Independent Wealth Network Inc.
Independent Wealth Network Inc. reported 340 holdings worth US$393M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Independent Wealth Network Inc. reported 340 holdings worth US$393M as of Jun 30, 2026. Largest: Caterpillar, Inc., Apple Inc and Nvidia Corporation. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 340
- Value as reported
- US$393M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Caterpillar, Inc. | 26,505 | US$28.2M | 7.2% |
| Apple Inc | 19,841 | US$5.74M | 1.5% |
| Nvidia Corporation | 27,987 | US$5.6M | 1.4% |
| Chevron Corporation | 28,193 | US$4.67M | 1.2% |
| Microsoft Corp. | 12,347 | US$4.61M | 1.2% |
| Berkshire Hathaway Inc. | 8,579 | US$4.29M | 1.1% |
| Amazon.com, Inc. | 15,884 | US$3.79M | 0.96% |
| Alphabet Inc (google) Class C | 9,633 | US$3.44M | 0.88% |
| Visa Inc. | 6,053 | US$2.08M | 0.53% |
| Meta Platforms, Inc. | 3,464 | US$1.95M | 0.50% |
| Palantir Technologies Inc. | 16,040 | US$1.87M | 0.48% |
| Tesla, Inc. | 4,248 | US$1.79M | 0.45% |
| Advanced Micro Devices Inc | 2,427 | US$1.41M | 0.36% |
| Exxon Mobil Corporation | 10,202 | US$1.39M | 0.35% |
| Ares Capital Corporation | 69,058 | US$1.28M | 0.33% |
| Altria Group, Inc. | 17,642 | US$1.27M | 0.32% |
| Energy Transfer Lp | 60,946 | US$1.17M | 0.30% |
| Clorox Company (the) | 12,115 | US$1.16M | 0.29% |
| Broadcom Inc. | 3,054 | US$1.15M | 0.29% |
| Boeing Company (the) | 5,152 | US$1.12M | 0.28% |
| Motorola Solutions, Inc. | 2,608 | US$1.08M | 0.28% |
| Caseys General Stores, Inc. | 1,323 | US$1.05M | 0.27% |
| Costco Wholesale Corporation | 1,076 | US$1.01M | 0.26% |
| Applied Materials, Inc. | 1,343 | US$971K | 0.25% |
| Micron Technology, Inc. | 824 | US$951K | 0.24% |
| Wells Fargo & Company | 10,604 | US$877K | 0.22% |
| Intel Corporation | 6,221 | US$869K | 0.22% |
| Kroger Company (the) | 15,466 | US$859K | 0.22% |
| Cisco Systems, Inc. | 7,303 | US$858K | 0.22% |
| Johnson & Johnson | 3,319 | US$843K | 0.21% |
| Packaging Corporation Of America | 3,400 | US$810K | 0.21% |
| Cme Group Inc. | 3,385 | US$747K | 0.19% |
| The Hershey Company | 4,229 | US$742K | 0.19% |
| Kohl's Corporation | 39,709 | US$704K | 0.18% |
| Universal Health Realty Income Trust | 16,029 | US$703K | 0.18% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,433 | US$684K | 0.17% |
| Eli Lilly And Company | 530 | US$636K | 0.16% |
| Abbvie Inc. | 2,132 | US$537K | 0.14% |
| Aflac Incorporated | 4,521 | US$530K | 0.13% |
| Lithium Americas Corp. | 137K | US$528K | 0.13% |
| Walmart Inc. | 4,659 | US$528K | 0.13% |
| Sherwin-williams Company (the) | 1,497 | US$515K | 0.13% |
| Amphenol Corporation | 2,732 | US$482K | 0.12% |
| Deere & Company | 749 | US$475K | 0.12% |
| Jp Morgan Chase & Co. | 1,430 | US$468K | 0.12% |
| Vertiv Holdings, Llc | 1,340 | US$449K | 0.11% |
| Verizon Communications Inc. | 10,447 | US$442K | 0.11% |
| Netflix, Inc. | 6,002 | US$429K | 0.11% |
| Space Exploration Technologies Corp | 2,381 | US$407K | 0.10% |
| At&t Inc. | 19,542 | US$405K | 0.10% |
| Devon Energy Corporation | 9,766 | US$404K | 0.10% |
| Procter & Gamble Company (the) | 2,745 | US$403K | 0.10% |
| Qualcomm Incorporated | 2,177 | US$402K | 0.10% |
| Mastercard Incorporated | 770 | US$395K | 0.10% |
| West Bancorporation | 14,795 | US$393K | 0.10% |
| Home Depot, Inc. (the) | 1,112 | US$392K | 0.10% |
| Oracle Corporation | 2,519 | US$369K | 0.09% |
| Asml Holding Nv | 185 | US$369K | 0.09% |
| Adobe Inc. | 1,752 | US$359K | 0.09% |
| Marvell Technology, Inc. | 1,184 | US$353K | 0.09% |
| Atmos Energy Corporation | 2,032 | US$350K | 0.09% |
| Corteva, Inc. | 4,102 | US$347K | 0.09% |
| Kla Corporation | 1,085 | US$327K | 0.08% |
| Texas Instruments Incorporated | 1,092 | US$325K | 0.08% |
| Western Digital Corporation | 504 | US$322K | 0.08% |
| Bwx Technologies, Inc. | 1,651 | US$321K | 0.08% |
| Philip Morris International Inc | 1,689 | US$306K | 0.08% |
| Equinix, Inc. | 291 | US$303K | 0.08% |
| Coca-cola Company (the) | 3,724 | US$303K | 0.08% |
| Rivian Automotive, Inc. | 17,391 | US$302K | 0.08% |
| Merck & Company, Inc. | 2,346 | US$301K | 0.08% |
| Shell Plc | 3,882 | US$301K | 0.08% |
| Toast, Inc. | 10,788 | US$300K | 0.08% |
| Lam Research Corporation | 680 | US$295K | 0.07% |
| Pepsico, Inc. | 2,119 | US$287K | 0.07% |
| Servicenow, Inc. | 2,881 | US$286K | 0.07% |
| Enbridge Inc. | 5,015 | US$272K | 0.07% |
| Phillips 66 | 1,605 | US$271K | 0.07% |
| Digitalocean Holdings, Inc. | 1,698 | US$267K | 0.07% |
| Rtx Corporation | 1,382 | US$262K | 0.07% |
| Uranium Energy Corp. | 24,435 | US$260K | 0.07% |
| Td Synnex Corporation | 972 | US$260K | 0.07% |
| B&g Foods, Inc. | 64,736 | US$258K | 0.07% |
| Dell Technologies Inc. | 574 | US$248K | 0.06% |
| Uber Technologies, Inc. | 3,425 | US$247K | 0.06% |
| Verisk Analytics, Inc. | 1,371 | US$246K | 0.06% |
| Granite Ridge Resources, Inc. | 54,287 | US$239K | 0.06% |
| Astera Labs, Inc. | 494 | US$239K | 0.06% |
| Teradyne, Inc. | 490 | US$237K | 0.06% |
| Mosaic Company (the) | 10,996 | US$233K | 0.06% |
| Wec Energy Group, Inc. | 1,986 | US$232K | 0.06% |
| Ge Aerospace | 611 | US$228K | 0.06% |
| Global Payments Inc. | 3,105 | US$225K | 0.06% |
| Principal Financial Group Inc | 2,083 | US$224K | 0.06% |
| Iridium Communications Inc | 4,035 | US$221K | 0.06% |
| Watsco, Inc. | 522 | US$218K | 0.06% |
| 3m Company | 1,344 | US$218K | 0.06% |
| Ge Vernova Inc. | 185 | US$217K | 0.06% |
| Simon Property Group, Inc. | 962 | US$215K | 0.05% |
| Delta Air Lines, Inc. | 2,282 | US$214K | 0.05% |
Every holding of Independent Wealth Network Inc.
Source
View original at SEC
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