Titelia

Holdings of Independent Wealth Network Inc.

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Net assets
-
Positions
257 in 5 countries
Top ten
29.8 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201Equinix Inc 286280.3K $
202Adobe Inc 1,123272.9K $
203State Street SPDR Portfolio TIPS ETF 10,488272.8K $
204VanEck Semiconductor ETF 711272.7K $
205ConocoPhillips 2,018266.4K $
206Avantis US Equity ETF 2,381264.8K $
207McDonald's Corp. 842261.7K $
208Vertiv Holdings Co 1,031258.3K $
209Shell PLC 2,758256.5K $
210iShares Bitcoin Trust ETF 6,532251K $
211Teradyne Inc 834247.2K $
212BWX Technologies Inc 1,197244.8K $
213Block Inc 4,065244.6K $
214Abbott Laboratories 2,381244.5K $
215WEC Energy Group Inc 2,110244.3K $
216Alibaba Group Holding Ltd 1,939243.3K $
217RTX Corp 1,251241.3K $
218Stryker Corp 734241.2K $
219iShares MSCI Global Min Vol Factor ETF 2,011240.3K $
220ABRDN SILVER ETF TRUST 3,353240.1K $
221Vanguard Total World Stock ETF 1,727238.9K $
222SEI Enhanced US Large Cap Value Factor ETF 5,727238K $
223Rivian Automotive Inc 15,735236.8K $
224VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF 1,045235.5K $
225Freeport-McMoRan Inc 3,990234.5K $
226Snap-on Inc 644233.9K $
227Uber Technologies Inc 3,222231.8K $
228Schwab U.S. Large-Cap ETF 9,025231.4K $
229B&G Foods Inc 48,059231.2K $
230T-Mobile US Inc 1,100231K $
231Wells Fargo & Co 2,892230.2K $
232ASML Holding NV 173229K $
233Granite Ridge Resources Inc 38,934228.5K $
234General Motors Co 3,062228.1K $
235Republic Services Inc 1,023224.1K $
236Texas Instruments Inc 1,151223.5K $
237Schwab US TIPS ETF 8,396223.4K $
238S&P Global Inc 511217.3K $
239Global Payments Inc 3,198215.2K $
240Mondelez International Inc 3,692212.8K $
241iShares MBS ETF 2,169205.9K $
242Marvell Technology Inc 2,074205.4K $
243ServiceNow Inc 1,955204.4K $
244First Trust Exchange-Traded AlphaDEX Fund 1,589203.8K $
245First Trust Exchange-Traded Fund 3,973201.8K $
246Watsco Inc 553201.2K $
247First Trust Exchange-Traded Fund IV 9,667200.6K $
248General Dynamics Corp 583200.1K $
249Coterra Energy Inc 5,693200K $
250GLOBAL X FUNDS 10,551194.1K $
251Nuveen Real Estate Income Fund, Inc. 22,322166.5K $
252MSC Income Fund Inc 11,458139.6K $
253Banco Santander SA 11,287127.3K $
254Ford Motor Co 10,605122.4K $
255FS Credit Opportunities Corp 23,648120.6K $
256Vuzix Corp 13,41031K $
257Akebia Therapeutics Inc 13,00318.1K $

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Sector breakdown

  • Industrials 7.5 %
  • Technology 7.4 %
  • Funds 7.0 %
  • Financials 2.9 %
  • Consumer discretionary 2.3 %
  • Communication 2.1 %
  • Consumer staples 2.1 %
  • Energy 1.1 %
  • Health care 0.8 %
  • Materials 0.6 %
  • Utilities 0.2 %
  • Real estate 0.1 %
  • Unattributed 65.9 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.6 %
  • Taiwan 0.2 %
  • United Kingdom 0.1 %
  • Netherlands 0.1 %
  • Spain 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States253304.4M $99.65 %
2Taiwan1469.4K $0.15 %
3United Kingdom1256.5K $0.08 %
4Netherlands1229K $0.07 %
5Spain1127.3K $0.04 %
Cite this page

Titelia. "Holdings of Independent Wealth Network Inc.". https://titelia.com/en/funds/US13F1891240