Independent Wealth Advisors Llc Increases Holdings Across Portfolio in Q2 2026
Independent Wealth Advisors LLC significantly increased its positions in several exchange-traded funds during the second quarter of 2026, maintaining a diversified portfolio.
As reported for Independent Wealth Advisors Llc, there were notable changes to its investment positions during the second quarter of 2026, ending on June 30th.
The investor maintained a focus on diversification by increasing holdings in multiple ETFs. Key additions and boosts included:
- HEQT (Simplify Exchange Traded Fun): The position increased significantly to HEQT, now representing 6.22% of the portfolio.
- SPD (Simplify Exchange Traded Fun): Holdings in Simplify ETF were also substantially boosted, accounting for approximately SPD.
- CSHI (Neo ETF Trust): The position in Neo ETF Trust was notably increased to 4.76%, making it a significant holding.
- USFR (WisdomTree TR): Holdings in WisdomTree ETF were substantially raised, now comprising about USFR.
- NOBL (ProShares TR): The position in ProShares ETF was significantly increased to 4.65%.
- SHY (iShares Short Treasury Bond Fund): Holdings in the iShares Short Treasuries bond fund were substantially raised, now making up SHY.
- SSUS (Strategy Shares ETF): The position in Strategy Shares was also notably increased to 3.87%.
In addition, the investor initiated new positions or significantly expanded existing ones with:
- BSJR (Invesco Exchange Traded Fund ETF): A new position representing about BSJR.
- BSJQ (Invesco Exchange Traded Fund ETF): Another new position, now accounting for roughly BSJQ.
- BSJS (Invesco Exchange Traded Fund ETF): A third new position in Invesco ETFs, making up 1.4% of the portfolio.
- HDV (iShares Core High Yield Bond ETF): The investor substantially increased holdings in this iShares fund to HDV.
- IAU (iShares Gold Trust ETF): Holdings were significantly raised for the gold ETF, now representing 2.96%.
- SLV (SPDR Gold Shares ETF): The position in SPDR Gold Shares was also notably increased to SLV.
The portfolio's sector allocation remained unchanged from the previous period, with 97.17% invested in 'Unknown' sectors (likely due to holding many ETFs without specific sector classifications). There was no disclosed activity for Technology or Communication Services sectors.
Independent Wealth Advisors Llc also added positions to:
- CARY (Angel Oak Funds Trust): Representing 0.55% of the portfolio.
- MGK (Vanguard World Fund ETF): Now accounting for approximately MGC.
Overall, Independent Wealth Advisors Llc demonstrated a strategy of reinforcing its existing positions and adding new ones during Q2 2026. The portfolio consists of 73 holdings, with the top five ETFs accounting for approximately 31.15% of the total value as of June 30th.