Independent Wealth Advisors

Independent Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Independent Wealth Advisors

Independent Wealth Advisors holds 63 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Gold Tr Gold Shs (GLD) 11.0 $11M 27k 396.31
Wisdomtree Tr Floatng Rat Trea (USFR) 7.2 $6.9M 137k 50.32
Simplify Exchange Traded Fun Hedged Equity (HEQT) 5.9 $5.6M 176k 32.05
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) 5.9 $5.6M 143k 39.26
Proshares Tr S&p 500 Dv Arist (NOBL) 4.7 $4.5M 44k 104.07
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 4.6 $4.4M 89k 49.73
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA) 4.4 $4.2M 81k 52.24
Strategy Day Hagan Smart (SSUS) 3.8 $3.7M 75k 48.75
Ishares Gold Tr Ishares New (IAU) 3.8 $3.6M 45k 81.17
Ishares Tr 1 3 Yr Treas Bd (SHY) 3.7 $3.6M 43k 82.82
Vanguard World Mega Cap Index (MGC) 3.4 $3.3M 13k 251.18
Ishares Silver Tr Ishares (SLV) 3.1 $2.9M 46k 64.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $2.8M 4.0k 681.98
Simplify Exchange Traded Fun High Yield Etf (CDX) 2.5 $2.4M 106k 22.27
Vanguard World Mega Grwth Ind (MGK) 2.3 $2.2M 5.3k 412.78
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 2.0 $1.9M 80k 23.34
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 1.7 $1.6M 72k 22.61
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.5 $1.4M 7.5k 191.56
Ishares Tr Core High Dv Etf (HDV) 1.5 $1.4M 12k 121.61
Apple (AAPL) 1.2 $1.2M 4.4k 271.86
Vanguard Index Fds Value Etf (VTV) 1.2 $1.2M 6.2k 190.98
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $1.2M 5.5k 211.79
Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI) 1.2 $1.1M 7.6k 150.09
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.1 $1.0M 7.4k 141.06
T Rowe Price Etf Cap Appreciation (TCAF) 1.1 $1.0M 27k 38.22
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 1.0 $914k 42k 22.00
Ishares Tr Global 100 Etf (IOO) 0.9 $877k 6.9k 126.67
Ishares Tr Core Msci Total (IXUS) 0.9 $837k 9.9k 84.64
Ishares Tr Us Aer Def Etf (ITA) 0.8 $738k 3.4k 214.72
Vanguard World Mega Cap Val Etf (MGV) 0.7 $687k 4.9k 141.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $666k 1.1k 614.05
Ishares Tr Russell 2000 Etf (IWM) 0.7 $650k 2.6k 246.17
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.7 $627k 6.2k 100.38
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.7 $626k 3.5k 177.35
Microsoft Corporation (MSFT) 0.6 $593k 1.2k 483.57
Vaneck Etf Trust Gold Miners Etf (GDX) 0.6 $549k 6.4k 85.76
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $491k 6.7k 73.56
Ishares Tr Rus 1000 Etf (IWB) 0.5 $454k 1.2k 373.35
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $443k 1.5k 290.22
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $436k 16k 27.43
Vanguard Index Fds Small Cp Etf (VB) 0.4 $412k 1.6k 258.03
Vanguard Index Fds Growth Etf (VUG) 0.4 $363k 744.00 488.08
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $359k 1.7k 212.02
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.4 $351k 1.3k 276.94
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $348k 1.0k 335.26
Alphabet Cap Stk Cl A (GOOGL) 0.3 $335k 1.1k 313.01
Vanguard World Inf Tech Etf (VGT) 0.3 $332k 440.00 753.93
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $328k 694.00 473.09
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $325k 6.4k 50.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $325k 6.0k 53.76
Spdr Series Trust State Street Spd (XAR) 0.3 $321k 1.3k 241.28
Invesco Exchange Traded Fd T Semiconductors (PSI) 0.3 $313k 4.0k 78.86
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $300k 3.7k 80.62
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $289k 1.3k 219.82
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $268k 3.6k 75.44
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PSL) 0.3 $252k 2.5k 100.45
Ishares Tr Morningstar Valu (ILCV) 0.3 $250k 2.6k 94.35
Ishares Tr Core S&p500 Etf (IVV) 0.2 $236k 344.00 684.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $233k 371.00 626.67
International Business Machines (IBM) 0.2 $229k 774.00 296.10
Select Sector Spdr Tr State Street Uti (XLU) 0.2 $219k 5.1k 42.69
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $208k 1.5k 143.51
Blackrock Etf Trust Ishares A I Inno (BAI) 0.2 $201k 6.0k 33.30