Independent Wealth Network Inc.

Q3 2025 13F Holdings

  • Location
    urbandale, IA
  • Num holdings

    283

  • Value ($000)

    $311,147

  • Date Filed
    10/15/2025
  • Form type
    13F-HR
  • CIK
    0001891240
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
78464A409
$12.69M
4 %

121,430

C
CAT

CATERPILLAR INC

COM
149123101
$12.66M
4 %

26,531

K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$11.70M
4 %

149,292

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$9.96M
3 %

196,277

S
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
78464A508
$8.16M
3 %

147,540

A
ACWI

ISHARES TR

MSCI ACWI ETF
464288257
$5.82M
2 %

42,109

I
ILTB

ISHARES TR

CORE LT USDB ETF
464289479
$5.74M
2 %

113,650

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.10M
2 %

27,343

A
AAPL

APPLE INC

COM
037833100
$4.99M
2 %

19,581

C
CHV

CHEVRON CORP NEW

COM
166764100
$4.96M
2 %

31,930

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