Independent Wealth Advisors LLC

Est. AUM

$101.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR GOLD TR	GOLD SHS	$11.4M	26530	11.21%	SOLE
2	NEOS ETF TRUST	NEOS ENH INC 1-3	$6.4M	128243	6.27%	SOLE
3	SIMPLIFY EXCHANGE TRADED FUN	HEDGED EQUITY	$5.9M	185810	5.75%	SOLE
4	WISDOMTREE TR	FLOATNG RAT TREA	$5.6M	111534	5.51%	SOLE
5	SIMPLIFY EXCHANGE TRADED FUN	US EQT PLS DWNSD	$5.4M	148884	5.32%	SOLE
6	PROSHARES TR	S&P 500 DV ARIST	$4.7M	44633	4.65%	SOLE
7	J P MORGAN EXCHANGE TRADED F	INTL HDGD EQT LA	$4.5M	86158	4.45%	SOLE
8	ISHARES TR	1 3 YR TREAS BD	$3.9M	47728	3.87%	SOLE
9	ISHARES GOLD TR	ISHARES NEW	$3.7M	42516	3.68%	SOLE
10	STRATEGY SHS	DAY HAGAN SMART	$3.5M	75287	3.45%	SOLE
11	VANGUARD WORLD FD	MEGA CAP INDEX	$3.2M	13460	3.12%	SOLE
12	ISHARES SILVER TR	ISHARES	$2.9M	43206	2.89%	SOLE
13	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.9M	4443	2.84%	SOLE
14	SIMPLIFY EXCHANGE TRADED FUN	HIGH YIELD ETF	$2.2M	102390	2.15%	SOLE
15	VANGUARD WORLD FD	MEGA GRWTH IND	$2.1M	5774	2.08%	SOLE
16	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$2.0M	87332	1.99%	SOLE
17	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$1.9M	86188	1.89%	SOLE
18	ISHARES TR	CORE HIGH DV ETF	$1.6M	11869	1.58%	SOLE
19	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.6M	8359	1.58%	SOLE
20	INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$1.5M	68091	1.45%	SOLE
21	INVESCO EXCH TRADED FD TR II	S&P SMLCP INDL	$1.4M	9053	1.37%	SOLE
22	VANGUARD INDEX FDS	SM CP VAL ETF	$1.2M	5549	1.18%	SOLE
23	APPLE INC	COM	$1.1M	4442	1.11%	SOLE
24	VANGUARD INDEX FDS	VALUE ETF	$1.1M	5737	1.11%	SOLE
25	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.0M	7352	1.00%	SOLE
26	ISHARES TR	CORE MSCI TOTAL	$926K	10692	0.91%	SOLE
27	ISHARES TR	GLOBAL 100 ETF	$909K	7516	0.89%	SOLE
28	ISHARES TR	US AER DEF ETF	$752K	3437	0.74%	SOLE
29	T ROWE PRICE ETF INC	CAP APPRECIATION	$749K	21036	0.74%	SOLE
30	VANGUARD WORLD FD	MEGA CAP VAL ETF	$706K	4870	0.69%	SOLE
31	ISHARES TR	RUSSELL 2000 ETF	$692K	2790	0.68%	SOLE
32	VANGUARD INDEX FDS	MCAP VL IDXVIP	$650K	3527	0.64%	SOLE
33	INVESCO QQQ TR	UNIT SER 1	$638K	1105	0.63%	SOLE
34	ISHARES TR	0-3 MNTH TREASRY	$630K	6260	0.62%	SOLE
35	VANECK ETF TRUST	GOLD MINERS ETF	$573K	6249	0.56%	SOLE
36	ANGEL OAK FUNDS TRUST	INCOME ETF	$559K	26912	0.55%	SOLE
37	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$513K	6835	0.50%	SOLE
38	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$489K	15943	0.48%	SOLE
39	MICROSOFT CORP	COM	$470K	1269	0.46%	SOLE
40	SSGA ACTIVE TR	SST BRIDGEWATER	$455K	15774	0.45%	SOLE
41	VANGUARD INDEX FDS	MID CAP ETF	$438K	1525	0.43%	SOLE
42	ISHARES TR	RUS 1000 ETF	$434K	1218	0.43%	SOLE
43	VANGUARD INDEX FDS	SMALL CP ETF	$404K	1541	0.40%	SOLE
44	INVESCO EXCHANGE TRADED FD T	SEMICONDUCTORS	$375K	3972	0.37%	SOLE
45	ISHARES TR	S&P 500 VAL ETF	$358K	1697	0.35%	SOLE
46	VANGUARD INDEX FDS	TOTAL STK MKT	$354K	1104	0.35%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$338K	1332	0.33%	SOLE
48	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$327K	6044	0.32%	SOLE
49	SELECT SECTOR SPDR TR	STATE STREET ENE	$327K	5343	0.32%	SOLE
50	ISHARES TR	FLTG RATE NT ETF	$327K	6415	0.32%	SOLE

1–50 of 70

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.