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Andrew Endelman

Independent Wealth Network Inc.

Assets Managed
$336.707M
Holdings
296
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
2.85%(2Q avg: 4.04%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Independent Wealth Network Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 296 positions.

Assets under management

The assets under management (AUM) of Independent Wealth Network Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 336.707M in assets, with a quarterly growth rate of 2.85% and a 2-quarter average growth rate of 4.04%. The portfolio is managed by Andrew Endelman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CAT
Caterpillar Inc
Recent Activity
Increased 0.08%
5.5%
$18.503M
26,118 shares@ $708.46 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 31.04%
4.54%
$15.258M
199,352 shares@ $76.54 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 25.97%
3.76%
$12.648M
249,917 shares@ $50.61 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -20.47%
2.88%
$9.675M
98,810 shares@ $97.92 avg price
SLV
Ishares Silver Trust
Recent Activity
Decreased -4.06%
2.15%
$7.208M
105,778 shares@ $68.14 avg price
RDFI
Rareview Dynamic Fixed Incom
Recent Activity
Increased 23.79%
1.82%
$6.113M
265,184 shares@ $23.06 avg price
CVX
Chevron Corp
Recent Activity
Decreased -10.12%
1.79%
$6.02M
29,098 shares@ $206.9 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 6.81%
1.55%
$5.19M
73,185 shares@ $70.91 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 37.36%
1.54%
$5.158M
8,936 shares@ $577.18 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -40.31%
1.53%
$5.134M
90,734 shares@ $56.59 avg price

1-10 of 296