Holdings
Independent Wealth Network Inc.
As of Sep 30, 2026, Independent Wealth Network Inc. reported 323 positions worth US$393M. Largest: Caterpillar, Inc., State Street SPDR Portfolio S&P 500 ETF and JPMorgan Ultra-Short Income ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Caterpillar, Inc. | 26,532 | US$21.5M | +27 | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 500 ETF | 193K | US$17.3M | new | Sep 30, 2026 |
| JPMorgan Ultra-Short Income ETF | 237K | US$11.9M | new | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 500 Growth ETF | 93,334 | US$11.5M | new | Sep 30, 2026 |
| Invesco QQQ Trust | 9,940 | US$7.35M | new | Sep 30, 2026 |
| Nvidia Corporation | 29,543 | US$6.75M | +1,556 | Sep 30, 2026 |
| Chevron Corporation | 32,696 | US$6.68M | +4,503 | Sep 30, 2026 |
| Apple Inc | 19,626 | US$6.54M | −215 | Sep 30, 2026 |
| Rareview Dynamic Fixed Income ETF | 301K | US$6.52M | new | Sep 30, 2026 |
| Dimensional U.S. Equity Market ETF | 74,470 | US$6.18M | new | Sep 30, 2026 |