Independent Wealth Network Inc.

Q3 2026 13F-HR Holdings

Location
Urbandale, IA
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
335
Total value ($000)
$397,272
Net value change ($000)
+3,968 (1.0%)
New positions
31
Sold out positions
36
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
CVX 2,004 42.9%
MSFT 1,569 34.1%
EXXONMOBIL HOLDINGS CORP 1,552 NEW
RWK 1,336 243.8%
SPACE EXPLORATION TECHN CORP 1,235 303.4%
AVUV 1,205 NEW
NVDA 1,147 20.5%
PLTR 1,114 59.5%
ZSEP 1,059 NEW
JEPQ 903 120.2%
Top Reduces (Value $000, Stocks/ETFs)
CAT -6,713 -23.8%
XOM -1,395 -100.0%
PKG -810 -100.0%
ZJUN -761 -100.0%
TOTL -686 -100.0%
VONE -673 -100.0%
SCIO -492 -29.0%
SPAB -407 -14.0%
FYC -387 -64.2%
JMBS -386 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 81 (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