13F-HR filed by Independent Wealth Advisors LLC
Independent Wealth Advisors LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-22, with 70 holding rows worth $101,840,519.
- Accession
- 0002085853-26-000611
- Filer
- CIK 2136099
- Filed
- 2026-05-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 70 entries on the cover page, a total value of $101,840,519 stated on the cover page (in dollars after the unit check, H1), rows summing to $101,840,519 with VALUE read as dollars as filed, 13F file number 028-26994. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR GOLD TR | 78463V107 | GOLD SHS | 26,530 | $11,415,509 | dollars as filed | |
| NEOS ETF TRUST | 78433H501 | NEOS ENH INC 1-3 | 128,243 | $6,383,954 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N764 | HEDGED EQUITY | 185,810 | $5,852,997 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 111,534 | $5,614,602 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N202 | US EQT PLS DWNSD | 148,884 | $5,414,759 | dollars as filed | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 44,633 | $4,731,507 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q591 | INTL HDGD EQT LA | 86,158 | $4,531,901 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 47,728 | $3,940,893 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 42,516 | $3,748,210 | dollars as filed | |
| STRATEGY SHS | 86280R803 | DAY HAGAN SMART | 75,287 | $3,514,825 | dollars as filed | |
| MGC | 921910873 | COM | 13,460 | $3,181,185 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 43,206 | $2,944,025 | dollars as filed | |
| SPY | 78462F103 | SHS | 4,443 | $2,889,246 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N830 | HIGH YIELD ETF | 102,390 | $2,185,007 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 5,774 | $2,121,445 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J635 | INVSCO BLSH 26 | 87,332 | $2,023,931 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J585 | BULETSHS 2027 | 86,188 | $1,927,594 | dollars as filed | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 11,869 | $1,610,823 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 8,359 | $1,604,237 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J452 | INVSCO 28 HYCORP | 68,091 | $1,476,550 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E123 | S&P SMLCP INDL | 9,053 | $1,399,888 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 5,549 | $1,205,520 | dollars as filed | |
| Apple Inc | 037833100 | COM | 4,442 | $1,127,358 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 5,737 | $1,125,605 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 7,352 | $1,016,971 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 10,692 | $926,382 | dollars as filed | |
| iShares Global 100 ETF | 464287572 | SHS | 7,516 | $909,234 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 3,437 | $751,945 | dollars as filed | |
| T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 87283Q867 | ETF | 21,036 | $748,674 | dollars as filed | |
| VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | 921910840 | ETF | 4,870 | $705,872 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 2,790 | $692,026 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 3,527 | $649,901 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,105 | $637,922 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 6,260 | $630,104 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 6,249 | $573,431 | dollars as filed | |
| ANGEL OAK FUNDS TRUST | 03463K760 | INCOME ETF | 26,912 | $559,049 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 6,835 | $513,343 | dollars as filed | |
| SCHD | 808524797 | COM | 15,943 | $489,123 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,269 | $469,767 | dollars as filed | |
| SSGA ACTIVE TR | 78470P630 | SPDR BRIDGEWATER | 15,774 | $455,082 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 1,525 | $437,953 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 1,218 | $434,284 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,541 | $403,742 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V647 | SEMICONDUCTORS | 3,972 | $374,896 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 1,697 | $358,379 | dollars as filed | |
| VTI | 922908769 | COM | 1,104 | $354,164 | dollars as filed | |
| SPDR S&P Aerospace & Defense ETF | 78464A631 | SHS | 1,332 | $338,402 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 5,343 | $327,323 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 6,415 | $326,828 | dollars as filed | |
| VWO | 922042858 | SHS | 6,044 | $326,661 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 745 | $325,252 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 4,150 | $320,033 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 690 | $319,522 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 1,267 | $315,280 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 514 | $307,271 | dollars as filed | |
| PROSHARES TR | 74347X294 | HD REPLICATION | 5,787 | $298,307 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 454 | $296,294 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 3,722 | $296,114 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 694 | $296,045 | dollars as filed | |
| VGT | 92204A702 | SHS | 423 | $295,227 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,328 | $285,596 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 6,108 | $280,284 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V886 | S&P500 EX-RATE | 2,305 | $250,162 | dollars as filed | |
| ISHARES TR | 464288109 | MORNINGSTAR VALU | 2,649 | $246,737 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 824 | $236,991 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 4,629 | $232,391 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 1,838 | $228,483 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 1,454 | $215,347 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 1,852 | $209,532 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 836 | $202,622 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002085853-26-000611 | this filing | 2026-05-22 | acceptance time not in the bulk data set |