Independent Wealth Advisors Llc Portfolio Stock Holdings
Independent Wealth Advisors Llc disclosed 77 stock positions valued at approximately $110.5 million in its latest SEC 13F filing. The largest holdings include SPDR GOLD TR, SIMPLIFY EXCHANGE TRADED FUN, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 27, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 77
- Portfolio Value
- $110.5M
Holdings by Sector
Independent Wealth Advisors Llc Portfolio Holdings in Q2 2026
73 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR GOLD TR | GLD | Other | 8.80% | 26,394 | +26,394 | +100.00% | $9,722,954 |
| SIMPLIFY EXCHANGE TRADED FUN | HEQT | Other | 6.22% | 204,845 | +204,845 | +100.00% | $6,870,497 |
| ISHARES TR | SHY | Other | 5.76% | 77,563 | +77,563 | +100.00% | $6,368,681 |
| SIMPLIFY EXCHANGE TRADED FUN | SPD | Other | 5.62% | 149,614 | +149,614 | +100.00% | $6,205,961 |
| NEOS ETF TRUST | CSHI | Other | 4.76% | 105,650 | +105,650 | +100.00% | $5,262,421 |
| WISDOMTREE TR | USFR | Other | 4.68% | 102,783 | +102,783 | +100.00% | $5,175,138 |
| PROSHARES TR | NOBL | Other | 4.65% | 91,602 | +91,602 | +100.00% | $5,144,352 |
| STRATEGY SHS | SSUS | Other | 3.87% | 77,252 | +77,252 | +100.00% | $4,272,819 |
| VANGUARD WORLD FD | MGC | Other | 3.31% | 13,357 | +13,357 | +100.00% | $3,654,913 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 3.05% | 4,513 | +4,513 | +100.00% | $3,370,352 |
| ISHARES GOLD TR | IAU | Other | 2.96% | 43,346 | +43,346 | +100.00% | $3,273,057 |
| VANGUARD WORLD FD | MGK | Other | 2.14% | 26,881 | +26,881 | +100.00% | $2,363,141 |
| ISHARES SILVER TR | SLV | Other | 2.07% | 42,810 | +42,810 | +100.00% | $2,289,035 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.98% | 10,259 | +10,259 | +100.00% | $2,182,765 |
| INVESCO EXCH TRD SLF IDX FD | BSJQ | Other | 1.83% | 87,956 | +87,956 | +100.00% | $2,019,029 |
| INVESCO EXCH TRD SLF IDX FD | BSJR | Other | 1.78% | 88,041 | +88,041 | +100.00% | $1,967,319 |
| INVESCO EXCH TRADED FD TR II | PSCI | Other | 1.54% | 9,120 | +9,120 | +100.00% | $1,696,860 |
| ISHARES TR | HDV | Other | 1.52% | 61,449 | +61,449 | +100.00% | $1,684,332 |
| INVESCO EXCH TRD SLF IDX FD | BSJS | Other | 1.40% | 71,279 | +71,279 | +100.00% | $1,549,959 |
| ISHARES TR | IXUS | Other | 1.27% | 14,674 | +14,674 | +100.00% | $1,400,502 |
| APPLE INC | AAPL | Technology | 1.20% | 4,574 | +4,574 | +100.00% | $1,323,656 |
| VANGUARD INDEX FDS | VTV | Other | 1.13% | 5,747 | +5,747 | +100.00% | $1,252,495 |
| VANGUARD INDEX FDS | VBR | Other | 1.10% | 5,013 | +5,013 | +100.00% | $1,218,067 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 1.04% | 7,335 | +7,335 | +100.00% | $1,151,176 |
| ISHARES TR | IOO | Other | 0.95% | 7,696 | +7,696 | +100.00% | $1,051,241 |
| PROSHARES TR | HDG | Other | 0.86% | 17,434 | +17,434 | +100.00% | $954,008 |
| T ROWE PRICE EXCHANGE-TRADED | TCAF | Other | 0.80% | 21,639 | +21,639 | +100.00% | $889,366 |
| ISHARES TR | IWM | Other | 0.80% | 2,953 | +2,953 | +100.00% | $887,185 |
| ISHARES TR | ITA | Other | 0.73% | 3,347 | +3,347 | +100.00% | $811,485 |
| INVESCO EXCHANGE TRADED FD T | PSI | Other | 0.68% | 3,972 | +3,972 | +100.00% | $746,101 |
| VANGUARD WORLD FD | MGV | Other | 0.65% | 4,371 | +4,371 | +100.00% | $714,364 |
| VANGUARD INDEX FDS | VOE | Other | 0.65% | 3,612 | +3,612 | +100.00% | $713,674 |
| ISHARES TR | SGOV | Other | 0.57% | 6,284 | +6,284 | +100.00% | $632,591 |
| INVESCO QQQ TR | QQQ | Other | 0.57% | 857 | +857 | +100.00% | $631,273 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.55% | 7,239 | +7,239 | +100.00% | $606,235 |
| ANGEL OAK FUNDS TRUST | CARY | Other | 0.55% | 29,170 | +29,170 | +100.00% | $606,153 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.46% | 15,997 | +15,997 | +100.00% | $507,271 |
| ISHARES TR | IWB | Other | 0.45% | 1,206 | +1,206 | +100.00% | $493,888 |
| VANGUARD INDEX FDS | VO | Other | 0.44% | 6,103 | +6,103 | +100.00% | $491,760 |
| MICROSOFT CORP | MSFT | Technology | 0.44% | 1,289 | +1,289 | +100.00% | $480,856 |
| ISHARES TR | IJR | Other | 0.43% | 3,222 | +3,222 | +100.00% | $477,918 |
| VANGUARD INDEX FDS | VB | Other | 0.42% | 1,545 | +1,545 | +100.00% | $468,257 |
| VANECK ETF TRUST | GDX | Other | 0.42% | 6,099 | +6,099 | +100.00% | $460,138 |
| VANECK ETF TRUST | SMH | Other | 0.40% | 675 | +675 | +100.00% | $442,570 |
| VANGUARD WORLD FD | VGT | Other | 0.37% | 3,385 | +3,385 | +100.00% | $404,629 |
| ISHARES TR | IVE | Other | 0.35% | 1,714 | +1,714 | +100.00% | $389,273 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.35% | 6,475 | +6,475 | +100.00% | $386,498 |
| VANGUARD INDEX FDS | VUG | Other | 0.35% | 4,470 | +4,470 | +100.00% | $385,014 |
| SPDR SERIES TRUST | XAR | Other | 0.34% | 1,332 | +1,332 | +100.00% | $378,148 |
| VANGUARD INDEX FDS | VTI | Other | 0.34% | 1,011 | +1,011 | +100.00% | $374,182 |
| ISHARES TR | IWY | Other | 0.33% | 1,267 | +1,267 | +100.00% | $368,216 |
| ISHARES TR | IWF | Other | 0.31% | 2,779 | +2,779 | +100.00% | $345,123 |
| ISHARES TR | IVV | Other | 0.31% | 455 | +455 | +100.00% | $340,594 |
| VANGUARD INDEX FDS | VOO | Other | 0.30% | 490 | +490 | +100.00% | $336,307 |
| VANGUARD STAR FDS | VXUS | Other | 0.30% | 3,933 | +3,933 | +100.00% | $336,240 |
| EXXON MOBIL CORP | XOM | Energy | 0.30% | 2,397 | +2,397 | +100.00% | $327,683 |
| ISHARES TR | FLOT | Other | 0.29% | 6,370 | +6,370 | +100.00% | $325,189 |
| ALPHABET INC | GOOGL | Communication Services | 0.27% | 824 | +824 | +100.00% | $294,560 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.26% | 5,375 | +5,375 | +100.00% | $285,446 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.25% | 6,125 | +6,125 | +100.00% | $277,716 |
| ISHARES TR | ILCV | Other | 0.24% | 2,655 | +2,655 | +100.00% | $268,748 |
| ISHARES TR | IVW | Other | 0.24% | 1,923 | +1,923 | +100.00% | $264,403 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.24% | 1,658 | +1,658 | +100.00% | $262,082 |
| INVESCO EXCHANGE TRADED FD T | PSL | Other | 0.23% | 2,306 | +2,306 | +100.00% | $258,302 |
| ALPHABET INC | GOOG | Communication Services | 0.22% | 701 | +701 | +100.00% | $247,779 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.22% | 872 | +872 | +100.00% | $245,262 |
| DIMENSIONAL ETF TRUST | DFVX | Other | 0.21% | 2,756 | +2,756 | +100.00% | $226,592 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.20% | 1,187 | +1,187 | +100.00% | $226,130 |
| TIDAL TRUST II | CHAT | Other | 0.20% | 2,261 | +2,261 | +100.00% | $223,095 |
| ISHARES INC | IEMG | Other | 0.19% | 2,572 | +2,572 | +100.00% | $213,089 |
| ISHARES TR | HYG | Other | 0.19% | 2,578 | +2,578 | +100.00% | $206,194 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.19% | 5,197 | +5,197 | +100.00% | $205,499 |
| ISHARES TR | IJJ | Other | 0.19% | 1,385 | +1,385 | +100.00% | $204,606 |