Independent Wealth Network Inc. — 13F holdings

Independent Wealth Network Inc. reported 335 holdings worth $397M in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

1. CAT CATERPILLAR INC — $21.5M (5.4%)
2. SPYM SPDR SERIES TRUST — $17.3M (4.4%)
3. JPST J P MORGAN EXCHANGE TRADED F — $11.9M (3.0%)
4. SPYG SPDR SERIES TRUST — $11.5M (2.9%)
5. QQQ INVESCO QQQ TR — $7.35M (1.9%)
6. NVDA NVIDIA CORPORATION — $6.75M (1.7%)
7. CVX CHEVRON CORP NEW — $6.68M (1.7%)
8. AAPL APPLE INC — $6.54M (1.6%)
9. RDFI COLLABORATIVE INVESTMNT SER — $6.52M (1.6%)
10. DFUS DIMENSIONAL ETF TRUST — $6.18M (1.6%)