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Andrew Endelman

Independent Wealth Network Inc.

Assets Managed
$393.304M
Holdings
338
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
16.81%(2Q avg: 9.83%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Independent Wealth Network Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 338 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 393.304M in assets, with a quarterly growth rate of 16.81% and a 2-quarter average growth rate of 9.83%. The portfolio is managed by Andrew Endelman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CAT
Caterpillar Inc
Recent Activity
Increased 1.49%
7.18%
$28.225M
26,505 shares@ $1064.91 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -1.52%
4.39%
$17.252M
196,308 shares@ $87.89 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -2.91%
3.12%
$12.27M
242,635 shares@ $50.58 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -1.21%
2.96%
$11.614M
97,609 shares@ $118.99 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 10.75%
1.86%
$7.288M
9,896 shares@ $736.44 avg price
RDFI
Rareview Dynamic Fixed Incom
Recent Activity
Increased 5.58%
1.7%
$6.669M
279,963 shares@ $23.83 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 2.77%
1.57%
$6.162M
75,206 shares@ $81.95 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.99%
1.46%
$5.741M
19,841 shares@ $289.36 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 6.48%
1.43%
$5.6M
27,987 shares@ $200.09 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -2.27%
1.38%
$5.39M
88,671 shares@ $60.8 avg price

1-10 of 338