Independent Wealth Network Inc.
Q4 2025 13F Holdings
- Locationurbandale, IA
- Num holdings
288
- Value ($000)
$327,394
- Date Filed01/26/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CATERPILLAR INC | COM | 149123101 | $14.95M | 5 % | 26,098 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | $13.26M | 4 % | 124,250 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $12.2M | 4 % | 152,138 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $10.04M | 3 % | 198,406 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | $8.64M | 3 % | 152,032 | ||
ISHARES SILVER TR | ISHARES | 46428Q109 | $7.1M | 2 % | 110,259 | ||
ISHARES TR | MSCI ACWI ETF | 464288257 | $6.31M | 2 % | 44,595 | ||
ISHARES TR | CORE LT USDB ETF | 464289479 | $6.17M | 2 % | 124,108 | ||
APPLE INC | COM | 037833100 | $5.33M | 2 % | 19,607 | ||
COLLABORATIVE INVESTMNT SER | RAREVIEW DYNAMIC | 19423L722 | $5.12M | 2 % | 214,225 |
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