Long-term investor
Independent Wealth Network Inc. @independentwealthnetwork
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001891240).
Record
- Tracked since 2025-12-31 (257 days), 202 trades recorded
- Returns: week n/a · month n/a · 90 days +9.0% · 6 months n/a · 1 year n/a · all +9.4%
- Max drawdown n/a · win rate 9% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CAT · 7.2% · long · since 2025-12-31
- SPYM · 4.4% · long · since 2025-12-31
- JPST · 3.1% · long · since 2025-12-31
- SPYG · 3.0% · long · since 2025-12-31
- 46090E103 · 1.9% · long · since 2025-12-31
- RDFI · 1.7% · long · since 2025-12-31
- DFUS · 1.6% · long · since 2025-12-31
- AAPL · 1.5% · long · since 2025-12-31
- NVDA · 1.4% · long · since 2025-12-31
- SPYV · 1.4% · long · since 2025-12-31
- SLV · 1.3% · long · since 2025-12-31
- VOO · 1.2% · long · since 2025-12-31