Independent Wealth Advisors
$121M 13F equity value
83 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Independent Wealth Advisors covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GLD | SPDR GOLD TR | 26,782 | $10M | 8.4% |
| SHY | ISHARES TR | 110,063 | $9M | 7.4% |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | 217,567 | $7M | 6.2% |
| CSHI | NEOS ETF TRUST | 138,682 | $7M | 5.7% |
| SPD | SIMPLIFY EXCHANGE TRADED FUN | 150,233 | $6M | 5.2% |
| HOLA | J P MORGAN EXCHANGE TRADED F | 106,539 | $6M | 4.9% |
| NOBL | PROSHARES TR | 95,205 | $5M | 4.3% |
| USFR | WISDOMTREE TR | 99,293 | $5M | 4.1% |
| SSUS | STRATEGY SHS | 73,393 | $4M | 3.4% |
| MGC | VANGUARD WORLD FD | 14,429 | $4M | 3.4% |
Track Independent Wealth Advisors's 13F portfolio: $121M in reported holdings, 83 positions. Top holdings and quarterly changes on SentiSense.
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