StockDriftsStockDriftsTop 50 Independent Wealth Network INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | 5.42% | 26.5K | $21.5M | +0.10%(+27) | $216.94(+234.56%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 4.36% | 192.8K | $17.3M | -1.80%(-3.52K) | $60.46(+49.24%) | 2026-09-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3% | 236.8K | $11.9M | -2.39%(-5.81K) | $50.48(-0.27%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 2.89% | 93.3K | $11.5M | -4.38%(-4.28K) | $64.44(+88.29%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 1.85% | 9.9K | $7.4M | +0.44%(+44) | $477.27(+50.51%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 1.7% | 29.5K | $6.7M | +5.56%(+1.56K) | $70.02(+210.03%) | 2026-09-30 | |
| CVX | CHEVRON CORPORATION | 1.68% | 32.7K | $6.7M | +15.97%(+4.50K) | $126.56(+77.29%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.65% | 19.6K | $6.5M | -1.08%(-215) | $151.61(+126.20%) | 2026-09-30 | |
| RDFI | COLLABORATIVE INVESTMNT SER | 1.64% | 301.0K | $6.5M | +7.51%(+21.02K) | $23.79(-9.28%) | 2026-09-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 1.56% | 74.5K | $6.2M | -0.98%(-736) | $54.40(+53.24%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.38% | +65.89% | +10.73% | +66.45% |
| Top 20 Holdings Unweighted | +18.57% | +66.69% | +10.91% | +67.79% |
Independent Wealth Network INC reports $397.27M in US-listed equity holdings across 333 positions in its most recent 13F filing. Its largest disclosed positions are CAT (5.4%), SPYM (4.4%) and JPST (3.0%). The top 20 holdings account for 36.8% of reported assets. Its disclosed equity book has returned +65.89% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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