1y return+20.6%S&P 500 +20.9%
3y return+50.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2021: $145 against $174 in the S&P 500.2
Independent Wealth Network Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CATCaterpillar Inc | $28.2M | 7.2% | +1.5% |
| SPYMSpdr Series Trust | $17.3M | 4.4% | −1.5% |
| JPSTJ P Morgan Exchange Traded F | $12.3M | 3.1% | −2.9% |
| SPYGSpdr Series Trust | $11.6M | 3.0% | −1.2% |
| QQQInvesco Qqq Tr | $7.3M | 1.9% | +10.7% |
| RDFICollaborative Investmnt Ser | $6.7M | 1.7% | +5.6% |
| DFUSDimensional Etf Trust | $6.2M | 1.6% | +2.8% |
| AAPLApple Inc | $5.7M | 1.5% | |
| NVDANvidia Corporation | $5.6M | 1.4% | +6.5% |
| SPYVSpdr Series Trust | $5.4M | 1.4% | −2.3% |
| SLVIshares Silver Tr | $5.2M | 1.3% | −8.7% |
| VOOVanguard Index Fds | $4.9M | 1.2% | +5.0% |
| CVXChevron Corporation | $4.7M | 1.2% | −3.1% |
| MSFTMicrosoft Corp | $4.6M | 1.2% | +10.1% |
| QTECFirst Tr Exchange-traded Fd | $4.1M | 1.0% | −21.0% |
| GLDSpdr Gold Tr | $3.8M | 1.0% | +2.6% |
| AMZNAmazon Com Inc | $3.8M | 1.0% | +1.9% |
| ACWIIshares Tr | $3.6M | 0.9% | +3.6% |
| SPYDSpdr Series Trust | $3.4M | 0.9% | +11.7% |
| JEPIJ P Morgan Exchange Traded F | $3.4M | 0.9% | +5.6% |
| VUGVanguard Index Fds | $3.4M | 0.9% | +4.6% |
| XMMOInvesco Exchange Traded Fd T | $3.2M | 0.8% | +7.1% |
| FLRTPacer Fds Tr | $3.0M | 0.8% | −4.7% |
| VYMVanguard Whitehall Fds | $3.0M | 0.8% | −1.3% |
| SPABSpdr Series Trust | $2.9M | 0.7% | +1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $5.6M |
| CATCaterpillar Inc | September 30, 2021 | +454.7% | $28.2M |
| SOXXIshares Tr | December 31, 2022 | +452.4% | $2.1M |
| SLVIshares Silver Tr | September 30, 2021 | +160.6% | $5.2M |
| XLKSelect Sector Spdr Tr | September 30, 2021 | +155.2% | $2.9M |
| GLDSpdr Gold Tr | September 30, 2021 | +124.3% | $3.8M |
| QQQInvesco Qqq Tr | September 30, 2021 | +105.7% | $7.3M |
| AAPLApple Inc | September 30, 2021 | +104.5% | $5.7M |
| XMMOInvesco Exchange Traded Fd T | September 30, 2021 | +102.2% | $3.2M |
| XLESelect Sector Spdr Tr | December 31, 2021 | +91.4% | $2.9M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $993K
- ZDEKInnovator Etfs Trust was $574K
- USFRWisdomtree Tr was $421K
- APAApa Corporation was $313K
- VTEBVanguard Mun Bd Fds was $304K
- COPConocophillips was $266K
- MCDMcdonalds Corp was $262K
- XYZBlock Inc was $245K
- ABTAbbott Laboratories was $244K
- BABAAlibaba Group Hldg Ltd was $243K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.7% | +14.8% |
| March 31, 2026 | +0.2% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | −1.8% | −4.6% |
| December 31, 2024 | −0.0% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +0.7% | +4.0% |
| March 31, 2024 | +6.8% | +10.0% |
| December 31, 2023 | +7.4% | +11.2% |
| September 30, 2023 | −2.2% | −3.6% |
| June 30, 2023 | +3.3% | +8.3% |
| March 31, 2023 | +3.3% | +7.0% |
| December 31, 2022 | +7.0% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −13.3% | −16.5% |
| March 31, 2022 | −3.5% | −4.9% |
| December 31, 2021 | +6.2% | +10.7% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Independent Wealth Network Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1891240&type=13F-HR&dateb=&owner=include&count=40CIK 1891240
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1891240/000189124026000003/Filed July 20, 2026 · accession 0001891240-26-000003