Independent Wealth Advisors LLC
Q3 2026 13F filing
Updated 9 days ago79 disclosed positions worth $120.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G SPDR GOLD TR | $10.2M | 26.8K | 8.45% | — |
| 2 | B ISHARES TR | $8.9M | 110.1K | 7.40% | — |
| 3 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $7.5M | 217.6K | 6.19% | — |
| 4 | ? N/A NEOS ETF TRUST | $6.9M | 138.7K | 5.71% | — |
| 5 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $6.2M | 150.2K | 5.17% | — |
| 6 | J J P MORGAN EXCHANGE TRADED F | $5.9M | 106.5K | 4.88% | — |
| 7 | K PROSHARES TR | $5.2M | 95.2K | 4.27% | — |
| 8 | B WISDOMTREE TR | $5M | 99.3K | 4.14% | — |
| 9 | S STRATEGY SHS | $4.1M | 73.4K | 3.41% | — |
| 10 | V VANGUARD WORLD FD | $4.1M | 14.4K | 3.37% | — |
| 11 | I ISHARES GOLD TR | $3.2M | 40.7K | 2.63% | — |
| 12 | S STATE STR SPDR S&P 500 ETF T | $3.1M | 4.1K | 2.59% | — |
| 13 | I INVESCO EXCHANGE TRADED FD T | $3M | 14.2K | 2.45% | — |
| 14 | V VANGUARD WORLD FD | $2.5M | 26.8K | 2.06% | — |
| 15 | S ISHARES SILVER TR | $2.3M | 43.1K | 1.95% | — |
| 16 | E ISHARES TR | $2.1M | 74.5K | 1.73% | — |
| 17 | ? N/A INVESCO EXCH TRD SLF IDX FD | $2M | 91.0K | 1.67% | — |
| 18 | J INVESCO EXCH TRD SLF IDX FD | $2M | 86.1K | 1.63% | — |
| 19 | S SCHWAB STRATEGIC TR | $1.6M | 50.0K | 1.35% | — |
| 20 | E ISHARES TR | $1.6M | 16.9K | 1.33% | — |
| 21 | ? N/A INVESCO EXCH TRD SLF IDX FD | $1.6M | 74.1K | 1.32% | — |
| 22 | A APPLE INC | $1.5M | 4.5K | 1.25% | — |
| 23 | ? N/A INVESCO EXCH TRADED FD TR II | $1.3M | 8.3K | 1.10% | — |
| 24 | V VANGUARD INDEX FDS | $1.2M | 5.6K | 1.01% | — |
| 25 | V VANGUARD INDEX FDS | $1.2M | 5.0K | 0.96% | — |
| 26 | ? N/A INVESCO EXCH TRD SLF IDX FD | $1.1M | 55.7K | 0.95% | — |
| 27 | S SSGA ACTIVE TR | $1.1M | 38.9K | 0.92% | — |
| 28 | V VANGUARD INTL EQUITY INDEX F | $1.1M | 7.0K | 0.92% | — |
| 29 | P PROSHARES TR | $1.1M | 20.4K | 0.91% | — |
| 30 | E ISHARES TR | $1.1M | 7.4K | 0.88% | — |
| 31 | T T ROWE PRICE EXCHANGE-TRADED | $869K | 20.6K | 0.72% | — |
| 32 | ? N/A ANGEL OAK FUNDS TRUST | $804K | 40.0K | 0.67% | — |
| 33 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $751K | 37.2K | 0.62% | — |
| 34 | ? N/A DIMENSIONAL ETF TRUST | $710K | 17.7K | 0.59% | — |
| 35 | V VANGUARD INDEX FDS | $708K | 3.6K | 0.59% | — |
| 36 | V VANGUARD WORLD FD | $704K | 4.4K | 0.58% | — |
| 37 | E ISHARES TR | $695K | 2.5K | 0.58% | — |
| 38 | E ISHARES TR | $669K | 3.2K | 0.55% | — |
| 39 | M MICROSOFT CORP | $655K | 1.3K | 0.54% | — |
| 40 | E ISHARES TR | $621K | 6.2K | 0.51% | — |
| 41 | Q INVESCO QQQ TR | $608K | 823 | 0.50% | — |
| 42 | I INVESCO EXCHANGE TRADED FD T | $606K | 4.0K | 0.50% | — |
| 43 | V VANGUARD INTL EQUITY INDEX F | $601K | 7.2K | 0.50% | — |
| 44 | E ISHARES TR | $527K | 10.3K | 0.44% | — |
| 45 | E ISHARES TR | $502K | 1.2K | 0.42% | — |
| 46 | V VANGUARD INDEX FDS | $501K | 6.4K | 0.42% | — |
| 47 | H VANECK ETF TRUST | $501K | 5.7K | 0.41% | — |
| 48 | V VANGUARD INDEX FDS | $463K | 1.6K | 0.38% | — |
| 49 | E BLACKROCK ETF TRUST | $447K | 9.5K | 0.37% | — |
| 50 | E ISHARES TR | $440K | 3.2K | 0.36% | — |