Titelia

Holdings of Independent Wealth Network Inc.

257 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 29.8 % of the equity sleeve

Sector breakdown

  • Technology 7.5 %
  • Industrials 7.3 %
  • Funds 7.0 %
  • Financials 2.9 %
  • Consumer discretionary 2.3 %
  • Consumer staples 2.1 %
  • Communication 2.1 %
  • Energy 1.1 %
  • Health care 0.8 %
  • Materials 0.6 %
  • Utilities 0.2 %
  • Real estate 0.1 %
  • Unattributed 65.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.6 %
  • TW 0.2 %
  • GB 0.1 %
  • NL 0.1 %
  • ES 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US253304.4M $99.65 %
2TW1469.4K $0.15 %
3GB1256.5K $0.08 %
4NL1229K $0.07 %
5ES1127.3K $0.04 %

Positions

RankCompanySharesValueWeight
1Caterpillar Inc 26,11818.5M $
2SPDR Series Trust 199,35215.3M $
3JPMorgan Ultra-Short Income ETF 249,91712.6M $
4SPDR Series Trust 98,8109.7M $
5iShares Silver Trust 105,7787.2M $
6Rareview Dynamic Fixed Income ETF 265,1846.1M $
7Chevron Corp 29,0986M $
8Dimensional ETF Trust 73,1855.2M $
9Invesco QQQ Trust Series 1 8,9365.2M $
10SPDR Series Trust 90,7345.1M $
11Apple Inc 19,6475M $
12NVIDIA Corp 26,2844.6M $
13SPDR Gold Shares 10,1634.4M $
14Microsoft Corp 11,2174.2M $
15Vanguard S&P 500 ETF 6,7994.1M $
16J P Morgan Exchange Traded Fund Trust 57,5673.3M $
17Amazon.com Inc 15,5903.2M $
18Pacer Aristotle Pacific Floati 68,1633.2M $
19iShares Trust 21,8563M $
20State Street SPDR Portfolio S& 64,6452.9M $
21State Street SPDR Portfolio Ag 112,9292.9M $
22Vanguard High Dividend Yield E 18,9602.8M $
23Select Sector Spdr Trust 45,1632.8M $
24Vanguard Growth ETF 6,2662.7M $
25Berkshire Hathaway Inc 5,3702.6M $
26iShares 0-5 Year TIPS Bond ETF 24,7972.6M $
27Invesco S&P MidCap Momentum ET 17,5972.6M $
28First Trust Exchange-Traded Fund VIII 47,2402.4M $
29First Trust Exchange-Traded Fund IV 45,8792.3M $
30Vanguard Total Bond Market ETF 30,1402.2M $
31Palantir Technologies Inc 15,0762.2M $
32iShares Trust 42,7412.2M $
33SPDR Series Trust 23,0712.1M $
34Global X Funds 114,0562M $
35SELECT SECTOR SPDR TRUST (THE) 14,1641.9M $
36Meta Platforms Inc 3,2201.8M $
37State Street SPDR S&P 500 ETF Trust 2,7831.8M $
38iShares Trust 5,4701.8M $
39J.P. MORGAN EXCHANGE-TRADED FUND TRUST 38,5661.8M $
40Visa Inc 5,7181.7M $
41FT Vest Laddered Buffer ETF 47,9111.6M $
42Wisdomtree Trust 17,8731.6M $
43Kayne Anderson Energy Infrastr 109,9241.6M $
44First Trust Exchange-Traded Fund IV 75,6141.6M $
45First Trust Exchange-Traded Fund III 87,6271.6M $
46Exxon Mobil Corp 8,8871.5M $
47Alliancebernstein Global High Income Fund Inc. 147,3911.5M $
48Pacer Funds Trust 32,0371.5M $
49JPMorgan BetaBuilders International Equity ETF 20,0641.5M $
50Alphabet Inc 5,0861.5M $
51iShares Trust 6,6481.5M $
52State Street SPDR Portfolio Developed World ex-US ETF 31,5931.4M $
53Berkshire Hathaway Inc 21.4M $
54CAPITAL GROUP CORE EQUITY ETF 37,2731.4M $
55Tesla Inc 3,8271.4M $
56Ishares Gold Trust 15,9821.4M $
57Vanguard Index Funds 4,5931.4M $
58iShares Trust 13,7821.4M $
59SPDR Series Trust 23,3111.4M $
60State Street SPDR Portfolio Emerging Markets ETF 28,5361.3M $
61iShares Trust 15,7971.3M $
62iShares Core U.S. Aggregate Bond ETF 12,6581.3M $
63iShares Select Dividend ETF 8,2701.3M $
64State Street DoubleLine Short 26,1861.2M $
65Invesco Preferred ETF 113,3201.2M $
66INVESCO EXCHANGE-TRADED FUND TRUST II 5,0411.2M $
67iShares Core S&P 500 ETF 1,8151.2M $
68Alphabet Inc 4,1041.2M $
69Capital Group Dividend Value ETF 27,4081.2M $
70Motorola Solutions Inc 2,6831.2M $
71SPDR SERIES TRUST 6,3781.1M $
72Energy Transfer LP 58,8081.1M $
73Casey's General Stores Inc 1,5351.1M $
74iShares MSCI EAFE ETF 11,4801.1M $
75Vanguard Intermediate-Term Corporate Bond ETF 13,4641.1M $
76Altria Group, Inc. 16,8281.1M $
77Clorox Co/The 10,6781.1M $
78Kroger Co/The 15,1711.1M $
79Costco Wholesale Corp 1,0971.1M $
80Schwab Strategic Trust 37,4741.1M $
81Boeing Co/The 5,4551.1M $
82VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 4,9691.1M $
83Jpmorgan Core Plus Bond Etf 22,4781.1M $
84iShares Core MSCI International Developed Markets ETF 12,5121M $
85Fidelity Covington Trust 18,2131M $
86CME Group Inc 3,3911M $
87Ares Capital Corp 55,4951M $
88Honeywell International Inc 4,393993K $
89Amplify ETF Trust 12,727955.7K $
90iShares Trust 22,408953.7K $
91SEI Enhanced US Large Cap Momentum Factor ETF 20,226921.3K $
92iShares Core U.S. REIT ETF 14,907882.3K $
93Vanguard FTSE Developed Markets ETF 13,715878.9K $
94State Street SPDR NYSE Technology ETF 3,430875.6K $
95Hershey Co/The 4,198872.7K $
96Johnson & Johnson 3,402831.6K $
97iShares MSCI All Country Asia 8,610829K $
98Schwab Strategic Trust 27,085826.1K $
99PIMCO Enhanced Short Maturity 8,154820.1K $
100Ishares Inc 29,277812.7K $