Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Independent Wealth Network Inc. (CIK 1891240) reported $336.7M across 291 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CAT ($18.5M, 5.50%), SPLG ($15.3M, 4.53%), JPST ($12.6M, 3.76%), SPYG ($9.7M, 2.87%), SLV ($7.2M, 2.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC | $18.5M | 5.50% | 26,118 | Added |
| 2 | SPLG | SPDR SERIES TRUST | $15.3M | 4.53% | 199,352 | Added |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | $12.6M | 3.76% | 249,917 | Added |
| 4 | SPYG | SPDR SERIES TRUST | $9.7M | 2.87% | 98,810 | Trimmed |
| 5 | SLV | ISHARES SILVER TR | $7.2M | 2.14% | 105,778 | Trimmed |
| 6 | RDFI | COLLABORATIVE INVESTMNT SER | $6.1M | 1.82% | 265,184 | Added |
| 7 | CVX | CHEVRON CORPORATION | $6.0M | 1.79% | 29,098 | Trimmed |
| 8 | DFUS | DIMENSIONAL ETF TRUST | $5.2M | 1.54% | 73,185 | Added |
| 9 | QQQ | INVESCO QQQ TR | $5.2M | 1.53% | 8,936 | Added |
| 10 | SPYV | SPDR SERIES TRUST | $5.1M | 1.52% | 90,734 | Trimmed |
| 11 | AAPL | APPLE INC | $5.0M | 1.48% | 19,647 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $4.6M | 1.36% | 26,284 | Trimmed |
| 13 | GLD | SPDR GOLD TR | $4.4M | 1.30% | 10,163 | Added |
| 14 | MSFT | MICROSOFT CORP | $4.2M | 1.23% | 11,217 | Added |
| 15 | VOO | VANGUARD INDEX FDS | $4.1M | 1.21% | 6,799 | Added |
| 16 | QTEC | FIRST TR EXCHANGE-TRADED FD | $3.3M | 0.99% | 15,451 | New |
| 17 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.3M | 0.97% | 57,567 | Added |
| 18 | AMZN | AMAZON COM INC | $3.3M | 0.97% | 15,690 | Added |
| 19 | FLRT | PACER FDS TR | $3.2M | 0.94% | 68,163 | Trimmed |
| 20 | ACWI | ISHARES TR | $3.0M | 0.90% | 21,856 | Trimmed |
| 21 | SPYD | SPDR SERIES TRUST | $2.9M | 0.87% | 64,645 | Trimmed |
| 22 | SPAB | SPDR SERIES TRUST | $2.9M | 0.86% | 112,929 | Trimmed |
| 23 | VYM | VANGUARD WHITEHALL FDS | $2.8M | 0.83% | 18,960 | Added |
| 24 | XLE | SELECT SECTOR SPDR TR | $2.8M | 0.82% | 45,163 | Added |
| 25 | VUG | VANGUARD INDEX FDS | $2.7M | 0.81% | 6,266 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31