account_balance
Investment manager · 13F filer · SEC CIK 1265905
GWN Securities Inc.
Reported value$636Mas of Sep 30, 2026
Positions513 78 new, 51 sold out
Top 10 weight16.8%IVV alone is 3%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
2.7%
AAPLApple Inc.
2.3%Trimmed −5%
QQQInvesco QQQ Tr
2.2%Added +2%
BUFBInnovator Etfs Trust
1.6%Added +5%
SPYSPDR S&P 500 ETF Trust
1.5%
MSFTMicrosoft Corp
1.4%Added +4%
NVDANVIDIA Corp
1.4%Added +10%
VGTVanguard World Fd
1.3%Added +2%
ICSHiShares Tr
1.3%Trimmed −3%
RSPInvesco Exchange Traded Fd T
1.1%Added +3%
BUFFInnovator Etfs Trust
1.1%
ITOTiShares Tr
1.0%Added +6%
IVViShares Tr
2.7%
AAPLApple Inc.
2.3%Trimmed −5%
QQQInvesco QQQ Tr
2.2%+2%
BUFBInnovator Etfs Trust
1.6%+5%
SPYSPDR S&P 500 ETF Trust
1.5%
MSFTMicrosoft Corp
1.4%
NVDANVIDIA Corp
1.4%
VGTVanguard World Fd
1.3%
ICSHiShares Tr
1.3%
RSP1.1%
BUFF1.1%
ITOT
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 2.7% Held
AAPL Apple Inc. 2.3% Trimmed −5%QQQ Invesco QQQ Tr 2.2% Added +2%
BUFB Innovator Etfs Trust 1.6% Added +5%
SPY SPDR S&P 500 ETF Trust 1.5% HeldMSFT Microsoft Corp 1.4% Added +4%NVDA NVIDIA Corp 1.4% Added +10%VGT Vanguard World Fd 1.3% Added +2%
ICSH iShares Tr 1.3% Trimmed −3%
RSP Invesco Exchange Traded Fd T 1.1% Added +3%
BUFF Innovator Etfs Trust 1.1% Held
ITOT iShares Tr 1.0% Added +6%
What changed
Biggest moves since Jun 30, 2026
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