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Independent Wealth Network Inc.

Q2 2026 13F Holdings

  • Location
    urbandale, IA
  • Num holdings

    340

  • Value ($000)

    $393,304

  • Date Filed
    07/20/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CAT

CATERPILLAR INC

COM
149123101
$28.23M
7 %

26,505

K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$17.25M
4 %

196,308

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$12.27M
3 %

242,635

K
KRE

SPDR SERIES TRUST

ST STR P500GRW
78464A409
$11.61M
3 %

97,609

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$7.29M
2 %

9,896

R
RDFI

COLLABORATIVE INVESTMNT SER

RARE DY FIXE ETF
19423L722
$6.67M
2 %

279,963

D
DFUS

DIMENSIONAL ETF TRUST

US EQUI MARK ETF
25434V401
$6.16M
2 %

75,206

A
AAPL

APPLE INC

COM
037833100
$5.74M
2 %

19,841

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.6M
1 %

27,987

S
SPYV

SPDR SERIES TRUST

ST STR P500VAL
78464A508
$5.39M
1 %

88,671

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