Independent Wealth Network Inc.

Q2 2026 13F-HR Holdings

Location
Urbandale, IA
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
340
Total value ($000)
$393,304
Net value change ($000)
+56,597 (16.8%)
New positions
61
Sold out positions
20
Turnover %
7.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 9,722 52.5%
DUKH 2,326 NEW
QQQ 2,130 41.3%
DUKZ 2,048 NEW
SPYM 1,994 13.1%
SPYG 1,939 20.0%
XLK 1,017 54.0%
NVDA 1,016 22.2%
DFUS 972 18.7%
VTI 945 NEW
Top Reduces (Value $000, Stocks/ETFs)
SLV -2,042 -28.3%
CVX -1,347 -22.4%
HON -993 -100.0%
ZDEK -574 -100.0%
GLD -531 -12.1%
FLOT -529 -24.3%
LQTI -515 -22.8%
USFR -421 -100.0%
JPST -378 -3.0%
PLTR -334 -15.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 93 (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