Independent Wealth Network Inc.
Independent Wealth Network Inc. reported 340 positions worth $393.3M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: CAT (7.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CAT | SH | $28.2M | 7.18% | 26,505 | — | — | |
| ▸ 2 | SPYM | SH | $17.3M | 4.39% | 196,308 | — | — | |
| ▸ 3 | JPST | SH | $12.3M | 3.12% | 242,635 | — | — | |
| ▸ 4 | SPYG | SH | $11.6M | 2.95% | 97,609 | — | — | |
| ▸ 5 | QQQ | SH | $7.3M | 1.85% | 9,896 | — | — | |
| ▸ 6 | RDFI | SH | $6.7M | 1.70% | 279,963 | — | — | |
| ▸ 7 | DFUS | SH | $6.2M | 1.57% | 75,206 | — | — | |
| ▸ 8 | AAPL | SH | $5.7M | 1.46% | 19,841 | — | — | |
| ▸ 9 | NVDA | SH | $5.6M | 1.42% | 27,987 | — | — | |
| ▸ 10 | SPYV | SH | $5.4M | 1.37% | 88,671 | — | — |
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Frequently Asked Questions
What stocks does Independent Wealth Network Inc. hold as of Q2 2026?
Independent Wealth Network Inc. reported 340 positions worth $393.3M in its Q2 2026 13F filing. Largest positions: CAT (7.2%), SPYM (4.4%), JPST (3.1%), SPYG (3.0%) and QQQ (1.9%).
What did Independent Wealth Network Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Independent Wealth Network Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.