQInvesco QQQ Trust, Series 1	$4M	1.22%	Not reported	+11.1%	Q3 2021
GLDSPDR Gold Trust	$3.95M	1.21%	0.00%	+0.8%	Q3 2021
AMZNAmazon Com Inc	$3.5M	1.07%	0.00%	+2.3%	Q3 2021
USRTEnigma-Bulwark, Ltd.	$2.86M	0.87%	Not reported	+4.8%	Q3 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.71M	0.83%	Not reported	-0.7%	Q3 2021
BRK.BBerkshire Hathaway Inc	$2.63M	0.80%	Not reported	+0.8%	Q3 2021
PLTRPalantir Technologies Inc.	$2.41M	0.74%	0.00%	-3.6%	Q3 2021
METAMeta Platforms, Inc.	$2.12M	0.65%	Not reported	-0.8%	Q3 2021
SPYSPDR S&P 500 ETF Trust	$2.07M	0.63%	Not reported	+7.0%	Q3 2021
VVisa Inc.	$1.99M	0.61%	0.00%	+0.7%	Q3 2021
GOOGAlphabet Inc.	$1.69M	0.52%	Not reported	-1.8%	Q3 2021
TSLATesla, Inc.	$1.66M	0.51%	0.00%	+1.1%	Q3 2021
AWFAlliancebernstein Global High Income Fund Inc	$1.58M	0.48%	Not reported	+0.3%	Q3 2021
BRK.ABerkshire Hathaway Inc	$1.51M	0.46%	Not reported	Not reported	Q4 2021
IAUIshares Gold Trust	$1.4M	0.43%	0.00%	-5.7%	Q3 2021
SECTSECTOR 10, Inc.	$1.36M	0.41%	Not reported	+0.6%	Q3 2021
KYNKayne Anderson Energy Infrastructure Fund, Inc.	$1.34M	0.41%	Not reported	+3.5%	Q3 2021
GOOGLAlphabet Inc.	$1.26M	0.38%	0.00%	+1.0%	Q3 2021
KRKroger Co	$1.22M	0.37%	0.00%	+32.7%	Q3 2021
BABoeing Co	$1.14M	0.35%	0.00%	+3.1%	Q3 2021
XOMExxonMobil Holdings Corp	$1.08M	0.33%	0.00%	+2.2%	Q3 2021
ARCCAres Capital Corp	$1.08M	0.33%	0.01%	+5.3%	Q3 2021
CLXClorox Co	$1.03M	0.32%	0.01%	+89.0%	Q3 2021
MSIMotorola Solutions, Inc.	$1.03M	0.31%	0.00%	+0.6%	Q3 2021
WINNWinn Dixie Stores Inc	$1.02M	0.31%	Not reported	+9.3%	Q4 2024
MOAltria Group, Inc.	$985K	0.30%	0.00%	-6.3%	Q3 2021
ETEnergy Transfer LP	$938K	0.29%	0.00%	-3.4%	Q3 2021
CMECme Group Inc.	$925K	0.28%	0.00%	+26.1%	Q3 2021
IDEVEndo Pharmaceuticals Solutions Inc.	$924K	0.28%	Not reported	+16.5%	Q4 2024
COSTCostco Wholesale Corp	$916K	0.28%	0.00%	+1.7%	Q3 2021
CASYCaseys General Stores Inc	$862K	0.26%	0.00%	+2.2%	Q3 2021
HONHoneywell International Inc	$841K	0.26%	0.00%	+2.9%	Q1 2024
VOTVan Kampen Municipal Opportunity Trust II	$771K	0.24%	Not reported	-0.9%	Q3 2021
HSYHershey Co	$757K	0.23%	0.00%	+1.8%	Q3 2021
KSSKOHLS Corp	$754K	0.23%	0.03%	+2.6%	Q3 2023
JNJJohnson & Johnson	$749K	0.23%	0.00%	-2.8%	Q3 2021
AVGOBroadcom Inc.	$744K	0.23%	0.00%	-10.8%	Q1 2024
PKGPackaging Corp of America	$694K	0.21%	0.00%	+7.9%	Q3 2025
LACLithium Americas Corp.	$652K	0.20%	0.05%	-9.8%	Q2 2024
AMDAdvanced Micro Devices Inc	$643K	0.20%	0.00%	-1.4%	Q1 2023
NFLXNetflix Inc	$636K	0.19%	0.00%	+32.8%	Q3 2021
DFAXGulf Resources, Inc.	$632K	0.19%	Not reported	Not reported	Q3 2021
CSCOCisco Systems, Inc.	$557K	0.17%	0.00%	+4.3%	Q3 2021

Q3 2025Reported Oct 15, 2025132 positions
CATCaterpillar Inc	$12.7M	4.07%	0.01%	+0.1%	Q3 2021
NVDANvidia Corp	$5.1M	1.64%	0.00%	+2.6%	Q3 2021
AAPLApple Inc.	$4.99M	1.60%	0.00%	+0.8%	Q3 2021
CVXChevron Corp	$4.96M	1.59%	0.00%	+2.3%	Q3 2021
MSFTMicrosoft Corp	$4.75M	1.53%	0.00%	-2.8%	Q3 2021
SPABASTROTECH Corp	$4.48M	1.44%	Not reported	+11.1%	Q3 2021
SLViShares Silver Trust	$4.42M	1.42%	0.02%	+1.0%	Q3 2021
QQQInvesco QQQ Trust, Series 1	$3.52M	1.13%	Not reported	-1.0%	Q3 2021
GLDSPDR Gold Trust	$3.52M	1.13%	0.00%	+3.6%	Q3 2021
AMZNAmazon Com Inc	$3.25M	1.05%	0.00%	+4.2%	Q3 2021
USRTEnigma-Bulwark, Ltd.	$2.81M	0.90%	Not reported	+8.2%	Q3 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.68M	0.86%	Not reported	+3.0%	Q3 2021
BRK.BBerkshire Hathaway Inc	$2.61M	0.84%	Not reported	+7.2%	Q3 2021
PLTRPalantir Technologies Inc.	$2.56M	0.82%	0.00%	-37.8%	Q3 2021
METAMeta Platforms, Inc.	$2.37M	0.76%	Not reported	+1.4%	Q3 2021
VVisa Inc.	$1.93M	0.62%	0.00%	+1.6%	Q3 2021
SPYSPDR S&P 500 ETF Trust	$1.89M	0.61%	Not reported	+0.4%	Q3 2021
AWFAlliancebernstein Global High Income Fund Inc	$1.65M	0.53%	Not reported	+9.8%	Q3 2021
TSLATesla, Inc.	$1.63M	0.52%	0.00%	-5.6%	Q3 2021
BRK.ABerkshire Hathaway Inc	$1.51M	0.48%	Not reported	Not reported	Q4 2021
GOOGAlphabet Inc.	$1.33M	0.43%	Not reported	+9.8%	Q3 2021
IAUIshares Gold Trust	$1.33M	0.43%	0.00%	+14.1%	Q3 2021
SECTSECTOR 10, Inc.	$1.32M	0.42%	Not reported	+2.8%	Q3 2021
KYNKayne Anderson Energy Infrastructure Fund, Inc.	$1.3M	0.42%	Not reported	+1.5%	Q3 2021
MSIMotorola Solutions, Inc.	$1.22M	0.39%	0.00%	-1.5%	Q3 2021
MOAltria Group, Inc.	$1.2M	0.39%	0.00%	-1.5%	Q3 2021
BABoeing Co	$1.1M	0.35%	0.00%	-0.9%	Q3 2021
ARCCAres Capital Corp	$1.03M	0.33%	0.01%	+1.6%	Q3 2021
ETEnergy Transfer LP	$1.01M	0.32%	0.00%	+2.1%	Q3 2021
XOMExxonMobil Holdings Corp	$994K	0.32%	0.00%	+0.6%	Q3 2021
KRKroger Co	$993K	0.32%	0.00%	-23.7%	Q3 2021
COSTCostco Wholesale Corp	$967K	0.31%	0.00%	-0.2%	Q3 2021
GOOGLAlphabet Inc.	$966K	0.31%	0.00%	+43.1%	Q3 2021
LACLithium Americas Corp.	$947K	0.30%	0.07%	-30.7%	Q2 2024
WINNWinn Dixie Stores Inc	$932K	0.30%	Not reported	+28.4%	Q4 2024
HONHoneywell International Inc	$882K	0.28%	0.00%	-0.5%	Q1 2024
CASYCaseys General Stores Inc	$863K	0.28%	0.00%	-0.1%	Q3 2021
VOTVan Kampen Municipal Opportunity Trust II	$819K	0.26%	Not reported	-0.7%	Q3 2021
AVGOBroadcom Inc.	$795K	0.26%	0.00%	+6.5%	Q1 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$771K	0.25%	Not reported	+2.9%	Q4 2024
HSYHershey Co	$764K	0.25%	0.00%	+0.9%	Q3 2021
CMECme Group Inc.	$726K	0.23%	0.00%	+0.2%	Q3 2021
JNJJohnson & Johnson	$690K	0.22%	0.00%	-5.0%	Q3 2021
PKGPackaging Corp of America	$680K	0.22%	0.00%	New	Q3 2025
CLXClorox Co	$669K	0.21%	0.00%	+12.5%	Q3 2021
WMTWalmart Inc.	$617K	0.20%	0.00%	-1.0%	Q2 2024
NFLXNetflix Inc	$613K	0.20%	0.00%	-1.5%	Q3 2021
DFAXGulf Resources, Inc.	$606K	0.19%	Not reported	Not reported	Q3 2021
CRMSalesforce, Inc.	$594K	0.19%	0.00%	New	Q3 2025
AFLAflac Inc	$557K	0.18%	0.00%	-1.8%	Q4 2021

Premium opens every quarter this fund has filed