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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, CSHI, HEQT, USFR, SPD, and represent 34.06% of Independent Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CSHI, BSJS, CARY, ALLW, SHY, XLE, BSJR, DIA, HEQT, HDG.
Started 8 new stock positions in CARY, IVW, DIA, VZ, ALLW, IJR, XLE, HDG.
Reduced shares in these 10 stocks: USFR, TCAF, BAI, IAU, SLV, VTV, GLD, CDX, GOOGL, PSL.
Sold out of its position in BAI.
Independent Wealth Advisors was a net buyer of stock by $6.0M.
Independent Wealth Advisors has $102M in assets under management (AUM), dropping by 6.27%.
Central Index Key (CIK): 0002136099

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Portfolio Holdings for Independent Wealth Advisors

Independent Wealth Advisors holds 70 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Gold Tr Gold Shs (GLD)	11.2	$11M		27k	430.29	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	6.3	$6.4M	+43%	128k	49.78	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	5.7	$5.9M	+5%	186k	31.50	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	5.5	$5.6M	-18%	112k	50.34	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	5.3	$5.4M	+3%	149k	36.37	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	4.6	$4.7M	+2%	45k	106.01	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)	4.4	$4.5M	+6%	86k	52.60	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	3.9	$3.9M	+10%	48k	82.57	View chart
Ishares Gold Tr Ishares New (IAU)	3.7	$3.7M	-4%	43k	88.16	View chart
Strategy Day Hagan Smart (SSUS)	3.5	$3.5M		75k	46.69	View chart
Vanguard World Mega Cap Index (MGC)	3.1	$3.2M	+2%	14k	236.34	View chart
Ishares Silver Tr Ishares (SLV)	2.9	$2.9M	-5%	43k	68.14	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.8	$2.9M	+9%	4.4k	650.29	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	2.1	$2.2M	-3%	102k	21.34	View chart
Vanguard World Mega Grwth Ind (MGK)	2.1	$2.1M	+8%	5.8k	367.41	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	2.0	$2.0M	+8%	87k	23.18	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	1.9	$1.9M	+20%	86k	22.36	View chart
Ishares Tr Core High Dv Etf (HDV)	1.6	$1.6M	+2%	12k	135.72	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.6	$1.6M	+11%	8.4k	191.92	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	1.4	$1.5M	+63%	68k	21.68	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI)	1.4	$1.4M	+18%	9.1k	154.63	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.2	$1.2M		5.5k	217.25	View chart
Apple (AAPL)	1.1	$1.1M	+2%	4.4k	253.80	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$1.1M	-7%	5.7k	196.20	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.0	$1.0M		7.4k	138.33	View chart
Ishares Tr Core Msci Total (IXUS)	0.9	$926k	+8%	11k	86.64	View chart
Ishares Tr Global 100 Etf (IOO)	0.9	$909k	+8%	7.5k	120.97	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.7	$752k		3.4k	218.78	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.7	$749k	-21%	21k	35.59	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.7	$706k		4.9k	144.94	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$692k	+5%	2.8k	248.04	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.6	$650k		3.5k	184.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$638k		1.1k	577.30	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$630k		6.3k	100.66	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.6	$573k	-2%	6.2k	91.76	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.5	$559k	NEW	27k	20.77	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$513k	+2%	6.8k	75.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$489k		16k	30.68	View chart
Microsoft Corporation (MSFT)	0.5	$470k	+3%	1.3k	370.19	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.4	$455k	NEW	16k	28.85	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$438k		1.5k	287.18	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$434k		1.2k	356.56	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$404k	-3%	1.5k	262.00	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.4	$375k		4.0k	94.38	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$358k		1.7k	211.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$354k	+6%	1.1k	320.80	View chart
Spdr Series Trust State Street Spd (XAR)	0.3	$338k		1.3k	254.06	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$327k	NEW	5.3k	61.26	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$327k		6.4k	50.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$327k		6.0k	54.05	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$325k		745.00	436.58	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$320k	+16%	4.2k	77.12	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$320k	NEW	690.00	463.08	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$315k		1.3k	248.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$307k	+38%	514.00	597.80	View chart
Proshares Tr Hd Replication (HDG)	0.3	$298k	NEW	5.8k	51.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$296k	+31%	454.00	652.63	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$296k		3.7k	79.56	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$296k		694.00	426.58	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$295k	-3%	423.00	697.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$286k		1.3k	215.06	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$280k	+19%	6.1k	45.89	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PSL)	0.2	$250k	-8%	2.3k	108.53	View chart
Ishares Tr Morningstar Valu (ILCV)	0.2	$247k		2.6k	93.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$237k	-22%	824.00	287.61	View chart
Verizon Communications (VZ)	0.2	$232k	NEW	4.6k	50.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$229k	NEW	1.8k	124.31	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$215k		1.5k	148.11	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$210k	NEW	1.9k	113.14	View chart
International Business Machines (IBM)	0.2	$203k	+8%	836.00	242.37	View chart

Past Filings by Independent Wealth Advisors

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

Independent Wealth Advisors 2025 Q4 filed May 22, 2026
Independent Wealth Advisors 2026 Q1 filed May 22, 2026

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