Latest Independent Wealth Network Inc. Stock Portfolio
$393Million | No. of Holdings #333
Independent Wealth Network Inc. Performance
2026 Q2+6.50%
YTD+6.88%
2025+14.21%
About Independent Wealth Network Inc. and 13F Hedge Fund Stock Holdings
On 2026-07-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Independent Wealth Network Inc. reported an equity portfolio of $393.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Independent Wealth Network Inc. are CAT, BIL, BBAX. The fund has invested 7.2% of it's portfolio in CATERPILLAR INC and 4.4% of portfolio in SPDR SERIES TRUST. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), INNOVATOR ETFS TRUST and WISDOMTREE TR (DWMF) stocks. They significantly reduced their stock positions in MARVELL TECHNOLOGY INC (MRVL), TERADYNE INC (TER) and ISHARES TR (IJR). Independent Wealth Network Inc. opened new stock positions in NORTHERN LIGHTS FD TR (MRSK), VANGUARD INDEX FDS (VB) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES TR (ACWF).
Independent Wealth Network Inc. Equity Portfolio Value
Last Reported on: 20 Jul, 2026
$393Million
as of Jul 20, 2026Independent Wealth Network Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Independent Wealth Network Inc. made a return of 6.5% in the last quarter. In trailing 12 months, it's portfolio return was 16.56%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| northern lights fd tr | 2,326,390 |
| northern lights fd tr | 2,048,320 |
| vanguard index fds | 945,483 |
| american centy etf tr | 939,542 |
| cohen & steers ltd duration | 770,127 |
| innovator etfs trust | 761,362 |
| ishares tr | 660,154 |
| honeywell intl inc | 481,385 |
New stocks bought by Independent Wealth Network Inc.
Additions
| Ticker | % Inc. |
|---|---|
| vanguard world fd | 768 |
| vanguard index fds | 527 |
| ishares tr | 179 |
| adobe inc | 56.01 |
| ishares tr | 55.13 |
| servicenow inc | 47.37 |
| applied matls inc | 42.57 |
| shell plc | 40.75 |
Additions to existing portfolio by Independent Wealth Network Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| marvell technology inc | -42.91 |
| teradyne inc | -41.25 |
| ishares tr | -40.59 |
| micron technology inc | -31.16 |
| vanguard world fd | -29.62 |
| ishares tr | -24.43 |
| ea series trust | -23.13 |
| lithium amers corp new | -22.51 |
Independent Wealth Network Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| innovator etfs trust | -573,770 |
| vuzix corp | -30,977 |
| banco santander sa | -127,317 |
| first tr exchange-traded fd | -200,590 |
| wisdomtree tr | -420,742 |
| apa corporation | -313,327 |
| vanguard mun bd fds | -303,617 |
| coterra energy inc | -200,040 |
Independent Wealth Network Inc. got rid off the above stocks
Sector Distribution
Independent Wealth Network Inc. has about 70.1% of it's holdings in Others sector.
- Others
- Industrials
- Technology
- Consumer Cyclical
- Energy
- Consumer Defensive
- Communication Services
- Healthcare
- Financial Services
- Utilities
| Sector | % |
|---|---|
| Others | 70.1 |
| Industrials | 8.6 |
| Technology | 7.9 |
| Consumer Cyclical | 2.3 |
| Energy | 2.2 |
| Consumer Defensive | 1.9 |
| Communication Services | 1.8 |
| Healthcare | 1.7 |
| Financial Services | 1.4 |
| Utilities | 1.2 |
Market Cap. Distribution
Independent Wealth Network Inc. has about 26.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
- MID-CAP
- SMALL-CAP
| Category | % |
|---|---|
| UNALLOCATED | 70.1 |
| MEGA-CAP | 20.8 |
| LARGE-CAP | 6 |
| MID-CAP | 1.6 |
| SMALL-CAP | 1.4 |
Stocks belong to which Index?
About 27.7% of the stocks held by Independent Wealth Network Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 72.3 |
| S&P 500 | 25 |
| RUSSELL 2000 | 2.7 |
Independent Wealth Network Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Independent Wealth Network Inc.
Independent Wealth Network Inc. has 333 stocks in it's portfolio. About 27% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for Independent Wealth Network Inc. last quarter.
$393.21MTotal Value
358Positions
20 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 1.46% | 19,841 | $5.74M 1.46% | 0.99%increased 0.99 percentadded | ||
 AAXJ Ishares TrIshares TrAAXJ | 0.9% | 22,638 | $3.55M 0.9% | 3.58%increased 3.58 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.41% | 6,685 | $1.62M 0.41% | 0.56%increased 0.56 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.26% | 8,705 | $1.04M 0.26% | 1.1%increased 1.1 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.26% | 15,431 | $1.03M 0.26% | 3.52%increased 3.52 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.24% | 23,047 | $954.8K 0.24% | 2.85%increased 2.85 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.19% | 9,364 | $748.8K 0.19% | 6.32%increased 6.32 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.17% | 12,871 | $660.2K 0.17% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.12% | 8,853 | $477.2K 0.12% | 0.05%increased 0.05 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.09% | 3,386 | $364.4K 0.09% | 4.75%decreased 4.75 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.06% | 2,571 | $252.7K 0.06% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.05% | 2,267 | $214.3K 0.05% | 4.52%increased 4.52 percentadded | |
 Abbvie Inc Abbvie IncABBV Independent Wealth Network Inc.'s holding in Abbvie Inc over time | 0.14% | 2,132 | $536.6K 0.14% | 5.58%decreased 5.58 percentreduced | |
 Abbott Laboratories Independent Wealth Network Inc.'s holding in Abbott Laboratories over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACES Alps Etf TrAlps Etf TrACES | 0.08% | 6,375 | $330.5K 0.08% | 0.16%increased 0.16 percentadded | |
 ACWF Ishares TrIshares TrACWF | 0.23% | 20,942 | $888.2K 0.23% | 179.41%increased 179.41 percentadded | |
ACWF Ishares TrIshares TrACWF | 0.13% | 10,940 | $504.9K 0.13% | 55.13%increased 55.13 percentadded | |
 ACWV Ishares IncIshares IncACWV | 0.21% | 29,771 | $838.4K 0.21% | 1.69%increased 1.69 percentadded | |
ACWV Ishares IncIshares IncACWV | 0.07% | 2,161 | $259.8K 0.07% | 7.46%increased 7.46 percentadded | |
| 0.09% | 1,752 | $359.2K 0.09% | 56.01%increased 56.01 percentadded | ||
