Independent Wealth Advisors LLC Top Holdings and 13F Report (2026) About Independent Wealth Advisors LLCInvestment ActivityIndependent Wealth Advisors LLC has $101.84 million in total holdings as of March 31, 2026.Independent Wealth Advisors LLC owns shares of 70 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 8.24% of the portfolio was purchased this quarter.About 2.39% of the portfolio was sold this quarter.This quarter, Independent Wealth Advisors LLC has purchased 63 new stocks and bought additional shares in 40 stocks.Independent Wealth Advisors LLC sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Gold Shares $11,415,509NEOS Enhanced Income 1-3 Month T-Bill ETF $6,383,954Simplify Hedged Equity ETF $5,852,997WisdomTree Floating Rate Treasury Fund $5,614,602Simplify US Equity PLUS Downside Convexity ETF $5,414,759 Largest New Holdings this Quarter 03463K760 - ANGEL OAK FUNDS TRUST $559,049 Holding78470P630 - SSGA ACTIVE TR $455,082 Holding81369Y506 - Energy Select Sector SPDR Fund $327,323 Holding78467X109 - SPDR Dow Jones Industrial Average ETF Trust $319,522 Holding74347X294 - ProShares Hedge Replication ETF $298,307 Holding Largest Purchases this Quarter NEOS Enhanced Income 1-3 Month T-Bill ETF 39,017 shares (about $1.94M)Invesco BulletShares 2028 High Yield Corporate Bond ETF 26,566 shares (about $576.08K)ANGEL OAK FUNDS TRUST 26,912 shares (about $559.05K)SSGA ACTIVE TR 15,774 shares (about $455.08K)iShares 1-3 Year Treasury Bond ETF 4,503 shares (about $371.81K) Largest Sales this Quarter WisdomTree Floating Rate Treasury Fund 25,326 shares (about $1.27M)T. Rowe Price Capital Appreciation Equity ETF 5,930 shares (about $211.05K)iShares Gold Trust 2,233 shares (about $196.86K)iShares Silver Trust 2,533 shares (about $172.60K)Vanguard Value ETF 439 shares (about $86.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependent Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLDSPDR Gold Shares$11,415,509$80,464 â–¼-0.7%26,53011.2%FinanceCSHINEOS Enhanced Income 1-3 Month T-Bill ETF$6,383,954$1,942,272 â–²43.7%128,2436.3%ETFHEQTSimplify Hedged Equity ETF$5,852,997$316,700 â–²5.7%185,8105.7%ETFUSFRWisdomTree Floating Rate Treasury Fund$5,614,602$1,274,906 â–¼-18.5%111,5345.5%FinanceSPDSimplify US Equity PLUS Downside Convexity ETF$5,414,759$204,139 â–²3.9%148,8845.3%ETFNOBLProShares S&P 500 Aristocrats ETF$4,731,507$106,327 â–²2.3%44,6334.6%ETFJ P MORGAN EXCHANGE TRADED F$4,531,901$283,671 â–²6.7%86,1584.4%INTL HDGD EQT LASHYiShares 1-3 Year Treasury Bond ETF$3,940,893$371,812 â–²10.4%47,7283.9%ManufacturingIAUiShares Gold Trust$3,748,210$196,861 â–¼-5.0%42,5163.7%FinanceSSUSDay Hagan Smart Sector ETF$3,514,825$2,801 â–¼-0.1%75,2873.5%ETFMGCVanguard Mega Cap ETF$3,181,185$88,629 â–²2.9%13,4603.1%ETFSLViShares Silver Trust$2,944,025$172,597 â–¼-5.5%43,2062.9%ETFSPYSPDR S&P 500 ETF Trust$2,889,246$261,417 â–²9.9%4,4432.8%FinanceCDXSimplify High Yield ETF$2,185,007$73,794 â–¼-3.3%102,3902.1%ETFMGKVanguard Mega Cap Growth ETF$2,121,445$168,643 â–²8.6%5,7742.1%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$2,023,931$166,305 â–²9.0%87,3322.0%ETFBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$1,927,594$322,078 â–²20.1%86,1881.9%ETFHDViShares Core High Dividend ETF$1,610,823$36,779 â–²2.3%11,8691.6%ETFRSPInvesco S&P 500 Equal Weight ETF$1,604,237$164,473 â–²11.4%8,3591.6%ETFBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$1,476,550$576,082 â–²64.0%68,0911.4%ManufacturingPSCIInvesco S&P SmallCap Industrials ETF$1,399,888$219,887 â–²18.6%9,0531.4%ETFVBRVanguard Small-Cap Value ETF$1,205,5200.0%5,5491.2%ETFAAPLApple$1,127,358$22,588 â–²2.0%4,4421.1%Computer and TechnologyVTVVanguard Value ETF$1,125,605$86,132 â–¼-7.1%5,7371.1%ETFVTVanguard Total World Stock ETF$1,016,971$4,565 â–¼-0.4%7,3521.0%ETFIXUSiShares Core MSCI Total International Stock ETF$926,382$69,574 â–²8.1%10,6920.9%ManufacturingIOOiShares Global 100 ETF$909,234$72,100 â–²8.6%7,5160.9%ETFITAiShares U.S. Aerospace & Defense ETF$751,945$219 â–²0.0%3,4370.7%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$748,674$211,049 â–¼-22.0%21,0360.7%ETFMGVVanguard Mega Cap Value ETF$705,872$435 â–²0.1%4,8700.7%ETFIWMiShares Russell 2000 ETF$692,026$36,710 â–²5.6%2,7900.7%FinanceVOEVanguard Mid-Cap Value ETF$649,9010.0%3,5270.6%ETFQQQInvesco QQQ$637,922$11,546 â–²1.8%1,1050.6%FinanceSGOViShares 0-3 Month Treasury Bond ETF$630,104$1,610 â–²0.3%6,2600.6%ETFGDXVanEck Gold Miners ETF$573,431$14,040 â–¼-2.4%6,2490.6%ETFANGEL OAK FUNDS TRUST$559,049$559,049 â–²New Holding26,9120.5%INCOME ETFVEUVanguard FTSE All-World ex-US ETF$513,343$12,167 â–²2.4%6,8350.5%ETFSCHDSchwab US Dividend Equity ETF$489,123$1,779 â–²0.4%15,9430.5%ETFMSFTMicrosoft$469,767$15,918 â–²3.5%1,2690.5%Computer and TechnologySSGA ACTIVE TR$455,082$455,082 â–²New Holding15,7740.4%SST BRIDGEWATERVOVanguard Mid-Cap ETF$437,9530.0%1,5250.4%ETFIWBiShares Russell 1000 ETF$434,284$713 â–²0.2%1,2180.4%ETFVBVanguard Small-Cap ETF$403,742$14,672 â–¼-3.5%1,5410.4%ETFPSIInvesco Semiconductors ETF$374,8960.0%3,9720.4%ETFIVEiShares S&P 500 Value ETF$358,379$634 â–²0.2%1,6970.4%ETFVTIVanguard Total Stock Market ETF$354,164$21,173 â–²6.4%1,1040.3%ETFXARSPDR S&P Aerospace & Defense ETF$338,4020.0%1,3320.3%ETFXLEEnergy Select Sector SPDR Fund$327,323$327,323 â–²New Holding5,3430.3%ETFFLOTiShares Floating Rate Bond ETF$326,828$1,019 â–²0.3%6,4150.3%ETFVWOVanguard FTSE Emerging Markets ETF$326,6610.0%6,0440.3%ETFVUGVanguard Growth ETF$325,252$437 â–²0.1%7450.3%ETFVXUSVanguard Total International Stock ETF$320,033$46,193 â–²16.9%4,1500.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$319,522$319,522 â–²New Holding6900.3%FinanceIWYiShares Russell Top 200 Growth ETF$315,2800.0%1,2670.3%ETFVOOVanguard S&P 500 ETF$307,271$85,486 â–²38.5%5140.3%ETFHDGProShares Hedge Replication ETF$298,307$298,307 â–²New Holding5,7870.3%ETFIVViShares Core S&P 500 ETF$296,294$71,789 â–²32.0%4540.3%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$296,114$318 â–²0.1%3,7220.3%ETFIWFiShares Russell 1000 Growth ETF$296,0450.0%6940.3%ETFVGTVanguard Information Technology ETF$295,227$11,865 â–¼-3.9%4230.3%ETFVIGVanguard Dividend Appreciation ETF$285,596$3,011 â–²1.1%1,3280.3%ETFXLUUtilities Select Sector SPDR Fund$280,284$45,246 â–²19.3%6,1080.3%ETFPSLInvesco Dorsey Wright Consumer Staples Momentum ETF$250,162$22,032 â–¼-8.1%2,3050.2%ETFILCViShares Morningstar Value ETF$246,737$466 â–²0.2%2,6490.2%ETFGOOGLAlphabet$236,991$70,752 â–¼-23.0%8240.2%Computer and TechnologyVZVerizon Communications$232,391$232,391 â–²New Holding4,6290.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$228,483$228,483 â–²New Holding1,8380.2%ETFVYMVanguard High Dividend Yield ETF$215,347$592 â–²0.3%1,4540.2%Financial ServicesIVWiShares S&P 500 Growth ETF$209,532$209,532 â–²New Holding1,8520.2%ETFIBMInternational Business Machines$202,622$15,027 â–²8.0%8360.2%Computer and TechnologyBLACKROCK ETF TRUST$0$201,365 â–¼-100.0%00.0%ISHARES A I INNOShowing largest 100 holdings. 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