Independent Wealth Network Inc. holds a diversified book of 338 stocks worth $393.2M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-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.
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
Other tracked managers holding the same core names as Independent Wealth Network Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $81.1B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $19.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $19.7B |
| LPL Financial LLC | 76 / 80 | $103.2B |
| Cetera Investment Advisers | 76 / 80 | $26.2B |
| Integrated Wealth Concepts LLC | 76 / 80 | $5.1B |
| WELLS FARGO & COMPANY/MN | 75 / 80 | $130.9B |
| Steward Partners Investment Advisory, LLC | 75 / 80 | $6.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Independent Wealth Network Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1891240/holdings"
Use Arkolith to show Independent Wealth Network Inc.'s latest holdings, largest changes, and filing provenance.
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, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.