§ 13F · FUND PROFILE
Independent Wealth Advisors LLC.
AUM · $111M (13F)Positions · 77Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | 26K | $10M | 8.8% | −50% |
| 2 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | 205K | $7M | 6.2% | −45% |
| 3 | SHY | ISHARES TR | 78K | $6M | 5.8% | −19% |
| 4 | SPD | SIMPLIFY EXCHANGE TRADED FUN | 150K | $6M | 5.6% | −50% |
| 5 | CSHI | NEOS ETF TRUST | 106K | $5M | 4.8% | −59% |
| 6 | USFR | WISDOMTREE TR | 103K | $5M | 4.7% | −54% |
| 7 | NOBL | PROSHARES TR | 92K | $5M | 4.7% | +3% |
| 8 | HOLA | J P MORGAN EXCHANGE TRADED F | 93K | $5M | 4.6% | −46% |
| 9 | SSUS | STRATEGY SHS | 77K | $4M | 3.9% | −49% |
| 10 | MGC | VANGUARD WORLD FD | 13K | $4M | 3.3% | −50% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INDEPENDENT SIGNAL
AC read
Independent Wealth Advisors LLC is a institutional fund managing $111 million in assets. The fund runs a portfolio of 77 positions.
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