Independent Wealth Advisors LLC 13F Holdings · Q2 2026
Independent Wealth Advisors LLC reported 77 securities worth $110.51M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GLD (8.80%), HEQT (6.22%), SHY (5.76%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | $9.7M | 8.80% | 26,394 | Trimmed |
| 2 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | $6.9M | 6.22% | 204,845 | Added |
| 3 | SHY | ISHARES TR | $6.4M | 5.76% | 77,563 | Added |
| 4 | SPD | SIMPLIFY EXCHANGE TRADED FUN | $6.2M | 5.62% | 149,614 | Added |
| 5 | CSHI | NEOS ETF TRUST | $5.3M | 4.76% | 105,650 | Trimmed |
| 6 | USFR | WISDOMTREE TR | $5.2M | 4.68% | 102,783 | Trimmed |
| 7 | NOBL | PROSHARES TR | $5.1M | 4.65% | 91,602 | Added |
| 8 | HOLA | J P MORGAN EXCHANGE TRADED F | $5.1M | 4.64% | 92,692 | Added |
| 9 | SSUS | STRATEGY SHS | $4.3M | 3.87% | 77,252 | Added |
| 10 | MGC | VANGUARD WORLD FD | $3.7M | 3.31% | 13,357 | Trimmed |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $3.4M | 3.05% | 4,513 | Added |
| 12 | IAU | ISHARES GOLD TR | $3.3M | 2.96% | 43,346 | Added |
| 13 | MGK | VANGUARD WORLD FD | $2.4M | 2.14% | 26,881 | Added |
| 14 | SLV | ISHARES SILVER TR | $2.3M | 2.07% | 42,810 | Trimmed |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | $2.2M | 1.98% | 10,259 | Added |
| 16 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $2.0M | 1.83% | 87,956 | Added |
| 17 | BSJR | INVESCO EXCH TRD SLF IDX FD | $2.0M | 1.78% | 88,041 | Added |
| 18 | PSCI | INVESCO EXCH TRADED FD TR II | $1.7M | 1.54% | 9,120 | Added |
| 19 | HDV | ISHARES TR | $1.7M | 1.52% | 61,449 | Added |
| 20 | BSJS | INVESCO EXCH TRD SLF IDX FD | $1.5M | 1.40% | 71,279 | Added |
| 21 | IXUS | ISHARES TR | $1.4M | 1.27% | 14,674 | Added |
| 22 | AAPL | APPLE INC | $1.3M | 1.20% | 4,574 | Added |
| 23 | VTV | VANGUARD INDEX FDS | $1.3M | 1.13% | 5,747 | Added |
| 24 | VBR | VANGUARD INDEX FDS | $1.2M | 1.10% | 5,013 | Trimmed |
| 25 | VT | VANGUARD INTL EQUITY INDEX F | $1.2M | 1.04% | 7,335 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR