account_balance
Investment manager · 13F filer · SEC CIK 1891240
Independent Wealth Network Inc.
Reported value$397Mas of Sep 30, 2026
Positions333 30 new, 35 sold out
Top 10 weight25.7%CAT alone is 5%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CATCaterpillar Inc
5.4%
SPYMSPDR Series Trust
4.4%
JPSTJ P Morgan Exchange Traded F
3.0%Trimmed −2%
SPYGSPDR Series Trust
2.9%Trimmed −4%
QQQInvesco QQQ Tr
1.9%
NVDANVIDIA Corp
1.7%Added +6%
CVXChevron Corp
1.7%Added +16%
AAPLApple Inc.
1.6%
RDFICollaborative Investmnt Ser
1.6%Added +8%
DFUSDimensional ETF Trust
1.6%
MSFTMicrosoft Corp
1.6%Trimmed −2%
SPYVSPDR Series Trust
1.3%−4%
CATCaterpillar Inc
5.4%
SPYMSPDR Series Trust
4.4%
JPSTJ P Morgan Exchange Traded F
3.0%
SPYGSPDR Series Trust
2.9%
QQQ1.9%
NVDA1.7%CVXChevron Corp
1.7%
AAPLApple Inc.
1.6%
RDFI1.6%
DFUS1.6%
MSFT1.6%SPYV
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
CAT Caterpillar Inc 5.4% Held
SPYM SPDR Series Trust 4.4% Held
JPST J P Morgan Exchange Traded F 3.0% Trimmed −2%
SPYG SPDR Series Trust 2.9% Trimmed −4%
QQQ Invesco QQQ Tr 1.9% Held
NVDA NVIDIA Corp 1.7% Added +6%CVX Chevron Corp 1.7% Added +16%AAPL Apple Inc. 1.6% HeldRDFI Collaborative Investmnt Ser 1.6% Added +8%
DFUS Dimensional ETF Trust 1.6% Held
MSFT Microsoft Corp 1.6% Trimmed −2%SPYV SPDR Series Trust 1.3% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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