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Independent Wealth Network Inc.

Q1 2026 13F Holdings

  • Location
    urbandale, IA
  • Num holdings

    301

  • Value ($000)

    $336,707

  • Date Filed
    04/21/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CAT

CATERPILLAR INC

COM
149123101
$18.5M
6 %

26,118

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$15.26M
5 %

199,352

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$12.65M
4 %

249,917

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A409
$9.67M
3 %

98,810

S
SLV

ISHARES SILVER TR

ISHARES
46428Q109
$7.21M
2 %

105,778

R
RDFI

COLLABORATIVE INVESTMNT SER

RAREVIEW DYNAMIC
19423L722
$6.11M
2 %

265,184

C
CHV

CHEVRON CORPORATION

COM
166764100
$6.02M
2 %

29,098

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$5.19M
2 %

73,185

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$5.16M
2 %

8,936

S
SPYV

SPDR SERIES TRUST

STATE STREET SPD
78464A508
$5.13M
2 %

90,734

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