Independent Wealth Network Inc.
297 holdingsFiling period: 2026-03-31Current AUM: $364.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC | 26.1K | $18.5M | $21.3M | 5.84% | +20 | 2026-03-31 |
| 2 | SPYM | SPDR SERIES TRUST | 199.4K | $15.3M | $17.5M | 4.81% | +47.2K | 2026-03-31 |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | 249.9K | $12.6M | $12.6M | 3.47% | +51.5K | 2026-03-31 |
| 4 | SPYG | SPDR SERIES TRUST | 98.8K | $9.7M | $11.6M | 3.18% | -25,440 | 2026-03-31 |
| 5 | SLV | ISHARES SILVER TR | 105.8K | $7.2M | $5.5M | 1.52% | -4,481 | 2026-03-31 |
| 6 | RDFI | COLLABORATIVE INVESTMNT SER | 265.2K | $6.1M | $6.2M | 1.70% | +51.0K | 2026-03-31 |
| 7 | CVX | CHEVRON CORPORATION | 29.1K | $6.0M | $5.7M | 1.57% | -3,278 | 2026-03-31 |
| 8 | DFUS | DIMENSIONAL ETF TRUST | 73.2K | $5.2M | $6.0M | 1.64% | +4.7K | 2026-03-31 |
| 9 | QQQ | INVESCO QQQ TR | 8.9K | $5.2M | $6.1M | 1.69% | +2.4K | 2026-03-31 |
| 10 | SPYV | SPDR SERIES TRUST | 90.7K | $5.1M | $5.6M | 1.55% | -61,298 | 2026-03-31 |
| 11 | AAPL | APPLE INC | 19.6K | $5.0M | $6.1M | 1.67% | +40 | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 26.3K | $4.6M | $5.3M | 1.45% | -1,038 | 2026-03-31 |
| 13 | GLD | SPDR GOLD TR | 10.2K | $4.4M | $3.8M | 1.04% | +193 | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 11.2K | $4.2M | $5.2M | 1.43% | +1.4K | 2026-03-31 |
| 15 | VOO | VANGUARD INDEX FDS | 6.8K | $4.1M | $4.7M | 1.28% | +223 | 2026-03-31 |
| 16 | QTEC | FIRST TR EXCHANGE-TRADED FD | 15.5K | $3.3M | $4.6M | 1.27% | -- | 2026-03-31 |
| 17 | AMZN | AMAZON COM INC | 15.7K | $3.3M | $4.3M | 1.17% | +530 | 2026-03-31 |
| 18 | JEPI | J P MORGAN EXCHANGE TRADED F | 57.6K | $3.3M | $3.3M | 0.91% | +15.1K | 2026-03-31 |
| 19 | FLRT | PACER FDS TR | 68.2K | $3.2M | $3.2M | 0.87% | -15,219 | 2026-03-31 |
| 20 | ACWI | ISHARES TR | 21.9K | $3.0M | $3.4M | 0.94% | -22,739 | 2026-03-31 |
| 21 | SPYD | SPDR SERIES TRUST | 64.6K | $2.9M | $3.2M | 0.88% | -30,939 | 2026-03-31 |
| 22 | SPAB | SPDR SERIES TRUST | 112.9K | $2.9M | $2.8M | 0.78% | -76,568 | 2026-03-31 |
| 23 | VYM | VANGUARD WHITEHALL FDS | 19.0K | $2.8M | $3.1M | 0.84% | +89 | 2026-03-31 |
| 24 | XLE | SELECT SECTOR SPDR TR | 45.2K | $2.8M | $2.7M | 0.74% | +17.8K | 2026-03-31 |
| 25 | VUG | VANGUARD INDEX FDS | 6.3K | $2.7M | $3.2M | 0.88% | -262 | 2026-03-31 |
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