Independent Wealth Advisors
$111M 13F equity value
80 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Independent Wealth Advisors covers the quarter ended June 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 | 26,394 | $10M | 8.8% |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | 204,845 | $7M | 6.2% |
| SHY | ISHARES TR | 77,563 | $6M | 5.8% |
| SPD | SIMPLIFY EXCHANGE TRADED FUN | 149,614 | $6M | 5.6% |
| CSHI | NEOS ETF TRUST | 105,650 | $5M | 4.8% |
| USFR | WISDOMTREE TR | 102,783 | $5M | 4.7% |
| NOBL | PROSHARES TR | 91,602 | $5M | 4.7% |
| HOLA | J P MORGAN EXCHANGE TRADED F | 92,692 | $5M | 4.6% |
| SSUS | STRATEGY SHS | 77,252 | $4M | 3.9% |
| MGC | VANGUARD WORLD FD | 13,357 | $4M | 3.3% |
Track Independent Wealth Advisors's 13F portfolio: $111M in reported holdings, 80 positions. Top holdings and quarterly changes on SentiSense.
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