Independent Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 27, 2026, Independent Wealth Advisors Llc disclosed 79 stock positions valued at approximately $120.72M as of quarter-end September 30, 2026. The largest holdings include SPDR GOLD TR, ISHARES TR, and SIMPLIFY EXCHANGE TRADED FUN.
- Report Period
- September 30, 2026
- No. of Stocks
- 79
- Portfolio Value
- $120.72M
Holdings by Sector
Independent Wealth Advisors Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR GOLD TR | GLD | Other | 8.45% | 26,782 | +388 | +1.47% | $10,199,578 |
| ISHARES TR | SHY | Other | 7.40% | 110,063 | +32,500 | +41.90% | $8,937,143 |
| SIMPLIFY EXCHANGE TRADED FUN | HEQT | Other | 6.19% | 217,567 | +12,722 | +6.21% | $7,466,917 |
| NEOS ETF TRUST | CSHI | Other | 5.71% | 138,682 | +33,032 | +31.27% | $6,893,878 |
| SIMPLIFY EXCHANGE TRADED FUN | SPD | Other | 5.17% | 150,233 | +619 | +0.41% | $6,236,189 |
| J P MORGAN EXCHANGE TRADED F | HOLA | Other | 4.88% | 106,539 | +13,847 | +14.94% | $5,888,420 |
| PROSHARES TR | NOBL | Other | 4.27% | 95,205 | +3,603 | +3.93% | $5,150,572 |
| WISDOMTREE TR | USFR | Other | 4.14% | 99,293 | -3,490 | -3.40% | $5,003,370 |
| STRATEGY SHS | SSUS | Other | 3.41% | 73,393 | -3,859 | -5.00% | $4,115,865 |
| VANGUARD WORLD FD | MGC | Other | 3.37% | 14,429 | +1,072 | +8.03% | $4,073,392 |
| ISHARES GOLD TR | IAU | Other | 2.63% | 40,693 | -2,653 | -6.12% | $3,178,127 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.59% | 4,102 | -411 | -9.11% | $3,128,143 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 2.45% | 14,233 | +3,974 | +38.74% | $2,960,746 |
| VANGUARD WORLD FD | MGK | Other | 2.06% | 26,779 | -102 | -0.38% | $2,481,042 |
| ISHARES SILVER TR | SLV | Other | 1.95% | 43,087 | +277 | +0.65% | $2,348,653 |
| ISHARES TR | HDV | Other | 1.73% | 74,494 | +13,045 | +21.23% | $2,082,843 |
| INVESCO EXCH TRD SLF IDX FD | BSJR | Other | 1.67% | 91,000 | +2,959 | +3.36% | $2,011,561 |
| INVESCO EXCH TRD SLF IDX FD | BSJQ | Other | 1.63% | 86,116 | -1,840 | -2.09% | $1,965,592 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.35% | 49,997 | +34,000 | +212.54% | $1,626,391 |
| ISHARES TR | IXUS | Other | 1.33% | 16,909 | +2,235 | +15.23% | $1,606,204 |
| INVESCO EXCH TRD SLF IDX FD | BSJS | Other | 1.32% | 74,143 | +2,864 | +4.02% | $1,587,847 |
| APPLE INC | AAPL | Technology | 1.25% | 4,549 | -25 | -0.55% | $1,514,792 |
| INVESCO EXCH TRADED FD TR II | PSCI | Other | 1.10% | 8,350 | -770 | -8.44% | $1,331,857 |
| VANGUARD INDEX FDS | VTV | Other | 1.01% | 5,640 | -107 | -1.86% | $1,218,713 |
| VANGUARD INDEX FDS | VBR | Other | 0.96% | 5,024 | +11 | +0.22% | $1,160,799 |
| INVESCO EXCH TRD SLF IDX FD | BSJT | Other | 0.95% | 55,674 | +55,674 | +100.00% | $1,149,948 |
| SSGA ACTIVE TR | ALLW | Other | 0.92% | 38,935 | +4,818 | +14.12% | $1,112,376 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.92% | 7,046 | -289 | -3.94% | $1,112,135 |
| PROSHARES TR | HDG | Other | 0.91% | 20,446 | +3,012 | +17.28% | $1,103,113 |
| ISHARES TR | IOO | Other | 0.88% | 7,381 | -315 | -4.09% | $1,062,925 |
Showing 30 of 79 holdings in the latest reporting period.