Independent Wealth Advisors LLC holds a focused book of 77 reported positions worth $110.5M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-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 reported non-option book.
Independent Wealth Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.
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
+2 sectors below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Independent Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Stuart Investment Advisors, Inc. | 9 / 77 | $232.9M |
| Banta Asset Management LP | 11 / 77 | $94.2M |
| Angeles Investment Advisors, LLC | 10 / 77 | $1.4B |
| XP Advisory US, Inc. | 17 / 77 | $149.0M |
| Marest Capital, LLC | 7 / 77 | $163.2M |
| Kearns & Associates LLC | 13 / 77 | $168.2M |
| Hoffman, Alan N Investment Management | 7 / 77 | $132.5M |
| MPS Loria Financial Planners, LLC | 19 / 77 | $340.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Independent Wealth Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.