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Independent Wealth Advisors LLC
hedge fundUpdated 9 days agoManaged by Independent Wealth Advisors Llc • Latest filing Q3 2026
Portfolio value
$120.7M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
36.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $95.8M |
| Q1 2026 | $101.8M |
| Q2 2026 | $110.5M |
| Q3 2026 | $120.7M |
Top holdings
79 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $10.2M | 26.8K | 8.45% | Added(+1.5%) | |
| 2 | $8.9M | 110.1K | 7.40% | Added(+41.9%) | |
| 3 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $7.5M | 217.6K | 6.19% | Added(+6.2%) |
| 4 | ? N/A NEOS ETF TRUST | $6.9M | 138.7K | 5.71% | Added(+31.3%) |
| 5 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $6.2M | 150.2K | 5.17% | Added(+0.4%) |
| 6 | $5.9M | 106.5K | 4.88% | Added(+14.9%) | |
| 7 | $5.2M | 95.2K | 4.27% | Added(+3.9%) | |
| 8 | $5M | 99.3K | 4.14% | Trimmed(-3.4%) | |
| 9 | $4.1M | 73.4K | 3.41% | Trimmed(-5.0%) | |
| 10 | $4.1M | 14.4K | 3.37% | Added(+8.0%) | |
| 11 | $3.2M | 40.7K | 2.63% | Trimmed(-6.1%) | |
| 12 | $3.1M | 4.1K | 2.59% | Trimmed(-9.1%) | |
| 13 | $3M | 14.2K | 2.45% | Added(+38.7%) | |
| 14 | $2.5M | 26.8K | 2.06% | Trimmed(-0.4%) | |
| 15 | $2.3M | 43.1K | 1.95% | Added(+0.7%) | |
| 16 | $2.1M | 74.5K | 1.73% | Added(+21.2%) | |
| 17 | ? N/A INVESCO EXCH TRD SLF IDX FD | $2M | 91.0K | 1.67% | Added(+3.4%) |
| 18 | $2M | 86.1K | 1.63% | Trimmed(-2.1%) | |
| 19 | $1.6M | 50.0K | 1.35% | Added(+212.5%) | |
| 20 | $1.6M | 16.9K | 1.33% | Added(+15.2%) |