Independent Wealth Network Inc.

Q3 2025 13F-HR Holdings

Location
Urbandale, IA
Holdings as of
9/30/2025
Date filed
10/15/2025
Form type
13F-HR
Num holdings
283
Total value ($000)
$311,147
Net value change ($000)
+36,291 (13.2%)
New positions
30
Sold out positions
6
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CAT 2,370 23.0%
JPST 1,595 19.1%
SPYG 1,248 10.9%
SPYM 1,165 11.1%
SLV 1,031 30.5%
RDFI 1,013 28.3%
AAPL 1,002 25.2%
GCOW 908 NEW
NVDA 892 21.2%
SPYV 790 10.7%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -516 -16.8%
FLRT -478 -10.7%
HD -477 -46.2%
IBB -426 -100.0%
KR -392 -28.3%
SOFI -286 -100.0%
SDVD -256 -100.0%
FSK -249 -47.4%
INTU -230 -100.0%
IMCG -211 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 11 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type