Institutional
Independent Wealth Advisors LLC
CIK 0002136099
$110.5M
Reported AUM
77
Positions
Q2 2026
Period
2026-07-27
Filed
Editorial summary
Summary for Independent Wealth Advisors LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | $377.16 | 1.64% | 20.05% | 118.68% | $9.7M | 8.80% | — | HELD |
| 2 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | $33.52 | 1.06% | 12.27% | 46.62% | $6.9M | 6.22% | — | HELD |
| 3 | SHY | ISHARES TR | $82.01 | 0.02% | 2.51% | 9.23% | $6.4M | 5.76% | — | HELD |
| 4 | SPD | SIMPLIFY EXCHANGE TRADED FUN | $40.95 | 1.82% | 11.19% | 37.80% | $6.2M | 5.62% | — | HELD |
| 5 | CSHI | NEOS ETF TRUST | $49.80 | 0.06% | 5.15% | 22.99% | $5.3M | 4.76% | — | HELD |
| 6 | USFR | WISDOMTREE TR | $50.37 | 0.02% | 3.93% | 19.98% | $5.2M | 4.68% | — | HELD |
| 7 | NOBL | PROSHARES TR | $57.19 | -1.75% | 14.91% | 33.86% | $5.1M | 4.65% | — | HELD |
| 8 | HOLA | J P MORGAN EXCHANGE TRADED F | $56.25 | 2.31% | 18.09% | 14.43% | $5.1M | 4.64% | — | HELD |
| 9 | SSUS | STRATEGY SHS | $54.30 | 1.88% | 21.44% | 59.99% | $4.3M | 3.87% | — | HELD |
| 10 | MGC | VANGUARD WORLD FD | $270.69 | 1.99% | 18.47% | 76.20% | $3.7M | 3.31% | — | HELD |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $741.69 | 1.68% | 18.63% | 72.84% | $3.4M | 3.05% | — | HELD |
| 12 | IAU | ISHARES GOLD TR | $77.30 | 1.66% | 20.15% | 120.21% | $3.3M | 2.96% | — | HELD |
| 13 | MGK | VANGUARD WORLD FD | $85.38 | 2.73% | 12.17% | 71.32% | $2.4M | 2.14% | — | HELD |
| 14 | SLV | ISHARES SILVER TR | $53.50 | 3.34% | 54.12% | 133.83% | $2.3M | 2.07% | — | HELD |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | $215.38 | -0.16% | 19.83% | 48.78% | $2.2M | 1.98% | — | HELD |
| 16 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $22.89 | 0.04% | 3.86% | 19.20% | $2.0M | 1.83% | — | HELD |
| 17 | BSJR | INVESCO EXCH TRD SLF IDX FD | $22.33 | 0.19% | 4.05% | 17.27% | $2.0M | 1.78% | — | HELD |
| 18 | PSCI | INVESCO EXCH TRADED FD TR II | $175.95 | 1.44% | 29.28% | 94.52% | $1.7M | 1.54% | — | HELD |
| 19 | HDV | ISHARES TR | $28.72 | -1.37% | 25.59% | 76.46% | $1.7M | 1.52% | — | HELD |
| 20 | BSJS | INVESCO EXCH TRD SLF IDX FD | $21.71 | 0.14% | 5.06% | 15.99% | $1.5M | 1.40% | — | HELD |
| 21 | IXUS | ISHARES TR | $94.68 | 2.91% | 24.35% | 45.87% | $1.4M | 1.27% | — | HELD |
| 22 | AAPL | APPLE INC | $333.43 | -1.41% | 65.41% | 124.96% | $1.3M | 1.20% | — | HELD |
| 23 | VTV | VANGUARD INDEX FDS | $220.54 | 0.34% | 27.43% | 74.17% | $1.3M | 1.13% | — | HELD |
| 24 | VBR | VANGUARD INDEX FDS | $245.11 | 0.04% | 27.15% | 55.29% | $1.2M | 1.10% | — | HELD |
| 25 | VT | VANGUARD INTL EQUITY INDEX F | $155.45 | 2.12% | 20.62% | 57.90% | $1.2M | 1.04% | — | HELD |
| 26 | IOO | ISHARES TR | $139.75 | 2.43% | 28.59% | 100.41% | $1.1M | 0.95% | — | HELD |
| 27 | ALLW | SSGA ACTIVE TR | $29.30 | 0.84% | 17.41% | 21.50% | $999K | 0.90% | — | HELD |
| 28 | CDX | SIMPLIFY EXCHANGE TRADED FUN | $20.63 | 1.03% | -3.36% | 19.83% | $968K | 0.88% | — | HELD |
| 29 | HDG | PROSHARES TR | $54.24 | 0.76% | 11.96% | 16.41% | $954K | 0.86% | — | HELD |
| 30 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $41.13 | 1.56% | 15.02% | 58.50% | $889K | 0.80% | — | HELD |
| 31 | IWM | ISHARES TR | $292.59 | 1.39% | — | — | $887K | 0.80% | — | HELD |
| 32 | ITA | ISHARES TR | $238.13 | 0.79% | — | — | $811K | 0.73% | — | HELD |
| 33 | PSI | INVESCO EXCHANGE TRADED FD T | $134.87 | 11.74% | — | — | $746K | 0.68% | — | HELD |
| 34 | MGV | VANGUARD WORLD FD | $163.58 | 0.59% | — | — | $714K | 0.65% | — | HELD |
| 35 | VOE | VANGUARD INDEX FDS | $205.22 | -0.34% | — | — | $714K | 0.65% | — | HELD |
| 36 | SGOV | ISHARES TR | $100.69 | 0.01% | — | — | $633K | 0.57% | — | HELD |
| 37 | QQQ | INVESCO QQQ TR | — | — | — | — | $631K | 0.57% | — | HELD |
| 38 | VEU | VANGUARD INTL EQUITY INDEX F | $83.03 | 2.98% | — | — | $606K | 0.55% | — | HELD |
| 39 | CARY | ANGEL OAK FUNDS TRUST | $20.74 | 0.03% | — | — | $606K | 0.55% | — | HELD |
| 40 | SCHD | SCHWAB STRATEGIC TR | $33.41 | -1.24% | — | — | $507K | 0.46% | — | HELD |
| 41 | IWB | ISHARES TR | $405.80 | 1.64% | — | — | $494K | 0.45% | — | HELD |
| 42 | VO | VANGUARD INDEX FDS | $80.99 | 0.46% | — | — | $492K | 0.44% | — | HELD |
| 43 | MSFT | MICROSOFT CORP | $451.10 | 15.51% | — | — | $481K | 0.44% | — | HELD |
| 44 | IJR | ISHARES TR | $145.50 | 0.82% | — | — | $478K | 0.43% | — | HELD |
| 45 | VB | VANGUARD INDEX FDS | $295.80 | 0.96% | — | — | $468K | 0.42% | — | HELD |
| 46 | GDX | VANECK ETF TRUST | $76.78 | 4.36% | — | — | $460K | 0.42% | — | HELD |
| 47 | SMH | VANECK ETF TRUST | $538.90 | 6.88% | — | — | $443K | 0.40% | — | HELD |
| 48 | VGT | VANGUARD WORLD FD | $113.58 | 4.97% | — | — | $405K | 0.37% | — | HELD |
| 49 | IVE | ISHARES TR | $232.16 | -0.09% | — | — | $389K | 0.35% | — | HELD |
| 50 | VWO | VANGUARD INTL EQUITY INDEX F | $58.19 | 2.23% | — | — | $386K | 0.35% | — | HELD |
| 51 | VUG | VANGUARD INDEX FDS | $84.27 | 2.68% | — | — | $385K | 0.35% | — | HELD |
| 52 | XAR | SPDR SERIES TRUST | $262.83 | 1.83% | — | — | $378K | 0.34% | — | HELD |
| 53 | VTI | VANGUARD INDEX FDS | $366.27 | 1.62% | — | — | $374K | 0.34% | — | HELD |
| 54 | IWY | ISHARES TR | $274.05 | 3.19% | — | — | $368K | 0.33% | — | HELD |
| 55 | IWF | ISHARES TR | $117.43 | 2.96% | — | — | $345K | 0.31% | — | HELD |
| 56 | IVV | ISHARES TR | $745.20 | 1.65% | — | — | $341K | 0.31% | — | HELD |
| 57 | VOO | VANGUARD INDEX FDS | $681.79 | 1.66% | — | — | $336K | 0.30% | — | HELD |
| 58 | VXUS | VANGUARD STAR FDS | $84.77 | 2.89% | — | — | $336K | 0.30% | — | HELD |
| 59 | XOM | EXXON MOBIL CORP | $156.97 | 0.14% | — | — | $328K | 0.30% | — | HELD |
| 60 | FLOT | ISHARES TR | $51.07 | 0.12% | — | — | $325K | 0.29% | — | HELD |
| 61 | BAI | BLACKROCK ETF TRUST | $41.08 | 9.55% | — | — | $322K | 0.29% | — | HELD |
| 62 | GOOGL | ALPHABET INC | $333.66 | -0.91% | — | — | $295K | 0.27% | — | HELD |
| 63 | XLE | SELECT SECTOR SPDR TR | $58.96 | 0.53% | — | — | $285K | 0.26% | — | HELD |
| 64 | XLU | SELECT SECTOR SPDR TR | $44.66 | -0.56% | — | — | $278K | 0.25% | — | HELD |
| 65 | ILCV | ISHARES TR | $104.96 | 0.69% | — | — | $269K | 0.24% | — | HELD |
| 66 | IVW | ISHARES TR | $133.33 | 3.13% | — | — | $264K | 0.24% | — | HELD |
| 67 | VYM | VANGUARD WHITEHALL FDS | $161.96 | 0.18% | — | — | $262K | 0.24% | — | HELD |
| 68 | PSL | INVESCO EXCHANGE TRADED FD T | $114.89 | -1.39% | — | — | $258K | 0.23% | — | HELD |
| 69 | GOOG | ALPHABET INC | $333.68 | -0.62% | — | — | $248K | 0.22% | — | HELD |
| 70 | IBM | INTERNATIONAL BUSINESS MACHS | $221.74 | -2.08% | — | — | $245K | 0.22% | — | HELD |
| 71 | DFVX | DIMENSIONAL ETF TRUST | $82.58 | 1.01% | — | — | $227K | 0.21% | — | HELD |
| 72 | XLK | SELECT SECTOR SPDR TR | $175.73 | 5.50% | — | — | $226K | 0.20% | — | HELD |
| 73 | CHAT | TIDAL TRUST II | $80.18 | 7.51% | — | — | $223K | 0.20% | — | HELD |
| 74 | IEMG | ISHARES INC | $77.05 | 3.91% | — | — | $213K | 0.19% | — | HELD |
| 75 | HYG | ISHARES TR | $79.47 | 0.29% | — | — | $206K | 0.19% | — | HELD |
| 76 | DFLV | DIMENSIONAL ETF TRUST | $40.55 | 0.42% | — | — | $205K | 0.19% | — | HELD |
| 77 | IJJ | ISHARES TR | $148.22 | 0.17% | — | — | $205K | 0.19% | — | HELD |
Source: SEC EDGAR · accession 0002085853-26-000876. 13F discloses long positions only — shorts, foreign equities, and options are excluded.