Independent Wealth Network Inc.
CIK 1891240 · Holdings on Sep 30, 2026 · First reported Oct 19, 2026
Top ten holdings
Q3 2026- CAT5.42%
- SPYM4.36%
- JPST3.00%
- SPYG2.89%
- QQQ1.85%
- NVDA1.70%
- CVX1.68%
- AAPL1.65%
- RDFI1.64%
- DFUS1.56%
Share classes counted separately25.75%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CATWeight decreased · -1.76 pp7.18% → 5.42%Shares +27 (+0.10%)
- CVXWeight increased · +0.49 pp1.19% → 1.68%Shares +4.50K (+15.97%)
- MSFTWeight increased · +0.38 pp1.17% → 1.55%Shares -308 (-2.49%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CATCATERPILLAR INC View history and evidence | $21.51M | 5.42% | 26.53K shares | 7.18% → 5.42%-1.76 pp +27 (+0.10%) | Added | ↗▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $17.30M | 4.36% | 192.78K shares | 4.39% → 4.36%-0.03 pp -3.52K (-1.80%) | Reduced | ↗▾ |
| 03 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $11.93M | 3.00% | 236.83K shares | 3.12% → 3.00%-0.12 pp -5.81K (-2.39%) | Reduced | ↗▾ |
| 04 | SPYGSS SPDR P S&P 500 GROWTH ETFST STR P500GRW View history and evidence | $11.49M | 2.89% | 93.33K shares | 2.95% → 2.89%-0.06 pp -4.28K (-4.38%) | Reduced | ↗▾ |
| 05 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $7.35M | 1.85% | 9.94K shares | 1.85% → 1.85%+0.00 pp +44 (+0.44%) | Added | ↗▾ |
| 06 | NVDANVIDIA CORP View history and evidence | $6.75M | 1.70% | 29.54K shares | 1.42% → 1.70%+0.28 pp +1.56K (+5.56%) | Added | ↗▾ |
| 07 | CVXCHEVRON CORP View history and evidence | $6.68M | 1.68% | 32.70K shares | 1.19% → 1.68%+0.49 pp +4.50K (+15.97%) | Added | ↗▾ |
| 08 | AAPLAPPLE INC View history and evidence | $6.54M | 1.65% | 19.63K shares | 1.46% → 1.65%+0.19 pp -215 (-1.08%) | Reduced | ↗▾ |
| 09 | RDFIRAREVIEW DYNAMIC FIXED INCOMRARE DY FIXE ETF View history and evidence | $6.52M | 1.64% | 300.99K shares | 1.70% → 1.64%-0.06 pp +21.02K (+7.51%) | Added | ↗▾ |
| 10 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUI MARK ETF View history and evidence | $6.18M | 1.56% | 74.47K shares | 1.57% → 1.56%-0.01 pp -736 (-0.98%) | Reduced | ↗▾ |
Options overlay 2
$80.92K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
FCXFREEPORT-MCMORAN INCCL B View history and evidence | Put | 800 | $56.00K | +800 | ▾ |
AMZNAMAZON.COM INC View history and evidence | Call | 100 | $24.91K | 0 (0.00%) | ▾ |
2 / 2 options · preview only
Exited positions 37
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXMOC EXXON MOBIL CORP | Non-derivative | -10,202 | -$1.39M | SEC filing ↗ | SEC filing ↗ |
| PKG PACKAGING CORP OF AMERICA | Non-derivative | -3,400 | -$810.15K | SEC filing ↗ | SEC filing ↗ |
| ZJUN INNOVA EQTY DEF PROT 1YR JUN | Non-derivative | -27,792 | -$761.36K | SEC filing ↗ | SEC filing ↗ |
3 / 37 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1891240 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 19, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 397272241
}Research all 335 reported holdings.
This page includes 30 of 335 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 335 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1891240","quarter":"2026Q3","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1891240","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.