Independent Wealth Network Inc. holds a diversified book of 338 stocks worth $393.2M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Ocean Park High Income ETF and trimmed Ste STR SPDR PT S&P 500 ETF. Their largest long position is Caterpillar Inc at 7% of the equity book. They also disclosed $92K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +28% (+14.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Independent Wealth Network Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Independent Wealth Network Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
32% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Caterpillar Inc COM | $28.2M | 26.5K | 7.2% | ▲+1.5% Added · +387 sh | |
| 2 | SPDR Series Trust ST STR P500ETF | $17.3M | 196.3K | 4.4% | ▼−1.5% Reduced · −3K sh | |
| 3 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $12.3M | 242.6K | 3.1% | ▼−2.9% Reduced · −7K sh | |
| 4 | SPDR Series Trust ST STR P500GRW | $11.6M | 97.6K | 3.0% | ▼−1.2% Reduced · −1K sh | |
| 5 | Invesco QQQ TR UNIT SER 1 | $7.3M | 9.9K | 1.9% | ▲+11% Added · +960 sh | |
| 6 | Collaborative Investmnt Ser RARE DY FIXE ETF | $6.7M | 280.0K | 1.7% | ▲+5.6% Added · +15K sh | |
| 7 | Dimensional ETF Trust US EQUI MARK ETF | $6.2M | 75.2K | 1.6% | ▲+2.8% Added · +2K sh | |
| 8 | Apple Inc COM | $5.7M | 19.8K | 1.5% | ▲+1.0% Added · +194 sh | |
| 9 | Nvidia Corporation COM | $5.6M | 28.0K | 1.4% | ▲+6.5% Added · +2K sh | |
| 10 | SPDR Series Trust ST STR P500VAL | $5.4M | 88.7K | 1.4% | ▼−2.3% Reduced · −2K sh | |
| 11 | Ishares Silver TR ISHARES | $5.2M | 96.6K | 1.3% | ▼−8.7% Reduced · −9K sh | |
| 12 | Vanguard Index FDS S&P 500 ETF SHS | $4.9M | 7.1K | 1.2% | ▲+5.0% Added · +338 sh | |
| 13 | Chevron Corporation COM | $4.7M | 28.2K | 1.2% | ▼−3.1% Reduced · −905 sh | |
| 14 | Microsoft Corp COM | $4.6M | 12.3K | 1.2% | ▲+10% Added · +1K sh | |
| 15 | First TR Exchange-Traded FD SHS | $4.1M | 12.2K | 1.0% | ▼−21% Reduced · −3K sh | |
| 16 | SPDR Gold TR GOLD SHS | $3.8M | 10.4K | 1.0% | ▲+2.6% Added · +267 sh | |
| 17 | Amazon Com Inc COM | $3.8M | 15.9K | 1.0% | ▲+1.9% Added · +294 sh | |
| 18 | Ishares TR MSCI ACWI ETF | $3.6M | 22.6K | 0.9% | ▲+3.6% Added · +782 sh | |
| 19 | SPDR Series Trust ST STR SP500DIV | $3.4M | 72.2K | 0.9% | ▲+12% Added · +8K sh | |
| 20 | J P Morgan Exchange Traded F EQUITY PREMIUM | $3.4M | 60.8K | 0.9% | ▲+5.6% Added · +3K sh | |
| 21 | Vanguard Index FDS GROWTH ETF | $3.4M | 39.3K | 0.9% | ▲+528% Added · +33K sh | |
| 22 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $3.2M | 18.8K | 0.8% | ▲+7.1% Added · +1K sh | |
| 23 | Pacer FDS TR ARIST HIGH ETF | $3.0M | 64.9K | 0.8% | ▼−4.7% Reduced · −3K sh | |
| 24 | Vanguard Whitehall FDS HIGH DIV YLD | $3.0M | 18.7K | 0.8% | ▼−1.3% Reduced · −243 sh | |
| 25 | SPDR Series Trust ST STR AGGRE ETF | $2.9M | 114.1K | 0.7% | ▲+1.0% Added · +1K sh | |
| 26 | Select Sector SPDR TR ST STR TECHN ETF | $2.9M | 15.2K | 0.7% | ▲+7.4% Added · +1K sh | |
| 27 | Select Sector SPDR TR ST STR ENERG ETF | $2.9M | 54.1K | 0.7% | ▲+20% Added · +9K sh | |
| 28 | Berkshire Hathaway Inc Del CL B NEW | $2.8M | 5.6K | 0.7% | ▲+4.0% Added · +216 sh | |
| 29 | Ishares TR 0-5 YR TIPS ETF | $2.6M | 25.6K | 0.7% | ▲+3.1% Added · +771 sh | |
| 30 | First TR Exchng Traded FD VI FT VEST US EQT | $2.5M | 45.6K | 0.6% | ▼−3.5% Reduced · −2K sh | |
| 31 | First TR Exchange-Traded FD FST LOW OPPT EFT | $2.4M | 48.2K | 0.6% | ▲+5.1% Added · +2K sh | |
| 32 | Pacer FDS TR SWAN SOS FD OF | $2.4M | 68.9K | 0.6% | ▼−0.3% Reduced · −224 sh | |
| 33 | Vanguard BD Index FDS TOTAL BND MRKT | $2.4M | 32.0K | 0.6% | ▲+6.3% Added · +2K sh | |
| 34 | Northern Lights FD TR OCEA PK HIGH ETF | $2.3M | 97.1K | 0.6% | ▲New New position | |
| 35 | Ishares TR CORE LT USDB ETF | $2.3M | 47.2K | 0.6% | ▲+0.7% Added · +329 sh | |
| 36 | Amplify ETF TR CEF HIGH INCOME | $2.2M | 187.9K | 0.6% | ▲+3.1% Added · +6K sh | |
| 37 | SPDR Series Trust ST STR BLO 1 ETF | $2.1M | 22.9K | 0.5% | ▼−0.7% Reduced · −171 sh | |
| 38 | Ishares TR ISHARES SEMICDTR | $2.1M | 3.3K | 0.5% | ▼−41% Reduced · −2K sh | |
| 39 | Visa Inc COM CL A | $2.1M | 6.1K | 0.5% | ▲+5.8% Added · +335 sh | |
| 40 | Northern Lights FD TR OCEA PK DIVE ETF | $2.0M | 80.0K | 0.5% | ▲New New position | |
| 41 | Northern LTS FD TR IV MAIN SECTR ROTN | $2.0M | 27.9K | 0.5% | ▲+14% Added · +3K sh | |
| 42 | State STR SPDR S&P 500 ETF T TR UNIT | $2.0M | 2.7K | 0.5% | ▼−4.2% Reduced · −116 sh | |
| 43 | Global X FDS NASDAQ 100 COVER | $2.0M | 107.0K | 0.5% | ▼−6.2% Reduced · −7K sh | |
| 44 | Meta Platforms Inc CL A | $2.0M | 3.5K | 0.5% | ▲+7.6% Added · +244 sh | |
| 45 | J P Morgan Exchange Traded F BETABUILDERS US | $1.9M | 40.7K | 0.5% | ▲+5.6% Added · +2K sh | |
| 46 | Palantir Technologies Inc CL A | $1.9M | 16.0K | 0.5% | ▲+6.4% Added · +964 sh | |
| 47 | Vanguard Index FDS SML CP GRW ETF | $1.9M | 5.1K | 0.5% | ▲+10% Added · +477 sh | |
| 48 | Wisdomtree TR US LARGECAP DIVD | $1.8M | 19.1K | 0.5% | ▲+6.6% Added · +1K sh | |
| 49 | Ishares TR CORE S&P500 ETF | $1.8M | 2.4K | 0.5% | ▲+34% Added · +620 sh | |
| 50 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $1.8M | 49.2K | 0.5% | ▲+2.6% Added · +1K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | VISA INC-CLASS A SHARESV | $69K | 200 |
| CALL · bullish | AMAZON.COM INCAMZN | $24K | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 340 | $393.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 301 | $336.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 288 | $327.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 283 | $311.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 258 | $274.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 245 | $250.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 236 | $246.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 222 | $226.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.