Independent Wealth Network Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of September 30, 2026. The filing lists the firm's President and Chief Compliance Officer, Andrew Endelman, as the authorized signatory.
The report details a portfolio consisting of 335 individual positions. The largest holding in the portfolio is Chevron Corporation, with 3,269,656 shares. Other significant positions include Apple Inc. (19,626 shares), Amazon.com Inc. (16,108 shares), and Berkshire Hathaway Inc. Class B (5,669 shares). The portfolio also includes a variety of exchange-traded funds, such as the Invesco QQQ Trust (9,940 shares) and the iShares Core S&P 500 ETF (2,518 shares).
The filing indicates that all positions are held in a sole voting capacity with no shared investment power. The report was signed on October 19, 2026.
