2026 Q1 Portfolio Activity
In 2026 Q1, Independent Wealth Network Inc. maintained a portfolio of 350 distinct positions. The most significant new addition was FIRST TR EXCHANGE-TRADED FD, now representing 0.99% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 31.0%. The fund also reduced its exposure to ISHARES TR by 62.2%.
Position History
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Total Positions
350
Quarter
2026 Q1
Top Holding
CAT (5.5%)
Top 10 Concentration
27.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 350
Independent Wealth Network Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CAT
CATERPILLAR INC
|
Industrials | 5.50% | 4.57% |
#1
Prev: #1
|
4.7 | 20 | 0.1% |
P
S
|
26,118 | $18,503,350 |
$178.93
+300.1%
|
2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | ||
|
SPLG
SPDR SERIES TRU...
|
ETF | 4.53% | 3.73% |
#2
1
Prev: #3
|
5.8 | 47,214 | 31.0% |
P
S
|
199,352 | $15,258,387 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 3.76% | 3.07% |
#3
1
Prev: #4
|
5.0 | 51,511 | 26.0% |
P
S
|
249,917 | $12,648,282 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 2.87% | 4.05% |
#4
2
Prev: #2
|
1.6 | -25,440 | -20.5% |
P
S
|
98,810 | $9,674,515 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SLV
ISHARES SILVER ...
|
ETF | 2.14% | 2.17% |
#5
1
Prev: #6
|
1.9 | -4,481 | -4.1% |
P
S
|
105,778 | $7,207,686 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
RDFI
COLLABORATIVE I...
|
ETF | 1.82% | 1.56% |
#6
4
Prev: #10
|
3.2 | 50,959 | 23.8% |
P
S
|
265,184 | $6,113,267 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 1.79% | 1.51% |
#7
6
Prev: #13
|
1.2 | -3,278 | -10.1% |
P
S
|
29,098 | $6,020,364 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 1.54% | 1.55% |
#8
4
Prev: #12
|
2.6 | 4,664 | 6.8% |
P
S
|
73,185 | $5,189,548 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.53% | 1.22% |
#9
9
Prev: #18
|
3.1 | 2,430 | 37.4% |
P
S
|
8,936 | $5,157,626 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 1.52% | 2.64% |
#10
5
Prev: #5
|
0.6 | -61,298 | -40.3% |
P
S
|
90,734 | $5,133,733 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AAPL
APPLE INC
|
Technology | 1.48% | 1.63% |
#11
2
Prev: #9
|
1.1 | 40 | 0.2% |
P
S
|
19,647 | $4,986,334 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.36% | 1.56% |
#12
1
Prev: #11
|
1.0 | -1,038 | -3.8% |
P
S
|
26,284 | $4,583,877 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GLD
SPDR GOLD TR
|
ETF | 1.30% | 1.21% |
#13
6
Prev: #19
|
1.0 | 193 | 1.9% |
P
S
|
10,163 | $4,372,984 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.23% | 1.45% |
#14
1
Prev: #15
|
2.5 | 1,398 | 14.2% |
P
S
|
11,217 | $4,152,258 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.21% | 1.26% |
#15
2
Prev: #17
|
1.0 | 223 | 3.4% |
P
S
|
6,799 | $4,062,561 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QTEC
FIRST TR EXCHAN...
|
Unknown | 0.99% | — |
#16
Prev: #—
|
3.9 | 15,451 | — |
NEW
|
15,451 | $3,337,166 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 0.97% | 0.74% |
#17
11
Prev: #28
|
2.9 | 15,104 | 35.6% |
P
S
|
57,567 | $3,262,891 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.96% | 1.07% |
#18
3
Prev: #21
|
0.9 | 430 | 2.8% |
P
S
|
15,590 | $3,246,933 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
FLRT
PACER FDS TR
|
ETF | 0.94% | 1.20% |
#19
1
Prev: #20
|
0.9 | -15,219 | -18.3% |
P
S
|
68,163 | $3,156,623 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ACWI
ISHARES TR
|
ETF | 0.90% | 1.93% |
#20
13
Prev: #7
|
0.4 | -22,739 | -51.0% |
P
S
|
21,856 | $3,024,150 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPYD
SPDR SERIES TRU...
|
ETF | 0.87% | 1.26% |
#21
5
Prev: #16
|
0.3 | -30,939 | -32.4% |
P
S
|
64,645 | $2,942,628 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 0.86% | 1.49% |
#22
8
Prev: #14
|
0.3 | -76,568 | -40.4% |
P
S
|
112,929 | $2,893,239 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.83% | 0.83% |
#23
1
Prev: #24
|
0.8 | 89 | 0.5% |
P
S
|
18,960 | $2,808,025 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 0.82% | 0.37% |
#24
43
Prev: #67
|
3.3 | 17,834 | 65.3% |
P
S
|
45,163 | $2,766,709 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.81% | 0.97% |
#25
3
Prev: #22
|
0.8 | -262 | -4.0% |
P
S
|
6,266 | $2,736,722 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.76% | 0.80% |
#26
1
Prev: #25
|
0.8 | 130 | 2.5% |
P
S
|
5,370 | $2,573,304 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
STIP
ISHARES TR
|
ETF | 0.76% | 0.77% |
#27
1
Prev: #26
|
0.8 | 313 | 1.3% |
P
S
|
24,797 | $2,564,754 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XMMO
INVESCO EXCHANG...
|
Bond/Debt | 0.76% | 0.49% |
#28
19
Prev: #47
|
3.3 | 6,060 | 52.5% |
P
S
|
17,597 | $2,551,887 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
FJAN
FIRST TR EXCHNG...
|
ETF | 0.71% | 0.75% |
#29
2
Prev: #27
|
0.8 | -507 | -1.1% |
P
S
|
47,240 | $2,381,368 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ILTB
ISHARES TR
|
ETF | 0.68% | 1.88% |
#30
22
Prev: #8
|
0.3 | -77,250 | -62.2% |
P
S
|
46,858 | $2,295,102 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
LMBS
FIRST TR EXCHAN...
|
ETF | 0.68% | — |
#31
Prev: #—
|
3.8 | 45,879 | — |
NEW
|
45,879 | $2,285,233 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
LQTI
FIRST TR EXCHAN...
|
Bond/Debt | 0.67% | 0.68% |
#32
1
Prev: #33
|
0.8 | 4,714 | 4.3% |
P
S
|
115,504 | $2,261,568 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.66% | 0.55% |
#33
9
Prev: #42
|
2.8 | 5,633 | 23.0% |
P
S
|
30,140 | $2,219,499 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PSFF
PACER FDS TR
|
ETF | 0.66% | 0.71% |
#34
3
Prev: #31
|
0.8 | -2,529 | -3.5% |
P
S
|
69,111 | $2,214,621 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.65% | 0.74% |
#35
6
Prev: #29
|
2.3 | 1,536 | 11.3% |
P
S
|
15,076 | $2,205,271 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
FLOT
ISHARES TR
|
Bond/Debt | 0.65% | 0.68% |
#36
2
Prev: #34
|
0.8 | -721 | -1.7% |
P
S
|
42,741 | $2,177,674 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 0.63% | 0.71% |
#37
7
Prev: #30
|
0.8 | -2,307 | -9.1% |
P
S
|
23,071 | $2,114,257 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
YYY
AMPLIFY ETF TR
|
ETF | 0.60% | 0.63% |
#38
1
Prev: #37
|
0.7 | 3,272 | 1.8% |
P
S
|
182,217 | $2,009,852 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QYLD
GLOBAL X FDS
|
ETF | 0.58% | 0.61% |
#39
1
Prev: #38
|
0.7 | 831 | 0.7% |
P
S
|
114,056 | $1,956,059 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.56% | 0.60% |
#40
Prev: #40
|
0.7 | 573 | 4.2% |
P
S
|
14,164 | $1,882,346 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.55% | 0.65% |
#41
6
Prev: #35
|
0.7 | 14 | 0.4% |
P
S
|
3,220 | $1,841,981 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.54% | 0.63% |
#42
6
Prev: #36
|
0.7 | -255 | -8.4% |
P
S
|
2,783 | $1,809,875 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SOXX
ISHARES TR
|
ETF | 0.53% | 0.42% |
#43
14
Prev: #57
|
2.2 | 886 | 19.3% |
P
S
|
5,470 | $1,797,773 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BBAG
J P MORGAN EXCH...
|
Unknown | 0.53% | — |
#44
Prev: #—
|
3.7 | 38,566 | — |
NEW
|
38,566 | $1,780,217 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
V
VISA INC
|
Financial Services | 0.51% | 0.61% |
#45
6
Prev: #39
|
0.7 | 37 | 0.7% |
P
S
|
5,718 | $1,728,110 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 0.48% | 0.48% |
#46
2
Prev: #48
|
0.7 | 1,576 | 3.4% |
P
S
|
47,911 | $1,617,954 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DLN
WISDOMTREE TR
|
Unknown | 0.47% | 0.42% |
#47
11
Prev: #58
|
2.2 | 2,272 | 14.6% |
P
S
|
17,873 | $1,596,617 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
KYN
KAYNE ANDERSON ...
|
Financial Services | 0.47% | 0.41% |
#48
13
Prev: #61
|
0.7 | 1,301 | 1.2% |
P
S
|
109,924 | $1,569,721 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCIO
FIRST TR EXCHAN...
|
Unknown | 0.46% | — |
#49
Prev: #—
|
3.7 | 75,614 | — |
NEW
|
75,614 | $1,560,682 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
FPE
FIRST TR EXCH T...
|
Preferred | 0.46% | 0.68% |
#50
18
Prev: #32
|
0.2 | -35,071 | -28.6% |
P
S
|
87,627 | $1,555,380 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 |
Showing 1-50 of 350 holdings