Independent Wealth Network Inc.

CIK

1891240

Location

URBANDALE, IA

Portfolio Value

Small $141,046,609

Diversification

Diversified

Filing Date

Global Rank

#1,588 / 3,203 ▲ 3748

Top Industry

Farm & Heavy Construction Machinery 23.9%

3Y Alpha vs SPY

+2.7%

Period ended 30 days ago

Filed Jul 20, 2026 · 10d

20 quarters · since Sep 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+76.6%

SPY

+65.3%

Annualised alpha

+2.6%

Max drawdown

−17.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

145 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.0%

+4.4 pts

Top 5

36.9%

+1.7 pts

Top 10

50.9%

−0.3 pts

HHI

545

Diversified+113

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	24.4%	$34,454,951	19
Technology	22.8%	$32,160,344	33
Unclassified	14.8%	$20,887,039	9
Financial Services	10.3%	$14,471,315	20
Consumer Cyclical	6.6%	$9,271,038	9
Energy	6.4%	$8,980,986	9
Consumer Defensive	5.3%	$7,526,073	13
Communication Services	4.2%	$5,872,610	9
Healthcare	2.0%	$2,831,309	7
Basic Materials	2.0%	$2,787,470	12
Real Estate	0.9%	$1,221,517	3
Utilities	0.4%	$581,957	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BGS	B&G Foods, Inc.	+16,677	64,736	$257,649
GRNT	Granite Ridge Resources, Inc.	+15,353	54,287	$239,405
ARCC	Ares Capital Corp	+13,563	69,058	$1,279,644
JGH	Nuveen Global High Income Fund	+6,133	36,321	$462,366
AWF	Alliancebernstein Global High Income Fund Inc	+5,007	152,398	$1,569,699
ET	Energy Transfer LP	+2,138	60,946	$1,165,287
KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	+2,071	111,995	$1,548,890
GLDM	World Gold Trust	+1,849	8,722	$692,701
NVDA	Nvidia Corp	+1,703	27,987	$5,599,918
RIVN	Rivian Automotive, Inc. / DE	+1,656	17,391	$301,733
KSS	KOHLS Corp	+1,617	39,709	$703,643
CLX	Clorox Co /De/	+1,437	12,115	$1,156,255
XOM	ExxonMobil Holdings Corp	+1,315	10,202	$1,394,817
NAK	Northern Dynasty Minerals Ltd	+1,251	16,871	$32,392
MSFT	Microsoft Corp	+1,130	12,347	$4,605,677
SHEL	Shell plc	+1,124	3,882	$301,010
PLTR	Palantir Technologies Inc.	+964	16,040	$1,871,386
QQQ	Invesco Qqq Trust, Series 1	+960	9,896	$7,287,414
UHT	Universal Health Realty Income Trust	+948	16,029	$703,031
NOW	ServiceNow, Inc.	+926	2,881	$286,025
MO	Altria Group, Inc.	+814	17,642	$1,269,341
ADBE	Adobe Inc.	+629	1,752	$359,195
GOOGL	Alphabet Inc.	+545	4,649	$1,661,413
SIVR	abrdn Silver ETF Trust	+509	3,862	$217,121
AVGO	Broadcom Inc.	+473	3,054	$1,153,648
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
LAC	Lithium Americas Corp.	−39,855	137,215	$528,277
SLV	iShares Silver Trust	−9,157	96,621	$5,166,324
HON	Honeywell International Inc	−2,243	2,150	$481,385
UEC	Uranium Energy Corp	−1,954	24,435	$260,477
CVX	Chevron Corp	−905	28,193	$4,673,271
MRVL	Marvell Technology, Inc.	−890	1,184	$352,701
FCX	Freeport-Mcmoran Inc	−741	3,249	$204,329
INTC	Intel Corp	−677	6,221	$868,638
AMD	Advanced Micro Devices Inc	−565	2,427	$1,409,868
BTG	B2gold Corp	−400	10,200	$38,148
IAU	Ishares Gold Trust	−376	15,606	$1,178,409
MU	Micron Technology Inc	−373	824	$951,134
NFLX	Netflix Inc	−358	6,002	$428,542
TER	Teradyne, Inc	−344	490	$237,081
WMT	Walmart Inc.	−316	4,659	$527,678
BA	Boeing Co	−303	5,152	$1,115,253
CASY	Caseys General Stores Inc	−212	1,323	$1,051,507
CTVA	Corteva, Inc.	−179	4,102	$347,398
IBIT	iShares Bitcoin Trust ETF	−175	6,357	$211,624
MSIF	Msc Income Fund, Inc.	−172	11,286	$130,579
APH	Amphenol Corp /De/	−170	2,732	$481,706
VZ	Verizon Communications Inc	−168	10,447	$442,325
MDLZ	Mondelez International, Inc.	−159	3,533	$204,348
SHW	Sherwin Williams Co	−131	1,497	$515,447
PKG	Packaging Corp Of America	−130	3,400	$810,152
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.	36,395	$770,118
HONA	Honeywell Aerospace Inc.	2,150	$474,720
SPCX	Space Exploration Technologies Corp	2,381	$406,817
ORCL	Oracle Corp	2,519	$369,159
NBIS	Nebius Group N.V.	1,295	$357,640
KLAC	Kla Corp	1,085	$327,355
WDC	Western Digital Corp	504	$321,914
STX	Seagate Technology Holdings plc	315	$303,975
TOST	Toast, Inc.	10,788	$300,122
LRCX	Lam Research Corp	680	$294,664
MDT	Medtronic plc	3,730	$291,797
DOCN	DigitalOcean Holdings, Inc.	1,698	$266,636
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
MOS	Mosaic Co	10,996	$233,005
GE	General Electric Co	611	$228,349
PFG	Principal Financial Group Inc	2,083	$224,505
IRDM	Iridium Communications Inc.	4,035	$221,319
MMM	3M Co	1,344	$217,607
GEV	GE Vernova Inc.	185	$217,349
SPG	Simon Property Group Inc.	962	$215,151
DAL	Delta Air Lines, Inc.	2,282	$213,732
CMP	Compass Minerals International Inc	6,839	$212,898
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
APA	APA Corp	7,383	$313,334
COP	Conocophillips	2,018	$266,376
MCD	Mcdonalds Corp	842	$261,685
XYZ	Block, Inc.	4,065	$244,631
ABT	Abbott Laboratories	2,381	$244,457
BABA	Alibaba Group Holding Ltd	1,939	$243,266
SNA	Snap-on Inc	644	$233,913
TMUS	T-Mobile US, Inc.	1,100	$231,033
GM	General Motors Co	3,062	$228,119
SPGI	S&P Global Inc.	511	$217,348
GD	General Dynamics Corp	583	$200,097
CTRA	Coterra Energy Inc.	5,693	$200,052
SAN	Banco Santander, S.A.	11,287	$127,317
VUZI	Vuzix Corp	13,410	$30,977
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

145 tracked positions · $141,046,609 total · as of Jun 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 145 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CAT	Caterpillar Inc Industrials	Added	26,505	+387	$28,225,174	+52.5%	20.01%
QQQ	Invesco Qqq Trust, Series 1	Added	9,896	+960	$7,287,414	+41.3%	5.17%
AAPL	Apple Inc. Technology	Added	19,841	+194	$5,741,191	+15.1%	4.07%
NVDA	Nvidia Corp Technology	Added	27,987	+1,703	$5,599,918	+22.2%	3.97%
SLV	iShares Silver Trust	Reduced	96,621	-9,157	$5,166,324	−28.3%	3.66%
CVX	Chevron Corp Energy	Reduced	28,193	-905	$4,673,271	−22.4%	3.31%
MSFT	Microsoft Corp Technology	Added	12,347	+1,130	$4,605,677	+10.9%	3.27%
GLD	Spdr Gold Trust	Added	10,430	+267	$3,842,203	−12.1%	2.72%
AMZN	Amazon Com Inc CALL + SHARES Consumer Cyclical	Added	15,984	+294	$3,809,626	+16.6%	2.70%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,586	+216	$2,795,178	+8.6%	1.98%
V	Visa Inc. CALL + SHARES Financial Services	Added	6,253	+335	$2,145,341	+19.9%	1.52%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,667	-116	$1,991,635	+10.0%	1.41%
META	Meta Platforms, Inc. Communication Services	Added	3,464	+244	$1,951,236	+5.9%	1.38%
PLTR	Palantir Technologies Inc. Technology	Added	16,040	+964	$1,871,386	−15.1%	1.33%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,248	+421	$1,786,708	+25.6%	1.27%
GOOGL	Alphabet Inc. Communication Services	Added	4,649	+545	$1,661,413	+40.8%	1.18%
AWF	Alliancebernstein Global High Income Fund Inc Financial Services	Added	152,398	+5,007	$1,569,699	+4.7%	1.11%
KYN	Kayne Anderson Energy Infrastructure Fund, Inc. Financial Services	Added	111,995	+2,071	$1,548,890	−1.3%	1.10%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,427	-565	$1,409,868	+131.6%	1.00%
XOM	ExxonMobil Holdings Corp Energy	Added	10,202	+1,315	$1,394,817	−7.5%	0.99%
ARCC	Ares Capital Corp Financial Services	Added	69,058	+13,563	$1,279,644	+28.0%	0.91%
MO	Altria Group, Inc. Consumer Defensive	Added	17,642	+814	$1,269,341	+14.3%	0.90%
IAU	Ishares Gold Trust	Reduced	15,606	-376	$1,178,409	−16.4%	0.84%
ET	Energy Transfer LP Energy	Added	60,946	+2,138	$1,165,287	+2.7%	0.83%
CLX	Clorox Co /De/ Consumer Defensive	Added	12,115	+1,437	$1,156,255	+4.5%	0.82%
AVGO	Broadcom Inc. Technology	Added	3,054	+473	$1,153,648	+44.4%	0.82%
BA	Boeing Co Industrials	Reduced	5,152	-303	$1,115,253	+2.7%	0.79%
MSI	Motorola Solutions, Inc. Technology	Reduced	2,608	-75	$1,083,076	−7.0%	0.77%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	1,323	-212	$1,051,507	−5.9%	0.75%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,076	-21	$1,006,565	−7.9%	0.71%
AMAT	Applied Materials Inc /De Technology	Added	1,343	+401	$970,989	+201.6%	0.69%
MU	Micron Technology Inc Technology	Reduced	824	-373	$951,134	+135.2%	0.67%
INTC	Intel Corp Technology	Reduced	6,221	-677	$868,638	+185.4%	0.62%
KR	Kroger Co Consumer Defensive	Added	15,466	+295	$858,826	−21.8%	0.61%
CSCO	Cisco Systems, Inc. Technology	Added	7,303	+49	$857,810	+52.4%	0.61%
JNJ	Johnson & Johnson Healthcare	Reduced	3,319	-83	$842,926	+1.4%	0.60%
PKG	Packaging Corp Of America Consumer Cyclical	Reduced	3,400	-130	$810,152	+8.1%	0.57%
LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. Financial Services	NEW	36,395	NEW	$770,118	NEW	0.55%
CME	Cme Group Inc. Financial Services	Reduced	3,385	-6	$747,509	−25.4%	0.53%
HSY	Hershey Co Consumer Defensive	Added	4,229	+31	$741,978	−15.0%	0.53%
KSS	KOHLS Corp Consumer Cyclical	Added	39,709	+1,617	$703,643	+43.2%	0.50%
UHT	Universal Health Realty Income Trust Real Estate	Added	16,029	+948	$703,031	+15.2%	0.50%
GLDM	World Gold Trust	Added	8,722	+1,849	$692,701	+8.7%	0.49%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,433	+44	$684,357	+45.8%	0.49%
LLY	ELI LILLY & Co Healthcare	Added	530	+13	$635,697	+33.7%	0.45%
ABBV	AbbVie Inc. Healthcare	Reduced	2,132	-126	$536,496	+9.2%	0.38%
AFL	Aflac Inc Financial Services	Reduced	4,521	-84	$530,087	+4.9%	0.38%
LAC	Lithium Americas Corp. Basic Materials	Reduced	137,215	-39,855	$528,277	−24.5%	0.37%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,659	-316	$527,678	−14.7%	0.37%
SHW	Sherwin Williams Co Basic Materials	Reduced	1,497	-131	$515,447	−1.2%	0.37%

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.