Institutional Fund
Independent Wealth Network Inc.
Urbandale, IACIK 18912405 filings on record
Portfolio Value
$336.60M
Q1 2026
Holdings
296
Reported positions
New Buys
57
Opened this quarter
QoQ Change
+2.8%
from $327.39M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Caterpillar Inc5.5%
- Spdr Series Trust4.5%
- J P Morgan Exchange Traded F3.8%
- Spdr Series Trust2.9%
- Ishares Silver Tr2.1%
- Collaborative Investmnt Ser1.8%
- Other79.4%
Portfolio Holdings
296 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Caterpillar Inc | 26.1K | $18.50M | 5.5% | +20 | Added |
| 2 | Spdr Series Trust | 199.4K | $15.26M | 4.5% | +47.2K | Added |
| 3 | J P Morgan Exchange Traded F | 249.9K | $12.65M | 3.8% | +51.5K | Added |
| 4 | Spdr Series Trust | 98.8K | $9.67M | 2.9% | −25.4K | Reduced |
| 5 | Ishares Silver Tr | 105.8K | $7.21M | 2.1% | −4.5K | Reduced |
| 6 | Collaborative Investmnt Ser | 265.2K | $6.11M | 1.8% | +51.0K | Added |
| 7 | Chevron Corp New | 29.1K | $6.02M | 1.8% | −3.3K | Reduced |
| 8 | Dimensional ETF Trust | 73.2K | $5.19M | 1.5% | +4.7K | Added |
| 9 | Invesco Qqq Tr | 8.9K | $5.16M | 1.5% | +2.4K | Added |
| 10 | Spdr Series Trust | 90.7K | $5.13M | 1.5% | −61.3K | Reduced |
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