Independent Wealth Advisors

Independent Wealth Advisors as of March 31, 2026

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