Independent Wealth Network Inc.
340 holdingsFiling period: 2026-06-30Current AUM: $386.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | 26.5K | $28.2M | $18.3M | 4.74% | +387 | 2026-06-30 |
| 2 | SPYM | Spdr Series Trust | 196.3K | $17.3M | $17.7M | 4.57% | -3,044 | 2026-06-30 |
| 3 | JPST | J P Morgan Exchange Traded F | 242.6K | $12.3M | $12.2M | 3.16% | -7,282 | 2026-06-30 |
| 4 | SPYG | Spdr Series Trust | 97.6K | $11.6M | $11.7M | 3.01% | -1,201 | 2026-06-30 |
| 5 | QQQ | Invesco Qqq TR | 9.9K | $7.3M | $7.0M | 1.82% | +960 | 2026-06-30 |
| 6 | RDFI | Collaborative Investmnt Ser | 280.0K | $6.7M | $6.0M | 1.56% | +14.8K | 2026-06-30 |
| 7 | DFUS | Dimensional ETF Trust | 75.2K | $6.2M | $6.3M | 1.62% | +2.0K | 2026-06-30 |
| 8 | AAPL | Apple Inc | 19.8K | $5.7M | $6.8M | 1.76% | +194 | 2026-06-30 |
| 9 | NVDA | NVIDIA Corporation | 28.0K | $5.6M | $6.0M | 1.56% | +1.7K | 2026-06-30 |
| 10 | SPYV | Spdr Series Trust | 88.7K | $5.4M | $5.7M | 1.47% | -2,063 | 2026-06-30 |
| 11 | SLV | iShares Silver TR | 96.6K | $5.2M | $4.7M | 1.22% | -9,157 | 2026-06-30 |
| 12 | VOO | Vanguard Index Fds | 7.1K | $4.9M | $5.0M | 1.30% | +338 | 2026-06-30 |
| 13 | CVX | Chevron Corporation | 28.2K | $4.7M | $6.5M | 1.69% | -905 | 2026-06-30 |
| 14 | MSFT | Microsoft Corp | 12.3K | $4.6M | $6.6M | 1.70% | +1.1K | 2026-06-30 |
| 15 | QTEC | First TR Exchange-Traded FD | 12.2K | $4.1M | $3.7M | 0.96% | -3,243 | 2026-06-30 |
| 16 | GLD | Spdr Gold TR | 10.4K | $3.8M | $3.8M | 0.99% | +267 | 2026-06-30 |
| 17 | AMZN | Amazon.com Inc | 16.0K | $3.8M | $4.0M | 1.03% | +294 | 2026-06-30 |
| 18 | ACWI | iShares TR | 22.6K | $3.6M | $3.6M | 0.92% | +782 | 2026-06-30 |
| 19 | SPYD | Spdr Series Trust | 72.2K | $3.4M | $3.5M | 0.91% | +7.6K | 2026-06-30 |
| 20 | JEPI | J P Morgan Exchange Traded F | 60.8K | $3.4M | $3.5M | 0.90% | +3.2K | 2026-06-30 |
| 21 | VUG | Vanguard Index Fds | 39.3K | $3.4M | $3.4M | 0.89% | +33.1K | 2026-06-30 |
| 22 | XMMO | Invesco Exchange Traded FD T | 18.8K | $3.2M | $2.6M | 0.67% | +1.2K | 2026-06-30 |
| 23 | FLRT | Pacer Fds TR | 64.9K | $3.0M | $3.0M | 0.77% | -3,216 | 2026-06-30 |
| 24 | VYM | Vanguard Whitehall Fds | 18.7K | $3.0M | $3.0M | 0.79% | -243 | 2026-06-30 |
| 25 | SPAB | Spdr Series Trust | 114.1K | $2.9M | $2.8M | 0.73% | +1.2K | 2026-06-30 |
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