Independent Wealth Advisors LLC
CIK: 2136099SEC EDGAR →
Portfolio Value
$53.0B
Holdings
63
As of
Q1 2026
New Positions
63
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 136,860 | $6.9B | 13.00% |
| 2 | SIMPLIFY EXCHANGE TRADED FUN | 175,756 | $5.6B | 10.63% |
| 3 | SIMPLIFY EXCHANGE TRADED FUN | 143,271 | $5.6B | 10.62% |
| 4 | NEOS ETF TRUST | 89,226 | $4.4B | 8.37% |
| 5 | J P MORGAN EXCHANGE TRADED F | 80,765 | $4.2B | 7.96% |
| 6 | STRATEGY SHS | 75,347 | $3.7B | 6.93% |
| 7 | ISHARES GOLD TR | 44,749 | $3.6B | 6.86% |
| 8 | ISHARES TR | 43,225 | $3.6B | 6.76% |
| 9 | ISHARES SILVER TR | 45,739 | $2.9B | 5.56% |
| 10 | SIMPLIFY EXCHANGE TRADED FUN | 105,848 | $2.4B | 4.45% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 53 | $46.4B | 87.6% |
| Unknown | 5 | $3.6B | 6.9% |
| Technology | 4 | $2.9B | 5.6% |
| Communication Services | 1 | $335K | 0.0% |