Independent Wealth Advisors LLC — 13F Holdings

2026 Q3  ·  83 Positions

2026 Q3 Portfolio Activity

In 2026 Q3, Independent Wealth Advisors LLC maintained a portfolio of 83 distinct positions. The most significant new addition was INVESCO EXCH TRD SLF IDX FD, now representing 0.95% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 41.9%.
Position History hover any row below to update
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Independent Wealth Advisors LLC AUM $118M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
83
Quarter
2026 Q3
Top Holding
GLD (8.4%)
Top 10 Concentration
53.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 83
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
GLD
SPDR GOLD TR
ETF 8.45% 8.80% #1
Prev: #1
5.9
—
388 1.5%
P
S
26,782 $10,199,578 2026 Q1 13F Filing 2026-09-30 2026-10-27
SHY
ISHARES TR
ETF 7.40% 5.76% #2 1
Prev: #3
7.0
—
32,500 41.9%
P
S
110,063 $8,937,143 2026 Q1 13F Filing 2026-09-30 2026-10-27
HEQT
SIMPLIFY EXCHAN...
Unknown 6.19% 6.22% #3 1
Prev: #2
5.5
—
12,722 6.2%
P
S
217,567 $7,466,917 2026 Q1 13F Filing 2026-09-30 2026-10-27
CSHI
NEOS ETF TRUST
ETF 5.71% 4.76% #4 1
Prev: #5
5.3
—
33,032 31.3%
P
S
138,682 $6,893,878 2026 Q1 13F Filing 2026-09-30 2026-10-27
SPD
SIMPLIFY EXCHAN...
ETF 5.17% 5.62% #5 1
Prev: #4
3.1
—
619 0.4%
P
S
150,233 $6,236,189 2026 Q1 13F Filing 2026-09-30 2026-10-27
HOLA
J P MORGAN EXCH...
Bond/Debt 4.88% 4.64% #6 2
Prev: #8
4.0
—
13,847 14.9%
P
S
106,539 $5,888,420 2026 Q1 13F Filing 2026-09-30 2026-10-27
NOBL
PROSHARES TR
ETF 4.27% 4.65% #7
Prev: #7
2.2
—
3,603 3.9%
P
S
95,205 $5,150,572 2026 Q1 13F Filing 2026-09-30 2026-10-27
USFR
WISDOMTREE TR
ETF 4.14% 4.68% #8 2
Prev: #6
2.2
—
-3,490 -3.4%
P
S
99,293 $5,003,370 2026 Q1 13F Filing 2026-09-30 2026-10-27
SSUS
STRATEGY SHS
ETF 3.41% 3.87% #9
Prev: #9
1.9
—
-3,859 -5.0%
P
S
73,393 $4,115,865 2026 Q1 13F Filing 2026-09-30 2026-10-27
MGC
VANGUARD WORLD ...
ETF 3.37% 3.31% #10
Prev: #10
3.3
—
1,072 8.0%
P
S
14,429 $4,073,392 2026 Q1 13F Filing 2026-09-30 2026-10-27
IAU
ISHARES GOLD TR
ETF 2.63% 2.96% #11 1
Prev: #12
1.6
—
-2,653 -6.1%
P
S
40,693 $3,178,127 2026 Q1 13F Filing 2026-09-30 2026-10-27
SPY
STATE STR SPDR ...
ETF 2.59% 3.05% #12 1
Prev: #11
1.5
—
-411 -9.1%
P
S
4,102 $3,128,143 2026 Q1 13F Filing 2026-09-30 2026-10-27
RSP
INVESCO EXCHANG...
Unknown 2.45% 1.98% #13 2
Prev: #15
3.5
—
3,974 38.7%
P
S
14,233 $2,960,746 2026 Q1 13F Filing 2026-09-30 2026-10-27
MGK
VANGUARD WORLD ...
ETF 2.06% 2.14% #14 1
Prev: #13
1.3
—
-102 -0.4%
P
S
26,779 $2,481,042 2026 Q1 13F Filing 2026-09-30 2026-10-27
SLV
ISHARES SILVER ...
ETF 1.95% 2.07% #15 1
Prev: #14
1.3
—
277 0.6%
P
S
43,087 $2,348,653 2026 Q1 13F Filing 2026-09-30 2026-10-27
HDV
ISHARES TR
ETF 1.73% 1.52% #16 3
Prev: #19
3.2
—
13,045 21.2%
P
S
74,494 $2,082,843 2026 Q1 13F Filing 2026-09-30 2026-10-27
BSJR
INVESCO EXCH TR...
ETF 1.67% 1.78% #17
Prev: #17
1.2
—
2,959 3.4%
P
S
91,000 $2,011,561 2026 Q1 13F Filing 2026-09-30 2026-10-27
BSJQ
INVESCO EXCH TR...
ETF 1.63% 1.83% #18 2
Prev: #16
1.2
—
-1,840 -2.1%
P
S
86,116 $1,965,592 2026 Q1 13F Filing 2026-09-30 2026-10-27
SCHD
SCHWAB STRATEGI...
ETF 1.35% 0.46% #19 21
Prev: #40
3.5
—
34,000 212.5%
P
S
49,997 $1,626,391 2026 Q1 13F Filing 2026-09-30 2026-10-27
IXUS
ISHARES TR
ETF 1.33% 1.27% #20 1
Prev: #21
2.5
—
2,235 15.2%
P
S
16,909 $1,606,204 2026 Q1 13F Filing 2026-09-30 2026-10-27
BSJS
INVESCO EXCH TR...
ETF 1.32% 1.40% #21 1
Prev: #20
1.0
—
2,864 4.0%
P
S
74,143 $1,587,847 2026 Q1 13F Filing 2026-09-30 2026-10-27
AAPL
APPLE INC
Technology 1.25% 1.20% #22
Prev: #22
1.0
—
-25 -0.5%
P
S
4,549 $1,514,792 2026 Q1 13F Filing 2026-09-30 2026-10-27
PSCI
INVESCO EXCH TR...
ETF 1.10% 1.54% #23 5
Prev: #18
0.9
—
-770 -8.4%
P
S
8,350 $1,331,857 2026 Q1 13F Filing 2026-09-30 2026-10-27
VTV
VANGUARD INDEX ...
ETF 1.01% 1.13% #24 1
Prev: #23
0.9
—
-107 -1.9%
P
S
5,640 $1,218,713 2026 Q1 13F Filing 2026-09-30 2026-10-27
VBR
VANGUARD INDEX ...
ETF 0.96% 1.10% #25 1
Prev: #24
0.9
—
11 0.2%
P
S
5,024 $1,160,799 2026 Q1 13F Filing 2026-09-30 2026-10-27
BSJT
INVESCO EXCH TR...
Unknown 0.95% — #26
Prev: #—
3.9
—
55,674 —
NEW
 55,674 $1,149,948 2026 Q3 13F Filing 2026-09-30 2026-10-27
ALLW
SSGA ACTIVE TR
Unknown 0.92% 0.90% #27
Prev: #27
2.4
—
4,818 14.1%
P
S
38,935 $1,112,376 2026 Q2 13F Filing 2026-09-30 2026-10-27
VT
VANGUARD INTL E...
ETF 0.92% 1.04% #28 3
Prev: #25
0.9
—
-289 -3.9%
P
S
7,046 $1,112,135 2026 Q1 13F Filing 2026-09-30 2026-10-27
HDG
PROSHARES TR
ETF 0.91% 0.86% #29
Prev: #29
2.4
—
3,012 17.3%
P
S
20,446 $1,103,113 2026 Q2 13F Filing 2026-09-30 2026-10-27
IOO
ISHARES TR
ETF 0.88% 0.95% #30 4
Prev: #26
0.9
—
-315 -4.1%
P
S
7,381 $1,062,925 2026 Q1 13F Filing 2026-09-30 2026-10-27
TCAF
T ROWE PRICE EX...
Unknown 0.72% 0.80% #31 1
Prev: #30
0.8
—
-1,075 -5.0%
P
S
20,564 $869,245 2026 Q1 13F Filing 2026-09-30 2026-10-27
CARY
ANGEL OAK FUNDS...
ETF 0.67% 0.55% #32 7
Prev: #39
2.8
—
10,783 37.0%
P
S
39,953 $803,862 2026 Q2 13F Filing 2026-09-30 2026-10-27
CDX
SIMPLIFY EXCHAN...
ETF 0.62% 0.88% #33 5
Prev: #28
0.7
—
-8,618 -18.8%
P
S
37,230 $750,920 2026 Q1 13F Filing 2026-09-30 2026-10-27
DFLV
DIMENSIONAL ETF...
ETF 0.59% 0.19% #34 42
Prev: #76
3.2
—
12,474 240.0%
P
S
17,671 $709,856 2026 Q2 13F Filing 2026-09-30 2026-10-27
VOE
VANGUARD INDEX ...
ETF 0.59% 0.65% #35
Prev: #35
0.7
—
7 0.2%
P
S
3,619 $707,623 2026 Q1 13F Filing 2026-09-30 2026-10-27
MGV
VANGUARD WORLD ...
ETF 0.58% 0.65% #36 2
Prev: #34
0.7
—
1 0.0%
P
S
4,372 $704,336 2026 Q1 13F Filing 2026-09-30 2026-10-27
IWM
ISHARES TR
ETF 0.58% 0.80% #37 6
Prev: #31
0.7
—
-453 -15.3%
P
S
2,500 $694,782 2026 Q1 13F Filing 2026-09-30 2026-10-27
ITA
ISHARES TR
ETF 0.55% 0.73% #38 6
Prev: #32
0.7
—
-118 -3.5%
P
S
3,229 $669,021 2026 Q1 13F Filing 2026-09-30 2026-10-27
MSFT
MICROSOFT CORP
Technology 0.54% 0.44% #39 4
Prev: #43
0.7
—
-11 -0.9%
P
S
1,278 $655,337 2026 Q1 13F Filing 2026-09-30 2026-10-27
SGOV
ISHARES TR
ETF 0.51% 0.57% #40 4
Prev: #36
0.7
—
-119 -1.9%
P
S
6,165 $620,653 2026 Q1 13F Filing 2026-09-30 2026-10-27
QQQ
INVESCO QQQ TR
ETF 0.50% 0.57% #41 4
Prev: #37
0.7
—
-34 -4.0%
P
S
823 $608,452 2026 Q1 13F Filing 2026-09-30 2026-10-27
PSI
INVESCO EXCHANG...
Unknown 0.50% 0.68% #42 9
Prev: #33
1.2
—
no change no change
P
S
3,972 $605,676 2026 Q1 13F Filing 2026-09-30 2026-10-27
VEU
VANGUARD INTL E...
ETF 0.50% 0.55% #43 5
Prev: #38
0.7
—
1 0.0%
P
S
7,240 $600,714 2026 Q1 13F Filing 2026-09-30 2026-10-27
FLOT
ISHARES TR
Bond/Debt 0.44% 0.29% #44 16
Prev: #60
3.2
—
3,947 62.0%
P
S
10,317 $526,705 2026 Q1 13F Filing 2026-09-30 2026-10-27
IWB
ISHARES TR
ETF 0.42% 0.45% #45 4
Prev: #41
0.7
—
1 0.1%
P
S
1,207 $502,417 2026 Q1 13F Filing 2026-09-30 2026-10-27
VO
VANGUARD INDEX ...
ETF 0.42% 0.44% #46 4
Prev: #42
0.7
—
289 4.7%
P
S
6,392 $501,240 2026 Q1 13F Filing 2026-09-30 2026-10-27
GDX
VANECK ETF TRUS...
ETF 0.41% 0.42% #47 1
Prev: #46
0.7
—
-393 -6.4%
P
S
5,706 $500,946 2026 Q1 13F Filing 2026-09-30 2026-10-27
VB
VANGUARD INDEX ...
ETF 0.38% 0.42% #48 3
Prev: #45
2.2
—
82 5.3%
P
S
1,627 $462,858 2026 Q1 13F Filing 2026-09-30 2026-10-27
BAI
BLACKROCK ETF T...
ETF 0.37% 0.29% #49 12
Prev: #61
3.1
—
3,371 55.2%
P
S
9,477 $447,220 2026 Q1 13F Filing 2026-09-30 2026-10-27
IJR
ISHARES TR
ETF 0.36% 0.43% #50 6
Prev: #44
0.6
—
15 0.5%
P
S
3,237 $440,425 2026 Q2 13F Filing 2026-09-30 2026-10-27
Showing 1-50 of 83 holdings

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