Latest Independent Wealth Network Inc. Stock Portfolio

Independent Wealth Network Inc. Performance:

2026 Q1: 0.36%YTD: 0.36%2025: 14.21%

Performance for 2026 Q1 is 0.36%, and YTD is 0.36%, and 2025 is 14.21%.

About Independent Wealth Network Inc. and 13F Hedge Fund Stock Holdings

On 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Independent Wealth Network Inc. reported an equity portfolio of $336.7 Millions as of 31 Mar, 2026.

The top stock holdings of Independent Wealth Network Inc. are CAT, BIL, BBAX. The fund has invested 5.5% of it's portfolio in CATERPILLAR INC and 4.5% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F (BBAX), INVESCO EXCH TRADED FD TR II (BAB) and WISDOMTREE TR (JAMF) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), VANGUARD MALVERN FDS (VTIP) and INNOVATOR ETFS TRUST. Independent Wealth Network Inc. opened new stock positions in FIRST TR EXCHANGE-TRADED FD (QTEC), FIRST TR EXCHANGE-TRADED FD (FCVT) and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to SPDR INDEX SHS FDS (CWI), SEI EXCHANGE TRADED FUNDS and SPDR SERIES TRUST (BIL).

Independent Wealth Network Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Independent Wealth Network Inc. made a return of 0.36% in the last quarter. In trailing 12 months, it's portfolio return was 16.44%.

Performance
S&P 500

New Buys

Ticker	$ Bought
first tr exchange-traded fd	3,337,170
first tr exchange-traded fd	2,285,230
j p morgan exchange traded f	1,780,220
first tr exchange-traded fd	1,560,680
j p morgan exchange traded f	1,467,060
ssga active tr	1,234,160
capital group dividend value	1,165,920
j p morgan exchange traded f	889,408

New stocks bought by Independent Wealth Network Inc.

Additions

Ticker	% Inc.
spdr index shs fds	553
sei exchange traded funds	316
spdr series trust	214
spdr series trust	201
ishares tr	157
vanguard scottsdale fds	99.41
first tr exchange-traded fd	82.28
select sector spdr tr	65.26

Additions to existing portfolio by Independent Wealth Network Inc.

Reductions

Ticker	% Reduced
ishares tr	-70.28
vanguard malvern fds	-65.45
innovator etfs trust	-64.87
ishares tr	-62.24
vanguard index fds	-60.12
first tr exchange-traded alp	-57.96
first tr exchange-traded alp	-53.36
fs credit opportunities corp	-53.36

Independent Wealth Network Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
invesco exch traded fd tr ii	-1,653,680
xai madison equity premium i	-378,231
blackrock res & commodities	-480,211
wisdomtree tr	-1,534,710
the alger etf trust	-538,414
fs kkr cap corp	-310,509
j p morgan exchange traded f	-1,922,940
janus detroit str tr	-1,003,930

Independent Wealth Network Inc. got rid off the above stocks

Sector Distribution

Independent Wealth Network Inc. has about 70.9% of it's holdings in Others sector.

Sector	%
Others	70.9
Industrials	6.9
Technology	6.7
Energy	3.3
Consumer Cyclical	2.5
Consumer Defensive	2.3
Communication Services	1.9
Healthcare	1.8
Utilities	1.6
Financial Services	1.5

Market Cap. Distribution

Independent Wealth Network Inc. has about 25.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	70.9
MEGA-CAP	19.5
LARGE-CAP	6.4
MID-CAP	1.8
SMALL-CAP	1.4

Stocks belong to which Index?

About 27% of the stocks held by Independent Wealth Network Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	72.9
S&P 500	24.1
RUSSELL 2000	2.9

Top 5 Winners (%)		%
XOM	exxon mobil corp	40.7 %
PSX	phillips 66	40.4 %
VAW	vanguard world fd	36.5 %
DVN	devon energy corp new	35.2 %
CVX	chevron corporation	33.9 %

Top 5 Winners ($)		$
CAT	caterpillar inc	3.5 M
CVX	chevron corporation	1.7 M
XLB	select sector spdr tr	0.6 M
XOM	exxon mobil corp	0.4 M
SLV	ishares silver tr	0.4 M

Top 5 Losers (%)		%
KSS	kohls corp	-36.5 %
NAK	northern dynasty minerals lt	-28.9 %
ADBE	adobe inc	-26.1 %
QCOM	qualcomm inc	-24.3 %
RIVN	rivian automotive inc	-22.8 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.2 M
BIL	spdr series trust	-1.0 M
BIL	spdr series trust	-0.6 M
PLTR	palantir technologies inc	-0.5 M
AAPL	apple inc	-0.4 M

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 291 stocks in it's portfolio. About 27% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for Independent Wealth Network Inc. last quarter.

Last Reported on: 21 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.48	19,647	4,986,330	added	0.2

AAXJ	ishares tr	0.90	21,856	3,024,150	reduced	-50.99

AAXJ	ishares tr	0.43	6,648	1,454,190	reduced	-0.43

AAXJ	ishares tr	0.28	22,408	953,705	added	1.36

AAXJ	ishares tr	0.26	14,907	882,326	reduced	-70.28

AAXJ	ishares tr	0.25	8,610	829,040	reduced	-0.17

AAXJ	ishares tr	0.21	8,807	700,681	added	157

AAXJ	ishares tr	0.14	8,849	470,060	reduced	-0.18

AAXJ	ishares tr	0.11	3,555	377,314	added	5.93

AAXJ	ishares tr	0.06	2,169	205,947	new

ABBV	abbvie inc	0.15	2,258	491,064	reduced	-2.12

ABT	abbott laboratories	0.07	2,381	244,464	reduced	-4.42

ACES	alps etf tr	0.10	6,365	335,033	reduced	-7.00

ACWF	ishares tr	0.10	7,052	325,727	added	0.46

ACWF	ishares tr	0.09	7,495	317,126	added	31.84

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

ACWV	ishares inc	0.24	29,277	812,716	reduced	-0.42

ACWV	ishares inc	0.07	2,011	240,335	added	8.7

ADBE	adobe inc	0.08	1,123	272,927	added	65.15

AEMB	american centy etf tr	0.08	2,381	264,772	reduced	-0.29