Independent Wealth Network Inc.
Q2 2025 13F Holdings
- Locationurbandale, IA
- Num holdings
258
- Value ($000)
$274,856
- Date Filed07/16/2025
- Form type13F-HR
- CIK0001891240
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $11.44M | 4 % | 120,044 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $10.53M | 4 % | 144,872 | ||
CAT CATERPILLAR INC | COM | 149123101 | $10.29M | 4 % | 26,503 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $8.36M | 3 % | 165,004 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $7.37M | 3 % | 140,868 | ||
ILTB ISHARES TR | CORE LT USDB ETF | 464289479 | $5.28M | 2 % | 106,852 | ||
ACWI ISHARES TR | MSCI ACWI ETF | 464288257 | $5.25M | 2 % | 40,844 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.69M | 2 % | 9,436 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $4.65M | 2 % | 69,438 | ||
FLRT PACER FDS TR | PAC ASSET FLTG | 69374H428 | $4.48M | 2 % | 94,193 |
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