Independent Wealth Network Inc. - Portfolio Stock Holdings
Independent Wealth Network Inc. disclosed 367 stock positions in a recent SEC 13F filing. $396,586,777 of stock holdings were filed, with the largest holdings including CAT, SPYM, and JPST. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $518,379,731 and has 37 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
367Est. Stock Holding Value:
$396,586,777Top Stock Holdings By Sector
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Portfolio Stock Holdings - Independent Wealth Network Inc.
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Portfolio Options Holdings - Independent Wealth Network Inc.
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