Independent Wealth Network Inc.: 13F holdings
CIK 18912402026Q2
| Positions | 338 |
|---|---|
| Reported value | $393.3m |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CAT CATERPILLAR INC | 26,505 | $28.2m | 7.2% |
| SPYM SPDR SERIES TRUST | 196,308 | $17.3m | 4.4% |
| JPST J P MORGAN EXCHANGE TRADED F | 242,635 | $12.3m | 3.1% |
| SPYG SPDR SERIES TRUST | 97,609 | $11.6m | 3.0% |
| QQQ INVESCO QQQ TR | 9,896 | $7.3m | 1.9% |
| COLLABORATIVE INVESTMNT SER | 279,963 | $6.7m | 1.7% |
| DFUS DIMENSIONAL ETF TRUST | 75,206 | $6.2m | 1.6% |
| AAPL APPLE INC | 19,841 | $5.7m | 1.5% |
| NVDA NVIDIA CORPORATION | 27,987 | $5.6m | 1.4% |
| SPYV SPDR SERIES TRUST | 88,671 | $5.4m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1891240")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.