Independent Wealth Network Inc.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| SPDR SERIES TRUST | 0 | 124,250 | +124,250 | 0 | 13,257,484 | +13,257,484 |
| SPDR SERIES TRUST | 0 | 152,138 | +152,138 | 0 | 12,204,531 | +12,204,531 |
| SPDR SERIES TRUST | 0 | 152,032 | +152,032 | 0 | 8,636,937 | +8,636,937 |
| SPDR SERIES TRUST | 0 | 189,497 | +189,497 | 0 | 4,879,542 | +4,879,542 |
| SPDR SERIES TRUST | 0 | 95,584 | +95,584 | 0 | 4,134,029 | +4,134,029 |
| ISHARES SILVER TR | 104,236 | 110,259 | +6,023 | 4,416,458 | 7,102,853 | +2,686,395 |
| SPDR SERIES TRUST | 0 | 25,378 | +25,378 | 0 | 2,319,072 | +2,319,072 |
| CATERPILLAR INC | 26,531 | 26,098 | -433 | 12,659,493 | 14,950,695 | +2,291,202 |
| AMPLIFY ETF TR | 0 | 178,945 | +178,945 | 0 | 2,059,657 | +2,059,657 |
| SELECT SECTOR SPDR TR | 0 | 13,591 | +13,591 | 0 | 1,956,697 | +1,956,697 |
| TIDAL TRUST III | 0 | 56,931 | +56,931 | 0 | 1,576,419 | +1,576,419 |
| SELECT SECTOR SPDR TR | 0 | 27,329 | +27,329 | 0 | 1,221,876 | +1,221,876 |
| SPDR SERIES TRUST | 0 | 6,415 | +6,415 | 0 | 1,126,241 | +1,126,241 |
| BONDBLOXX ETF TRUST | 10,182 | 30,242 | +20,060 | 445,157 | 1,348,188 | +903,031 |
| SPDR SERIES TRUST | 0 | 9,599 | +9,599 | 0 | 791,950 | +791,950 |
| SPDR SERIES TRUST | 0 | 14,231 | +14,231 | 0 | 650,506 | +650,506 |
| COLLABORATIVE INVESTMNT SER | 189,136 | 214,225 | +25,089 | 4,593,160 | 5,122,114 | +528,954 |
| ZACKS TRUST | 0 | 14,239 | +14,239 | 0 | 494,948 | +494,948 |
| ISHARES TR | 42,109 | 44,595 | +2,486 | 5,821,133 | 6,309,722 | +488,589 |
| SPDR SERIES TRUST | 0 | 5,411 | +5,411 | 0 | 484,155 | +484,155 |
| INVESCO QQQ TR | 5,858 | 6,506 | +648 | 3,516,759 | 3,996,667 | +479,908 |
| SPDR GOLD TR | 9,890 | 9,970 | +80 | 3,515,476 | 3,951,023 | +435,547 |
| ISHARES TR | 113,650 | 124,108 | +10,458 | 5,738,189 | 6,168,071 | +429,882 |
| SPDR SERIES TRUST | 0 | 7,409 | +7,409 | 0 | 429,072 | +429,072 |
| SPDR SERIES TRUST | 0 | 8,699 | +8,699 | 0 | 407,635 | +407,635 |
| UNIVERSAL HEALTH RLTY INCOME | 0 | 9,400 | +9,400 | 0 | 368,574 | +368,574 |
| CLOROX CO DEL | 5,424 | 10,251 | +4,827 | 668,774 | 1,033,563 | +364,789 |
| ALPHABET INC | 5,473 | 5,373 | -100 | 1,333,010 | 1,686,125 | +353,115 |
| APPLE INC | 19,581 | 19,607 | +26 | 4,985,818 | 5,330,492 | +344,674 |
| ISHARES TR | 0 | 7,020 | +7,020 | 0 | 326,724 | +326,724 |
| ALPHABET INC | 3,973 | 4,013 | +40 | 965,891 | 1,256,197 | +290,306 |
| MEDPACE HLDGS INC | 0 | 504 | +504 | 0 | 283,072 | +283,072 |
| VANGUARD SCOTTSDALE FDS | 0 | 4,768 | +4,768 | 0 | 280,036 | +280,036 |
| NIKE INC | 0 | 4,298 | +4,298 | 0 | 273,826 | +273,826 |
| INVESCO EXCHANGE TRADED FD T | 9,817 | 11,537 | +1,720 | 1,327,490 | 1,597,472 | +269,982 |
| AMERICAN CENTY ETF TR | 0 | 2,388 | +2,388 | 0 | 266,916 | +266,916 |
| AMAZON COM INC | 14,816 | 15,160 | +344 | 3,253,122 | 3,499,305 | +246,183 |
| KLA CORP | 0 | 201 | +201 | 0 | 244,597 | +244,597 |
| ISHARES TR | 0 | 5,685 | +5,685 | 0 | 243,729 | +243,729 |
| APPLIED MATLS INC | 0 | 924 | +924 | 0 | 237,469 | +237,469 |
| GALLAGHER ARTHUR J & CO | 0 | 915 | +915 | 0 | 236,724 | +236,724 |
| KROGER CO | 14,734 | 19,549 | +4,815 | 993,211 | 1,221,402 | +228,191 |
| NASDAQ INC | 0 | 2,347 | +2,347 | 0 | 227,983 | +227,983 |
| VANGUARD INDEX FDS | 6,165 | 6,528 | +363 | 2,956,668 | 3,184,625 | +227,957 |
| SEI EXCHANGE TRADED FUNDS | 0 | 5,452 | +5,452 | 0 | 226,258 | +226,258 |
| SEI EXCHANGE TRADED FUNDS | 0 | 4,857 | +4,857 | 0 | 224,053 | +224,053 |
| SPDR SERIES TRUST | 0 | 9,310 | +9,310 | 0 | 220,368 | +220,368 |
| ZACKS TRUST | 0 | 8,188 | +8,188 | 0 | 217,173 | +217,173 |
| INVESCO EXCHANGE TRADED FD T | 0 | 3,587 | +3,587 | 0 | 212,663 | +212,663 |
| ISHARES TR | 7,335 | 9,490 | +2,155 | 735,310 | 947,888 | +212,578 |
| RTX CORPORATION | 0 | 1,151 | +1,151 | 0 | 211,072 | +211,072 |
| THOMSON REUTERS CORP | 0 | 1,597 | +1,597 | 0 | 210,628 | +210,628 |
| VANGUARD BD INDEX FDS | 21,606 | 24,507 | +2,901 | 1,606,822 | 1,815,238 | +208,416 |
| BARCLAYS PLC | 0 | 8,158 | +8,158 | 0 | 207,621 | +207,621 |
| PRINCIPAL FINANCIAL GROUP IN | 0 | 2,310 | +2,310 | 0 | 203,789 | +203,789 |
| INTUIT | 0 | 306 | +306 | 0 | 202,701 | +202,701 |
| FIRST TR EXCHANGE-TRADED FD | 0 | 4,105 | +4,105 | 0 | 201,761 | +201,761 |
| KOHLS CORP | 36,013 | 36,953 | +940 | 553,513 | 754,219 | +200,706 |
| CME GROUP INC | 2,686 | 3,387 | +701 | 725,787 | 924,823 | +199,036 |
| ISHARES TR | 4,415 | 4,584 | +169 | 1,196,952 | 1,380,541 | +183,589 |
| SPDR S&P 500 ETF TR | 2,840 | 3,038 | +198 | 1,891,895 | 2,071,633 | +179,738 |
| DIMENSIONAL ETF TRUST | 67,710 | 68,521 | +811 | 4,904,912 | 5,082,203 | +177,291 |
| ISHARES TR | 22,547 | 24,484 | +1,937 | 2,330,458 | 2,506,917 | +176,459 |
| GLOBAL X FDS | 107,603 | 113,225 | +5,622 | 1,830,324 | 2,000,694 | +170,370 |
| ELI LILLY & CO | 481 | 499 | +18 | 367,003 | 536,265 | +169,262 |
| MICRON TECHNOLOGY INC | 1,411 | 1,419 | +8 | 236,148 | 405,134 | +168,986 |
| FS SPECIALTY LENDING FD | 0 | 11,944 | +11,944 | 0 | 168,888 | +168,888 |
| ISHARES TR | 9,611 | 11,198 | +1,587 | 770,514 | 923,611 | +153,097 |
| ADVANCED MICRO DEVICES INC | 3,045 | 3,003 | -42 | 492,626 | 643,209 | +150,583 |
| FIDELITY COVINGTON TRUST | 11,929 | 14,374 | +2,445 | 664,543 | 814,858 | +150,315 |
| ISHARES TR | 3,342 | 4,455 | +1,113 | 403,393 | 549,115 | +145,722 |
| FIRST TR EXCHANGE-TRADED FD | 102,374 | 110,790 | +8,416 | 2,089,031 | 2,229,095 | +140,064 |
| ISHARES INC | 5,574 | 7,390 | +1,816 | 367,438 | 496,756 | +129,318 |
| J P MORGAN EXCHANGE TRADED F | 14,495 | 15,514 | +1,019 | 1,796,024 | 1,922,944 | +126,920 |
| ISHARES TR | 1,552 | 1,691 | +139 | 1,038,616 | 1,158,214 | +119,598 |
| INVESCO EXCH TRADED FD TR II | 73,430 | 78,747 | +5,317 | 1,536,891 | 1,653,684 | +116,793 |
| J P MORGAN EXCHANGE TRADED F | 19,527 | 21,779 | +2,252 | 928,499 | 1,031,242 | +102,743 |
| ISHARES TR | 21,190 | 22,108 | +918 | 774,505 | 872,172 | +97,667 |
| SCHWAB STRATEGIC TR | 19,689 | 22,510 | +2,821 | 573,147 | 666,521 | +93,374 |
| INTEL CORP | 8,268 | 9,985 | +1,717 | 277,386 | 368,440 | +91,054 |
| EXXON MOBIL CORP | 8,815 | 9,005 | +190 | 993,928 | 1,083,709 | +89,781 |
| FIRST TR EXCHANGE-TRADED ALP | 6,892 | 7,530 | +638 | 805,180 | 893,212 | +88,032 |
| J P MORGAN EXCHANGE TRADED F | 10,757 | 11,767 | +1,010 | 716,522 | 801,804 | +85,282 |
| HARBOR ETF TRUST | 29,903 | 32,688 | +2,785 | 931,772 | 1,016,737 | +84,965 |
| CISCO SYS INC | 6,933 | 7,232 | +299 | 474,335 | 557,066 | +82,731 |
| J P MORGAN EXCHANGE TRADED F | 196,277 | 198,406 | +2,129 | 9,957,144 | 10,037,336 | +80,192 |
| VANGUARD INDEX FDS | 6,607 | 6,576 | -31 | 4,045,779 | 4,124,301 | +78,522 |
| ISHARES TR | 7,423 | 8,865 | +1,442 | 396,016 | 474,349 | +78,333 |
| MERCK & CO INC | 3,819 | 3,784 | -35 | 320,520 | 398,293 | +77,773 |
| RIVIAN AUTOMOTIVE INC | 13,957 | 14,205 | +248 | 204,883 | 279,988 | +75,105 |
| AMPHENOL CORP NEW | 2,456 | 2,792 | +336 | 303,930 | 377,311 | +73,381 |
| BLACKROCK RES & COMMODITIES | 40,117 | 43,735 | +3,618 | 407,986 | 480,211 | +72,225 |
| COLLABORATIVE INVESTMNT SER | 23,731 | 26,666 | +2,935 | 602,886 | 673,071 | +70,185 |
| ISHARES GOLD TR | 18,248 | 17,207 | -1,041 | 1,327,875 | 1,396,656 | +68,781 |
| SPDR INDEX SHS FDS | 17,694 | 19,146 | +1,452 | 828,258 | 896,219 | +67,961 |
| ISHARES TR | 2,504 | 2,737 | +233 | 605,825 | 673,759 | +67,934 |
| VANGUARD INDEX FDS | 3,282 | 3,558 | +276 | 612,147 | 679,448 | +67,301 |
| FIRST TR EXCHANGE TRADED FD | 5,608 | 6,191 | +583 | 542,219 | 608,672 | +66,453 |
| ISHARES TR | 10,994 | 11,381 | +387 | 1,026,517 | 1,092,910 | +66,393 |
| ISHARES TR | 2,902 | 3,137 | +235 | 599,244 | 665,240 | +65,996 |