Independent Wealth Network Inc.
Q3 2025 13F Holdings
- Locationurbandale, IA
- Num holdings
283
- Value ($000)
$311,147
- Date Filed10/15/2025
- Form type13F-HR
- CIK0001891240
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $12.69 M | 4 % | 121,430 | ||
CAT CATERPILLAR INC | COM | 149123101 | $12.66 M | 4 % | 26,531 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $11.70 M | 4 % | 149,292 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $9.96 M | 3 % | 196,277 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $8.16 M | 3 % | 147,540 | ||
ACWI ISHARES TR | MSCI ACWI ETF | 464288257 | $5.82 M | 2 % | 42,109 | ||
ILTB ISHARES TR | CORE LT USDB ETF | 464289479 | $5.74 M | 2 % | 113,650 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.10 M | 2 % | 27,343 | ||
AAPL APPLE INC | COM | 037833100 | $4.99 M | 2 % | 19,581 | ||
CHV CHEVRON CORP NEW | COM | 166764100 | $4.96 M | 2 % | 31,930 |
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