Independent Wealth Network Inc.
Top Portfolio Positions
122 positions ·
$118,869,568 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CAT |
Caterpillar Inc
Industrials
|
26,118 | $18,503,558 | 15.57% | |
| SLV |
iShares Silver Trust
|
105,778 | $7,207,712 | 6.06% | |
| CVX |
Chevron Corp
Energy
|
29,098 | $6,020,376 | 5.06% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,936 | $5,157,680 | 4.34% | |
| AAPL |
Apple Inc.
Technology
|
19,647 | $4,986,212 | 4.19% | |
| NVDA |
Nvidia Corp
Technology
|
26,284 | $4,583,929 | 3.86% | |
| GLD |
Spdr Gold Trust
|
10,163 | $4,373,037 | 3.68% | |
| MSFT |
Microsoft Corp
Technology
|
11,217 | $4,152,196 | 3.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,690 | $3,267,756 | 2.75% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,370 | $2,573,304 | 2.16% |
Portfolio Trend
19 quarters · across all stocks
Holdings in LAC
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $699,426 | 177,070 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $651,671 | 149,466 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $946,632 | 165,785 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $641,203 | 239,255 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $627,180 | 231,432 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $644,409 | 216,973 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $251,046 | 92,980 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $215,616 | 80,454 | Shares | Sole | 2024-07-18 | |
| No 13F history on record for this holder in this stock. | ||||||