SEC Form 13F · Q2 2026

Independent Wealth Network Inc.

Institutional Holdings Report

13F-HRIA
$393.3M
Portfolio Value
340
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Independent Wealth Network Inc.
CIK
1891240
Accession No.
0001891240-26-000003
Location
URBANDALE, IA
Form Type
13F-HR
Portfolio Value
$393.3M
Holdings Reported
340
Reporting Period
Q2 2026
Filed
July 20, 2026

About this Filing

Independent Wealth Network Inc. is an institutional investment manager based in URBANDALE, IA reporting approximately $393.3M in 13(f) securities across 340 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.