Independent Wealth Advisors LLC — 13F Holdings & Portfolio
CIK 2136099 · latest 13F-HR filed 2026-05-22
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$101.8M
Long-equity book
Holdings
70
Distinct positions
Period
2026-03-31
Filed 2026-05-22
Q/Q Activity
+8 / −1 / ↑19 / ↓10
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NEOS ETF TRUST$1.9M +43.9%
- SPDR GOLD TR$827.4K +7.8%
- INVESCO EXCH TRD SLF IDX FD$563.0K +61.6%
- ISHARES TR$361.0K +10.1%
- J P MORGAN EXCHANGE TRADED F$312.8K +7.4%
Top Trims
- WISDOMTREE TR-$1.3M -18.5%
- T ROWE PRICE ETF INC-$282.0K -27.4%
- SIMPLIFY EXCHANGE TRADED FUN-$172.2K -7.3%
- MICROSOFT CORP-$123.1K -20.8%
- ALPHABET INC-$97.9K -29.2%
New Positions
- ANGEL OAK FUNDS TRUST$559.0K
- SSGA ACTIVE TR$455.1K
- SELECT SECTOR SPDR TR$327.3K
- STATE STR SPDR DOW JONES IND$319.5K
- PROSHARES TR$298.3K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR GOLD TR | GLD | 78463V107 | $11.4M | 11.21% | 26,530 | SH |
| 2 | NEOS ETF TRUST | CSHI | 78433H501 | $6.4M | 6.27% | 128,243 | SH |
| 3 | SIMPLIFY EXCHANGE TRADED FUN | HEQT | 82889N764 | $5.9M | 5.75% | 185,810 | SH |
| 4 | WISDOMTREE TR | USFR | 97717Y527 | $5.6M | 5.51% | 111,534 | SH |
| 5 | SIMPLIFY EXCHANGE TRADED FUN | SPD | 82889N202 | $5.4M | 5.32% | 148,884 | SH |
| 6 | PROSHARES TR | NOBL | 74348A467 | $4.7M | 4.65% | 44,633 | SH |
| 7 | J P MORGAN EXCHANGE TRADED F | HOLA | 46654Q591 | $4.5M | 4.45% | 86,158 | SH |
| 8 | ISHARES TR | SHY | 464287457 | $3.9M | 3.87% | 47,728 | SH |
| 9 | ISHARES GOLD TR | IAU | 464285204 | $3.7M | 3.68% | 42,516 | SH |
| 10 | STRATEGY SHS | SSUS | 86280R803 | $3.5M | 3.45% | 75,287 | SH |
| 11 | VANGUARD WORLD FD | MGC | 921910873 | $3.2M | 3.12% | 13,460 | SH |
| 12 | ISHARES SILVER TR | SLV | 46428Q109 | $2.9M | 2.89% | 43,206 | SH |
| 13 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.9M | 2.84% | 4,443 | SH |
| 14 | SIMPLIFY EXCHANGE TRADED FUN | CDX | 82889N830 | $2.2M | 2.15% | 102,390 | SH |
| 15 | VANGUARD WORLD FD | MGK | 921910816 | $2.1M | 2.08% | 5,774 | SH |
| 16 | INVESCO EXCH TRD SLF IDX FD | BSJQ | 46138J635 | $2.0M | 1.99% | 87,332 | SH |
| 17 | INVESCO EXCH TRD SLF IDX FD | BSJR | 46138J585 | $1.9M | 1.89% | 86,188 | SH |
| 18 | ISHARES TR | HDV | 46429B663 | $1.6M | 1.58% | 11,869 | SH |
| 19 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $1.6M | 1.58% | 8,359 | SH |
| 20 | INVESCO EXCH TRD SLF IDX FD | BSJS | 46138J452 | $1.5M | 1.45% | 68,091 | SH |
| 21 | INVESCO EXCH TRADED FD TR II | PSCI | 46138E123 | $1.4M | 1.37% | 9,053 | SH |
| 22 | VANGUARD INDEX FDS | VBR | 922908611 | $1.2M | 1.18% | 5,549 | SH |
| 23 | APPLE INC | AAPL | 037833100 | $1.1M | 1.11% | 4,442 | SH |
| 24 | VANGUARD INDEX FDS | VTV | 922908744 | $1.1M | 1.11% | 5,737 | SH |
| 25 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $1.0M | 1.00% | 7,352 | SH |
| 26 | ISHARES TR | IXUS | 46432F834 | $926.4K | 0.91% | 10,692 | SH |
| 27 | ISHARES TR | IOO | 464287572 | $909.2K | 0.89% | 7,516 | SH |
| 28 | ISHARES TR | ITA | 464288760 | $751.9K | 0.74% | 3,437 | SH |
| 29 | T ROWE PRICE ETF INC | TCAF | 87283Q867 | $748.7K | 0.74% | 21,036 | SH |
| 30 | VANGUARD WORLD FD | MGV | 921910840 | $705.9K | 0.69% | 4,870 | SH |
| 31 | ISHARES TR | IWM | 464287655 | $692.0K | 0.68% | 2,790 | SH |
| 32 | VANGUARD INDEX FDS | VOE | 922908512 | $649.9K | 0.64% | 3,527 | SH |
| 33 | INVESCO QQQ TR | QQQ | 46090E103 | $637.9K | 0.63% | 1,105 | SH |
| 34 | ISHARES TR | SGOV | 46436E718 | $630.1K | 0.62% | 6,260 | SH |
| 35 | VANECK ETF TRUST | GDX | 92189F106 | $573.4K | 0.56% | 6,249 | SH |
| 36 | ANGEL OAK FUNDS TRUST | CARY | 03463K760 | $559.0K | 0.55% | 26,912 | SH |
| 37 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $513.3K | 0.50% | 6,835 | SH |
| 38 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $489.1K | 0.48% | 15,943 | SH |
| 39 | MICROSOFT CORP | MSFT | 594918104 | $469.8K | 0.46% | 1,269 | SH |
| 40 | SSGA ACTIVE TR | ALLW | 78470P630 | $455.1K | 0.45% | 15,774 | SH |
| 41 | VANGUARD INDEX FDS | VO | 922908629 | $438.0K | 0.43% | 1,525 | SH |
| 42 | ISHARES TR | IWB | 464287622 | $434.3K | 0.43% | 1,218 | SH |
| 43 | VANGUARD INDEX FDS | VB | 922908751 | $403.7K | 0.40% | 1,541 | SH |
| 44 | INVESCO EXCHANGE TRADED FD T | PSI | 46137V647 | $374.9K | 0.37% | 3,972 | SH |
| 45 | ISHARES TR | IVE | 464287408 | $358.4K | 0.35% | 1,697 | SH |
| 46 | VANGUARD INDEX FDS | VTI | 922908769 | $354.2K | 0.35% | 1,104 | SH |
| 47 | SPDR SERIES TRUST | XAR | 78464A631 | $338.4K | 0.33% | 1,332 | SH |
| 48 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $327.3K | 0.32% | 5,343 | SH |
| 49 | ISHARES TR | FLOT | 46429B655 | $326.8K | 0.32% | 6,415 | SH |
| 50 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $326.7K | 0.32% | 6,044 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-22 | $101.8M | 70 | 0002085853-26-000611 |
| 2025-12-31 | 2026-05-22 | $95.8M | 63 | 0002085853-26-000610 |