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Independent Wealth Advisors

Latest statistics and disclosures from Independent Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are GLD, HEQT, SHY, SPD, CSHI, and represent 31.15% of Independent Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: NOBL, SHY, MGK, HDV, HEQT, HDG, ALLW, SMH, RSP, IXUS.
Started 10 new stock positions in XOM, CHAT, IEMG, IJJ, DFVX, XLK, GOOG, SMH, DFLV, BAI.
Reduced shares in these 10 stocks: CDX, CSHI, USFR, , VIG, VZ, QQQ, VBR, HYG, MGV.
Sold out of its positions in DIA, VIG, VZ.
Independent Wealth Advisors was a net buyer of stock by $12M.
Independent Wealth Advisors has $111M in assets under management (AUM), dropping by 8.52%.
Central Index Key (CIK): 0002136099

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Portfolio Holdings for Independent Wealth Advisors

Independent Wealth Advisors holds 77 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Gold Tr Gold Shs (GLD)	8.8	$9.7M		26k	368.38	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	6.2	$6.9M	+10%	205k	33.54	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	5.8	$6.4M	+62%	78k	82.11	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	5.6	$6.2M		150k	41.48	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	4.8	$5.3M	-17%	106k	49.81	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	4.7	$5.2M	-7%	103k	50.35	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	4.7	$5.1M	+105%	92k	56.16	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)	4.6	$5.1M	+7%	93k	55.37	View chart
Strategy Day Hagan Smart (SSUS)	3.9	$4.3M	+2%	77k	55.31	View chart
Vanguard World Mega Cap Index (MGC)	3.3	$3.7M		13k	273.63	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.0	$3.4M		4.5k	746.81	View chart
Ishares Gold Tr Ishares New (IAU)	3.0	$3.3M		43k	75.51	View chart
Vanguard World Mega Grwth Ind (MGK)	2.1	$2.4M	+365%	27k	87.91	View chart
Ishares Silver Tr Ishares (SLV)	2.1	$2.3M		43k	53.47	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.0	$2.2M	+22%	10k	212.77	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	1.8	$2.0M		88k	22.95	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	1.8	$2.0M	+2%	88k	22.35	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI)	1.5	$1.7M		9.1k	186.06	View chart
Ishares Tr Core High Dv Etf (HDV)	1.5	$1.7M	+417%	61k	27.41	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	1.4	$1.5M	+4%	71k	21.75	View chart
Ishares Tr Core Msci Total (IXUS)	1.3	$1.4M	+37%	15k	95.44	View chart
Apple (AAPL)	1.2	$1.3M	+2%	4.6k	289.39	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$1.3M		5.7k	217.94	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.1	$1.2M	-9%	5.0k	242.98	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.0	$1.2M		7.3k	156.94	View chart
Ishares Tr Global 100 Etf (IOO)	1.0	$1.1M	+2%	7.7k	136.60	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.9	$999k	+116%	34k	29.27	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.9	$968k	-55%	46k	21.12	View chart
Proshares Tr Hd Replication (HDG)	0.9	$954k	+201%	17k	54.72	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.8	$889k	+2%	22k	41.10	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$887k	+5%	3.0k	300.44	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.7	$812k	-2%	3.3k	242.45	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.7	$746k		4.0k	187.84	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.6	$714k	-10%	4.4k	163.43	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.6	$714k	+2%	3.6k	197.58	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.6	$633k		6.3k	100.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$631k	-22%	857.00	736.61	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$606k	+5%	7.2k	83.75	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.5	$606k	+8%	29k	20.78	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$507k		16k	31.71	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$494k		1.2k	409.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$492k	+300%	6.1k	80.58	View chart
Microsoft Corporation (MSFT)	0.4	$481k		1.3k	373.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$478k	+75%	3.2k	148.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$468k		1.5k	303.08	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$460k	-2%	6.1k	75.44	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$443k	NEW	675.00	655.66	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$405k	+700%	3.4k	119.54	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$389k		1.7k	227.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$387k	+7%	6.5k	59.69	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$385k	+500%	4.5k	86.13	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.3	$378k		1.3k	283.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$374k	-8%	1.0k	370.11	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$368k		1.3k	290.62	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$345k	+300%	2.8k	124.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$341k		455.00	748.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$336k	-4%	490.00	686.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$336k	-5%	3.9k	85.49	View chart
Exxon Mobil Corporation (XOM)	0.3	$328k	NEW	2.4k	136.71	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$325k		6.4k	51.05	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.3	$322k	NEW	6.1k	52.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$295k		824.00	357.48	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.3	$285k		5.4k	53.11	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$278k		6.1k	45.34	View chart
Ishares Tr Morningstar Valu (ILCV)	0.2	$269k		2.7k	101.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$264k	+3%	1.9k	137.50	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$262k	+14%	1.7k	158.07	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PSL)	0.2	$258k		2.3k	112.01	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$248k	NEW	701.00	353.46	View chart
International Business Machines (IBM)	0.2	$245k	+4%	872.00	281.26	View chart
Dimensional Etf Trust Us Larg Vect Etf (DFVX)	0.2	$227k	NEW	2.8k	82.22	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$226k	NEW	1.2k	190.51	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.2	$223k	NEW	2.3k	98.67	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$213k	NEW	2.6k	82.85	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$206k	-30%	2.6k	79.98	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.2	$206k	NEW	5.2k	39.54	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$205k	NEW	1.4k	147.73	View chart

Past Filings by Independent Wealth Advisors

SEC 13F filings are viewable for Independent Wealth Advisors going back to 2026

Independent Wealth Advisors 2026 Q2 filed July 27, 2026
Independent Wealth Advisors 2025 Q4 filed May 22, 2026
Independent Wealth Advisors 2026 Q1 filed May 22, 2026

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