Independent Wealth Network Inc.

CIK

1891240

Location

URBANDALE, IA

Portfolio Value

Small $141,046,609

Diversification

Diversified

Filing Date

Global Rank

#5,374 / 8,700 ▼ 799

Top Industry

Farm & Heavy Construction Machinery 23.9%

Period ended 3 months ago

Filed Jul 20, 2026 · 56d

20 quarters · since Sep 2021

Portfolio Concentration

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

Top Position

20.0%

+8.5 pts

Top 5

36.9%

+1.0 pts

Top 10

50.9%

+4.2 pts

HHI

545

Diversified+171

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
SIVR	abrdn Silver ETF Trust	+509	3,862	$217,121
AVGO	Broadcom Inc.	+473	3,054	$1,153,648
BWXT	BWX Technologies, Inc.	+454	1,651	$321,367
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
GOOGL	Alphabet Inc.	−4,541	4,649	$1,661,413
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
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

25 positions

Ticker	Company	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	580,519	$37,246,204
AAXJ	iShares MSCI All Country Asia ex Japan ETF	367,420	$32,378,996
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	386,835	$19,968,743
VB	Vanguard Morningstar Small-Cap ETF	28,335	$8,426,053
—		128,911	$8,356,651
BEGS	Rareview 2x Bull Cryptocurrency & Precious Metals ETF	292,209	$6,789,856
CAAA	First Trust AAA CMBS ETF	256,884	$6,722,687
DCOR	Dimensional US Core Equity 1 ETF	97,480	$6,014,849
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	56,749	$5,393,193
AAAP	Pacer Barings CLO Market Flex ETF	137,274	$5,371,220
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	59,327	$4,649,080
AFGR	First Trust Active Factor Large Cap Growth ETF	101,159	$4,334,868
IVZ	Invesco Ltd.	133,202	$4,082,888
AIEQ	Amplify AI Powered Equity ETF	204,830	$3,259,334
ABI	VictoryShares Pioneer Asset-Based Income ETF	20,671	$3,141,878
BIV	Vanguard Intermediate-Term Bond ETF	38,968	$2,900,854
FNDA	Schwab Fundamental U.S. Small Company ETF	100,850	$2,830,501
VIGI	Vanguard International Dividend Appreciation ETF	18,960	$2,807,976
CWI	State Street SPDR MSCI ACWI ex-US ETF	60,129	$2,780,843
AIRR	First Trust RBA American Industrial Renaissance ETF	65,635	$2,681,730
AGNG	Global X Funds Global X Aging Population ETF	124,607	$2,150,198
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	26,231	$2,017,336
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	41,840	$1,856,079
BNDW	Vanguard Total World Bond ETF	22,972	$1,670,744
VIG	Vanguard Dividend Appreciation ETF	9,614	$1,480,644
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	+214	$2,795,178	−30.3%	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	Reduced	4,649	-4,541	$1,661,413	−37.0%	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.