Holders — by stockHoldings — by fund
Independent Wealth Advisors LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002136099
$110.5M
disclosed book value
77
positions
8.8%
largest position share
Positions, as of 2026-06-30
top 77 of 77 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GLDSPDR GOLD TR | 26,394 | $9.7M | 8.8% |
| 2 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 204,845 | $6.9M | 6.2% |
| 3 | SHYISHARES TR | 77,563 | $6.4M | 5.8% |
| 4 | SPDSIMPLIFY EXCHANGE TRADED FUN | 149,614 | $6.2M | 5.6% |
| 5 | CSHINEOS ETF TRUST | 105,650 | $5.3M | 4.8% |
| 6 | USFRWISDOMTREE TR | 102,783 | $5.2M | 4.7% |
| 7 | NOBLPROSHARES TR | 91,602 | $5.1M | 4.7% |
| 8 | HOLAJ P MORGAN EXCHANGE TRADED F | 92,692 | $5.1M | 4.6% |
| 9 | SSUSSTRATEGY SHS | 77,252 | $4.3M | 3.9% |
| 10 | MGCVANGUARD WORLD FD | 13,357 | $3.7M | 3.3% |
| 11 | SPYSTATE STR SPDR S&P 500 ETF T | 4,513 | $3.4M | 3% |
| 12 | IAUISHARES GOLD TR | 43,346 | $3.3M | 3% |
| 13 | MGKVANGUARD WORLD FD | 26,881 | $2.4M | 2.1% |
| 14 | SLVISHARES SILVER TR | 42,810 | $2.3M | 2.1% |
| 15 | RSPINVESCO EXCHANGE TRADED FD T | 10,259 | $2.2M | 2% |
| 16 | BSJQINVESCO EXCH TRD SLF IDX FD | 87,956 | $2.0M | 1.8% |
| 17 | BSJRINVESCO EXCH TRD SLF IDX FD | 88,041 | $2.0M | 1.8% |
| 18 | PSCIINVESCO EXCH TRADED FD TR II | 9,120 | $1.7M | 1.5% |
| 19 | HDVISHARES TR | 61,449 | $1.7M | 1.5% |
| 20 | BSJSINVESCO EXCH TRD SLF IDX FD | 71,279 | $1.5M | 1.4% |
| 21 | IXUSISHARES TR | 14,674 | $1.4M | 1.3% |
| 22 | AAPLAPPLE INC | 4,574 | $1.3M | 1.2% |
| 23 | VTVVANGUARD INDEX FDS | 5,747 | $1.3M | 1.1% |
| 24 | VBRVANGUARD INDEX FDS | 5,013 | $1.2M | 1.1% |
| 25 | VTVANGUARD INTL EQUITY INDEX F | 7,335 | $1.2M | 1% |
| 26 | IOOISHARES TR | 7,696 | $1.1M | 1% |
| 27 | ALLWSSGA ACTIVE TR | 34,117 | $998,607 | 0.9% |
| 28 | CDXSIMPLIFY EXCHANGE TRADED FUN | 45,848 | $968,299 | 0.9% |
| 29 | HDGPROSHARES TR | 17,434 | $954,008 | 0.9% |
| 30 | TCAFT ROWE PRICE EXCHANGE-TRADED | 21,639 | $889,366 | 0.8% |
| 31 | IWMISHARES TR | 2,953 | $887,185 | 0.8% |
| 32 | ITAISHARES TR | 3,347 | $811,485 | 0.7% |
| 33 | PSIINVESCO EXCHANGE TRADED FD T | 3,972 | $746,101 | 0.7% |
| 34 | MGVVANGUARD WORLD FD | 4,371 | $714,364 | 0.6% |
| 35 | VOEVANGUARD INDEX FDS | 3,612 | $713,674 | 0.6% |
| 36 | SGOVISHARES TR | 6,284 | $632,591 | 0.6% |
| 37 | QQQINVESCO QQQ TR | 857 | $631,273 | 0.6% |
| 38 | VEUVANGUARD INTL EQUITY INDEX F | 7,239 | $606,235 | 0.5% |
| 39 | CARYANGEL OAK FUNDS TRUST | 29,170 | $606,153 | 0.5% |
| 40 | SCHDSCHWAB STRATEGIC TR | 15,997 | $507,271 | 0.5% |
| 41 | IWBISHARES TR | 1,206 | $493,888 | 0.4% |
| 42 | VOVANGUARD INDEX FDS | 6,103 | $491,760 | 0.4% |
| 43 | MSFTMICROSOFT CORP | 1,289 | $480,856 | 0.4% |
| 44 | IJRISHARES TR | 3,222 | $477,918 | 0.4% |
| 45 | VBVANGUARD INDEX FDS | 1,545 | $468,257 | 0.4% |
| 46 | GDXVANECK ETF TRUST | 6,099 | $460,138 | 0.4% |
| 47 | SMHVANECK ETF TRUST | 675 | $442,570 | 0.4% |
| 48 | VGTVANGUARD WORLD FD | 3,385 | $404,629 | 0.4% |
| 49 | IVEISHARES TR | 1,714 | $389,273 | 0.4% |
| 50 | VWOVANGUARD INTL EQUITY INDEX F | 6,475 | $386,498 | 0.3% |
| 51 | VUGVANGUARD INDEX FDS | 4,470 | $385,014 | 0.3% |
| 52 | XARSPDR SERIES TRUST | 1,332 | $378,148 | 0.3% |
| 53 | VTIVANGUARD INDEX FDS | 1,011 | $374,182 | 0.3% |
| 54 | IWYISHARES TR | 1,267 | $368,216 | 0.3% |
| 55 | IWFISHARES TR | 2,779 | $345,123 | 0.3% |
| 56 | IVVISHARES TR | 455 | $340,594 | 0.3% |
| 57 | VOOVANGUARD INDEX FDS | 490 | $336,307 | 0.3% |
| 58 | VXUSVANGUARD STAR FDS | 3,933 | $336,240 | 0.3% |
| 59 | EXMOCEXXON MOBIL CORP | 2,397 | $327,683 | 0.3% |
| 60 | FLOTISHARES TR | 6,370 | $325,189 | 0.3% |
| 61 | BAIBLACKROCK ETF TRUST | 6,106 | $321,908 | 0.3% |
| 62 | GOOGLALPHABET INC | 824 | $294,560 | 0.3% |
| 63 | XLESELECT SECTOR SPDR TR | 5,375 | $285,446 | 0.3% |
| 64 | XLUSELECT SECTOR SPDR TR | 6,125 | $277,716 | 0.3% |
| 65 | ILCVISHARES TR | 2,655 | $268,748 | 0.2% |
| 66 | IVWISHARES TR | 1,923 | $264,403 | 0.2% |
| 67 | VYMVANGUARD WHITEHALL FDS | 1,658 | $262,082 | 0.2% |
| 68 | PSLINVESCO EXCHANGE TRADED FD T | 2,306 | $258,302 | 0.2% |
| 69 | GOOGALPHABET INC | 701 | $247,779 | 0.2% |
| 70 | IBMINTERNATIONAL BUSINESS MACHS | 872 | $245,262 | 0.2% |
| 71 | DFVXDIMENSIONAL ETF TRUST | 2,756 | $226,592 | 0.2% |
| 72 | XLKSELECT SECTOR SPDR TR | 1,187 | $226,130 | 0.2% |
| 73 | CHATTIDAL TRUST II | 2,261 | $223,095 | 0.2% |
| 74 | IEMGISHARES INC | 2,572 | $213,089 | 0.2% |
| 75 | HYGISHARES TR | 2,578 | $206,194 | 0.2% |
| 76 | DFLVDIMENSIONAL ETF TRUST | 5,197 | $205,499 | 0.2% |
| 77 | IJJISHARES TR | 1,385 | $204,606 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.