Independent Wealth Network
Independent Wealth Network reported 333 stocks worth $397M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are CAT (5.4%), SPYM (4.4%) and JPST (3.0%). Compared with Q2 2026, the fund opened new positions in XOM and AVUV, added to CAT, QQQ and NVDA, trimmed SPYM, JPST and SPYG and sold out of XOM, PKG and ZJUN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CAT Caterpillar Inc | $21.5M | 5.4% | 27K | +27 (+0%) | 8 of 8 | |
| 2 |  SPYM Spdr Series Trust | $17.3M | 4.4% | 193K | −3,525 (−2%) | 8 of 8 | |
| 3 |  JPST J P Morgan Exchange Traded F | $11.9M | 3.0% | 237K | −5,806 (−2%) | 8 of 8 | |
| 4 |  SPYG Spdr Series Trust | $11.5M | 2.9% | 93K | −4,275 (−4%) | 8 of 8 | |
| 5 |  QQQ Invesco Qqq TR | $7.4M | 1.9% | 9,940 | +44 (+0%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $6.7M | 1.7% | 30K | +1,556 (+6%) | 8 of 8 | |
| 7 |  CVX Chevron Corp New | $6.7M | 1.7% | 33K | +4,503 (+16%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $6.5M | 1.6% | 20K | −215 (−1%) | 8 of 8 | |
| 9 |  RDFI Collaborative Investmnt Ser | $6.5M | 1.6% | 301K | +21K (+8%) | 8 of 8 | |
| 10 |  DFUS Dimensional US Equity Market ETF | $6.2M | 1.6% | 74K | −736 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.4M | 10K |
 PKG Packaging Corp Amer | $810K | 3,400 |
 ZJUN Innovator Etfs Trust | $761K | 28K |
 TOTL Ssga Active ETF TR | $686K | 17K |
 VONE Vanguard Scottsdale Fds | $673K | 1,988 |
🔒 Free account: see all 30.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Independent Wealth Network 13F FAQ
What does Independent Wealth Network own?
Independent Wealth Network reported 333 stocks worth $397M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are CAT (5.4%), SPYM (4.4%) and JPST (3.0%). The table above lists every position in the filing (the top 10 without an account).
What did Independent Wealth Network buy and sell in Q3 2026?
Compared with Q2 2026: 31 new positions, 170 added to, 120 trimmed and 36 sold out. New positions include XOM and AVUV. It sold all of XOM, PKG and ZJUN.
When will Independent Wealth Network file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Independent Wealth Network's portfolio worth?
The Q3 2026 filing reports $397M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.