Independent Wealth Network Inc.
CIK 0001891240 · URBANDALE, IA · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$393.3M
2026 Q2
Positions
340
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
27.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
CAT
CATERPILLAR INC
7.2%
SPYM
SPDR SERIES TRUST
4.4%
JPST
J P MORGAN EXCHANGE TRADED F
3.1%
SPYG
SPDR SERIES TRUST
3.0%
QQQ
INVESCO QQQ TR
1.9%
RDFI
COLLABORATIVE INVESTMNT SER
1.7%
DFUS
DIMENSIONAL ETF TRUST
1.6%
AAPL
APPLE INC
1.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.