GWN SECURITIES INC. Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$494.2M

Holdings

440

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (440 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
20,285$13.9M2.81%
2
AAPLAPPLE INC
48,128$13.1M2.65%
3
NDQINVESCO QQQ TR
17,102$10.5M2.13%
4
SPYSPDR S&P 500 ETF TR
13,285$9.1M1.83%
5
ICSHISHARES TR
158,966$8.0M1.63%
6
BUFBINNOVATOR ETFS TRUST
216,226$7.9M1.60%
7
MSFTMICROSOFT CORP
15,254$7.4M1.49%
8
SUBISHARES TR
61,383$6.5M1.33%
9
NVDANVIDIA CORPORATION
35,090$6.5M1.32%
10
BUFFINNOVATOR ETFS TRUST
126,240$6.3M1.27%
11
CAHCARDINAL HEALTH INC
29,319$6.0M1.22%
12
VGTVANGUARD WORLD FD
7,865$5.9M1.20%
13
LLYELI LILLY & CO
5,221$5.6M1.14%
14
RSPINVESCO EXCHANGE TRADED FD T
28,818$5.5M1.12%
15
JNJJOHNSON & JOHNSON
26,663$5.5M1.12%
16
ITOTISHARES TR
35,819$5.3M1.08%
17
AMZNAMAZON COM INC
21,073$4.9M0.98%
18
SHVISHARES TR
42,175$4.6M0.94%
19
DUKDUKE ENERGY CORP NEW
36,313$4.3M0.86%
20
SOSOUTHERN CO
48,219$4.2M0.85%
21
CEF/USPROTT ASSET MANAGEMENT LP
88,794$4.1M0.82%
22
KOCOCA COLA CO
57,268$4.0M0.81%
23
IXUSISHARES TR
46,358$3.9M0.79%
24
VHTVANGUARD WORLD FD
13,590$3.9M0.79%
25
BRK/BBERKSHIRE HATHAWAY INC DEL
7,605$3.8M0.77%
26
MCDMCDONALDS CORP
12,239$3.7M0.76%
27
VTIVANGUARD INDEX FDS
11,126$3.7M0.75%
28
LNTALLIANT ENERGY CORP
56,732$3.7M0.75%
29
WMWASTE MGMT INC DEL
16,500$3.6M0.73%
30
CASYCASEYS GEN STORES INC
6,440$3.6M0.72%
31
EDGFADVISORS INNER CIRCLE FD II
144,313$3.6M0.72%
32
VOOVANGUARD INDEX FDS
5,605$3.5M0.71%
33
RSGREPUBLIC SVCS INC
16,561$3.5M0.71%
34
KRKROGER CO
56,110$3.5M0.71%
35
BUYWNORTHERN LTS FD TR IV
243,877$3.5M0.71%
36
GQ9SPDR GOLD TR
8,467$3.4M0.68%
37
PGPROCTER AND GAMBLE CO
23,108$3.3M0.67%
38
TAT&T INC
131,818$3.3M0.66%
39
CBCHUBB LIMITED
10,373$3.2M0.65%
40
NOCNORTHROP GRUMMAN CORP
5,602$3.2M0.65%
41
MCKMCKESSON CORP
3,791$3.1M0.63%
42
SYYSYSCO CORP
41,275$3.0M0.62%
43
IWMISHARES TR
12,083$3.0M0.60%
44
GOOGALPHABET INC
9,446$3.0M0.60%
45
RTORENTOKIL INITIAL PLC
99,248$2.9M0.59%
46
METAMETA PLATFORMS INC
4,177$2.8M0.56%
47
SECTNORTHERN LTS FD TR IV
42,725$2.8M0.56%
48
UNHUNITEDHEALTH GROUP INC
8,133$2.7M0.54%
49
MDLZMONDELEZ INTL INC
48,847$2.6M0.53%
50
MSIMOTOROLA SOLUTIONS INC
6,814$2.6M0.53%
51
IVEISHARES TR
12,021$2.5M0.52%
52
AQLTISHARES TR
27,699$2.5M0.50%
53
VTWOVANGUARD SCOTTSDALE FDS
24,726$2.5M0.50%
54
SFLRINNOVATOR ETFS TRUST
64,939$2.4M0.48%
55
GOOGLALPHABET INC
7,488$2.3M0.47%
56
BNDVANGUARD BD INDEX FDS
31,154$2.3M0.47%
57
DONSPDR DOW JONES INDL AVERAGE
4,720$2.3M0.46%
58
DFAUDIMENSIONAL ETF TRUST
47,473$2.2M0.45%
59
FMDEFIDELITY COVINGTON TRUST
60,750$2.2M0.45%
60
TAXFAMERICAN CENTY ETF TR
43,201$2.2M0.44%
61
XLKSELECT SECTOR SPDR TR
14,862$2.1M0.43%
62
COWZPACER FDS TR
34,668$2.1M0.42%
63
BSEPINNOVATOR ETFS TRUST
42,262$2.1M0.42%
64
JPMJPMORGAN CHASE & CO.
6,393$2.1M0.42%
65
VOVANGUARD INDEX FDS
7,079$2.1M0.42%
66
SHYISHARES TR
24,720$2.0M0.41%
67
LWLAMB WESTON HLDGS INC
47,944$2.0M0.41%
68
AIRRFIRST TR EXCHANGE TRADED FD
20,392$2.0M0.41%
69
CGMUCAPITAL GRP FIXED INCM ETF T
68,007$1.9M0.38%
70
NAPRINNOVATOR ETFS TRUST
34,274$1.8M0.37%
71
DFAIDIMENSIONAL ETF TRUST
47,038$1.8M0.36%
72
VXUSVANGUARD STAR FDS
23,750$1.8M0.36%
73
JBNDJ P MORGAN EXCHANGE TRADED F
33,131$1.8M0.36%
74
SCHDSCHWAB STRATEGIC TR
62,745$1.7M0.35%
75
BDYNBLACKROCK ETF TRUST
66,106$1.7M0.34%
76
BJANINNOVATOR ETFS TRUST
30,289$1.7M0.34%
77
AVGOBROADCOM INC
4,767$1.6M0.33%
78
INTLNORTHERN LTS FD TR IV
56,797$1.6M0.32%
79
XTISHARES TR
22,441$1.6M0.32%
80
CGDGCAPITAL GROUP DIVIDEND VALUE
35,860$1.6M0.32%
81
CVXCHEVRON CORP NEW
9,941$1.5M0.31%
82
SCHGSCHWAB STRATEGIC TR
46,362$1.5M0.31%
83
IEMGISHARES INC
22,154$1.5M0.30%
84
WMTWALMART INC
13,332$1.5M0.30%
85
IGSBISHARES TR
27,962$1.5M0.30%
86
TSLATESLA INC
3,268$1.5M0.30%
87
XLFSELECT SECTOR SPDR TR
26,741$1.5M0.30%
88
ABBVABBVIE INC
6,343$1.4M0.29%
89
GRNYTIDAL TRUST I
57,679$1.4M0.29%
90
IVWISHARES TR
11,505$1.4M0.29%
91
PRNINVESCO EXCHANGE TRADED FD T
8,100$1.4M0.29%
92
ILCGISHARES TR
13,573$1.4M0.29%
93
XBJLINNOVATOR ETFS TRUST
36,909$1.4M0.29%
94
AGGISHARES TR
13,947$1.4M0.28%
95
VIGVANGUARD SPECIALIZED FUNDS
6,257$1.4M0.28%
96
ARTYISHARES TR
27,948$1.3M0.27%
97
GILDGILEAD SCIENCES INC
10,683$1.3M0.27%
98
CGUSCAPITAL GROUP CORE EQUITY ET
32,505$1.3M0.26%
99
SOXXISHARES TR
4,338$1.3M0.26%
100
IJHISHARES TR
19,157$1.3M0.26%
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