Independent Wealth Network Inc.

Registered adviser

CIK

1891240

Location

URBANDALE, IA

Portfolio Value

Small $369,595,671

Diversification

Diversified

Filing Date

Global Rank

#4,483 / 8,819 ▲ 50 · as of Jun 2026

Top Industry

Farm & Heavy Construction Machinery 18.2%

Period ended 30 days ago

Filed Oct 19, 2026 · 11d

21 quarters · since Sep 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 286262

Roster of Oct 1, 2026

Regulatory AUM

$518,379,731

Main clients

Individuals and high net worth (95% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$518,379,731	Individuals and high net worth (95%)
Feb 2025 to Mar 2026	$422,577,169	Individuals and high net worth (95%)
Apr 2024 to Jan 2025	$358,327,384	Individuals and high net worth (95%)
May 2023 to Mar 2024	$292,821,944	Individuals and high net worth (95%)
Apr 2023	$292,821,944	Individuals and high net worth (95%)
Apr 2022 to Mar 2023	$312,854,514	Individuals and high net worth (95%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 47.3%, 27.0 effective positions, active share 70.7% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

24.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.8 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 70.7%; sector active share 53.7% against the combined 13F book's sector weights.

Over time 20 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

330 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

11.2%

+0.4 pts

Top 5

37.1%

−0.4 pts

Top 10

46.7%

−0.6 pts

HHI

372

Diversified+1

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	67.4%	$248,969,132	201
Technology	9.3%	$34,431,095	27
Industrials	7.4%	$27,202,526	13
Financial Services	4.5%	$16,528,612	30
Energy	2.8%	$10,362,979	10
Consumer Cyclical	2.3%	$8,537,236	9
Communication Services	2.1%	$7,841,630	8
Consumer Defensive	1.9%	$7,029,916	12
Healthcare	0.8%	$3,034,668	7
Utilities	0.7%	$2,420,932	2
Basic Materials	0.6%	$2,033,658	8
Real Estate	0.3%	$1,203,287	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LAC	Lithium Americas Corp.	+67,241	204,456	$537,719
ACYN	First Trust Exchange-Traded Fund	+26,987	37,734	$787,131
RDFI	Rareview Dynamic Fixed Income ETF	+21,022	300,985	$6,524,150
ATLX	Atlas Lithium Corp	+15,300	32,367	$81,564
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	+14,777	26,994	$1,653,652
BGS	B&G Foods, Inc.	+14,651	79,387	$227,840
RWK	Invesco Ltd.	+9,864	13,612	$0
SPCX	Space Exploration Technologies Corp	+8,502	10,883	$1,641,809
PYLD		+8,067	27,363	$694,746
SEIM	SEI Enhanced U.S. Large Cap Momentum Factor ETF	+7,921	30,395	$1,634,339
SNTH	Mrp Synthequity ETF	+7,792	57,541	$1,697,459
AVLC	Avantis U.S. Large Cap Equity ETF	+7,669	18,113	$1,635,060
ZECP	Zacks Earnings Consistent Portfolio ETF	+7,627	21,866	$811,447
IAU	Ishares Gold Trust	+6,313	21,919	$1,711,873
ONON	On Holding AG	+5,535	13,135	$388,927
FEX	First Trust Large Cap Core AlphaDEX Fund	+5,380	8,906	$1,180,964
QUIZ		+5,128	13,316	$382,448
CVX	Chevron Corp	+4,503	32,696	$6,676,850
IDMO	Invesco Ltd.	+4,251	9,862	$0
IGLD	FT Vest Gold Strategy Target Income ETF	+4,201	28,332	$575,706
GRNT	Granite Ridge Resources, Inc.	+4,167	58,454	$253,690
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+4,075	36,120	$2,533,818
YYY	Amplify CEF High Income ETF	+3,288	191,208	$1,984,739
LMBS	First Trust Low Duration Opportunities ETF	+3,266	51,503	$2,495,835
SMIZ	Zacks Small/Mid Cap ETF	+2,989	8,232	$336,935
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCIO	First Trust Structured Credit Income Opportunities ETF	−21,630	60,334	$1,202,456
LQTI	FT Vest Investment Grade & Target Income ETF	−12,603	77,885	$1,406,603
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	−11,246	102,846	$2,505,328
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	−6,710	23,260	$1,203,937
BITO	ProShares Bitcoin ETF	−6,263	45,164	$505,836
JPST	JPMorgan Ultra-Short Income ETF	−5,806	236,829	$11,929,076
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−5,672	48,458	$2,980,167
UEC	Uranium Energy Corp	−5,609	18,826	$177,905
JEPI	JPMorgan Equity Premium Income ETF	−5,438	55,372	$3,113,013
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	−4,275	93,334	$11,487,548
SCHX	Schwab U.S. Large-Cap ETF	−3,737	7,708	$231,240
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−3,525	192,783	$17,304,202
BIV	Vanguard Bond Index Funds	−3,456	5,600	$408,016
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	−3,414	85,257	$5,211,760
VEA	Vanguard FTSE Developed Markets ETF	−3,205	12,416	$876,693
SCHG	Schwab U.S. Large-Cap Growth ETF	−3,128	32,534	$1,168,946
—		−3,048	69,180	$0
PSFF	Pacer Swan SOS Fund of Funds ETF	−2,871	66,016	$2,317,821
AWF	Alliancebernstein Global High Income Fund Inc	−2,870	149,528	$1,454,907
FYC	First Trust Small Cap Growth AlphaDEX Fund	−2,864	1,871	$215,763
FLOT	iShares Floating Rate Bond ETF	−2,546	29,754	$1,518,941
DUKH		−2,346	94,769	$2,197,693
SCHV	Schwab U.S. Large-Cap Value ETF	−2,200	24,518	$816,694
TOST	Toast, Inc.	−1,901	8,887	$257,634
ILTB	iShares Core 10+ Year USD Bond ETF	−1,802	45,385	$2,035,517
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AVUV	Avantis U.S. Small Cap Value ETF	10,229	$1,204,669
ZSEP		38,052	$1,059,367
MAR	Marriott International Inc	1,337	$475,530
BUCK	Simplify Treasury Option Income ETF	17,182	$396,560
SEIE	SEI Select International Equity ETF	10,933	$391,292
CARY	Angel Oak Income ETF	18,179	$365,761
SEUS		13,663	$348,816
AVIE	Avantis Inflation Focused Equity ETF	4,232	$327,211
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	6,530	$309,260
ANGU	Sei Exchange Traded Funds	12,130	$306,889
CRM	Salesforce, Inc.	1,109	$254,593
QALT	SEI DBi Multi-Strategy Alternative ETF	9,462	$249,285
AVLV	Avantis U.S. Large Cap Value ETF	2,612	$236,229
IVZ	Invesco Ltd.	7,676	$231,508
AMGN	Amgen Inc	541	$228,036
SEIQ	SEI Enhanced U.S. Large Cap Quality Factor ETF	5,418	$222,408
APA	APA Corp	5,351	$222,280
IDCC	InterDigital, Inc.	681	$222,053
BITB	Bitwise Bitcoin ETF	4,887	$221,674
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	4,380	$220,533
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	9,182	$217,613
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	4,223	$211,741
C	Citigroup Inc	1,592	$206,132
ESGV	VANGUARD ESG U.S. STOCK ETF	1,500	$203,295
VOD	Vodafone Group Public Ltd Co	10,176	$164,342
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
PKG	Packaging Corp Of America	3,400	$810,152
ZJUN		27,792	$761,361
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	17,377	$685,870
VONE	VANGUARD RUSSELL 1000 INDEX FUND	1,988	$673,375
JMBS	Janus Henderson Mortgage-Backed Securities ETF	8,573	$385,699
WDC	Western Digital Corp	504	$321,914
STX	Seagate Technology Holdings plc	315	$303,975
DOCN	DigitalOcean Holdings, Inc.	1,698	$266,636
SPIP	State Street(R) SPDR(R) Portfolio TIPS ETF	10,330	$265,274
SNX	Td Synnex Corp	972	$259,854
DELL	Dell Technologies Inc.	574	$247,658
VRSK	Verisk Analytics, Inc.	1,371	$246,135
ALAB	Astera Labs, Inc.	494	$238,611
TER	Teradyne, Inc	490	$237,081
WEC	Wec Energy Group, Inc.	1,986	$231,905
IRDM	Iridium Communications Inc.	4,035	$221,319
WSO	Watsco Inc	522	$217,533
GEV	GE Vernova Inc.	185	$217,349
SCHA	Schwab U.S. Small-Cap ETF	5,927	$214,142
DAL	Delta Air Lines, Inc.	2,282	$213,732
CMP	Compass Minerals International Inc	6,839	$212,898
RBLX	Roblox Corp	3,896	$211,864
JCI	Johnson Controls International plc	1,434	$209,521
SYK	Stryker Corp	661	$208,109
ADP	Automatic Data Processing Inc	923	$206,705
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

330 tracked positions · $369,595,671 total · filing declares 335 positions · $397,272,241 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 330 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CAT	Caterpillar Inc Industrials	Added	26,532	+27	$21,511,880	−23.8%	5.82%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Reduced	192,783	-3,525	$17,304,202	+0.3%	4.68%
JPST	JPMorgan Ultra-Short Income ETF	Reduced	236,829	-5,806	$11,929,076	−2.8%	3.23%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	93,334	-4,275	$11,487,548	−1.1%	3.11%
QQQ	Invesco Qqq Trust, Series 1	Added	9,940	+44	$7,353,313	+0.9%	1.99%
NVDA	Nvidia Corp Technology	Added	29,543	+1,556	$6,747,030	+20.5%	1.83%
CVX	Chevron Corp Energy	Added	32,696	+4,503	$6,676,850	+42.9%	1.81%
AAPL	Apple Inc. Technology	Reduced	19,626	-215	$6,535,850	+13.8%	1.77%
RDFI	Rareview Dynamic Fixed Income ETF	Added	300,985	+21,022	$6,524,150	−2.2%	1.77%
DFUS	Dimensional U.S. Equity Market ETF	Reduced	74,470	-736	$6,183,244	+0.3%	1.67%
MSFT	Microsoft Corp Technology	Reduced	12,039	-308	$6,174,803	+34.1%	1.67%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Reduced	85,257	-3,414	$5,211,760	−3.3%	1.41%
SLV	iShares Silver Trust	Reduced	95,321	-1,300	$5,195,947	+0.6%	1.41%
VOO	VANGUARD 500 INDEX FUND	Added	7,298	+161	$5,114,876	+4.3%	1.38%
QTEC	First Trust NASDAQ-100-Technology Sector Index Fund	Added	12,367	+159	$4,077,770	−0.2%	1.10%
AMZN	Amazon Com Inc CALL + SHARES Consumer Cyclical	Added	16,208	+224	$4,038,223	+6.0%	1.09%
GLD	Spdr Gold Trust	Added	10,510	+80	$4,002,628	+4.2%	1.08%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	38,750	-572	$3,491,762	+3.1%	0.94%
ACWI	iShares MSCI ACWI ETF	Reduced	21,851	-787	$3,469,283	−2.4%	0.94%
JEPI	JPMorgan Equity Premium Income ETF	Reduced	55,372	-5,438	$3,113,013	−9.4%	0.84%
FLRT	Pacer Aristotle Pacific Floating Rate High Income ETF	Added	65,034	+87	$3,020,178	−0.3%	0.82%
PLTR	Palantir Technologies Inc. Technology	Reduced	15,958	-82	$2,984,943	+59.5%	0.81%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	48,458	-5,672	$2,980,167	+3.7%	0.81%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	15,170	-44	$2,969,527	+2.4%	0.80%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	18,414	-303	$2,857,852	−3.4%	0.77%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,669	+83	$2,822,878	+1.0%	0.76%
META	Meta Platforms, Inc. Communication Services	Added	3,583	+119	$2,598,319	+33.2%	0.70%
STIP	iShares 0-5 Year TIPS Bond ETF	Added	25,840	+272	$2,576,248	−1.4%	0.70%
FJAN	FT Vest U.S. Equity Buffer ETF - January	Reduced	45,434	-159	$2,570,201	+2.3%	0.70%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	36,120	+4,075	$2,533,818	+7.7%	0.69%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Reduced	102,846	-11,246	$2,505,328	−14.0%	0.68%
LMBS	First Trust Low Duration Opportunities ETF	Added	51,503	+3,266	$2,495,835	+3.9%	0.68%
PSFF	Pacer Swan SOS Fund of Funds ETF	Reduced	66,016	-2,871	$2,317,821	−1.9%	0.63%
V	Visa Inc. Financial Services	Reduced	6,224	-29	$2,236,469	+4.2%	0.61%
DUKH	Utilities	Reduced	94,769	-2,346	$2,197,693	−5.5%	0.59%
ILTB	iShares Core 10+ Year USD Bond ETF	Reduced	45,385	-1,802	$2,035,517	−12.4%	0.55%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,646	-21	$2,017,918	+1.3%	0.55%
QYLD	Global X NASDAQ 100 Covered Call ETF	Added	108,154	+1,150	$2,006,256	+1.7%	0.54%
SOXX	iShares Semiconductor ETF	Added	3,526	+276	$2,005,024	−3.7%	0.54%
YYY	Amplify CEF High Income ETF	Added	191,208	+3,288	$1,984,739	−8.4%	0.54%
IVV	iShares Core S&P 500 ETF	Added	2,518	+83	$1,928,410	+5.8%	0.52%
BUFR	FT Vest Laddered Buffer ETF	Added	51,340	+2,176	$1,923,709	+7.1%	0.52%
GOOG	Alphabet Inc. Communication Services	Added	5,424	+383	$1,848,173	+3.8%	0.50%
BBAG	J.P. Morgan Exchange-Traded Fund Trust	Added	42,072	+1,339	$1,843,805	−1.5%	0.50%
DLN	WisdomTree U.S. LargeCap Dividend Fund	Reduced	18,477	-578	$1,795,964	−2.1%	0.49%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	18,170	+509	$1,717,791	−1.7%	0.46%
IAU	Ishares Gold Trust	Added	21,919	+6,313	$1,711,873	+45.3%	0.46%
SNTH	Mrp Synthequity ETF	Added	57,541	+7,792	$1,697,459	+14.8%	0.46%
GOOGL	Alphabet Inc. Communication Services	Added	4,920	+271	$1,692,873	+1.9%	0.46%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Reduced	4,948	-122	$1,671,582	−9.8%	0.45%

Showing the top 50 of 330 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.