13F Insight
DOSSIER · 13F-HR · Q1 2026

Independent Wealth Network Inc.

Independent Wealth Network's hedge fund based in London, UK — $337M in tracked AUM across 301 positions as of Q1 2026.

IW
Independent Wealth Network·London, UK·Hedge Fund
CIK 0001891240 · last filed Mar 31, 2026
Total AUM
$337M
▼ 18.6%
vs prior
Holdings
301
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
Top sector
Tech
13% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Independent Wealth Network Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CAT
CATERPILLAR INC
$19M26K5.5%
02
SPYM
SPDR SERIES TRUST
$15M199K4.5%
03
JPST
J P MORGAN EXCHANGE TRADED F
$13M250K3.8%
04
SPYG
SPDR SERIES TRUST
$10M99K2.9%
05
SLV
ISHARES SILVER TR
$7M106K2.1%
06
19423L722
COLLABORATIVE INVESTMNT SER
$6M265K1.8%
07
CVX
CHEVRON CORPORATION
$6M29K1.8%
08
DFUS
DIMENSIONAL ETF TRUST
$5M73K1.5%
09
QQQ
INVESCO QQQ TR
$5M9K1.5%
10
SPYV
SPDR SERIES TRUST
$5M91K1.5%

Filing history

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