TraderTrends
Manager Profile

Independent Wealth Network Inc.

Diversified · Industrials 8%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

URBANDALE, IA

Portfolio Value

$393.3M

Latest reported 13F value

Holdings

340

Distinct positions in last filing

Top Position

Caterpillar Inc

Latest disclosed holding

Top 4

CAT 78464A854 46641Q837 78464A409 46090E103

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Industrials
8.3%
Technology
7.7%
Financial Services
5.4%
Energy
2.2%
Communication Services
1.8%
Consumer Defensive
1.7%
Consumer Cyclical
1.6%
Healthcare
0.7%
Basic Materials
0.5%
Utilities
0.1%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
Caterpillar Inc

Shares: 26.5K

28.2M

Position Value
2
SPDR SERIES TRUST

Shares: 196.3K

17.3M

Position Value
3
J P MORGAN EXCHANGE TRADED F

Shares: 242.6K

12.3M

Position Value
4
SPDR SERIES TRUST

Shares: 97.6K

11.6M

Position Value
5
INVESCO QQQ TR

Shares: 9.9K

7.3M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID