Q2 2026 · 13F-HR
Independent Wealth Advisors LLCholdings as filed
Filed 2026-07-27 · accession 0002085853-26-000876
$110.5M
Reported value
77
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78463V107 | GLD | SPDR GOLD TR | $9.7M | 8.80% | 26,394 | Common | NONE |
| 82889N764 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | $6.9M | 6.22% | 204,845 | Common | NONE |
| 464287457 | SHY | ISHARES TR | $6.4M | 5.76% | 77,563 | Common | NONE |
| 82889N202 | SPD | SIMPLIFY EXCHANGE TRADED FUN | $6.2M | 5.62% | 149,614 | Common | NONE |
| 78433H501 | CSHI | NEOS ETF TRUST | $5.3M | 4.76% | 105,650 | Common | NONE |
| 97717Y527 | USFR | WISDOMTREE TR | $5.2M | 4.68% | 102,783 | Common | NONE |
| 74348A467 | NOBL | PROSHARES TR | $5.1M | 4.65% | 91,602 | Common | NONE |
| 46654Q591 | HOLA | J P MORGAN EXCHANGE TRADED F | $5.1M | 4.64% | 92,692 | Common | NONE |
| 86280R803 | SSUS | STRATEGY SHS | $4.3M | 3.87% | 77,252 | Common | NONE |
| 921910873 | MGC | VANGUARD WORLD FD | $3.7M | 3.31% | 13,357 | Common | NONE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $3.4M | 3.05% | 4,513 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TR | $3.3M | 2.96% | 43,346 | Common | NONE |
| 921910816 | MGK | VANGUARD WORLD FD | $2.4M | 2.14% | 26,881 | Common | NONE |
| 46428Q109 | SLV | ISHARES SILVER TR | $2.3M | 2.07% | 42,810 | Common | NONE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $2.2M | 1.98% | 10,259 | Common | NONE |
| 46138J635 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $2.0M | 1.83% | 87,956 | Common | NONE |
| 46138J585 | BSJR | INVESCO EXCH TRD SLF IDX FD | $2.0M | 1.78% | 88,041 | Common | NONE |
| 46138E123 | PSCI | INVESCO EXCH TRADED FD TR II | $1.7M | 1.54% | 9,120 | Common | NONE |
| 46429B663 | HDV | ISHARES TR | $1.7M | 1.52% | 61,449 | Common | NONE |
| 46138J452 | BSJS | INVESCO EXCH TRD SLF IDX FD | $1.5M | 1.40% | 71,279 | Common | NONE |
| 46432F834 | IXUS | ISHARES TR | $1.4M | 1.27% | 14,674 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $1.3M | 1.20% | 4,574 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $1.3M | 1.13% | 5,747 | Common | NONE |
| 922908611 | VBR | VANGUARD INDEX FDS | $1.2M | 1.10% | 5,013 | Common | NONE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $1.2M | 1.04% | 7,335 | Common | NONE |
| 464287572 | IOO | ISHARES TR | $1.1M | 0.95% | 7,696 | Common | NONE |
| 78470P630 | ALLW | SSGA ACTIVE TR | $998,607 | 0.90% | 34,117 | Common | NONE |
| 82889N830 | CDX | SIMPLIFY EXCHANGE TRADED FUN | $968,299 | 0.88% | 45,848 | Common | NONE |
| 74347X294 | HDG | PROSHARES TR | $954,008 | 0.86% | 17,434 | Common | NONE |
| 87283Q867 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $889,366 | 0.80% | 21,639 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $887,185 | 0.80% | 2,953 | Common | NONE |
| 464288760 | ITA | ISHARES TR | $811,485 | 0.73% | 3,347 | Common | NONE |
| 46137V647 | PSI | INVESCO EXCHANGE TRADED FD T | $746,101 | 0.68% | 3,972 | Common | NONE |
| 921910840 | MGV | VANGUARD WORLD FD | $714,364 | 0.65% | 4,371 | Common | NONE |
| 922908512 | VOE | VANGUARD INDEX FDS | $713,674 | 0.65% | 3,612 | Common | NONE |
| 46436E718 | SGOV | ISHARES TR | $632,591 | 0.57% | 6,284 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $631,273 | 0.57% | 857 | Common | NONE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $606,235 | 0.55% | 7,239 | Common | NONE |
| 03463K760 | CARY | ANGEL OAK FUNDS TRUST | $606,153 | 0.55% | 29,170 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $507,271 | 0.46% | 15,997 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $493,888 | 0.45% | 1,206 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $491,760 | 0.44% | 6,103 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $480,856 | 0.44% | 1,289 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $477,918 | 0.43% | 3,222 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $468,257 | 0.42% | 1,545 | Common | NONE |
| 92189F106 | GDX | VANECK ETF TRUST | $460,138 | 0.42% | 6,099 | Common | NONE |
| 92189F676 | SMH | VANECK ETF TRUST | $442,570 | 0.40% | 675 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $404,629 | 0.37% | 3,385 | Common | NONE |
| 464287408 | IVE | ISHARES TR | $389,273 | 0.35% | 1,714 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $386,498 | 0.35% | 6,475 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $385,014 | 0.35% | 4,470 | Common | NONE |
| 78464A631 | XAR | SPDR SERIES TRUST | $378,148 | 0.34% | 1,332 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $374,182 | 0.34% | 1,011 | Common | NONE |
| 464289438 | IWY | ISHARES TR | $368,216 | 0.33% | 1,267 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $345,123 | 0.31% | 2,779 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $340,594 | 0.31% | 455 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $336,307 | 0.30% | 490 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $336,240 | 0.30% | 3,933 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $327,683 | 0.30% | 2,397 | Common | NONE |
| 46429B655 | FLOT | ISHARES TR | $325,189 | 0.29% | 6,370 | Common | NONE |
| 09290C780 | BAI | BLACKROCK ETF TRUST | $321,908 | 0.29% | 6,106 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $294,560 | 0.27% | 824 | Common | NONE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $285,446 | 0.26% | 5,375 | Common | NONE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $277,716 | 0.25% | 6,125 | Common | NONE |
| 464288109 | ILCV | ISHARES TR | $268,748 | 0.24% | 2,655 | Common | NONE |
| 464287309 | IVW | ISHARES TR | $264,403 | 0.24% | 1,923 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $262,082 | 0.24% | 1,658 | Common | NONE |
| 46137V886 | PSL | INVESCO EXCHANGE TRADED FD T | $258,302 | 0.23% | 2,306 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $247,779 | 0.22% | 701 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $245,262 | 0.22% | 872 | Common | NONE |
| 25434V641 | DFVX | DIMENSIONAL ETF TRUST | $226,592 | 0.21% | 2,756 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $226,130 | 0.20% | 1,187 | Common | NONE |
| 88636J600 | CHAT | TIDAL TRUST II | $223,095 | 0.20% | 2,261 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $213,089 | 0.19% | 2,572 | Common | NONE |
| 464288513 | HYG | ISHARES TR | $206,194 | 0.19% | 2,578 | Common | NONE |
| 25434V666 | DFLV | DIMENSIONAL ETF TRUST | $205,499 | 0.19% | 5,197 | Common | NONE |
| 464287705 | IJJ | ISHARES TR | $204,606 | 0.19% | 1,385 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.