Independent Wealth Network Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), Independent Wealth Network Inc. reported 337 stock positions worth $392.6 million. Its top holding was Caterpillar (CAT) at 7.2% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 4.4%) and JPMorgan Ultra-Short Income (JPST, 3.1%). Compared with Q1 2026, it opened 60 new positions, sold out of 19, added to 165 and reduced 105. The biggest buy was Caterpillar (CAT, shares +1%) and the biggest sale iShares Silver Trust (SLV, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- URBANDALE, IA
- CIK
- 0001891240
- Portfolio Value
- $392.6M (Q2 2026)
- SEC Filing
- 0001891240-26-000003 ↗ filed Jul 20, 2026
Holdings Value
Holdings 337 stocks · $392.6M
| CAT Caterpillar Inc. | 7.19% | 26,505 | $28.2M | Add +1.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.39% | 196,308 | $17.3M | Reduce -1.5% |
| JPST JPMorgan Ultra-Short Income | 3.13% | 242,635 | $12.3M | Reduce -2.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.96% | 97,609 | $11.6M | Reduce -1.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.86% | 9,896 | $7.3M | Add +10.7% |
| RDFI Rareview Dynamic Fixed Incom filed as COLLABORATIVE INVESTMNT SER | 1.70% | 279,963 | $6.7M | Add +5.6% |
| DFUS Dimensional US Eq MKT ETF | 1.57% | 75,206 | $6.2M | Add +2.8% |
| AAPL Apple Inc. | 1.46% | 19,841 | $5.7M | Add +1.0% |
| NVDA Nvidia Corp. | 1.43% | 27,987 | $5.6M | Add +6.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.37% | 88,671 | $5.4M | Reduce -2.3% |
| SLV iShares Silver Trust | 1.32% | 96,621 | $5.2M | Reduce -8.7% |
| VOO Vanguard S&P 500 ETF | 1.25% | 7,137 | $4.9M | Add +5.0% |
| CVX Chevron Corp. | 1.19% | 28,193 | $4.7M | Reduce -3.1% |
| MSFT Microsoft Corp. | 1.17% | 12,347 | $4.6M | Add +10.1% |
| QTEC First Trust Nasdq 100 Tech I | 1.04% | 12,208 | $4.1M | Reduce -21.0% |
| GLD SPDR Gold Shares | 0.98% | 10,430 | $3.8M | Add +2.6% |
| AMZN Amazon.com Inc. | 0.96% | 15,884 | $3.8M | Add +1.9% |
| ACWI iShares MSCI Acwi ETF | 0.91% | 22,638 | $3.6M | Add +3.6% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.88% | 72,228 | $3.4M | Add +11.7% |
| JEPI JPMorgan Equity Premium Inco | 0.87% | 60,810 | $3.4M | Add +5.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.86% | 39,322 | $3.4M | Add +4.6% |
| XMMO Invesco S&P Midcap Momentum | 0.82% | 18,843 | $3.2M | Add +7.1% |
| FLRT Pacer Aristotle Pacific Floa | 0.77% | 64,947 | $3.0M | Reduce -4.7% |
| VYM Vanguard High DVD Yield ETF | 0.75% | 18,717 | $3.0M | Reduce -1.3% |
| SPAB SS SPDR P Agg Bond ETF | 0.74% | 114,092 | $2.9M | Add +1.0% |
| XLK SS Technology Select Sector | 0.74% | 15,214 | $2.9M | Add +7.4% |
| XLE SS Energy Select Sector | 0.73% | 54,130 | $2.9M | Add +19.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 5,586 | $2.8M | Add +4.0% |
| STIP iShares 0-5 Year Tips Bond E | 0.67% | 25,568 | $2.6M | Add +3.1% |
| FJAN FT Vest U.S. Equity Buffer E | 0.64% | 45,593 | $2.5M | Reduce -3.5% |
| LMBS First Trust Low Duration Opp | 0.61% | 48,237 | $2.4M | Add +5.1% |
| PSFF Pacer Swan Sos Fund of Funds | 0.60% | 68,887 | $2.4M | Reduce -0.3% |
| BND Vanguard Total Bond Market | 0.60% | 32,045 | $2.4M | Add +6.3% |
| DUKH Ocean Park High Income ETF | 0.59% | 97,115 | $2.3M | New |
| ILTB iShares Core 10+ Year Usd Bo | 0.59% | 47,187 | $2.3M | Add +0.7% |
| YYY Amplify Cef High Income ETF | 0.55% | 187,920 | $2.2M | Add +3.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.53% | 22,900 | $2.1M | Reduce -0.7% |
| SOXX iShares Semiconductor ETF | 0.53% | 3,250 | $2.1M | Reduce -40.6% |
| V Visa Inc. Class A | 0.53% | 6,053 | $2.1M | Add +5.9% |
| DUKZ Ocean Pa Diversified in ETF | 0.52% | 79,950 | $2.0M | New |
| SECT Main Sector Rotation ETF | 0.51% | 27,935 | $2.0M | Add +14.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.51% | 2,667 | $2.0M | Reduce -4.2% |
| QYLD Global X Nasd 100 Cov Call | 0.50% | 107,004 | $2.0M | Reduce -6.2% |
| META Meta Platforms Inc. Class A | 0.50% | 3,464 | $2.0M | Add +7.6% |
| BBAG JPMorgan Betabuilders US Agg | 0.48% | 40,733 | $1.9M | Add +5.6% |
| PLTR Palantir Technologies Inc. Class A | 0.48% | 16,040 | $1.9M | Add +6.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.47% | 5,070 | $1.9M | Add +10.4% |
| DLN Wisdomtree US Largecap Divid | 0.47% | 19,055 | $1.8M | Add +6.6% |
| IVV iShares Core S&P 500 ETF | 0.46% | 2,435 | $1.8M | Add +34.2% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.46% | 49,164 | $1.8M | Add +2.6% |
| TSLA Tesla Inc. | 0.46% | 4,248 | $1.8M | Add +11.0% |
| GOOG Alphabet Inc. Class C | 0.45% | 5,041 | $1.8M | Reduce -0.9% |
| AGG iShares Core U.S. Aggregate | 0.45% | 17,661 | $1.7M | Add +39.5% |
| LQTI FT Vest Invst GRD TRGT I ETF | 0.45% | 90,488 | $1.7M | Reduce -21.7% |
| SCIO FT Struct Credit Inc. Opp ETF | 0.43% | 81,964 | $1.7M | Add +8.4% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.43% | 38,019 | $1.7M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 0.42% | 4,649 | $1.7M | Add +13.3% |
| FLOT iShares Floating Rate Bond E | 0.42% | 32,300 | $1.6M | Reduce -24.4% |
| ITA iShares U.S. Aerospace & Def | 0.41% | 6,685 | $1.6M | Add +0.6% |
| FPE FT-Preferred Secur & Inc. ETF | 0.40% | 88,014 | $1.6M | Add +0.4% |
| XAWFX Alliancebernstein GL Hi Inc. | 0.40% | 152,398 | $1.6M | Add +3.4% |
| SPEM State Street SP PTF Em ETF | 0.40% | 29,970 | $1.6M | Add +5.0% |
| KYN Kayne Anderson Energy Infra | 0.39% | 111,995 | $1.5M | Add +1.9% |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.39% | 19,759 | $1.5M | Reduce -1.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.39% | 30,283 | $1.5M | Reduce -4.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.38% | 2 | $1.5M | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.38% | 22,142 | $1.5M | Reduce -5.0% |
| SNTH MRP Synthequity ETF | 0.38% | 49,749 | $1.5M | Add +2.4% |
| SGOV iShares 0-3 Month Treasury B | 0.36% | 14,115 | $1.4M | Add +2.4% |
| AMD Advanced Micro Devices | 0.36% | 2,427 | $1.4M | Reduce -18.9% |
| XOM Exxon Mobil Corp. | 0.36% | 10,202 | $1.4M | Add +14.8% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.35% | 28,215 | $1.4M | Add +2.9% |
| QQQM Invesco Nasdaq 100 ETF | 0.35% | 4,582 | $1.4M | Reduce -9.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.34% | 16,400 | $1.3M | Add +3.8% |
| IDEV iShares Core MSCI Dev MKTS | 0.34% | 15,114 | $1.3M | Add +20.8% |
| STOT SS DL St Dur TR Tact ETF | 0.34% | 28,469 | $1.3M | Add +8.7% |
| HACK Amplify Cybersecurity ETF | 0.34% | 12,761 | $1.3M | Add +0.3% |
| DVY iShares Select Dividend ETF | 0.33% | 8,271 | $1.3M | Add +0.0% |
| ARCC Ares Capital Corp. | 0.33% | 69,058 | $1.3M | Add +24.4% |
| FTCS First Trust Capital Strength | 0.33% | 13,596 | $1.3M | Add +1.4% |
| MO Altria Group Inc. | 0.32% | 17,642 | $1.3M | Add +4.8% |
| XNTK SS SPDR Nyse Tech ETF | 0.32% | 3,236 | $1.3M | Reduce -5.7% |
| SEIM Sei Qim US Large Cap Momentu filed as SEI EXCHANGE TRADED FUNDS | 0.32% | 22,474 | $1.3M | Add +11.1% |
| PGX Invesco Preferred ETF | 0.32% | 114,587 | $1.2M | Add +1.1% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.32% | 32,630 | $1.2M | Reduce -4.5% |
| EFA iShares MSCI Eafe ETF | 0.31% | 11,650 | $1.2M | Add +1.5% |
| SCHG Schwab US Large-Cap Growth | 0.31% | 35,662 | $1.2M | Reduce -4.8% |
| AIRR First Trust Rba American Ind | 0.30% | 8,981 | $1.2M | Add +13.4% |
| VIG Vanguard Dividend Apprec ETF | 0.30% | 5,040 | $1.2M | Add +1.4% |
| IAU iShares Gold Trust | 0.30% | 15,606 | $1.2M | Reduce -2.4% |
| FDVV Fidelity High Dividend ETF | 0.30% | 19,440 | $1.2M | Add +6.7% |
| ET Energy Transfer LP | 0.30% | 60,946 | $1.2M | Add +3.6% |
| JCPB JPMorgan Core Plus Bond ETF | 0.29% | 24,637 | $1.2M | Add +9.6% |
| CLX Clorox Company | 0.29% | 12,115 | $1.2M | Add +13.5% |
| GCOW Pacer Global Cash Cows Divid | 0.29% | 26,675 | $1.2M | Reduce -16.7% |
| LGLV SPDR US LC Low Vol Idx | 0.29% | 6,362 | $1.2M | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.29% | 3,054 | $1.2M | Add +18.3% |
| VCIT Vanguard Int-Term Corporate | 0.29% | 13,602 | $1.1M | Add +1.0% |
| BA The Boeing Co. | 0.28% | 5,152 | $1.1M | Reduce -5.5% |
| VEA Vanguard Ftse Developed ETF | 0.28% | 15,621 | $1.1M | Add +13.9% |
Options reported separately and not counted above: V calls ($69K), AMZN calls ($24K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $638K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 551 | $638K | Add +1.7% |
Total filed on the 13F, all lines: $393.2M.
Portfolio Sells Q1 2026 → Q2 2026
| SLV iShares Silver Trust | Reduce -8.7% | 1.32% | −0.83 |
| JPST JPMorgan Ultra-Short Income | Reduce -2.9% | 3.13% | −0.64 |
| CVX Chevron Corp. | Reduce -3.1% | 1.19% | −0.60 |
| FLOT iShares Floating Rate Bond E | Reduce -24.4% | 0.42% | −0.23 |
| LQTI FT Vest Invst GRD TRGT I ETF | Reduce -21.7% | 0.45% | −0.23 |
| HON Honeywell International Inc. | Reduce -2.1% | 0.12% | −0.17 |
| ZDEK Inno Equ Def Pro ETF - 1 DE | Sold out | 0.00% | −0.17 |
| FLRT Pacer Aristotle Pacific Floa | Reduce -4.7% | 0.77% | −0.17 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -2.3% | 1.37% | −0.15 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -1.5% | 4.39% | −0.15 |
| GCOW Pacer Global Cash Cows Divid | Reduce -16.7% | 0.29% | −0.15 |
| USFR Wisdomtree Floating Rate Tre | Sold out | 0.00% | −0.13 |
| IAU iShares Gold Trust | Reduce -2.4% | 0.30% | −0.12 |
| CME Cme Group Inc. | Reduce -0.2% | 0.19% | −0.11 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -0.7% | 0.53% | −0.09 |
| APA Apa Corp. | Sold out | 0.00% | −0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.09 |
| VDE Vanguard Energy ETF | Reduce -29.6% | 0.10% | −0.09 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.3% | 0.75% | −0.08 |
| QYLD Global X Nasd 100 Cov Call | Reduce -6.2% | 0.50% | −0.08 |
| COP Conocophillips | Sold out | 0.00% | −0.08 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.08 |
| LAC Lithium Americas Corp. | Reduce -22.5% | 0.13% | −0.07 |
| NFLX Netflix Inc. | Reduce -5.6% | 0.11% | −0.07 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.07 |
| XYZ Block Inc. | Sold out | 0.00% | −0.07 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.07 |
| MSI Motorola Solutions Inc. | Reduce -2.8% | 0.28% | −0.07 |
| SNA Snap-on Inc. | Sold out | 0.00% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -1.9% | 0.26% | −0.07 |
| FJAN FT Vest U.S. Equity Buffer E | Reduce -3.5% | 0.64% | −0.07 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.07 |
| GM General Motors Co. | Sold out | 0.00% | −0.07 |
| CASY Casey's General Stores Inc. | Reduce -13.8% | 0.27% | −0.06 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.06 |
| BUXX Strive Enhanced Income Short | Reduce -23.1% | 0.12% | −0.06 |
| XEMD Bondbloxx-JPM Usd Em MK 1-10 | Reduce -16.1% | 0.17% | −0.06 |
| FDL First Trust Morn DVD Lead Inc. | Sold out | 0.00% | −0.06 |
| FIIG FT Intermed Dur Ig Corp. ETF | Sold out | 0.00% | −0.06 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.06 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.06 |
| PSFF Pacer Swan Sos Fund of Funds | Reduce -0.3% | 0.60% | −0.06 |
| WMT Walmart Inc. | Reduce -6.3% | 0.13% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -1.6% | 0.11% | −0.05 |
| LGLV SPDR US LC Low Vol Idx | Reduce -0.3% | 0.29% | −0.04 |
| BBIN JPM Betabuilders Intl Eqty | Reduce -1.5% | 0.39% | −0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -4.2% | 0.39% | −0.04 |
| PSCI Invesco S&P Smallcap Industr | Reduce -18.5% | 0.21% | −0.04 |
| BA The Boeing Co. | Reduce -5.5% | 0.28% | −0.04 |
| UEC Uranium Energy Corp. | Reduce -6.3% | 0.07% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| CAT Caterpillar Inc. | Add +1.5% | 7.19% | +1.68 |
| DUKH Ocean Park High Income ETF | New | 0.59% | +0.59 |
| DUKZ Ocean Pa Diversified in ETF | New | 0.52% | +0.52 |
| QQQ Invesco QQQ Trust Series 1 | Add +10.7% | 1.86% | +0.32 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.24% | +0.24 |
| AVLC Avantis US LG Cap Eq ETF | New | 0.24% | +0.24 |
| LDP Cohen & Steers Limited Durat | New | 0.20% | +0.20 |
| ZJUN Innova Eqty Def Prot 1YR Jun | New | 0.19% | +0.19 |
| XLK SS Technology Select Sector | Add +7.4% | 0.74% | +0.18 |
| USIG iShares Broad Usd Investment | New | 0.17% | +0.17 |
| AMAT Applied Materials Inc. | Add +42.6% | 0.25% | +0.15 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +179.4% | 0.23% | +0.13 |
| IVV iShares Core S&P 500 ETF | Add +34.2% | 0.46% | +0.11 |
| SPCX Space Exploration Techn Class A | New | 0.10% | +0.10 |
| ORCL Oracle Corp. | New | 0.09% | +0.09 |
| FTSM First Trust Enh Short Mat FD | New | 0.09% | +0.09 |
| NBIS Nebius Group NV | New | 0.09% | +0.09 |
| ROM Proshares Ultra Technology | New | 0.09% | +0.09 |
| SHOC Shoc US Semicon Equity ETF | New | 0.09% | +0.09 |
| KLAC KLA Corp. | New | 0.08% | +0.08 |
| WDC Western Digital Corp. | New | 0.08% | +0.08 |
| LEND Sei HY Bnd&alt CRDT | New | 0.08% | +0.08 |
| STX Seagate Technology Holdings | New | 0.08% | +0.08 |
| TOST Toast Inc. Class A | New | 0.08% | +0.08 |
| IAGG iShares Intl Aggregate Bond | New | 0.08% | +0.08 |
| LRCX Lam Research Corp. | New | 0.08% | +0.08 |
| MDT Medtronic PLC | New | 0.07% | +0.07 |
| SECT Main Sector Rotation ETF | Add +14.1% | 0.51% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +13.3% | 0.42% | +0.07 |
| AGG iShares Core U.S. Aggregate | Add +39.5% | 0.45% | +0.07 |
| DOCN Digitalocean Holdings Inc. | New | 0.07% | +0.07 |
| SNX TD Synnex Corp. | New | 0.07% | +0.07 |
| IMCG iShares Morningstar Mid-Cap | New | 0.06% | +0.06 |
| DELL Dell Technologies -C | New | 0.06% | +0.06 |
| VRSK Verisk Analytics Inc. | New | 0.06% | +0.06 |
| NVDA Nvidia Corp. | Add +6.5% | 1.43% | +0.06 |
| ALAB Astera Labs Inc. | New | 0.06% | +0.06 |
| SMIZ Zacks Small/Mid Cap ETF | New | 0.06% | +0.06 |
| MOS The Mosaic Co. | New | 0.06% | +0.06 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +10.4% | 0.47% | +0.06 |
| VHT Vanguard Health Care ETF | New | 0.06% | +0.06 |
| JMOM JPMorgan US Momentum Factor | New | 0.06% | +0.06 |
| GE General Electric | New | 0.06% | +0.06 |
| PFG Principal Financial Group | New | 0.06% | +0.06 |
| XMMO Invesco S&P Midcap Momentum | Add +7.1% | 0.82% | +0.06 |
| ACYN FT Lad Autocall Bar Inc. ETF | New | 0.06% | +0.06 |
| HACK Amplify Cybersecurity ETF | Add +0.3% | 0.34% | +0.06 |
| IRDM Iridium Communications Inc. | New | 0.06% | +0.06 |
| VFH Vanguard Financials ETF | New | 0.06% | +0.06 |
| AVGO Broadcom Inc. | Add +18.3% | 0.29% | +0.06 |
Options Activity Q1 2026 → Q2 2026
| RTX RTX Corp. | call | Sold out | 100 | $19Kbefore exit |
| UEC Uranium Energy Corp. | call | Sold out | 300 | $4Kbefore exit |
| BTG B2GOLD Corp. | call | Sold out | 600 | $3Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +1.7% | 551 | $638K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 337 | $392.6M | CAT, SPYM, JPST, SPYG, QQQ |
| Q1 2026 | 295 | $336.0M | CAT, SPYM, JPST, SPYG, SLV |
| Q4 2025 | 286 | $326.7M | CAT, SPYG, SPYM, JPST, SPYV |
| Q3 2025 | 281 | $310.5M | SPYG, CAT, SPYM, JPST, SPYV |
| Q2 2025 | 257 | $274.2M | SPYG, SPYM, CAT, JPST, SPYV |
| Q1 2025 | 244 | $250.1M | SPYM, SPYG, JPST, CAT, SPYV |
| Q4 2024 | 235 | $245.9M | SPYG, SPYM, CAT, JPST, SPYV |
| Q3 2024 | 221 | $225.6M | CAT, SPYG, JPST, SPYM, SPYV |
| Q2 2024 | 213 | $214.3M | SPYG, CAT, SPYM, SPYV, JPST |
| Q1 2024Amended | 221 | $212.8M | CAT, SPYG, SPYM, SPYV, JPST |