Independent Wealth Network Inc. Q3 2025 Filing

Filed October 15, 2025

Portfolio Value

$311.1M

Holdings

282

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (282 positions)

#	Stock	Shares	Value	% Portfolio
101	BUFBINNOVATOR ETFS TRUST	21,808	$779K	0.25%
102	IDV*ISHARES TR	21,190	$775K	0.25%
103	SPTMSPDR SERIES TRUST	9,571	$772K	0.25%
104	SDVYFIRST TR EXCHANGE-TRADED FD	20,273	$771K	0.25%
105	IDEVISHARES TR	9,611	$771K	0.25%
106	HSYHERSHEY CO	4,086	$764K	0.25%
107	AGGISHARES TR	7,335	$735K	0.24%
108	CMECME GROUP INC	2,686	$726K	0.23%
109	ICVTISHARES TR	7,179	$718K	0.23%
110	JPINJ P MORGAN EXCHANGE TRADED F	10,757	$717K	0.23%
111	VEAVANGUARD TAX-MANAGED FDS	11,664	$699K	0.22%
112	JNJJOHNSON & JOHNSON	3,724	$690K	0.22%
113	PKGPACKAGING CORP AMER	3,120	$680K	0.22%
114	CLXCLOROX CO DEL	5,424	$669K	0.21%
115	FDVVFIDELITY COVINGTON TRUST	11,929	$665K	0.21%
116	FTCSFIRST TR EXCHANGE-TRADED FD	7,096	$664K	0.21%
117	PKWINVESCO EXCHANGE TRADED FD T	4,973	$659K	0.21%
118	WFC 7.5 PERP LWELLS FARGO CO NEW	527	$650K	0.21%
119	JPIEJ P MORGAN EXCHANGE TRADED F	13,856	$643K	0.21%
120	RPVINVESCO EXCHANGE TRADED FD T	6,365	$633K	0.20%
121	TFISPDR SERIES TRUST	13,543	$617K	0.20%
122	WMTWALMART INC	5,987	$617K	0.20%
123	NFLXNETFLIX INC	511	$613K	0.20%
124	VTVVANGUARD INDEX FDS	3,282	$612K	0.20%
125	DFAXDIMENSIONAL ETF TRUST	19,310	$606K	0.19%
126	IWMISHARES TR	2,504	$606K	0.19%
127	RTRECOLLABORATIVE INVESTMNT SER	23,731	$603K	0.19%
128	IVEISHARES TR	2,902	$599K	0.19%
129	CRMSALESFORCE INC	2,507	$594K	0.19%
130	FRTYTHE ALGER ETF TRUST	26,156	$586K	0.19%
131	SCHVSCHWAB STRATEGIC TR	19,689	$573K	0.18%
132	IJKISHARES TR	5,839	$560K	0.18%
133	AFLAFLAC INC	4,988	$557K	0.18%
134	HDHOME DEPOT INC	1,370	$555K	0.18%
135	IGLDFIRST TR EXCHANGE-TRADED FD	23,192	$555K	0.18%
136	SHWSHERWIN WILLIAMS CO	1,600	$554K	0.18%
137	KSSKOHLS CORP	36,013	$554K	0.18%
138	TAT&T INC	19,544	$552K	0.18%
139	HDVISHARES TR	4,492	$550K	0.18%
140	FTHIFIRST TR EXCHANGE TRADED FD	22,979	$545K	0.18%
141	AIRRFIRST TR EXCHANGE TRADED FD	5,608	$542K	0.17%
142	BITOPROSHARES TR	27,517	$542K	0.17%
143	JPMJPMORGAN CHASE & CO.	1,639	$517K	0.17%
144	BACVERIZON COMMUNICATIONS INC	11,668	$513K	0.16%
145	ABBVABBVIE INC	2,215	$513K	0.16%
146	FLTRVANECK ETF TRUST	19,685	$503K	0.16%
147	TLTISHARES TR	5,583	$499K	0.16%
148	FYXFIRST TR EXCHANGE-TRADED ALP	4,544	$495K	0.16%
149	RDVYFIRST TR EXCHANGE TRADED FD	7,334	$493K	0.16%
150	AMDADVANCED MICRO DEVICES INC	3,045	$493K	0.16%
151	JEPQJ P MORGAN EXCHANGE TRADED F	8,524	$490K	0.16%
152	VDEVANGUARD WORLD FD	3,833	$482K	0.16%
153	GLOFISHARES TR	9,344	$482K	0.16%
154	FNXFIRST TR EXCHANGE-TRADED ALP	3,831	$480K	0.15%
155	CSCOCISCO SYS INC	6,933	$474K	0.15%
156	FTAFIRST TR EXCHANGE-TRADED ALP	5,618	$468K	0.15%
157	VGTVANGUARD WORLD FD	615	$459K	0.15%
158	HYLSFIRST TR EXCHANGE-TRADED FD	10,910	$459K	0.15%
159	SCHOSCHWAB STRATEGIC TR	18,781	$458K	0.15%
160	CNRGSPDR SERIES TRUST	5,409	$455K	0.15%
161	XCCCBONDBLOXX ETF TRUST	11,514	$452K	0.15%
162	PCMMBONDBLOXX ETF TRUST	8,930	$452K	0.15%
163	ARKKARK ETF TR	5,209	$450K	0.14%
164	XEMDBONDBLOXX ETF TRUST	10,182	$445K	0.14%
165	FTECFIDELITY COVINGTON TRUST	1,999	$444K	0.14%
166	PGPROCTER AND GAMBLE CO	2,872	$441K	0.14%
167	RDVIFIRST TR EXCHANGE-TRADED FD	16,849	$436K	0.14%
168	BUXXEA SERIES TRUST	21,461	$435K	0.14%
169	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,554	$434K	0.14%
170	MAMASTERCARD INCORPORATED	751	$427K	0.14%
171	LQDISHARES TR	3,806	$424K	0.14%
172	USFRWISDOMTREE TR	8,378	$421K	0.14%
173	SPMDSPDR SERIES TRUST	7,340	$420K	0.13%
174	BABAALIBABA GROUP HLDG LTD	2,315	$414K	0.13%
175	BCXBLACKROCK RES & COMMODITIES	40,117	$408K	0.13%
176	IJRISHARES TR	3,408	$405K	0.13%
177	IVWISHARES TR	3,342	$403K	0.13%
178	U6ZURANIUM ENERGY CORP	29,917	$399K	0.13%
179	SPSMSPDR SERIES TRUST	8,600	$398K	0.13%
180	NYFISHARES TR	7,423	$396K	0.13%
181	CEF/USPROTT ASSET MANAGEMENT LP	10,381	$381K	0.12%
182	PSRINVESCO ACTIVELY MANAGED EXC	4,087	$379K	0.12%
183	VTEBVANGUARD MUN BD FDS	7,498	$375K	0.12%
184	APPAPPLOVIN CORP	520	$374K	0.12%
185	ORCLORACLE CORP	1,326	$373K	0.12%
186	ATOATMOS ENERGY CORP	2,158	$369K	0.12%
187	IEMGISHARES INC	5,574	$367K	0.12%
188	LLYELI LILLY & CO	481	$367K	0.12%
189	MCNXAI MADISON EQUITY PREMIUM I	59,132	$365K	0.12%
190	VWOVANGUARD INTL EQUITY INDEX F	6,685	$362K	0.12%
191	FSCOFS CREDIT OPPORTUNITIES CORP	51,909	$359K	0.12%
192	QCOMQUALCOMM INC	2,137	$356K	0.11%
193	DEDEERE & CO	760	$348K	0.11%
194	FTSMFIRST TR EXCHANGE-TRADED FD	5,716	$342K	0.11%
195	HFXINEW YORK LIFE INVESTMENTS ET	10,580	$328K	0.11%
196	ABTABBOTT LABS	2,438	$326K	0.10%
197	MRKMERCK & CO INC	3,819	$321K	0.10%
198	AMLPALPS ETF TR	6,827	$320K	0.10%
199	MUBISHARES TR	3,004	$320K	0.10%
200	USMVISHARES TR	3,352	$319K	0.10%

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