Independent Wealth Network Inc. — 13F Holdings

2026 Q3  ·  371 Positions

2026 Q3 Portfolio Activity

In 2026 Q3, Independent Wealth Network Inc. maintained a portfolio of 371 distinct positions. The most significant new addition was AMERICAN CENTY ETF TR, now representing 0.30% of the total fund value. They heavily accumulated shares in AMAZON COM INC, increasing the position by 16008.0%. Conversely, Independent Wealth Network Inc. completely exited their position in AMAZON COM INC.
Position History hover any row below to update
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Independent Wealth Network Inc. Columbus, OH RIA AUM $391M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
371
Quarter
2026 Q3
Top Holding
CAT (5.4%)
Top 10 Concentration
25.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 371
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
CAT
CATERPILLAR INC
Industrials 5.41% 7.18% #1
Prev: #1
4.7
—
27 0.1%
P
S
26,532 $21,511,806 2021 Q3 13F Filing 2026-09-30 2026-10-19
SPLG
SPDR SERIES TRU...
ETF 4.36% 4.39% #2
Prev: #2
3.7
—
-3,525 -1.8%
P
S
192,783 $17,304,187 2021 Q3 13F Filing 2026-09-30 2026-10-19
JPST
J P MORGAN EXCH...
ETF 3.00% 3.12% #3
Prev: #3
2.7
—
-5,806 -2.4%
P
S
236,829 $11,929,056 2021 Q3 13F Filing 2026-09-30 2026-10-19
SPYG
SPDR SERIES TRU...
Unknown 2.89% 2.95% #4
Prev: #4
2.2
—
-4,275 -4.4%
P
S
93,334 $11,487,549 2021 Q3 13F Filing 2026-09-30 2026-10-19
QQQ
INVESCO QQQ TR
ETF 1.85% 1.85% #5
Prev: #5
1.7
—
44 0.4%
P
S
9,940 $7,353,221 2021 Q3 13F Filing 2026-09-30 2026-10-19
NVDA
NVIDIA CORPORAT...
Technology 1.70% 1.42% #6 3
Prev: #9
2.7
—
1,556 5.6%
P
S
29,543 $6,746,988 2021 Q3 13F Filing 2026-09-30 2026-10-19
CVX
CHEVRON CORPORA...
Energy 1.68% 1.19% #7 6
Prev: #13
2.7
—
4,503 16.0%
P
S
32,696 $6,676,856 2021 Q3 13F Filing 2026-09-30 2026-10-19
AAPL
APPLE INC
Technology 1.65% 1.46% #8
Prev: #8
1.2
—
-215 -1.1%
P
S
19,626 $6,535,715 2021 Q3 13F Filing 2026-09-30 2026-10-19
RDFI
COLLABORATIVE I...
ETF 1.64% 1.70% #9 3
Prev: #6
2.7
—
21,022 7.5%
P
S
300,985 $6,524,185 2022 Q1 13F Filing 2026-09-30 2026-10-19
DFUS
DIMENSIONAL ETF...
ETF 1.56% 1.57% #10 3
Prev: #7
1.1
—
-736 -1.0%
P
S
74,470 $6,183,244 2021 Q3 13F Filing 2026-09-30 2026-10-19
MSFT
MICROSOFT CORP
Technology 1.55% 1.17% #11 3
Prev: #14
1.1
—
-308 -2.5%
P
S
12,039 $6,174,656 2021 Q3 13F Filing 2026-09-30 2026-10-19
SPYV
SPDR SERIES TRU...
Unknown 1.31% 1.37% #12 2
Prev: #10
1.0
—
-3,414 -3.9%
P
S
85,257 $5,211,757 2021 Q3 13F Filing 2026-09-30 2026-10-19
SLV
ISHARES SILVER ...
ETF 1.31% 1.31% #13 2
Prev: #11
1.0
—
-1,300 -1.3%
P
S
95,321 $5,195,926 2021 Q3 13F Filing 2026-09-30 2026-10-19
VOO
VANGUARD INDEX ...
ETF 1.29% 1.25% #14 2
Prev: #12
1.0
—
161 2.3%
P
S
7,298 $5,114,749 2021 Q3 13F Filing 2026-09-30 2026-10-19
QTEC
FIRST TR EXCHAN...
Unknown 1.03% 1.04% #15
Prev: #15
0.9
—
159 1.3%
P
S
12,367 $4,077,811 2026 Q1 13F Filing 2026-09-30 2026-10-19
AMZN
AMAZON COM INC
Consumer Cyclical 1.01% 0.96% #16 1
Prev: #17
0.9
—
224 1.4%
P
S
16,108 $4,013,392 2021 Q3 13F Filing 2026-09-30 2026-10-19
GLD
SPDR GOLD TR
ETF 1.01% 0.98% #17 1
Prev: #16
0.9
—
80 0.8%
P
S
10,510 $4,002,505 2021 Q3 13F Filing 2026-09-30 2026-10-19
VUG
VANGUARD INDEX ...
Warrant 0.88% 0.86% #18 3
Prev: #21
0.9
—
-572 -1.5%
P
S
38,750 $3,491,578 2021 Q3 13F Filing 2026-09-30 2026-10-19
ACWI
ISHARES TR
ETF 0.87% 0.90% #19 1
Prev: #18
0.8
—
-787 -3.5%
P
S
21,851 $3,469,108 2021 Q3 13F Filing 2026-09-30 2026-10-19
SPYD
SPDR SERIES TRU...
ETF 0.79% 0.88% #20 1
Prev: #19
0.8
—
-3,048 -4.2%
P
S
69,180 $3,138,682 2021 Q3 13F Filing 2026-09-30 2026-10-19
JEPI
J P MORGAN EXCH...
ETF 0.78% 0.87% #21 1
Prev: #20
0.8
—
-5,438 -8.9%
P
S
55,372 $3,112,989 2021 Q3 13F Filing 2026-09-30 2026-10-19
FLRT
PACER FDS TR
ETF 0.76% 0.77% #22 1
Prev: #23
0.8
—
87 0.1%
P
S
65,034 $3,020,197 2024 Q2 13F Filing 2026-09-30 2026-10-19
PLTR
PALANTIR TECHNO...
Technology 0.75% 0.48% #23 23
Prev: #46
0.8
—
-82 -0.5%
P
S
15,958 $2,984,984 2021 Q3 13F Filing 2026-09-30 2026-10-19
XLE
SELECT SECTOR S...
ETF 0.75% 0.73% #24 3
Prev: #27
0.8
—
-5,672 -10.5%
P
S
48,458 $2,980,190 2021 Q4 13F Filing 2026-09-30 2026-10-19
XLK
SELECT SECTOR S...
ETF 0.75% 0.74% #25 1
Prev: #26
0.8
—
-44 -0.3%
P
S
15,170 $2,969,487 2021 Q3 13F Filing 2026-09-30 2026-10-19
XMMO
INVESCO EXCHANG...
Bond/Debt 0.74% 0.82% #26 4
Prev: #22
2.3
—
1,221 6.5%
P
S
20,064 $2,944,437 2021 Q3 13F Filing 2026-09-30 2026-10-19
VYM
VANGUARD WHITEH...
ETF 0.72% 0.75% #27 3
Prev: #24
0.8
—
-303 -1.6%
P
S
18,414 $2,857,828 2021 Q3 13F Filing 2026-09-30 2026-10-19
BRK/B
BERKSHIRE HATHA...
Financial Services 0.71% 0.71% #28
Prev: #28
0.8
—
83 1.5%
P
S
5,669 $2,822,952 2021 Q3 13F Filing 2026-09-30 2026-10-19
META
META PLATFORMS ...
Communication Services 0.65% 0.50% #29 15
Prev: #44
0.8
—
119 3.4%
P
S
3,583 $2,597,970 2021 Q3 13F Filing 2026-09-30 2026-10-19
STIP
ISHARES TR
ETF 0.65% 0.66% #30 1
Prev: #29
0.8
—
272 1.1%
P
S
25,840 $2,576,248 2022 Q1 13F Filing 2026-09-30 2026-10-19
FJAN
FIRST TR EXCHNG...
ETF 0.65% 0.64% #31 1
Prev: #30
0.8
—
-159 -0.3%
P
S
45,434 $2,570,182 2024 Q2 13F Filing 2026-09-30 2026-10-19
BND
VANGUARD BD IND...
ETF 0.64% 0.60% #32 1
Prev: #33
2.3
—
4,075 12.7%
P
S
36,120 $2,533,798 2021 Q3 13F Filing 2026-09-30 2026-10-19
SPAB
SPDR SERIES TRU...
ETF 0.63% 0.74% #33 8
Prev: #25
0.8
—
-11,246 -9.9%
P
S
102,846 $2,505,327 2021 Q3 13F Filing 2026-09-30 2026-10-19
LMBS
FIRST TR EXCHAN...
ETF 0.63% 0.61% #34 3
Prev: #31
2.3
—
3,266 6.8%
P
S
51,503 $2,495,850 2026 Q1 13F Filing 2026-09-30 2026-10-19
PSFF
PACER FDS TR
ETF 0.58% 0.60% #35 3
Prev: #32
0.7
—
-2,871 -4.2%
P
S
66,016 $2,317,822 2023 Q2 13F Filing 2026-09-30 2026-10-19
V
VISA INC
Financial Services 0.56% 0.53% #36 3
Prev: #39
0.7
—
171 2.8%
P
S
6,224 $2,236,313 2021 Q3 13F Filing 2026-09-30 2026-10-19
DUKH
NORTHERN LIGHTS...
ETF 0.55% 0.59% #37 3
Prev: #34
0.7
—
-2,346 -2.4%
P
S
94,769 $2,197,693 2026 Q2 13F Filing 2026-09-30 2026-10-19
ILTB
ISHARES TR
ETF 0.51% 0.59% #38 3
Prev: #35
0.7
—
-1,802 -3.8%
P
S
45,385 $2,035,526 2021 Q3 13F Filing 2026-09-30 2026-10-19
SPY
STATE STR SPDR ...
ETF 0.51% 0.51% #39 3
Prev: #42
0.7
—
-21 -0.8%
P
S
2,646 $2,017,935 2021 Q3 13F Filing 2026-09-30 2026-10-19
BIL
SPDR SERIES TRU...
ETF 0.51% 0.53% #40 3
Prev: #37
0.7
—
-964 -4.2%
P
S
21,936 $2,010,228 2022 Q1 13F Filing 2026-09-30 2026-10-19
QYLD
GLOBAL X FDS
ETF 0.51% 0.50% #41 2
Prev: #43
0.7
—
1,150 1.1%
P
S
108,154 $2,006,259 2024 Q4 13F Filing 2026-09-30 2026-10-19
SOXX
ISHARES TR
ETF 0.50% 0.53% #42 4
Prev: #38
2.2
—
276 8.5%
P
S
3,526 $2,004,972 2022 Q1 13F Filing 2026-09-30 2026-10-19
YYY
AMPLIFY ETF TR
ETF 0.50% 0.55% #43 7
Prev: #36
0.7
—
3,288 1.7%
P
S
191,208 $1,984,737 2021 Q3 13F Filing 2026-09-30 2026-10-19
SECT
NORTHERN LTS FD...
ETF 0.49% 0.51% #44 3
Prev: #41
0.7
—
-925 -3.3%
P
S
27,010 $1,932,566 2021 Q3 13F Filing 2026-09-30 2026-10-19
IVV
ISHARES TR
ETF 0.49% 0.46% #45 4
Prev: #49
0.7
—
83 3.4%
P
S
2,518 $1,928,295 2021 Q3 13F Filing 2026-09-30 2026-10-19
BUFR
FIRST TR EXCHNG...
ETF 0.48% 0.46% #46 4
Prev: #50
0.7
—
2,176 4.4%
P
S
51,340 $1,923,715 2024 Q2 13F Filing 2026-09-30 2026-10-19
DUKZ
NORTHERN LIGHTS...
ETF 0.48% 0.52% #47 7
Prev: #40
0.7
—
-2,065 -2.6%
P
S
77,885 $1,922,202 2026 Q2 13F Filing 2026-09-30 2026-10-19
RWK
INVESCO EXCH TR...
ETF 0.47% 0.14% #48 121
Prev: #169
3.2
—
9,864 263.2%
P
S
13,612 $1,883,901 2026 Q1 13F Filing 2026-09-30 2026-10-19
GOOG
ALPHABET INC
Communication Services 0.47% 0.45% #49 3
Prev: #52
2.2
—
383 7.6%
P
S
5,424 $1,848,240 2021 Q3 13F Filing 2026-09-30 2026-10-19
BBAG
J P MORGAN EXCH...
Unknown 0.46% 0.48% #50 5
Prev: #45
0.7
—
1,339 3.3%
P
S
42,072 $1,843,809 2026 Q1 13F Filing 2026-09-30 2026-10-19
Showing 1-50 of 371 holdings

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