Independent Wealth Network Inc.

Q4 2025 13F-HR Holdings

Location
Urbandale, IA
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
288
Total value ($000)
$327,394
Net value change ($000)
+16,247 (5.2%)
New positions
23
Sold out positions
18
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SLV 2,687 60.8%
CAT 2,292 18.1%
SNTH 1,576 NEW
XEMD 903 202.9%
SPYG 566 4.5%
RDFI 529 11.5%
SPYM 509 4.4%
ZECP 495 NEW
ACWI 489 8.4%
QQQ 480 13.6%
Top Reduces (Value $000, Stocks/ETFs)
BUFB -779 -100.0%
CRM -594 -100.0%
BUFR -541 -25.4%
PCMM -452 -100.0%
XCCC -452 -100.0%
SGOV -438 -25.8%
JMHI -318 -100.0%
CTRA -301 -100.0%
RBLX -296 -100.0%
LAC -295 -31.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1 (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