Independent Wealth Network Inc.
All 13F Filings
- Location
- Urbandale, IA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 327,394
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/26/2026 | 288 | 327,394 | 13F-HR | Independent Wealth Network Inc. |
| Q3 2025 | 10/15/2025 | 283 | 311,147 | 13F-HR | Independent Wealth Network Inc. |
| Q2 2025 | 7/16/2025 | 258 | 274,856 | 13F-HR | Independent Wealth Network Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1
(0.0% of total reported value)
· QoQ Δ:
-10
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 239.7 K | 73.4% | 11.74 K | 0 | 11.74 K |
| ETFs | 82.41 K | 25.2% | 4.564 K | 0 | 4.564 K |
| Debt | 2.21 K | 0.7% | 0 | 618 | -618 |
| Other | 2.419 K | 0.7% | 959 | 0 | 959 |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
327,394
Holdings
288
QoQ value change ($000)
16,247
(5.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.