2026 Q1 Portfolio Activity
In 2026 Q1, Independent Wealth Advisors LLC maintained a portfolio of 63 distinct positions.
Position History
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Total Positions
63
Quarter
2026 Q1
Top Holding
GLD (11.0%)
Top 10 Concentration
55.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 63
Independent Wealth Advisors LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GLD
SPDR GOLD TR
|
ETF | 11.05% | — |
#1
Prev: #—
|
9.5 |
—
|
26,717 | — |
NEW
|
26,717 | $10,588,131 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
USFR
WISDOMTREE TR
|
ETF | 7.19% | — |
#2
Prev: #—
|
7.9 |
—
|
136,860 | — |
NEW
|
136,860 | $6,886,773 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
HEQT
SIMPLIFY EXCHAN...
|
Unknown | 5.88% | — |
#3
Prev: #—
|
6.9 |
—
|
175,756 | — |
NEW
|
175,756 | $5,632,985 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
SPD
SIMPLIFY EXCHAN...
|
ETF | 5.87% | — |
#4
Prev: #—
|
6.3 |
—
|
143,271 | — |
NEW
|
143,271 | $5,624,817 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
NOBL
PROSHARES TR
|
ETF | 4.74% | — |
#5
Prev: #—
|
5.9 |
—
|
43,630 | — |
NEW
|
43,630 | $4,540,588 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
CSHI
NEOS ETF TRUST
|
ETF | 4.63% | — |
#6
Prev: #—
|
5.4 |
—
|
89,226 | — |
NEW
|
89,226 | $4,437,187 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
HOLA
J P MORGAN EXCH...
|
Bond/Debt | 4.40% | — |
#7
Prev: #—
|
5.3 |
—
|
80,765 | — |
NEW
|
80,765 | $4,219,150 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
SSUS
STRATEGY SHS
|
ETF | 3.83% | — |
#8
Prev: #—
|
5.0 |
—
|
75,347 | — |
NEW
|
75,347 | $3,673,177 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 3.79% | — |
#9
Prev: #—
|
5.0 |
—
|
44,749 | — |
NEW
|
44,749 | $3,632,274 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
SHY
ISHARES TR
|
ETF | 3.74% | — |
#10
Prev: #—
|
5.0 |
—
|
43,225 | — |
NEW
|
43,225 | $3,579,886 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
MGC
VANGUARD WORLD ...
|
ETF | 3.43% | — |
#11
Prev: #—
|
4.9 |
—
|
13,085 | — |
NEW
|
13,085 | $3,286,649 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
SLV
ISHARES SILVER ...
|
ETF | 3.07% | — |
#12
Prev: #—
|
4.7 |
—
|
45,739 | — |
NEW
|
45,739 | $2,946,479 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 2.88% | — |
#13
Prev: #—
|
4.7 |
—
|
4,041 | — |
NEW
|
4,041 | $2,755,893 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
CDX
SIMPLIFY EXCHAN...
|
ETF | 2.46% | — |
#14
Prev: #—
|
4.5 |
—
|
105,848 | — |
NEW
|
105,848 | $2,357,232 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
MGK
VANGUARD WORLD ...
|
Warrant | 2.29% | — |
#15
Prev: #—
|
4.4 |
—
|
5,315 | — |
NEW
|
5,315 | $2,193,946 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
BSJQ
INVESCO EXCH TR...
|
ETF | 1.95% | — |
#16
Prev: #—
|
4.3 |
—
|
80,156 | — |
NEW
|
80,156 | $1,870,844 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
BSJR
INVESCO EXCH TR...
|
ETF | 1.69% | — |
#17
Prev: #—
|
4.2 |
—
|
71,787 | — |
NEW
|
71,787 | $1,623,440 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.50% | — |
#18
Prev: #—
|
4.1 |
—
|
7,502 | — |
NEW
|
7,502 | $1,437,087 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
HDV
ISHARES TR
|
ETF | 1.47% | — |
#19
Prev: #—
|
4.1 |
—
|
11,598 | — |
NEW
|
11,598 | $1,410,413 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
AAPL
APPLE INC
|
Technology | 1.23% | — |
#20
Prev: #—
|
4.0 |
—
|
4,353 | — |
NEW
|
4,353 | $1,183,422 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.23% | — |
#21
Prev: #—
|
4.0 |
—
|
6,176 | — |
NEW
|
6,176 | $1,179,484 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 1.23% | — |
#22
Prev: #—
|
4.0 |
—
|
5,549 | — |
NEW
|
5,549 | $1,175,223 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
PSCI
INVESCO EXCH TR...
|
ETF | 1.20% | — |
#23
Prev: #—
|
4.0 |
—
|
7,631 | — |
NEW
|
7,631 | $1,145,305 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
VT
VANGUARD INTL E...
|
ETF | 1.09% | — |
#24
Prev: #—
|
3.9 |
—
|
7,385 | — |
NEW
|
7,385 | $1,041,697 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
TCAF
T ROWE PRICE ET...
|
ETF | 1.08% | — |
#25
Prev: #—
|
3.9 |
—
|
26,966 | — |
NEW
|
26,966 | $1,030,644 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
BSJS
INVESCO EXCH TR...
|
ETF | 0.95% | — |
#26
Prev: #—
|
3.9 |
—
|
41,525 | — |
NEW
|
41,525 | $913,556 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
IOO
ISHARES TR
|
ETF | 0.91% | — |
#27
Prev: #—
|
3.9 |
—
|
6,920 | — |
NEW
|
6,920 | $876,583 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
IXUS
ISHARES TR
|
ETF | 0.87% | — |
#28
Prev: #—
|
3.8 |
—
|
9,889 | — |
NEW
|
9,889 | $837,031 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
ITA
ISHARES TR
|
ETF | 0.77% | — |
#29
Prev: #—
|
3.8 |
—
|
3,436 | — |
NEW
|
3,436 | $737,777 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
MGV
VANGUARD WORLD ...
|
ETF | 0.72% | — |
#30
Prev: #—
|
3.8 |
—
|
4,867 | — |
NEW
|
4,867 | $687,014 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.70% | — |
#31
Prev: #—
|
3.8 |
—
|
1,085 | — |
NEW
|
1,085 | $666,241 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
IWM
ISHARES TR
|
ETF | 0.68% | — |
#32
Prev: #—
|
3.8 |
—
|
2,642 | — |
NEW
|
2,642 | $650,373 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 0.65% | — |
#33
Prev: #—
|
3.8 |
—
|
6,244 | — |
NEW
|
6,244 | $626,787 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.65% | — |
#34
Prev: #—
|
3.8 |
—
|
3,527 | — |
NEW
|
3,527 | $625,531 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.62% | — |
#35
Prev: #—
|
3.7 |
—
|
1,226 | — |
NEW
|
1,226 | $592,858 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
GDX
VANECK ETF TRUS...
|
ETF | 0.57% | — |
#36
Prev: #—
|
3.7 |
—
|
6,402 | — |
NEW
|
6,402 | $549,063 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.51% | — |
#37
Prev: #—
|
3.7 |
—
|
6,673 | — |
NEW
|
6,673 | $490,895 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
IWB
ISHARES TR
|
ETF | 0.47% | — |
#38
Prev: #—
|
3.7 |
—
|
1,216 | — |
NEW
|
1,216 | $453,995 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.46% | — |
#39
Prev: #—
|
3.7 |
—
|
1,525 | — |
NEW
|
1,525 | $442,588 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.45% | — |
#40
Prev: #—
|
3.7 |
—
|
15,885 | — |
NEW
|
15,885 | $435,725 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.43% | — |
#41
Prev: #—
|
3.7 |
—
|
1,597 | — |
NEW
|
1,597 | $412,068 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.38% | — |
#42
Prev: #—
|
3.7 |
—
|
744 | — |
NEW
|
744 | $363,131 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
IVE
ISHARES TR
|
ETF | 0.37% | — |
#43
Prev: #—
|
3.6 |
—
|
1,694 | — |
NEW
|
1,694 | $359,165 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
IWY
ISHARES TR
|
ETF | 0.37% | — |
#44
Prev: #—
|
3.6 |
—
|
1,267 | — |
NEW
|
1,267 | $350,883 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.36% | — |
#45
Prev: #—
|
3.6 |
—
|
1,038 | — |
NEW
|
1,038 | $348,001 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.35% | — |
#46
Prev: #—
|
3.6 |
—
|
1,070 | — |
NEW
|
1,070 | $334,918 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.35% | — |
#47
Prev: #—
|
3.6 |
—
|
440 | — |
NEW
|
440 | $331,731 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
IWF
ISHARES TR
|
ETF | 0.34% | — |
#48
Prev: #—
|
3.6 |
—
|
694 | — |
NEW
|
694 | $328,324 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
FLOT
ISHARES TR
|
Bond/Debt | 0.34% | — |
#49
Prev: #—
|
3.6 |
—
|
6,395 | — |
NEW
|
6,395 | $325,256 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.34% | — |
#50
Prev: #—
|
3.6 |
—
|
6,044 | — |
NEW
|
6,044 | $324,906 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-22 |
Showing 1-50 of 63 holdings