StockDriftsStockDriftsTop 50 Independent Wealth Network Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | 7.18% | 26.5K | $28.2M | +1.48%(+387) | $216.21(+302.15%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 4.39% | 196.3K | $17.3M | -1.53%(-3.04K) | $60.46(+50.94%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.12% | 242.6K | $12.3M | -2.91%(-7.28K) | $50.48(+0.05%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 2.95% | 97.6K | $11.6M | -1.22%(-1.20K) | $64.44(+90.67%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.85% | 9.9K | $7.3M | +10.74%(+960) | $476.11(+53.85%) | 2026-06-30 | |
| RDFI | COLLABORATIVE INVESTMNT SER | 1.7% | 280.0K | $6.7M | +5.57%(+14.78K) | $23.86(-1.71%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 1.57% | 75.2K | $6.2M | +2.76%(+2.02K) | $54.40(+56.02%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.46% | 19.8K | $5.7M | +0.99%(+194) | $151.61(+101.42%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.42% | 28.0K | $5.6M | +6.48%(+1.70K) | $62.00(+264.60%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 1.37% | 88.7K | $5.4M | -2.27%(-2.06K) | $41.74(+51.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.71% | +67.27% | — | — | +68.39% |
| Top 20 Holdings Unweighted | +16.97% | +60.04% | — | — | +62.06% |
Independent Wealth Network Inc. reports $393.30M in US-listed equity holdings across 338 positions in its most recent 13F filing. Its largest disclosed positions are CAT (7.2%), SPYM (4.4%) and JPST (3.1%). The top 20 holdings account for 37.56% of reported assets. Its disclosed equity book has returned +67.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Independent Wealth Network Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Independent Wealth Network Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1891240). View Independent Wealth Network Inc.’s 13F filings on SEC