Independent Wealth Network Inc.

Q1 2026 13F-HR Holdings

Location
Urbandale, IA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
301
Total value ($000)
$336,707
Net value change ($000)
+9,313 (2.8%)
New positions
57
Sold out positions
48
Turnover %
15.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 3,552 23.8%
QTEC 3,337 NEW
SPYM 3,053 25.0%
JPST 2,611 26.0%
LMBS 2,285 NEW
BBAG 1,780 NEW
SCIO 1,561 NEW
XLE 1,545 126.4%
BBIN 1,467 NEW
STOT 1,234 NEW
Top Reduces (Value $000, Stocks/ETFs)
ILTB -3,873 -62.8%
SPYG -3,582 -27.0%
SPYV -3,503 -40.6%
ACWI -3,286 -52.1%
SPAB -1,987 -40.7%
USRT -1,975 -69.1%
JPUS -1,923 -100.0%
BKLN -1,654 -100.0%
AGGY -1,535 -100.0%
SPYD -1,191 -28.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 107 (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