Independent Wealth Network Inc.
Filing Date
Global Rank
#4,974
/ 8,232
▲ 396
Top Industry
Farm & Heavy Construction Machinery
19.4%
3Y Alpha vs SPY
+2.7%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
19 quarters · since Sep 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+88.6%
SPY
+76.3%
Annualised alpha
+2.7%
Max drawdown
−17.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
122 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.6%
+2.5 pts
Top 5
35.2%
+2.5 pts
Top 10
51.2%
+2.0 pts
HHI
431
Diversified+64
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 19.4% | $23,100,200 |
| Industrials | 19.4% | $23,073,996 |
| Unclassified | 18.0% | $21,428,015 |
| Financial Services | 10.6% | $12,576,968 |
| Energy | 9.5% | $11,319,444 |
| Consumer Cyclical | 7.4% | $8,792,725 |
| Consumer Defensive | 6.4% | $7,619,851 |
| Communication Services | 4.2% | $4,953,475 |
| Healthcare | 2.2% | $2,591,691 |
| Basic Materials | 1.6% | $1,884,061 |
| Real Estate | 0.7% | $890,676 |
| Utilities | 0.5% | $638,466 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LAC | Lithium Americas Corp. | +27,604 | 177,070 | $699,426 | |
| BGS | B&G Foods, Inc. | +12,567 | 48,059 | $231,163 | |
| GRNT | Granite Ridge Resources, Inc. | +9,508 | 38,934 | $228,542 | |
| JGH | Nuveen Global High Income Fund | +7,592 | 30,188 | $368,897 | |
| UHT | Universal Health Realty Income Trust | +5,681 | 15,081 | $610,328 | |
| WTBA | West Bancorporation Inc | +4,345 | 14,698 | $349,665 | |
| QQQ | Invesco Qqq Trust, Series 1 | +2,430 | 8,936 | $5,157,680 | |
| ARCC | Ares Capital Corp | +2,254 | 55,495 | $1,000,019 | |
| ET | Energy Transfer LP | +1,935 | 58,808 | $1,134,994 | |
| PLTR | Palantir Technologies Inc. | +1,536 | 15,076 | $2,205,317 | |
| RIVN | Rivian Automotive, Inc. / DE | +1,530 | 15,735 | $236,811 | |
| MSFT | Microsoft Corp | +1,398 | 11,217 | $4,152,196 | |
| KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | +1,301 | 109,924 | $1,569,714 | |
| KSS | KOHLS Corp | +1,139 | 38,092 | $491,386 | |
| DVN | Devon Energy Corp/De | +846 | 9,727 | $489,462 | |
| JRS | Nuveen Real Estate Income Fund | +715 | 22,322 | $166,522 | |
| BTG | B2gold Corp | +600 | 10,600 | $48,018 | |
| AMZN | Amazon Com Inc | +530 | 15,690 | $3,267,756 | |
| ADBE | Adobe Inc. | +443 | 1,123 | $272,978 | |
| XYZ | Block, Inc. | +439 | 4,065 | $244,631 | |
| AVGO | Broadcom Inc. | +431 | 2,581 | $798,845 | |
| CLX | Clorox Co /De/ | +427 | 10,678 | $1,106,561 | |
| F | Ford Motor Co | +365 | 10,605 | $122,381 | |
| UBER | Uber Technologies, Inc | +318 | 3,222 | $231,758 | |
| V | Visa Inc. | +237 | 5,918 | $1,788,656 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FSCO | FS Credit Opportunities Corp. | −27,056 | 23,648 | $120,604 | |
| INTC | Intel Corp | −13,087 | 6,898 | $304,408 | |
| SLV | iShares Silver Trust | −4,481 | 105,778 | $7,207,712 | |
| KR | Kroger Co | −4,378 | 15,171 | $1,097,773 | |
| UEC | Uranium Energy Corp | −4,125 | 26,389 | $356,251 | |
| CVX | Chevron Corp | −3,278 | 29,098 | $6,020,376 | |
| T | At&T Inc. | −1,869 | 19,167 | $555,651 | |
| MRK | Merck & Co., Inc. | −1,375 | 2,409 | $289,778 | |
| IAU | Ishares Gold Trust | −1,225 | 15,982 | $1,408,973 | |
| NVDA | Nvidia Corp | −1,038 | 26,284 | $4,583,929 | |
| VZ | Verizon Communications Inc | −1,025 | 10,615 | $532,873 | |
| AWF | Alliancebernstein Global High Income Fund Inc | −639 | 147,391 | $1,498,966 | |
| WEC | Wec Energy Group, Inc. | −587 | 2,110 | $244,274 | |
| NFLX | Netflix Inc | −428 | 6,360 | $611,514 | |
| BABA | Alibaba Group Holding Ltd | −303 | 1,939 | $243,266 | |
| ENB | Enbridge Inc | −300 | 4,778 | $258,680 | |
| TMUS | T-Mobile US, Inc. | −266 | 1,100 | $231,033 | |
| SPY | Spdr S&P 500 ETF Trust | −255 | 2,783 | $1,809,896 | |
| MO | Altria Group, Inc. | −247 | 16,828 | $1,110,479 | |
| MU | Micron Technology Inc | −222 | 1,197 | $404,394 | |
| JNJ | Johnson & Johnson | −218 | 3,402 | $831,584 | |
| GPN | Global Payments Inc | −202 | 3,198 | $215,225 | |
| PG | PROCTER & GAMBLE Co | −190 | 2,792 | $403,276 | |
| JPM | Jpmorgan Chase & Co | −138 | 1,411 | $415,059 | |
| XOM | Exxon Mobil Corp | −118 | 8,887 | $1,507,768 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
22 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GLDM | World Gold Trust | 6,873 | $637,058 | |
| APA | APA Corp | 7,383 | $313,334 | |
| EQIX | Equinix Inc | 286 | $280,348 | |
| COP | Conocophillips | 2,018 | $266,376 | |
| ONON | On Holding AG | 7,600 | $258,552 | |
| VRT | Vertiv Holdings Co | 1,031 | $258,347 | |
| SHEL | Shell plc | 2,758 | $256,494 | |
| IBIT | iShares Bitcoin Trust ETF | 6,532 | $250,959 | |
| TER | Teradyne, Inc | 834 | $247,247 | |
| BWXT | BWX Technologies, Inc. | 1,197 | $244,774 | |
| SIVR | abrdn Silver ETF Trust | 3,353 | $240,108 | |
| FCX | Freeport-Mcmoran Inc | 3,990 | $234,532 | |
| ASML | Asml Holding NV | 173 | $228,503 | |
| GM | General Motors Co | 3,062 | $228,119 | |
| TXN | Texas Instruments Inc | 1,151 | $223,455 | |
| MRVL | Marvell Technology, Inc. | 2,074 | $205,429 | |
| NOW | ServiceNow, Inc. | 1,955 | $204,395 | |
| WSO | Watsco Inc | 553 | $201,175 | |
| CTRA | Coterra Energy Inc. | 5,693 | $200,052 | |
| MSIF | Msc Income Fund, Inc. | 11,458 | $139,558 | |
| SAN | Banco Santander, S.A. | 11,287 | $127,317 | |
| VUZI | Vuzix Corp | 13,410 | $30,977 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
22 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BCX | BlackRock Resources & Commodities Strategy Trust | 43,735 | $480,210 | |
| MCN | XAI Madison Equity Premium Income Fund | 63,039 | $378,234 | |
| CEF | Sprott Physical Gold & Silver Trust | 8,217 | $376,338 | |
| FSK | FS KKR Capital Corp | 20,966 | $310,506 | |
| MEDP | Medpace Holdings, Inc. | 504 | $283,071 | |
| NKE | NIKE, Inc. | 4,298 | $273,825 | |
| APP | AppLovin Corp | 392 | $264,137 | |
| KLAC | Kla Corp | 201 | $244,231 | |
| TSCO | Tractor Supply Co /De/ | 4,808 | $240,448 | |
| AJG | Arthur J. Gallagher & Co. | 915 | $236,792 | |
| ORCL | Oracle Corp | 1,208 | $235,451 | |
| NDAQ | Nasdaq, Inc. | 2,347 | $227,964 | |
| PANW | Palo Alto Networks Inc | 1,147 | $211,277 | |
| TRI | Thomson Reuters Corp /Can/ | 1,597 | $210,628 | |
| BCS | Barclays PLC | 8,158 | $207,621 | |
| BR | Broadridge Financial Solutions, Inc. | 928 | $207,101 | |
| MMM | 3M Co | 1,287 | $206,048 | |
| PFG | Principal Financial Group Inc | 2,310 | $203,765 | |
| INTU | Intuit Inc. | 306 | $202,700 | |
| ITW | Illinois Tool Works Inc | 818 | $201,473 | |
| TOST | Toast, Inc. | 5,642 | $200,347 | |
| FSSL | FS Specialty Lending Fund | 11,944 | $168,888 | |
| No positions match the current search. | ||||
122 positions ·
$118,869,568 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 122 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CAT |
Caterpillar Inc
Industrials
|
Added | 26,118 | $18,503,558 | 15.57% | |
| SLV |
iShares Silver Trust
|
Reduced | 105,778 | $7,207,712 | 6.06% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 29,098 | $6,020,376 | 5.06% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 8,936 | $5,157,680 | 4.34% | |
| AAPL |
Apple Inc.
Technology
|
Added | 19,647 | $4,986,212 | 4.19% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 26,284 | $4,583,929 | 3.86% | |
| GLD |
Spdr Gold Trust
|
Added | 10,163 | $4,373,037 | 3.68% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 11,217 | $4,152,196 | 3.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 15,690 | $3,267,756 | 2.75% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 5,370 | $2,573,304 | 2.16% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 15,076 | $2,205,317 | 1.86% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,220 | $1,842,258 | 1.55% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,783 | $1,809,896 | 1.52% | |
| V |
Visa Inc.
Financial Services
|
Added | 5,918 | $1,788,656 | 1.50% | |
| KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
Financial Services
|
Added | 109,924 | $1,569,714 | 1.32% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 8,887 | $1,507,768 | 1.27% | |
| AWF |
Alliancebernstein Global High Income Fund Inc
Financial Services
|
Reduced | 147,391 | $1,498,966 | 1.26% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,827 | $1,422,687 | 1.20% | |
| IAU |
Ishares Gold Trust
|
Reduced | 15,982 | $1,408,973 | 1.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,104 | $1,180,146 | 0.99% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Reduced | 2,683 | $1,164,341 | 0.98% | |
| ET |
Energy Transfer LP
Energy
|
Added | 58,808 | $1,134,994 | 0.95% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
Reduced | 1,535 | $1,117,265 | 0.94% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 16,828 | $1,110,479 | 0.93% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Added | 10,678 | $1,106,561 | 0.93% | |
| KR |
Kroger Co
Consumer Defensive
|
Reduced | 15,171 | $1,097,773 | 0.92% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,097 | $1,093,083 | 0.92% | |
| BA |
Boeing Co
Industrials
|
Added | 5,455 | $1,085,708 | 0.91% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 3,391 | $1,001,531 | 0.84% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Added | 55,495 | $1,000,019 | 0.84% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 4,393 | $992,949 | 0.84% | |
| HSY |
Hershey Co
Consumer Defensive
|
Added | 4,198 | $872,722 | 0.73% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 3,402 | $831,584 | 0.70% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,581 | $798,845 | 0.67% | |
| PKG |
Packaging Corp Of America
Consumer Cyclical
|
Added | 3,530 | $749,136 | 0.63% | |
| LAC |
Lithium Americas Corp.
Basic Materials
|
Added | 177,070 | $699,426 | 0.59% | |
| GLDM |
World Gold Trust
|
NEW | 6,873 | $637,058 | 0.54% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,975 | $618,293 | 0.52% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 6,360 | $611,514 | 0.51% | |
| UHT |
Universal Health Realty Income Trust
Real Estate
|
Added | 15,081 | $610,328 | 0.51% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 2,992 | $608,662 | 0.51% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 7,254 | $562,837 | 0.47% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 19,167 | $555,651 | 0.47% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 10,615 | $532,873 | 0.45% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 1,628 | $521,855 | 0.44% | |
| AFL |
Aflac Inc
Financial Services
|
Reduced | 4,605 | $505,214 | 0.43% | |
| KSS |
KOHLS Corp
Consumer Cyclical
|
Added | 38,092 | $491,386 | 0.41% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 2,258 | $491,092 | 0.41% | |
| DVN |
Devon Energy Corp/De
Energy
|
Added | 9,727 | $489,462 | 0.41% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 517 | $475,521 | 0.40% |