# Independent Wealth Advisors LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2136099. Source: https://holderbook.com/funds/2136099-independent-wealth-advisors-llc/

- Reported value: $110.5M
- Positions: 77
- Weight of the ten largest: 52.3%
- Filed: 2026-07-27

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $9.7M | 26,394 | 8.8% | 3 |
| SIMPLIFY EXCHANGE TRADED FUN | [HEQT](https://holderbook.com/stocks/HEQT/) | $6.9M | 204,845 | 6.2% | 3 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $6.4M | 77,563 | 5.8% | 3 |
| SIMPLIFY EXCHANGE TRADED FUN | [SPD](https://holderbook.com/stocks/SPD/) | $6.2M | 149,614 | 5.6% | 3 |
| NEOS ETF TRUST | [CSHI](https://holderbook.com/stocks/CSHI/) | $5.3M | 105,650 | 4.8% | 3 |
| WISDOMTREE TR | [USFR](https://holderbook.com/stocks/USFR/) | $5.2M | 102,783 | 4.7% | 3 |
| PROSHARES TR | [NOBL](https://holderbook.com/stocks/NOBL/) | $5.1M | 91,602 | 4.7% | 3 |
| J P MORGAN EXCHANGE TRADED F | [HOLA](https://holderbook.com/stocks/HOLA/) | $5.1M | 92,692 | 4.6% | 3 |
| STRATEGY SHS | [SSUS](https://holderbook.com/stocks/SSUS/) | $4.3M | 77,252 | 3.9% | 3 |
| VANGUARD WORLD FD | [MGC](https://holderbook.com/stocks/MGC/) | $3.7M | 13,357 | 3.3% | 3 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $3.4M | 4,513 | 3.0% | 3 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $3.3M | 43,346 | 3.0% | 3 |
| VANGUARD WORLD FD | [MGK](https://holderbook.com/stocks/MGK/) | $2.4M | 26,881 | 2.1% | 3 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $2.3M | 42,810 | 2.1% | 3 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $2.2M | 10,259 | 2.0% | 3 |
| INVESCO EXCH TRD SLF IDX FD | [BSJQ](https://holderbook.com/stocks/BSJQ/) | $2.0M | 87,956 | 1.8% | 3 |
| INVESCO EXCH TRD SLF IDX FD | [BSJR](https://holderbook.com/stocks/BSJR/) | $2.0M | 88,041 | 1.8% | 3 |
| INVESCO EXCH TRADED FD TR II | [PSCI](https://holderbook.com/stocks/PSCI/) | $1.7M | 9,120 | 1.5% | 3 |
| ISHARES TR | [HDV](https://holderbook.com/stocks/HDV/) | $1.7M | 61,449 | 1.5% | 3 |
| INVESCO EXCH TRD SLF IDX FD | [BSJS](https://holderbook.com/stocks/BSJS/) | $1.5M | 71,279 | 1.4% | 3 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $1.4M | 14,674 | 1.3% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.3M | 4,574 | 1.2% | 3 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $1.3M | 5,747 | 1.1% | 3 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $1.2M | 5,013 | 1.1% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $1.2M | 7,335 | 1.0% | 3 |
| ISHARES TR | [IOO](https://holderbook.com/stocks/IOO/) | $1.1M | 7,696 | 1.0% | 3 |
| SSGA ACTIVE TR | [ALLW](https://holderbook.com/stocks/ALLW/) | $998.6K | 34,117 | 0.9% | 2 |
| SIMPLIFY EXCHANGE TRADED FUN | [CDX](https://holderbook.com/stocks/CDX/) | $968.3K | 45,848 | 0.9% | 3 |
| PROSHARES TR | [HDG](https://holderbook.com/stocks/HDG/) | $954.0K | 17,434 | 0.9% | 2 |
| T ROWE PRICE EXCHANGE-TRADED | [TCAF](https://holderbook.com/stocks/TCAF/) | $889.4K | 21,639 | 0.8% | 3 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $887.2K | 2,953 | 0.8% | 3 |
| ISHARES TR | [ITA](https://holderbook.com/stocks/ITA/) | $811.5K | 3,347 | 0.7% | 3 |
| INVESCO EXCHANGE TRADED FD T | [PSI](https://holderbook.com/stocks/PSI/) | $746.1K | 3,972 | 0.7% | 3 |
| VANGUARD WORLD FD | [MGV](https://holderbook.com/stocks/MGV/) | $714.4K | 4,371 | 0.6% | 3 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $713.7K | 3,612 | 0.6% | 3 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $632.6K | 6,284 | 0.6% | 3 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $631.3K | 857 | 0.6% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $606.2K | 7,239 | 0.5% | 3 |
| ANGEL OAK FUNDS TRUST | [CARY](https://holderbook.com/stocks/CARY/) | $606.2K | 29,170 | 0.5% | 2 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $507.3K | 15,997 | 0.5% | 3 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $493.9K | 1,206 | 0.4% | 3 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $491.8K | 6,103 | 0.4% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $480.9K | 1,289 | 0.4% | 3 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $477.9K | 3,222 | 0.4% | 2 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $468.3K | 1,545 | 0.4% | 3 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $460.1K | 6,099 | 0.4% | 3 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $442.6K | 675 | 0.4% | 1 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $404.6K | 3,385 | 0.4% | 3 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $389.3K | 1,714 | 0.4% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $386.5K | 6,475 | 0.3% | 3 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $385.0K | 4,470 | 0.3% | 3 |
| SPDR SERIES TRUST | [XAR](https://holderbook.com/stocks/XAR/) | $378.1K | 1,332 | 0.3% | 3 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $374.2K | 1,011 | 0.3% | 3 |
| ISHARES TR | [IWY](https://holderbook.com/stocks/IWY/) | $368.2K | 1,267 | 0.3% | 3 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $345.1K | 2,779 | 0.3% | 3 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $340.6K | 455 | 0.3% | 3 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $336.3K | 490 | 0.3% | 3 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $336.2K | 3,933 | 0.3% | 3 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $327.7K | 2,397 | 0.3% | 1 |
| ISHARES TR | [FLOT](https://holderbook.com/stocks/FLOT/) | $325.2K | 6,370 | 0.3% | 3 |
| BLACKROCK ETF TRUST | [BAI](https://holderbook.com/stocks/BAI/) | $321.9K | 6,106 | 0.3% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $294.6K | 824 | 0.3% | 3 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $285.4K | 5,375 | 0.3% | 2 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $277.7K | 6,125 | 0.3% | 3 |
| ISHARES TR | [ILCV](https://holderbook.com/stocks/ILCV/) | $268.7K | 2,655 | 0.2% | 3 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $264.4K | 1,923 | 0.2% | 2 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $262.1K | 1,658 | 0.2% | 3 |
| INVESCO EXCHANGE TRADED FD T | [PSL](https://holderbook.com/stocks/PSL/) | $258.3K | 2,306 | 0.2% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $247.8K | 701 | 0.2% | 1 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $245.3K | 872 | 0.2% | 3 |
| DIMENSIONAL ETF TRUST | [DFVX](https://holderbook.com/stocks/DFVX/) | $226.6K | 2,756 | 0.2% | 1 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $226.1K | 1,187 | 0.2% | 1 |
| TIDAL TRUST II | [CHAT](https://holderbook.com/stocks/CHAT/) | $223.1K | 2,261 | 0.2% | 1 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $213.1K | 2,572 | 0.2% | 1 |
| ISHARES TR | [HYG](https://holderbook.com/stocks/HYG/) | $206.2K | 2,578 | 0.2% | 3 |
| DIMENSIONAL ETF TRUST | [DFLV](https://holderbook.com/stocks/DFLV/) | $205.5K | 5,197 | 0.2% | 1 |
| ISHARES TR | [IJJ](https://holderbook.com/stocks/IJJ/) | $204.6K | 1,385 | 0.2% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +3.9% | +14.8% | -10.9% | 100% |
| Q1 2026 | +0.0% | -4.6% | +4.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $110.5M | 77 |
| Q1 2026 | $101.8M | 70 |
| Q4 2025 | $95.8M | 63 |