Independent Wealth Network Inc. Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$274.9B
Holdings
258
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (258 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYGSPDR SERIES TRUST | 120,044 | $11.4B | 4.16% | |
| 2 | SPYMSPDR SERIES TRUST | 144,872 | $10.5B | 3.83% | |
| 3 | CATCATERPILLAR INC | 26,503 | $10.3B | 3.74% | |
| 4 | JPSTJ P MORGAN EXCHANGE TRADED F | 165,004 | $8.4B | 3.04% | |
| 5 | SPYVSPDR SERIES TRUST | 140,868 | $7.4B | 2.68% | |
| 6 | ILTBISHARES TR | 106,852 | $5.3B | 1.92% | |
| 7 | ACWIISHARES TR | 40,844 | $5.3B | 1.91% | |
| 8 | MSFTMICROSOFT CORP | 9,436 | $4.7B | 1.71% | |
| 9 | DFUSDIMENSIONAL ETF TRUST | 69,438 | $4.7B | 1.69% | |
| 10 | FLRTPACER FDS TR | 94,193 | $4.5B | 1.63% | |
| 11 | CVXCHEVRON CORP NEW | 31,221 | $4.5B | 1.63% | |
| 12 | NVDANVIDIA CORPORATION | 26,645 | $4.2B | 1.53% | |
| 13 | SPABSPDR SERIES TRUST | 155,887 | $4.0B | 1.45% | |
| 14 | AAPLAPPLE INC | 19,418 | $4.0B | 1.45% | |
| 15 | SPYDSPDR SERIES TRUST | 87,176 | $3.7B | 1.35% | |
| 16 | RDFICOLLABORATIVE INVESTMNT SER | 150,266 | $3.6B | 1.30% | |
| 17 | SLVISHARES SILVER TR | 103,160 | $3.4B | 1.23% | |
| 18 | VOOVANGUARD INDEX FDS | 5,825 | $3.3B | 1.20% | |
| 19 | NDQINVESCO QQQ TR | 5,914 | $3.3B | 1.19% | |
| 20 | AMZNAMAZON COM INC | 14,217 | $3.1B | 1.13% | |
| 21 | PLTRPALANTIR TECHNOLOGIES INC | 22,583 | $3.1B | 1.12% | |
| 22 | GQ9SPDR GOLD TR | 9,546 | $2.9B | 1.06% | |
| 23 | VUGVANGUARD INDEX FDS | 6,027 | $2.6B | 0.96% | |
| 24 | USRTISHARES TR | 44,226 | $2.5B | 0.91% | |
| 25 | VYMVANGUARD WHITEHALL FDS | 18,452 | $2.5B | 0.89% | |
| 26 | PSFFPACER FDS TR | 78,379 | $2.4B | 0.87% | |
| 27 | FJANFIRST TR EXCHNG TRADED FD VI | 49,927 | $2.4B | 0.86% | |
| 28 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,850 | $2.4B | 0.86% | |
| 29 | METAMETA PLATFORMS INC | 3,189 | $2.4B | 0.86% | |
| 30 | JEPIJ P MORGAN EXCHANGE TRADED F | 40,369 | $2.3B | 0.83% | |
| 31 | STIPISHARES TR | 22,211 | $2.3B | 0.83% | |
| 32 | BILSPDR SERIES TRUST | 23,744 | $2.2B | 0.79% | |
| 33 | XFEBFIRST TR EXCH TRADED FD III | 116,743 | $2.1B | 0.76% | |
| 34 | VVISA INC | 5,555 | $2.0B | 0.72% | |
| 35 | FLOTISHARES TR | 37,824 | $1.9B | 0.70% | |
| 36 | YYY*AMPLIFY ETF TR | 163,923 | $1.9B | 0.70% | |
| 37 | XLKSELECT SECTOR SPDR TR | 7,310 | $1.9B | 0.67% | |
| 38 | LQTIFIRST TR EXCHANGE-TRADED FD | 89,240 | $1.8B | 0.66% | |
| 39 | BUFRFIRST TR EXCHNG TRADED FD VI | 56,996 | $1.8B | 0.66% | |
| 40 | SPYSPDR S&P 500 ETF TR | 2,828 | $1.7B | 0.64% | |
| 41 | QYLDGLOBAL X FDS | 103,269 | $1.7B | 0.63% | |
| 42 | UJANINNOVATOR ETFS TRUST | 64,857 | $1.6B | 0.58% | |
| 43 | BNDVANGUARD BD INDEX FDS | 20,482 | $1.5B | 0.55% | |
| 44 | JPUSJ P MORGAN EXCHANGE TRADED F | 12,644 | $1.5B | 0.54% | |
| 45 | XAWFXALLIANCEBERNSTEIN GLOBAL HIG | 134,458 | $1.5B | 0.54% | |
| 46 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5B | 0.53% | |
| 47 | ITA*ISHARES TR | 7,399 | $1.4B | 0.51% | |
| 48 | KRKROGER CO | 19,312 | $1.4B | 0.50% | |
| 49 | AGGYWISDOMTREE TR | 30,973 | $1.4B | 0.49% | |
| 50 | KYNKAYNE ANDERSON ENERGY INFRST | 103,390 | $1.3B | 0.48% | |
| 51 | BKLNINVESCO EXCH TRADED FD TR II | 62,249 | $1.3B | 0.47% | |
| 52 | SGOVISHARES TR | 12,567 | $1.3B | 0.46% | |
| 53 | CGUSCAPITAL GROUP CORE EQUITY ET | 33,719 | $1.2B | 0.45% | |
| 54 | TSLATESLA INC | 3,880 | $1.2B | 0.45% | |
| 55 | SECTNORTHERN LTS FD TR IV | 20,313 | $1.2B | 0.43% | |
| 56 | SHYISHARES TR | 13,949 | $1.2B | 0.42% | |
| 57 | PGXINVESCO EXCH TRADED FD TR II | 103,248 | $1.1B | 0.42% | |
| 58 | XLESELECT SECTOR SPDR TR | 13,459 | $1.1B | 0.42% | |
| 59 | MSIMOTOROLA SOLUTIONS INC | 2,713 | $1.1B | 0.41% | |
| 60 | VBKVANGUARD INDEX FDS | 4,113 | $1.1B | 0.41% | |
| 61 | XMMOINVESCO EXCHANGE TRADED FD T | 8,644 | $1.1B | 0.40% | |
| 62 | AQLTISHARES TR | 8,353 | $1.1B | 0.40% | |
| 63 | ARCCARES CAPITAL CORP | 49,754 | $1.1B | 0.40% | |
| 64 | MOALTRIA GROUP INC | 18,504 | $1.1B | 0.39% | |
| 65 | BABOEING CO | 5,124 | $1.1B | 0.39% | |
| 66 | HACKAMPLIFY ETF TR | 12,231 | $1.1B | 0.38% | |
| 67 | ETENERGY TRANSFER L P | 57,703 | $1.0B | 0.38% | |
| 68 | LGLVSPDR SERIES TRUST | 5,970 | $1.0B | 0.38% | |
| 69 | COSTCOSTCO WHSL CORP NEW | 1,046 | $1.0B | 0.38% | |
| 70 | VNQVANGUARD INDEX FDS | 11,610 | $1.0B | 0.38% | |
| 71 | HDHOME DEPOT INC | 2,813 | $1.0B | 0.38% | |
| 72 | VCITVANGUARD SCOTTSDALE FDS | 12,396 | $1.0B | 0.37% | |
| 73 | VIGVANGUARD SPECIALIZED FUNDS | 4,946 | $1.0B | 0.37% | |
| 74 | IAU*ISHARES GOLD TR | 15,998 | $997.6M | 0.36% | |
| 75 | SOXXISHARES TR | 4,174 | $996.4M | 0.36% | |
| 76 | HONHONEYWELL INTL INC | 4,208 | $980.0M | 0.36% | |
| 77 | EFAISHARES TR | 10,885 | $973.0M | 0.35% | |
| 78 | IVVISHARES TR | 1,561 | $969.3M | 0.35% | |
| 79 | MINTPIMCO ETF TR | 9,497 | $954.8M | 0.35% | |
| 80 | VTIPVANGUARD MALVERN FDS | 18,859 | $948.0M | 0.34% | |
| 81 | XOMEXXON MOBIL CORP | 8,761 | $944.4M | 0.34% | |
| 82 | GOOGALPHABET INC | 4,984 | $884.1M | 0.32% | |
| 83 | CGBLCAPITAL GROUP CORE BALANCED | 25,006 | $836.2M | 0.30% | |
| 84 | SCHGSCHWAB STRATEGIC TR | 27,389 | $800.0M | 0.29% | |
| 85 | VOTVANGUARD INDEX FDS | 2,806 | $797.9M | 0.29% | |
| 86 | CASYCASEYS GEN STORES INC | 1,528 | $779.8M | 0.28% | |
| 87 | EWAISHARES INC | 28,442 | $748.6M | 0.27% | |
| 88 | JSMLJANUS DETROIT STR TR | 11,050 | $745.3M | 0.27% | |
| 89 | CMECME GROUP INC | 2,680 | $738.6M | 0.27% | |
| 90 | FRTYTHE ALGER ETF TRUST | 38,260 | $735.2M | 0.27% | |
| 91 | IDV*ISHARES TR | 21,062 | $726.9M | 0.26% | |
| 92 | JCPBJ P MORGAN EXCHANGE TRADED F | 15,395 | $724.5M | 0.26% | |
| 93 | IDEVISHARES TR | 9,340 | $710.2M | 0.26% | |
| 94 | AAXJISHARES TR | 8,570 | $708.1M | 0.26% | |
| 95 | SDVYFIRST TR EXCHANGE-TRADED FD | 19,850 | $700.3M | 0.25% | |
| 96 | BUFBINNOVATOR ETFS TRUST | 20,660 | $700.0M | 0.25% | |
| 97 | NFLXNETFLIX INC | 519 | $695.0M | 0.25% | |
| 98 | SPEMSPDR INDEX SHS FDS | 16,238 | $694.0M | 0.25% | |
| 99 | WINNHARBOR ETF TRUST | 23,292 | $678.4M | 0.25% | |
| 100 | HSYHERSHEY CO | 4,050 | $672.0M | 0.24% |
Page 1 of 3Next