INDEPENDENT WEALTH NETWORK INC.

Filed: 7/16/2025ACC: 0001891240-25-000004

📋 What this filing means

INDEPENDENT WEALTH NETWORK INC. filed this quarterly 13F‑HR report disclosing 258 equity positions with a total reported market value of $274.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

258

Positions

$274.86M

Total AUM (reported)

5.18M

Total Shares

Allocation by class

COM$64.66M23.5%

PRTFLO S&P500 GW$11.44M4.2%

PORTFOLIO S&P500$10.53M3.8%

CL A$8.74M3.2%

ULTRA SHRT ETF$8.36M3.0%

PRTFLO S&P500 VL$7.37M2.7%

CORE LT USDB ETF$5.28M1.9%

Portfolio Concentration

Top 3$32.26M11.7%

4–10$40.10M14.6%

11–25$50.60M18.4%

Rest$151.89M55.3%

Top 3 weight

11.7%

Top 10 weight

26.3%

Voting Authority Distribution

Total shares with voting rights: 5.18M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.18M

% of voting shares100.0%

Investment Discretion (by position count)

Sole258

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings258

Rows:

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares120.04K

TypeSH

Market value$11.44M

4.16%

Sole

0.00

Shared

0.00

None

120.04K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares144.87K

TypeSH

Market value$10.53M

3.83%

Sole

0.00

Shared

0.00

None

144.87K

CATERPILLAR INC

SOLE

COM

Shares26.50K

TypeSH

Market value$10.29M

3.74%

Sole

0.00

Shared

0.00

None

26.50K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares165K

TypeSH

Market value$8.36M

3.04%

Sole

0.00

Shared

0.00

None

165K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 VL

Shares140.87K

TypeSH

Market value$7.37M

2.68%

Sole

0.00

Shared

0.00

None

140.87K

ISHARES TR

SOLE

CORE LT USDB ETF

Shares106.85K

TypeSH

Market value$5.28M

1.92%

Sole

0.00

Shared

0.00

None

106.85K

ISHARES TR

SOLE

MSCI ACWI ETF

Shares40.84K

TypeSH

Market value$5.25M

1.91%

Sole

0.00

Shared

0.00

None

40.84K

MICROSOFT CORP

SOLE

COM

Shares9.44K

TypeSH

Market value$4.69M

1.71%

Sole

0.00

Shared

0.00

None

9.44K

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares69.44K

TypeSH

Market value$4.65M

1.69%

Sole

0.00

Shared

0.00

None

69.44K

PACER FDS TR

SOLE

PAC ASSET FLTG

Shares94.19K

TypeSH

Market value$4.48M

1.63%

Sole

0.00

Shared

0.00

None

94.19K

CHEVRON CORP NEW

SOLE

COM

Shares31.22K

TypeSH

Market value$4.47M

1.63%

Sole

0.00

Shared

0.00

None

31.22K

NVIDIA CORPORATION

SOLE

COM

Shares26.64K

TypeSH

Market value$4.21M

1.53%

Sole

0.00

Shared

0.00

None

26.64K

SPDR SERIES TRUST

SOLE

PORTFOLIO AGRGTE

Shares155.89K

TypeSH

Market value$3.99M

1.45%

Sole

0.00

Shared

0.00

None

155.89K

APPLE INC

SOLE

COM

Shares19.42K

TypeSH

Market value$3.98M

1.45%

Sole

0.00

Shared

0.00

None

19.42K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 HI

Shares87.18K

TypeSH

Market value$3.70M

1.35%

Sole

0.00

Shared

0.00

None

87.18K

COLLABORATIVE INVESTMNT SER

SOLE

RAREVIEW DYNAMIC

Shares150.27K

TypeSH

Market value$3.58M

1.30%

Sole

0.00

Shared

0.00

None

150.27K

ISHARES SILVER TR

SOLE

ISHARES

Shares103.16K

TypeSH

Market value$3.38M

1.23%

Sole

0.00

Shared

0.00

None

103.16K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares5.83K

TypeSH

Market value$3.31M

1.20%

Sole

0.00

Shared

0.00

None

5.83K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares5.91K

TypeSH

Market value$3.26M

1.19%

Sole

0.00

Shared

0.00

None

5.91K

AMAZON COM INC

SOLE

COM

Shares14.22K

TypeSH

Market value$3.12M

1.13%

Sole

0.00

Shared

0.00

None

14.22K

PALANTIR TECHNOLOGIES INC

SOLE

CL A

Shares22.58K

TypeSH

Market value$3.08M

1.12%

Sole

0.00

Shared

0.00

None

22.58K

SPDR GOLD TR

SOLE

GOLD SHS

Shares9.55K

TypeSH

Market value$2.91M

1.06%

Sole

0.00

Shared

0.00

None

9.55K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares6.03K

TypeSH

Market value$2.64M

0.96%

Sole

0.00

Shared

0.00

None

6.03K

ISHARES TR

SOLE

CRE U S REIT ETF

Shares44.23K

TypeSH

Market value$2.50M

0.91%

Sole

0.00

Shared

0.00

None

44.23K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares18.45K

TypeSH

Market value$2.46M

0.89%

Sole

0.00

Shared

0.00

None

18.45K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	120.04K	SH	$11.44M 4.16%	120.04K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	144.87K	SH	$10.53M 3.83%	144.87K
CATERPILLAR INCSOLE	COM	26.50K	SH	$10.29M 3.74%	26.50K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	165K	SH	$8.36M 3.04%	165K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 VL	140.87K	SH	$7.37M 2.68%	140.87K
ISHARES TRSOLE	CORE LT USDB ETF	106.85K	SH	$5.28M 1.92%	106.85K
ISHARES TRSOLE	MSCI ACWI ETF	40.84K	SH	$5.25M 1.91%	40.84K
MICROSOFT CORPSOLE	COM	9.44K	SH	$4.69M 1.71%	9.44K
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	69.44K	SH	$4.65M 1.69%	69.44K
PACER FDS TRSOLE	PAC ASSET FLTG	94.19K	SH	$4.48M 1.63%	94.19K
CHEVRON CORP NEWSOLE	COM	31.22K	SH	$4.47M 1.63%	31.22K
NVIDIA CORPORATIONSOLE	COM	26.64K	SH	$4.21M 1.53%	26.64K
SPDR SERIES TRUSTSOLE	PORTFOLIO AGRGTE	155.89K	SH	$3.99M 1.45%	155.89K
APPLE INCSOLE	COM	19.42K	SH	$3.98M 1.45%	19.42K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 HI	87.18K	SH	$3.70M 1.35%	87.18K
COLLABORATIVE INVESTMNT SERSOLE	RAREVIEW DYNAMIC	150.27K	SH	$3.58M 1.30%	150.27K
ISHARES SILVER TRSOLE	ISHARES	103.16K	SH	$3.38M 1.23%	103.16K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	5.83K	SH	$3.31M 1.20%	5.83K
INVESCO QQQ TRSOLE	UNIT SER 1	5.91K	SH	$3.26M 1.19%	5.91K
AMAZON COM INCSOLE	COM	14.22K	SH	$3.12M 1.13%	14.22K
PALANTIR TECHNOLOGIES INCSOLE	CL A	22.58K	SH	$3.08M 1.12%	22.58K
SPDR GOLD TRSOLE	GOLD SHS	9.55K	SH	$2.91M 1.06%	9.55K
VANGUARD INDEX FDSSOLE	GROWTH ETF	6.03K	SH	$2.64M 0.96%	6.03K
ISHARES TRSOLE	CRE U S REIT ETF	44.23K	SH	$2.50M 0.91%	44.23K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	18.45K	SH	$2.46M 0.89%	18.45K

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