Independent Wealth Network Inc. ETF holdings
Urbandale, IA
Reported $269.2M in 199 ETFs in its Form 13F for June 30, 2026.
ETF value
$269.2M
ETFs held
199
Change from prior quarter
+14.2%
With price moves
ETFs as a share of its 13F
68.5%
of $393.2M
Top 10 of 199 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $17.3M | 196,308 | −3,044 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $12.3M | 242,635 | −7,282 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $11.6M | 97,609 | −1,201 shares |
| QQQ | Invesco QQQ Trust | $7.3M | 9,896 | +960 shares |
| RDFI | Rareview Dynamic Fixed Income ETF | $6.7M | 279,963 | +14,779 shares |
| DFUS | Dimensional U.S. Equity Market ETF | $6.2M | 75,206 | +2,021 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $5.4M | 88,671 | −2,063 shares |
| SLV | iShares Silver Trust | $5.2M | 96,621 | −9,157 shares |
| VOO | Vanguard S&P 500 ETF | $4.9M | 7,137 | +338 shares |
| QTEC | First Trust NASDAQ-100-Technology Sector Index Fund | $4.1M | 12,208 | −3,243 shares |
189 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001891240. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Independent Wealth Network Inc. own?
Independent Wealth Network Inc. reported 199 ETF positions worth $269.2M in its Form 13F for June 30, 2026. The largest was SPYM, at $17.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.