Independent Wealth Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$101.8M
Q ending 2026-03-31
Prior quarter
$95.8M
Q ending 2025-12-31
Change
+6.3% QoQ
Positions
70
reported holdings
Largest positions
All 70 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Gold Tr | GLD | Shares | $11.4M | 27K |
| Neos Etf Trust | CSHI | Shares | $6.4M | 128K |
| Simplify Exchange Traded Fun | HEQT | Shares | $5.9M | 186K |
| Wisdomtree Tr | USFR | Shares | $5.6M | 112K |
| Simplify Exchange Traded Fun | SPD | Shares | $5.4M | 149K |
| Proshares Tr | NOBL | Shares | $4.7M | 45K |
| J P Morgan Exchange Traded F | HOLA | Shares | $4.5M | 86K |
| Ishares Tr | SHY | Shares | $3.9M | 48K |
| Ishares Gold Tr | IAU | Shares | $3.7M | 43K |
| Strategy Shs | SSUS | Shares | $3.5M | 75K |
| Vanguard World Fd | MGC | Shares | $3.2M | 13K |
| Ishares Silver Tr | SLV | Shares | $2.9M | 43K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.9M | 4K |
| Simplify Exchange Traded Fun | CDX | Shares | $2.2M | 102K |
| Vanguard World Fd | MGK | Shares | $2.1M | 6K |
| Invesco Exch Trd Slf Idx Fd | BSJQ | Shares | $2.0M | 87K |
| Invesco Exch Trd Slf Idx Fd | BSJR | Shares | $1.9M | 86K |
| Ishares Tr | HDV | Shares | $1.6M | 12K |
| Invesco Exchange Traded Fd T | RSP | Shares | $1.6M | 8K |
| Invesco Exch Trd Slf Idx Fd | BSJS | Shares | $1.5M | 68K |
| Invesco Exch Traded Fd Tr Ii | PSCI | Shares | $1.4M | 9K |
| Vanguard Index Fds | VBR | Shares | $1.2M | 6K |
| Apple Inc | AAPL | Shares | $1.1M | 4K |
| Vanguard Index Fds | VTV | Shares | $1.1M | 6K |
| Vanguard Intl Equity Index F | VT | Shares | $1.0M | 7K |
| Ishares Tr | IXUS | Shares | $926K | 11K |
| Ishares Tr | IOO | Shares | $909K | 8K |
| Ishares Tr | ITA | Shares | $752K | 3K |
| T Rowe Price Etf Inc | TCAF | Shares | $749K | 21K |
| Vanguard World Fd | MGV | Shares | $706K | 5K |
| Ishares Tr | IWM | Shares | $692K | 3K |
| Vanguard Index Fds | VOE | Shares | $650K | 4K |
| Invesco Qqq Tr | QQQ | Shares | $638K | 1K |
| Ishares Tr | SGOV | Shares | $630K | 6K |
| Vaneck Etf Trust | GDX | Shares | $573K | 6K |
| Angel Oak Funds Trust | CARY | Shares | $559K | 27K |
| Vanguard Intl Equity Index F | VEU | Shares | $513K | 7K |
| Schwab Strategic Tr | SCHD | Shares | $489K | 16K |
| Microsoft Corp | MSFT | Shares | $470K | 1K |
| Ssga Active Tr | ALLW | Shares | $455K | 16K |
| Vanguard Index Fds | VO | Shares | $438K | 2K |
| Ishares Tr | IWB | Shares | $434K | 1K |
| Vanguard Index Fds | VB | Shares | $404K | 2K |
| Invesco Exchange Traded Fd T | PSI | Shares | $375K | 4K |
| Ishares Tr | IVE | Shares | $358K | 2K |
| Vanguard Index Fds | VTI | Shares | $354K | 1K |
| Spdr Series Trust | XAR | Shares | $338K | 1K |
| Select Sector Spdr Tr | XLE | Shares | $327K | 5K |
| Ishares Tr | FLOT | Shares | $327K | 6K |
| Vanguard Intl Equity Index F | VWO | Shares | $327K | 6K |
| Vanguard Index Fds | VUG | Shares | $325K | 745 |
| Vanguard Star Fds | VXUS | Shares | $320K | 4K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $320K | 690 |
| Ishares Tr | IWY | Shares | $315K | 1K |
| Vanguard Index Fds | VOO | Shares | $307K | 514 |
| Proshares Tr | HDG | Shares | $298K | 6K |
| Ishares Tr | IVV | Shares | $296K | 454 |
| Ishares Tr | HYG | Shares | $296K | 4K |
| Ishares Tr | IWF | Shares | $296K | 694 |
| Vanguard World Fd | VGT | Shares | $295K | 423 |
| Vanguard Specialized Funds | VIG | Shares | $286K | 1K |
| Select Sector Spdr Tr | XLU | Shares | $280K | 6K |
| Invesco Exchange Traded Fd T | PSL | Shares | $250K | 2K |
| Ishares Tr | ILCV | Shares | $247K | 3K |
| Alphabet Inc | GOOGL | Shares | $237K | 824 |
| Verizon Communications Inc | VZ | Shares | $232K | 5K |
| Ishares Tr | IJR | Shares | $228K | 2K |
| Vanguard Whitehall Fds | VYM | Shares | $215K | 1K |
| Ishares Tr | IVW | Shares | $210K | 2K |
| International Business Machs | IBM | Shares | $203K | 836 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.