Independent Wealth Advisors LLC holds a focused book of 77 stocks worth $110.5M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Vaneck Semiconductor ETF and trimmed SPDR Gold Shares. Their largest long position is SPDR Gold Shares at 9% of the equity book. Cloning the disclosed picks since 2026 would be -2%. That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2136099/holdings"
Use Arkolith to show Independent Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +0.9%, a 2.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Independent Wealth Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
16% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Independent Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 77 | $366.9B |
| OSAIC HOLDINGS, INC. | 80 / 77 | $17.5B |
| LPL Financial LLC | 79 / 77 | $89.3B |
| ROYAL BANK OF CANADA | 77 / 77 | $94.8B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 77 | $19.2B |
| Farther Finance Advisors, LLC | 77 / 77 | $2.8B |
| WELLS FARGO & COMPANY/MN | 76 / 77 | $125.3B |
| UBS Group AG | 75 / 77 | $103.9B |
Ranked by how many of Independent Wealth Advisors LLC's top 77 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Gold TR GOLD SHS | $9.7M | 26.4K | 8.8% | ▼−0.5% Reduced · −136 sh | |
| 2 | Simplify Exchange Traded Fun HEDGED EQUITY | $6.9M | 204.8K | 6.2% | ▲+10% Added · +19K sh | |
| 3 | Ishares TR 1 3 YR TREAS BD | $6.4M | 77.6K | 5.8% | ▲+63% Added · +30K sh | |
| 4 | Simplify Exchange Traded Fun US EQT PLS DWNSD | $6.2M | 149.6K | 5.6% | ▲+0.5% Added · +730 sh | |
| 5 | NEOS ETF Trust NEOS ENH INC 1-3 | $5.3M | 105.7K | 4.8% | ▼−18% Reduced · −23K sh | |
| 6 | Wisdomtree TR FLOATNG RAT TREA | $5.2M | 102.8K | 4.7% | ▼−7.8% Reduced · −9K sh | |
| 7 | Proshares TR S&P 500 DV ARIST | $5.1M | 91.6K | 4.7% | ▲+105% Added · +47K sh | |
| 8 | J P Morgan Exchange Traded F INTL HDGD EQT LA | $5.1M | 92.7K | 4.6% | ▲+7.6% Added · +7K sh | |
| 9 | Strategy SHS DAY HAGAN SMART | $4.3M | 77.3K | 3.9% | ▲+2.6% Added · +2K sh | |
| 10 | Vanguard World FD MEGA CAP INDEX | $3.7M | 13.4K | 3.3% | ▼−0.8% Reduced · −103 sh | |
| 11 | State STR SPDR S&P 500 ETF T TR UNIT | $3.4M | 4.5K | 3.0% | ▲+1.6% Added · +70 sh | |
| 12 | Ishares Gold TR ISHARES NEW | $3.3M | 43.3K | 3.0% | ▲+1.9% Added · +830 sh | |
| 13 | Vanguard World FD MEGA GRWTH IND | $2.4M | 26.9K | 2.1% | ▲+366% Added · +21K sh | |
| 14 | Ishares Silver TR ISHARES | $2.3M | 42.8K | 2.1% | ▼−0.9% Reduced · −396 sh | |
| 15 | Invesco Exchange Traded FD T S&P500 EQL WGT | $2.2M | 10.3K | 2.0% | ▲+23% Added · +2K sh | |
| 16 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 26 | $2.0M | 88.0K | 1.8% | ▲+0.7% Added · +624 sh | |
| 17 | Invesco Exch TRD SLF Idx FD BULETSHS 2027 | $2.0M | 88.0K | 1.8% | ▲+2.1% Added · +2K sh | |
| 18 | Invesco Exch Traded FD TR II S&P SMLCP INDL | $1.7M | 9.1K | 1.5% | ▲+0.7% Added · +67 sh | |
| 19 | Ishares TR CORE HIGH DV ETF | $1.7M | 61.4K | 1.5% | ▲+418% Added · +50K sh | |
| 20 | Invesco Exch TRD SLF Idx FD INVSCO 28 HYCORP | $1.5M | 71.3K | 1.4% | ▲+4.7% Added · +3K sh | |
| 21 | Ishares TR CORE MSCI TOTAL | $1.4M | 14.7K | 1.3% | ▲+37% Added · +4K sh | |
| 22 | Apple Inc COM | $1.3M | 4.6K | 1.2% | ▲+3.0% Added · +132 sh | |
| 23 | Vanguard Index FDS VALUE ETF | $1.3M | 5.7K | 1.1% | ▲+0.2% Added · +10 sh | |
| 24 | Vanguard Index FDS SM CP VAL ETF | $1.2M | 5.0K | 1.1% | ▼−9.7% Reduced · −536 sh | |
| 25 | Vanguard Intl Equity Index F TT WRLD ST ETF | $1.2M | 7.3K | 1.0% | ▼−0.2% Reduced · −17 sh | |
| 26 | Ishares TR GLOBAL 100 ETF | $1.1M | 7.7K | 1.0% | ▲+2.4% Added · +180 sh | |
| 27 | Ssga Active TR SST BRIDGEWATER | $999K | 34.1K | 0.9% | ▲+116% Added · +18K sh | |
| 28 | Simplify Exchange Traded Fun HIGH YIELD ETF | $968K | 45.8K | 0.9% | ▼−55% Reduced · −57K sh | |
| 29 | Proshares TR HD REPLICATION | $954K | 17.4K | 0.9% | ▲+201% Added · +12K sh | |
| 30 | T Rowe Price Exchange-Traded CAP APPRECIATION | $889K | 21.6K | 0.8% | ▲+2.9% Added · +603 sh | |
| 31 | Ishares TR RUSSELL 2000 ETF | $887K | 3.0K | 0.8% | ▲+5.8% Added · +163 sh | |
| 32 | Ishares TR US AER DEF ETF | $811K | 3.3K | 0.7% | ▼−2.6% Reduced · −90 sh | |
| 33 | Invesco Exchange Traded FD T SEMICONDUCTORS | $746K | 4.0K | 0.7% | —Held | |
| 34 | Vanguard World FD MEGA CAP VAL ETF | $714K | 4.4K | 0.6% | ▼−10% Reduced · −499 sh | |
| 35 | Vanguard Index FDS MCAP VL IDXVIP | $714K | 3.6K | 0.6% | ▲+2.4% Added · +85 sh | |
| 36 | Ishares TR 0-3 MTH TREASURY | $633K | 6.3K | 0.6% | ▲+0.4% Added · +24 sh | |
| 37 | Invesco QQQ TR UNIT SER 1 | $631K | 857 | 0.6% | ▼−22% Reduced · −248 sh | |
| 38 | Vanguard Intl Equity Index F ALLWRLD EX US | $606K | 7.2K | 0.5% | ▲+5.9% Added · +404 sh | |
| 39 | Angel Oak Funds Trust INCOME ETF | $606K | 29.2K | 0.5% | ▲+8.4% Added · +2K sh | |
| 40 | Schwab Strategic TR US DIVIDEND EQ | $507K | 16.0K | 0.5% | ▲+0.3% Added · +54 sh | |
| 41 | Ishares TR RUS 1000 ETF | $494K | 1.2K | 0.4% | ▼−1.0% Reduced · −12 sh | |
| 42 | Vanguard Index FDS MID CAP ETF | $492K | 6.1K | 0.4% | ▲+300% Added · +5K sh | |
| 43 | Microsoft Corp COM | $481K | 1.3K | 0.4% | ▲+1.6% Added · +20 sh | |
| 44 | Ishares TR CORE S&P SCP ETF | $478K | 3.2K | 0.4% | ▲+75% Added · +1K sh | |
| 45 | Vanguard Index FDS SMALL CP ETF | $468K | 1.5K | 0.4% | ▲+0.3% Added · +4 sh | |
| 46 | Vaneck ETF Trust GOLD MINERS ETF | $460K | 6.1K | 0.4% | ▼−2.4% Reduced · −150 sh | |
| 47 | Vaneck ETF Trust SEMICONDUCTR ETF | $443K | 675 | 0.4% | ▲New New position | |
| 48 | Vanguard World FD INF TECH ETF | $405K | 3.4K | 0.4% | ▲+700% Added · +3K sh | |
| 49 | Ishares TR S&P 500 VAL ETF | $389K | 1.7K | 0.4% | ▲+1.0% Added · +17 sh | |
| 50 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $386K | 6.5K | 0.3% | ▲+7.1% Added · +431 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.