Independent Wealth Network Inc. - Portfolio overview

Independent Wealth Network Inc. has 347 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. CAT - CATERPILLAR INC, 4.99%
2. SPYM - SPDR SERIES TRUST, 4.12%
3. JPST - J P MORGAN EXCHANGE TRADED F, 3.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.