Independent Wealth Network Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 245Value: $250.7MLatest: 2025Q1

Independent Wealth Network Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 245 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  "AAXJ",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "BABA",
  "KSS",
  "GOOGL",
  null,
  "VDE",
  null,
  "T",
  "AWF",
  "CAT",
  "AVGO",
  "ARCC",
  "BGS",
  null,
  null,
  null,
  null,
  null,
  "UEC",
  null,
  null,
  null,
  null,
  "AKBA",
  "HON",
  "HD",
  null,
  null,
  null,
  "MCD",
  null,
  "QCOM",
  "FSCO",
  null,
  "RIVN",
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  "LAC.TO",
  "NAK",
  null,
  null,
  null,
  "JRS",
  "MCN",
  null,
  null,
  "JGH",
  "MA",
  "MSFT",
  "MDLZ",
  "TMUS",
  null,
  null,
  null,
  null,
  "HSY",
  "FAST",
  "IJR",
  "KR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PEP",
  null,
  "DNP",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  "NVDA",
  "ENB",
  "INTC",
  "PLTR",
  null,
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "SPGI",
  null,
  "SCHX",
  "SHW",
  "SNA",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  null,
  null,
  null,
  "RSG",
  "SPLG",
  "SYK",
  "TXN",
  "UBER",
  "VNQ",
  null,
  "ACWV",
  null,
  "VWO",
  null,
  "BTG",
  "FOF",
  null,
  null,
  null,
  "KYN",
  "VCIT",
  "VIG",
  null,
  null,
  null,
  "TOST",
  "TSCO",
  "TSM",
  "GPN",
  "FSK",
  "VYM",
  "GRNT",
  "ATO",
  "AFL",
  "AMD",
  "WEC",
  null,
  null,
  "AMZN",
  "MSI",
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  null,
  "CEF",
  null,
  "VGT",
  "VUG",
  "VEA",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VOT",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WBA",
  null,
  "WTBA",
  "WFC",
  null,
  null,
  null,
  null,
  null,
  "ET",
  "SOFI",
  null,
  "DVY",
  "SCHG",
  null,
  null,
  "PSX",
  "RBLX",
  null,
  null,
  null,
  "SPYV",
  null,
  null,
  null,
  "ADP",
  "BRK-A",
  "BRK-B",
  "BA",
  "BCX",
  "BR",
  "CASY",
  "CVX",
  "CTAS",
  "CSCO",
  "CLX",
  "CME",
  "KO",
  "COST",
  "CTVA",
  "DE",
  "DVN",
  null,
  "DFAX",
  "EFA",
  "USMV",
  "QQQ",
  null,
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 245
Total Value: 250711724
Accession Number: 0001891240-25-000003
Form Type: 13F-HR
CIK: independent-wealth-network
Manager Name: Independent-Wealth-Network

Data Enrichment

58% identified

141 identified104 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

245 positions • $250.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 13

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78464A854

SPLG|78464A854

Shares:143.9K

Value:$9.5M

% of Portfolio:3.8% ($9.5M/$250.7M)

78464A409

SPYG|78464A409

Shares:117.6K

Value:$9.4M

% of Portfolio:3.8% ($9.4M/$250.7M)

46641Q837

Shares:183.1K

Value:$9.3M

% of Portfolio:3.7% ($9.3M/$250.7M)

CATERPILLAR INC

CAT|149123101

Shares:26.5K

Value:$8.8M

% of Portfolio:3.5% ($8.8M/$250.7M)

78464A508

SPYV|78464A508

Shares:136.2K

Value:$7.0M

% of Portfolio:2.8% ($7.0M/$250.7M)

464289479

Shares:103.3K

Value:$5.2M

% of Portfolio:2.1% ($5.2M/$250.7M)

CHEVRON CORP

CVX|166764100

Shares:29.9K

Value:$5.0M

% of Portfolio:2.0% ($5.0M/$250.7M)

69374H428

Shares:105.1K

Value:$4.9M

% of Portfolio:2.0% ($4.9M/$250.7M)

464288257

Shares:40.5K

Value:$4.7M

% of Portfolio:1.9% ($4.7M/$250.7M)

Apple Inc.

AAPL|037833100

Shares:20.8K

Value:$4.6M

% of Portfolio:1.8% ($4.6M/$250.7M)

25434V401

Shares:65.3K

Value:$3.9M

% of Portfolio:1.6% ($3.9M/$250.7M)

78464A649

Shares:152.5K

Value:$3.9M

% of Portfolio:1.6% ($3.9M/$250.7M)

78468R788

Shares:85.1K

Value:$3.8M

% of Portfolio:1.5% ($3.8M/$250.7M)

MICROSOFT CORP

MSFT|594918104

Shares:9.8K

Value:$3.7M

% of Portfolio:1.5% ($3.7M/$250.7M)

922908363

VOO|922908363

Shares:6.1K

Value:$3.1M

% of Portfolio:1.2% ($3.1M/$250.7M)

19423L722

Shares:129.1K

Value:$3.1M

% of Portfolio:1.2% ($3.1M/$250.7M)

SPDR GOLD TRUST

GLD|78463V107

Shares:10.5K

Value:$3.0M

% of Portfolio:1.2% ($3.0M/$250.7M)

46428Q109

Shares:93.9K

Value:$2.9M

% of Portfolio:1.2% ($2.9M/$250.7M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:5.8K

Value:$2.7M

% of Portfolio:1.1% ($2.7M/$250.7M)

NVIDIA CORP

NVDA|67066G104

Shares:24.7K

Value:$2.7M

% of Portfolio:1.1% ($2.7M/$250.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPLGcusip78464A854)	143.9K	QoQ +1.45% (-2.1K) YoY +12.34% (+15.8K)	All Managers (Combined)	$9.5M	3.8% ($9.5M/$250.7M)	QoQ -3.22% (-$315.6K) YoY +20.07% (+$1.6M)
(SPYGcusip78464A409)	117.6K	QoQ +0.02% (-29) YoY -1.23% (-1.5K)	All Managers (Combined)	$9.4M	3.8% ($9.4M/$250.7M)	QoQ -8.54% (-$882.8K) YoY +8.50% (-$741.1K)
(cusip46641Q837)✕	183.1K	QoQ -1.17% (-2.2K) YoY +52.60% (+63.1K)	All Managers (Combined)	$9.3M	3.7% ($9.3M/$250.7M)	QoQ -0.66% (-$61.7K) YoY +53.15% (+$3.2M)
CATERPILLAR INC(CATcusip149123101)	26.5K	QoQ -0.22% (-61) YoY -0.42% (-112)	All Managers (Combined)	$8.8M	3.5% ($8.8M/$250.7M)	QoQ -9.29% (-$897.0K) YoY -10.37% (-$1.0M)
(SPYVcusip78464A508)	136.2K	QoQ +0.51% (+692) YoY +4.63% (+6.0K)	All Managers (Combined)	$7.0M	2.8% ($7.0M/$250.7M)	QoQ +0.37% (+$25.8K) YoY +6.65% (+$434.2K)
(cusip464289479)✕	103.3K	QoQ +8.59% (+8.2K) YoY +57.39% (+37.7K)	All Managers (Combined)	$5.2M	2.1% ($5.2M/$250.7M)	QoQ +11.60% (+$536.9K) YoY +53.97% (+$1.8M)
CHEVRON CORP(CVXcusip166764100)	29.9K	QoQ -0.51% (-154) YoY +8.12% (+2.2K)	All Managers (Combined)	$5.0M	2.0% ($5.0M/$250.7M)	QoQ +14.90% (-$648.6K) YoY +14.67% (+$639.7K)
(cusip69374H428)✕	105.1K	QoQ +38.33% (+29.1K) YoY +801.97% (+93.5K)	All Managers (Combined)	$4.9M	2.0% ($4.9M/$250.7M)	QoQ +37.02% (+$1.3M) YoY +793.05% (+$4.4M)
(cusip464288257)✕	40.5K	QoQ +0.34% (-138) YoY -0.05% (-22)	All Managers (Combined)	$4.7M	1.9% ($4.7M/$250.7M)	QoQ -0.60% (-$28.7K) YoY +5.62% (-$251.1K)
Apple Inc.(AAPLcusip037833100)	20.8K	QoQ -3.65% (-790) YoY +0.78% (+163)	All Managers (Combined)	$4.6M	1.8% ($4.6M/$250.7M)	QoQ -14.53% (-$786.9K) YoY +30.55% (+$1.1M)
(cusip25434V401)✕	65.3K	QoQ +6.28% (+3.9K) YoY +37.44% (+17.8K)	All Managers (Combined)	$3.9M	1.6% ($3.9M/$250.7M)	QoQ +0.83% (+$32.7K) YoY +45.88% (+$1.2M)
(cusip78464A649)✕	152.5K	QoQ -0.05% (-89) YoY -1.56% (-2.4K)	All Managers (Combined)	$3.9M	1.6% ($3.9M/$250.7M)	QoQ +2.14% (-$81.7K) YoY -0.54% (-$21.4K)
(cusip78468R788)✕	85.1K	QoQ +2.56% (+2.1K) YoY +3.90% (+3.2K)	All Managers (Combined)	$3.8M	1.5% ($3.8M/$250.7M)	QoQ +4.98% (+$179.0K) YoY +12.96% (+$432.5K)
MICROSOFT CORP(MSFTcusip594918104)	9.8K	QoQ -3.94% (-401) YoY -8.56% (-915)	All Managers (Combined)	$3.7M	1.5% ($3.7M/$250.7M)	QoQ -14.44% (-$619.4K) YoY -18.41% (-$827.7K)
(VOOcusip922908363)	6.1K	QoQ -10.13% (-685) YoY +13.39% (+717)	All Managers (Combined)	$3.1M	1.2% ($3.1M/$250.7M)	QoQ -14.29% (-$520.3K) YoY +21.21% (+$545.9K)
(cusip19423L722)✕	129.1K	QoQ +29.54% (+29.4K) YoY +238.83% (+91.0K)	All Managers (Combined)	$3.1M	1.2% ($3.1M/$250.7M)	QoQ +29.70% (+$699.5K) YoY +243.80% (+$2.2M)
SPDR GOLD TRUST(GLDcusip78463V107)	10.5K	QoQ +5.20% (+520) YoY +12.20% (+1.1K)	All Managers (Combined)	$3.0M	1.2% ($3.0M/$250.7M)	QoQ +25.18% (+$609.8K) YoY +57.15% (+$1.1M)
(cusip46428Q109)✕	93.9K	QoQ +3.77% (+3.4K) YoY +6.92% (+6.1K)	All Managers (Combined)	$2.9M	1.2% ($2.9M/$250.7M)	QoQ +22.14% (+$527.7K) YoY +45.65% (+$912.4K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	5.8K	QoQ -0.85% (-50) YoY +25.90% (+1.2K)	All Managers (Combined)	$2.7M	1.1% ($2.7M/$250.7M)	QoQ -9.05% (-$271.3K) YoY +32.96% (+$675.8K)
NVIDIA CORP(NVDAcusip67066G104)	24.7K	QoQ +2.74% (-659) YoY +1117.57% (+22.6K)	All Managers (Combined)	$2.7M	1.1% ($2.7M/$250.7M)	QoQ -17.07% (-$550.6K) YoY +46.04% (+$842.9K)