IW

Independent Wealth Network Inc.

13F
Independent Wealth Network Inc.
Last update 2025-07-16 258 Stocks (18 new)
Value $275.00 Mil Turnover 6 %
Countries:
Top Holdings: SPYG(4.16%)SPLG(3.83%)CAT(3.74%)JPST(3.04%)SPYV(2.68%)
Summary Stock Picks Current Portfolio
Independent Wealth Network Inc... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPYG
SPDR Portfolio S&P 500 Growth ETF
120,044
11,442.6
+2.10%
4.160
+0.09%
0.030
+27.21%
+10.98%
38,694.0
 
SPLG
SPDR Portfolio S&P 500 ETF
144,872
10,530.8
+0.69%
3.830
+0.03%
0.010
+19.60%
+7.78%
76,985.6
 
CAT
Caterpillar Inc
26,503
10,288.6
-0.16%
3.740
-0.01%
0.010
+41.28%
+15.01%
194,574.0
Farm & Heavy Construction Machinery
JPST
JPMorgan Ultra-Short Income ETF
165,004
8,362.4
-9.87%
3.040
-0.37%
0.030
+1.35%
+2.74%
32,077.9
 
SPYV
SPDR Portfolio S&P 500 Value ETF
140,868
7,373.0
+3.44%
2.680
+0.09%
0.030
+11.76%
+4.26%
26,844.9
 
ILTB
iShares Core 10+ Year USD Bond ETF
106,852
5,280.6
+3.48%
1.920
+0.06%
0.890
+1.33%
+1.71%
581.9
 
ACWI
iShares MSCI ACWI Index Fund
40,844
5,252.5
+0.85%
1.910
+0.02%
0.020
+17.38%
+11.29%
22,448.5
 
MSFT
Microsoft Corp
9,436
4,693.6
-3.42%
1.710
-0.05%
0.000
+38.94%
+21.47%
3,790,969.0
Software
DFUS
Dimensional U.S. Equity Market ETF
69,438
4,653.7
+6.32%
1.690
+0.10%
0.030
+20.05%
+7.40%
15,782.0
 
FLRT
Pacer Pacific Asset Floating Rate High Income ETF
Pacer Pacific Asset Floating Rate High Income ETF
94,193
4,483.6
-10.38%
1.630
-0.20%
0.850
+3.99%
+3.39%
529.0
 

Independent Wealth Network Inc.'s Historical Top Holdings Breakdowns

Independent Wealth Network Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QDPL
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
2025-06-30
Sold Out
Sold Out
-0.74%
●
32.46 ($37.08) 39.77
$40.04
7.98%
Sold Out
0
-50,600
LQTI
Vest Investment Grade & Target Income ETF
Vest Investment Grade & Target Income ETF
2025-06-30
New Buy
New Buy
+0.66%
●
19.72 ($20.03) 20.52
$20.05
0.10%
New holding
89,240
89,240
JMHI
JPMorgan High Yield Municipal ETF
2025-06-30
Reduce
Reduce
-0.54%
●
48.71 ($49.53) 50.72
$48.89
-1.28%
Reduce -79.1%
7,088
-26,829
JPST
JPMorgan Ultra-Short Income ETF
2025-06-30
Reduce
Reduce
-0.37%
●
50.36 ($50.51) 50.68
$50.60
0.18%
Reduce -9.87%
165,004
-18,079
QQQM
Invesco NASDAQ 100 ETF
2025-06-30
New Buy
New Buy
+0.23%
●
171.4 ($204.58) 227.1
$231.05
12.94%
New holding
2,780
2,780
PCMM
BondBloxx Private Credit CLO ETF
2025-06-30
New Buy
New Buy
+0.22%
●
48.85 ($50.47) 51.1
$50.77
0.59%
New holding
11,960
11,960
XCCC
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
2025-06-30
New Buy
New Buy
+0.22%
●
34.58 ($37.48) 38.82
$38.72
3.30%
New holding
15,867
15,867
DLN
WisdomTree U.S. LargeCap Dividend Fund
WisdomTree U.S. LargeCap Dividend Fund
2025-06-30
New Buy
New Buy
+0.21%
●
70.7 ($78.13) 82.14
$83.21
6.50%
New holding
7,141
7,141
FLRT
Pacer Pacific Asset Floating Rate High Income ETF
Pacer Pacific Asset Floating Rate High Income ETF
2025-06-30
Reduce
Reduce
-0.20%
●
45.89 ($46.96) 47.6
$47.62
1.39%
Reduce -10.38%
94,193
-10,914
RDFI
Rareview Dynamic Fixed Income ETF
2025-06-30
Add
Add
+0.18%
●
22.2 ($23.15) 23.83
$23.50
1.52%
Add 16.43%
150,266
21,205

Independent Wealth Network Inc. Total Holding History ($B)

To

Independent Wealth Network Inc.'s Asset Allocation

To

Independent Wealth Network Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Independent Wealth Network Inc.'s Hypothetical Growth since 2025-06-30

Independent Wealth Network Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Independent Wealth Network Inc.'s Holdings Heat Map

Size field:

Independent Wealth Network Inc.'s Holdings Bubble Chart

Independent Wealth Network Inc. News

  • 1

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