Independent Wealth Network Inc.
•CIK: 1891240•Filing: Q4 2025
**Independent Wealth Network Inc.** manages $327M across a diversified portfolio of 287 positions. The fund exhibits a notable allocation to thematic and sector-specific ETFs, with top holdings including CAT ($15.0M) and SPYG ($13.3M). Significant exposure is also maintained in broad market and commodity plays, evidenced by positions in SPYM ($12.2M), JPST ($10.0M), and SLV ($7.1M). This structure suggests a tactical approach balancing growth potential with defensive asset classes.
Total AUM
$327.0M
+ $1.0K in options
QoQ Performance
+5.2%
Positions
175
+ 1 option
Top 10 Concentration
29.0%
Latest Filing
Q4 2025
Top Holdings Allocation
CAT4.6%
SPYG4.1%
SPYM3.7%
JPST3.1%
SPYV2.6%
SLV2.2%
ACWI1.9%
ILTB1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.5%
Technology7.3%
Industrial5.6%
Financial2.5%
ETF2.4%
Consumer2.3%
Healthcare0.8%
Consumer Staples0.7%
🚪 Exited Positionssold since Q3 2025
+80 more exited positions
Changes from Q3 2025
NEW3 new positions
↑124 increased
↓69 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023