Independent Wealth Network Inc. Q2 2025 Filing

Filed July 16, 2025

Portfolio Value

$274.9M

Holdings

258

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (258 positions)

#	Stock	Shares	Value	% Portfolio
1	SPYGSPDR SERIES TRUST	120,044	$11.4M	4.16%
2	SPYMSPDR SERIES TRUST	144,872	$10.5M	3.83%
3	CATCATERPILLAR INC	26,503	$10.3M	3.74%
4	JPSTJ P MORGAN EXCHANGE TRADED F	165,004	$8.4M	3.04%
5	SPYVSPDR SERIES TRUST	140,868	$7.4M	2.68%
6	ILTBISHARES TR	106,852	$5.3M	1.92%
7	ACWIISHARES TR	40,844	$5.3M	1.91%
8	MSFTMICROSOFT CORP	9,436	$4.7M	1.71%
9	DFUSDIMENSIONAL ETF TRUST	69,438	$4.7M	1.69%
10	FLRTPACER FDS TR	94,193	$4.5M	1.63%
11	CVXCHEVRON CORP NEW	31,221	$4.5M	1.63%
12	NVDANVIDIA CORPORATION	26,645	$4.2M	1.53%
13	SPABSPDR SERIES TRUST	155,887	$4.0M	1.45%
14	AAPLAPPLE INC	19,418	$4.0M	1.45%
15	SPYDSPDR SERIES TRUST	87,176	$3.7M	1.35%
16	RDFICOLLABORATIVE INVESTMNT SER	150,266	$3.6M	1.30%
17	SLVISHARES SILVER TR	103,160	$3.4M	1.23%
18	VOOVANGUARD INDEX FDS	5,825	$3.3M	1.20%
19	NDQINVESCO QQQ TR	5,914	$3.3M	1.19%
20	AMZNAMAZON COM INC	14,217	$3.1M	1.13%
21	PLTRPALANTIR TECHNOLOGIES INC	22,583	$3.1M	1.12%
22	GQ9SPDR GOLD TR	9,546	$2.9M	1.06%
23	VUGVANGUARD INDEX FDS	6,027	$2.6M	0.96%
24	USRTISHARES TR	44,226	$2.5M	0.91%
25	VYMVANGUARD WHITEHALL FDS	18,452	$2.5M	0.89%
26	PSFFPACER FDS TR	78,379	$2.4M	0.87%
27	FJANFIRST TR EXCHNG TRADED FD VI	49,927	$2.4M	0.86%
28	BRK/BBERKSHIRE HATHAWAY INC DEL	4,850	$2.4M	0.86%
29	METAMETA PLATFORMS INC	3,189	$2.4M	0.86%
30	JEPIJ P MORGAN EXCHANGE TRADED F	40,369	$2.3M	0.83%
31	STIPISHARES TR	22,211	$2.3M	0.83%
32	BILSPDR SERIES TRUST	23,744	$2.2M	0.79%
33	XFEBFIRST TR EXCH TRADED FD III	116,743	$2.1M	0.76%
34	VVISA INC	5,555	$2.0M	0.72%
35	FLOTISHARES TR	37,824	$1.9M	0.70%
36	YYY*AMPLIFY ETF TR	163,923	$1.9M	0.70%
37	XLKSELECT SECTOR SPDR TR	7,310	$1.9M	0.67%
38	LQTIFIRST TR EXCHANGE-TRADED FD	89,240	$1.8M	0.66%
39	BUFRFIRST TR EXCHNG TRADED FD VI	56,996	$1.8M	0.66%
40	SPYSPDR S&P 500 ETF TR	2,828	$1.7M	0.64%
41	QYLDGLOBAL X FDS	103,269	$1.7M	0.63%
42	UJANINNOVATOR ETFS TRUST	64,857	$1.6M	0.58%
43	BNDVANGUARD BD INDEX FDS	20,482	$1.5M	0.55%
44	JPUSJ P MORGAN EXCHANGE TRADED F	12,644	$1.5M	0.54%
45	XAWFXALLIANCEBERNSTEIN GLOBAL HIG	134,458	$1.5M	0.54%
46	BRK-BBERKSHIRE HATHAWAY INC DEL	2	$1.5M	0.53%
47	ITA*ISHARES TR	7,399	$1.4M	0.51%
48	KRKROGER CO	19,312	$1.4M	0.50%
49	AGGYWISDOMTREE TR	30,973	$1.4M	0.49%
50	KYNKAYNE ANDERSON ENERGY INFRST	103,390	$1.3M	0.48%
51	BKLNINVESCO EXCH TRADED FD TR II	62,249	$1.3M	0.47%
52	SGOVISHARES TR	12,567	$1.3M	0.46%
53	CGUSCAPITAL GROUP CORE EQUITY ET	33,719	$1.2M	0.45%
54	TSLATESLA INC	3,880	$1.2M	0.45%
55	SECTNORTHERN LTS FD TR IV	20,313	$1.2M	0.43%
56	SHYISHARES TR	13,949	$1.2M	0.42%
57	PGXINVESCO EXCH TRADED FD TR II	103,248	$1.1M	0.42%
58	XLESELECT SECTOR SPDR TR	13,459	$1.1M	0.42%
59	MSIMOTOROLA SOLUTIONS INC	2,713	$1.1M	0.41%
60	VBKVANGUARD INDEX FDS	4,113	$1.1M	0.41%
61	XMMOINVESCO EXCHANGE TRADED FD T	8,644	$1.1M	0.40%
62	AQLTISHARES TR	8,353	$1.1M	0.40%
63	ARCCARES CAPITAL CORP	49,754	$1.1M	0.40%
64	MOALTRIA GROUP INC	18,504	$1.1M	0.39%
65	BABOEING CO	5,124	$1.1M	0.39%
66	HACKAMPLIFY ETF TR	12,231	$1.1M	0.38%
67	ETENERGY TRANSFER L P	57,703	$1.0M	0.38%
68	LGLVSPDR SERIES TRUST	5,970	$1.0M	0.38%
69	COSTCOSTCO WHSL CORP NEW	1,046	$1.0M	0.38%
70	VNQVANGUARD INDEX FDS	11,610	$1.0M	0.38%
71	HDHOME DEPOT INC	2,813	$1.0M	0.38%
72	VCITVANGUARD SCOTTSDALE FDS	12,396	$1.0M	0.37%
73	VIGVANGUARD SPECIALIZED FUNDS	4,946	$1.0M	0.37%
74	IAU*ISHARES GOLD TR	15,998	$998K	0.36%
75	SOXXISHARES TR	4,174	$996K	0.36%
76	HONHONEYWELL INTL INC	4,208	$980K	0.36%
77	EFAISHARES TR	10,885	$973K	0.35%
78	IVVISHARES TR	1,561	$969K	0.35%
79	MINTPIMCO ETF TR	9,497	$955K	0.35%
80	VTIPVANGUARD MALVERN FDS	18,859	$948K	0.34%
81	XOMEXXON MOBIL CORP	8,761	$944K	0.34%
82	GOOGALPHABET INC	4,984	$884K	0.32%
83	CGBLCAPITAL GROUP CORE BALANCED	25,006	$836K	0.30%
84	SCHGSCHWAB STRATEGIC TR	27,389	$800K	0.29%
85	VOTVANGUARD INDEX FDS	2,806	$798K	0.29%
86	CASYCASEYS GEN STORES INC	1,528	$780K	0.28%
87	EWAISHARES INC	28,442	$749K	0.27%
88	JSMLJANUS DETROIT STR TR	11,050	$745K	0.27%
89	CMECME GROUP INC	2,680	$739K	0.27%
90	FRTYTHE ALGER ETF TRUST	38,260	$735K	0.27%
91	IDV*ISHARES TR	21,062	$727K	0.26%
92	JCPBJ P MORGAN EXCHANGE TRADED F	15,395	$724K	0.26%
93	IDEVISHARES TR	9,340	$710K	0.26%
94	AAXJISHARES TR	8,570	$708K	0.26%
95	SDVYFIRST TR EXCHANGE-TRADED FD	19,850	$700K	0.25%
96	BUFBINNOVATOR ETFS TRUST	20,660	$700K	0.25%
97	NFLXNETFLIX INC	519	$695K	0.25%
98	SPEMSPDR INDEX SHS FDS	16,238	$694K	0.25%
99	WINNHARBOR ETF TRUST	23,292	$678K	0.25%
100	HSYHERSHEY CO	4,050	$672K	0.24%

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