Independent Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 27, 2026, Independent Wealth Advisors Llc disclosed 73 stock positions valued at approximately $110.51M as of quarter-end June 30, 2026. The largest holdings include SPDR GOLD TR, SIMPLIFY EXCHANGE TRADED FUN, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 73
- Portfolio Value
- $110.51M
Holdings by Sector
Independent Wealth Advisors Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 73 holdings in the latest reporting period.