Independent Wealth Advisors LLC
13F Reported Value
ⓘ$110.5M
Holdings
77
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Independent Wealth Advisors LLC disclosed 77 positions worth $110.5M in its Form 13F-HR for Q2 2026, led by $GLD (SPDR GOLD TRUST) at 8.8% of the equity portfolio. During the quarter the fund opened 9 new positions and exited 3. The portfolio is most concentrated in Other (72.8% of disclosed assets). All figures are sourced directly from Independent Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2136099.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$9.7M26,394 sh SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY
—Quality
$6.9M204,845 shISHARES TR - 1 3 YR TREAS BD
—Quality
$6.4M77,563 shSIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD
—Quality
$6.2M149,614 shNEOS ETF TRUST - NEOS ENH INC 1-3
—Quality
$5.3M105,650 sh- 59.9
Quality
$5.2M102,783 sh PROSHARES TR - S&P 500 DV ARIST
—Quality
$5.1M91,602 shJ P MORGAN EXCHANGE TRADED F - INTL HDGD EQT LA
—Quality
$5.1M92,692 shSTRATEGY SHS - DAY HAGAN SMART
—Quality
$4.3M77,252 shVANGUARD WORLD FD - MEGA CAP INDEX
—Quality
$3.7M13,357 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 SPDR GOLD TRUST$GLD | — | $9.7M | 26,394 |
| SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY | — | $6.9M | 204,845 |
| ISHARES TR - 1 3 YR TREAS BD | — | $6.4M | 77,563 |
| SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD | — | $6.2M | 149,614 |
| NEOS ETF TRUST - NEOS ENH INC 1-3 | — | $5.3M | 105,650 |
 WisdomTree, Inc.$WT | 59.9 | $5.2M | 102,783 |
| PROSHARES TR - S&P 500 DV ARIST | — | $5.1M | 91,602 |
| J P MORGAN EXCHANGE TRADED F - INTL HDGD EQT LA | — | $5.1M | 92,692 |
| STRATEGY SHS - DAY HAGAN SMART | — | $4.3M | 77,252 |
| VANGUARD WORLD FD - MEGA CAP INDEX | — | $3.7M | 13,357 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Independent Wealth Advisors LLC's 77 positions.
Showing top 10 of 77 holdings.
Sector Allocation
Other
$80.5M
Financials
$25.1M
Technology
$3.2M
Industrials
$1.4M
Energy
$327,683
Full Holdings — Independent Wealth Advisors LLC (Q2 2026)
All 77 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GLD | SPDR GOLD TRUST | $9.7M | 8.8% | -1% | — |
| 2 | — | SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY | $6.9M | 6.2% | +10% | — |
| 3 | — | ISHARES TR - 1 3 YR TREAS BD | $6.4M | 5.8% | +63% | — |
| 4 | — | SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD | $6.2M | 5.6% | +0% | — |
| 5 | — | NEOS ETF TRUST - NEOS ENH INC 1-3 | $5.3M | 4.8% | -18% | — |
| 6 | $WT | WisdomTree, Inc. | $5.2M | 4.7% | -8% | 59.9 |
| 7 | — | PROSHARES TR - S&P 500 DV ARIST | $5.1M | 4.7% | +105% | — |
| 8 | — | J P MORGAN EXCHANGE TRADED F - INTL HDGD EQT LA | $5.1M | 4.6% | +8% | — |
| 9 | — | STRATEGY SHS - DAY HAGAN SMART | $4.3M | 3.9% | +3% | — |
| 10 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $3.7M | 3.3% | -1% | — |
| 11 |  $SPY | SPDR S&P 500 ETF TRUST | $3.4M | 3.0% | +2% | — |
| 12 |  $IAU | ISHARES GOLD TRUST | $3.3M | 3.0% | +2% | — |
| 13 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $2.4M | 2.1% | +366% | — |
| 14 |  $SLV | iShares Silver Trust | $2.3M | 2.1% | -1% | — |
| 15 |  $IVZ | Invesco Ltd. | $2.2M | 2.0% | +23% | — |
| 16 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO BLSH 26 | $2.0M | 1.8% | +1% | — |
| 17 | — | INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 | $2.0M | 1.8% | +2% | — |
| 18 | $IVZ | Invesco Ltd. | $1.7M | 1.5% | +1% | — |
| 19 | — | ISHARES TR - CORE HIGH DV ETF | $1.7M | 1.5% | +418% | — |
| 20 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO 28 HYCORP | $1.5M | 1.4% | +5% | — |
| 21 | — | ISHARES TR - CORE MSCI TOTAL | $1.4M | 1.3% | +37% | — |
| 22 |  $AAPL | Apple Inc. | $1.3M | 1.2% | +3% | 76.4 |
| 23 | — | VANGUARD INDEX FDS - VALUE ETF | $1.3M | 1.1% | +0% | — |
| 24 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $1.2M | 1.1% | -10% | — |
| 25 |  $DOV | DOVER Corp | $1.2M | 1.0% | -0% | 58.1 |
| 26 | — | ISHARES TR - GLOBAL 100 ETF | $1.1M | 0.9% | +2% | — |
| 27 | — | SSGA ACTIVE TR - SST BRIDGEWATER | $998,607 | 0.9% | +116% | — |
| 28 | — | SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF | $968,299 | 0.9% | -55% | — |
| 29 | — | PROSHARES TR - HD REPLICATION | $954,008 | 0.9% | +201% | — |
| 30 |  $BAH | Booz Allen Hamilton Holding Corp | $889,366 | 0.8% | +3% | 58 |
| 31 | — | ISHARES TR - RUSSELL 2000 ETF | $887,185 | 0.8% | +6% | — |
| 32 | — | ISHARES TR - US AER DEF ETF | $811,485 | 0.7% | -3% | — |
| 33 | $IVZ | Invesco Ltd. | $746,101 | 0.7% | +0% | — |
| 34 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | $714,364 | 0.7% | -10% | — |
| 35 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $713,674 | 0.7% | +2% | — |
| 36 | — | ISHARES TR - 0-3 MTH TREASURY | $632,591 | 0.6% | +0% | — |
| 37 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $631,273 | 0.6% | -22% | — |
| 38 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $606,235 | 0.6% | +6% | — |
| 39 | — | ANGEL OAK FUNDS TRUST - INCOME ETF | $606,153 | 0.6% | +8% | — |
| 40 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $507,271 | 0.5% | +0% | — |
| 41 | — | ISHARES TR - RUS 1000 ETF | $493,888 | 0.5% | -1% | — |
| 42 | — | VANGUARD INDEX FDS - MID CAP ETF | $491,760 | 0.4% | +300% | — |
| 43 |  $MSFT | MICROSOFT CORP | $480,856 | 0.4% | +2% | 79.8 |
| 44 | — | ISHARES TR - CORE S&P SCP ETF | $477,918 | 0.4% | +75% | — |
| 45 | — | VANGUARD INDEX FDS - SMALL CP ETF | $468,257 | 0.4% | +0% | — |
| 46 | — | VANECK ETF TRUST - GOLD MINERS ETF | $460,138 | 0.4% | -2% | — |
| 47 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $442,570 | 0.4% | NEW | — |
| 48 | — | VANGUARD WORLD FD - INF TECH ETF | $404,629 | 0.4% | +700% | — |
| 49 | — | ISHARES TR - S&P 500 VAL ETF | $389,273 | 0.3% | +1% | — |
| 50 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $386,498 | 0.3% | +7% | — |
| 51 | — | VANGUARD INDEX FDS - GROWTH ETF | $385,014 | 0.3% | +500% | — |
| 52 | — | SPDR SERIES TRUST - ST STR SP AERO | $378,148 | 0.3% | +0% | — |
| 53 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $374,182 | 0.3% | -8% | — |
| 54 | — | ISHARES TR - RUS TP200 GR ETF | $368,216 | 0.3% | +0% | — |
| 55 | — | ISHARES TR - RUS 1000 GRW ETF | $345,123 | 0.3% | +300% | — |
| 56 | — | ISHARES TR - CORE S&P500 ETF | $340,594 | 0.3% | +0% | — |
| 57 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $336,307 | 0.3% | -5% | — |
| 58 | — | VANGUARD STAR FDS - VG TL INTL STK F | $336,240 | 0.3% | -5% | — |
| 59 |  $XOM.R34088 | EXXON MOBIL CORP | $327,683 | 0.3% | NEW | 57.9 |
| 60 | — | ISHARES TR - FLTG RATE NT ETF | $325,189 | 0.3% | -1% | — |
| 61 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $321,908 | 0.3% | NEW | — |
| 62 |  $GOOG | Alphabet Inc. | $294,560 | 0.3% | +0% | 78.2 |
| 63 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $285,446 | 0.3% | +1% | — |
| 64 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $277,716 | 0.3% | +0% | — |
| 65 | — | ISHARES TR - MORNINGSTAR VALU | $268,748 | 0.2% | +0% | — |
| 66 | — | ISHARES TR - S&P 500 GRWT ETF | $264,403 | 0.2% | +4% | — |
| 67 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $262,082 | 0.2% | +14% | — |
| 68 | — | INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR | $258,302 | 0.2% | +0% | — |
| 69 |  $GOOGL | Alphabet Inc. | $247,779 | 0.2% | NEW | 78.2 |
| 70 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $245,262 | 0.2% | +4% | 70 |
| 71 | — | DIMENSIONAL ETF TRUST - US LARG VECT ETF | $226,592 | 0.2% | NEW | — |
| 72 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $226,130 | 0.2% | NEW | — |
| 73 | — | TIDAL TRUST II - ROUNDHILL GENER | $223,095 | 0.2% | NEW | — |
| 74 | — | ISHARES INC - CORE MSCI EMKT | $213,089 | 0.2% | NEW | — |
| 75 | — | ISHARES TR - IBOXX HI YD ETF | $206,194 | 0.2% | -31% | — |
| 76 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $205,499 | 0.2% | NEW | — |
| 77 | — | ISHARES TR - S&P MC 400VL ETF | $204,606 | 0.2% | NEW | — |
New Positions (9)
$XOM.R34088 EXXON MOBIL CORP$327,683Exited Positions (3)
$VZ VERIZON COMMUNICATIONS INCBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Independent Wealth Advisors LLC including:
Track Independent Wealth Advisors LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Independent Wealth Advisors LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Independent Wealth Advisors LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Independent Wealth Advisors LLC (SEC CIK: 2136099), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Independent Wealth Advisors LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.