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Home > Institutional Investor > Independent Wealth Network Inc. > Profile

Instuitional Investor - Independent Wealth Network Inc.

Fund Profile
Filing Period:
Fund Name: Independent Wealth Network Inc.
Portfolio Value $336,706,849
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Caterpillar Inc
 CAT 26,118 $18,503,350 5.5%
2.
Spdr Series Trust
 199,352 $15,258,387 4.53%
3.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 249,917 $12,648,282 3.76%
4.
Spdr Series Trust
 98,810 $9,674,515 2.87%
5.
Ishares Trust
 SLV 105,778 $7,207,686 2.14%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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