Independent Wealth Advisors

Independent Wealth Advisors as of June 30, 2026

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