Portfolio (Quarterly) Guide ↗

Independent Wealth Network Inc.

· CIK 0001891240

13F Portfolio $393M AUM 340 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds

Q2 2026 · All 340 New

Page 3 of 17 · 340 positions

← Prev 1 2 3 4 5 …17 Next →

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	SECT	NORTHERN LTS FD TR IV	—	27,935.0	$2.0M	0.51%	NEW	—	$72.06	-0.3%
42	SPY	STATE STR SPDR S&P 500 ETF T	Financial Services	2,667.0	$2.0M	0.51%	NEW	—	$746.84	+2.3%
43	QYLD	GLOBAL X FDS	—	107,004.0	$2.0M	0.50%	NEW	—	$18.43	+0.8%
44	META	META PLATFORMS INC	Communication Services	3,464.0	$2.0M	0.50%	NEW	—	$563.34	+28.9%
45	BBAG	J P MORGAN EXCHANGE TRADED F	—	40,733.0	$1.9M	0.48%	NEW	—	$45.95	-4.8%
46	PLTR	PALANTIR TECHNOLOGIES INC	Technology	16,040.0	$1.9M	0.48%	NEW	—	$116.67	+62.9%
47	VBK	VANGUARD INDEX FDS	—	5,070.0	$1.9M	0.47%	NEW	—	$365.67	-6.9%
48	DLN	WISDOMTREE TR	—	19,055.0	$1.8M	0.47%	NEW	—	$96.32	+1.0%
49	IVV	ISHARES TR	—	2,435.0	$1.8M	0.46%	NEW	—	$748.94	+2.5%
50	BUFR	FIRST TR EXCHNG TRADED FD VI	—	49,164.0	$1.8M	0.46%	NEW	—	$36.53	+2.7%
51	TSLA	TESLA INC	Consumer Cyclical	4,248.0	$1.8M	0.45%	NEW	—	$420.61	-15.8%
52	GOOG	ALPHABET INC	—	5,041.0	$1.8M	0.45%	NEW	—	$353.33	—
53	AGG	ISHARES TR	—	17,661.0	$1.7M	0.44%	NEW	—	$98.98	-4.6%
54	LQTI	FIRST TR EXCHANGE-TRADED FD	—	90,488.0	$1.7M	0.44%	NEW	—	$19.31	-7.1%
55	SCIO	FIRST TR EXCHANGE-TRADED FD	—	81,964.0	$1.7M	0.43%	NEW	—	$20.67	-3.4%
56	CGUS	CAPITAL GROUP CORE EQUITY ET	—	38,019.0	$1.7M	0.43%	NEW	—	$44.48	+0.2%
57	GOOGL	ALPHABET INC	Communication Services	4,649.0	$1.7M	0.42%	NEW	—	$357.37	-5.4%
58	FLOT	ISHARES TR	—	32,300.0	$1.6M	0.42%	NEW	—	$51.05	-0.4%
59	ITA	ISHARES TR	—	6,685.0	$1.6M	0.41%	NEW	—	$242.42	-14.2%
60	FPE	FIRST TR EXCH TRADED FD III	—	88,014.0	$1.6M	0.40%	NEW	—	$17.88	-4.5%

Page 3 of 17 · 340 positions

← Prev 1 2 3 4 5 …17 Next →

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Industrials 24.6%

Technology 23.9%

Financial Services 23.4%

Consumer Cyclical 6.9%

Energy 6.7%

Consumer Defensive 5.4%

Communication Services 3.8%

Healthcare 2.1%

Basic Materials 1.7%

Real Estate 0.9%