Independent Wealth Advisors LLC Q1 2026 Filing
Filed May 22, 2026
Portfolio Value
$53.0B
Holdings
63
Report Date
Q1 2026
Filing Type
13F-HR
All Holdings (63 positions)
| Stock | Value |
|---|---|
USFRWISDOMTREE TR | $6.9B |
HEQTSIMPLIFY EXCHANGE TRADED FUN | $5.6B |
SPDSIMPLIFY EXCHANGE TRADED FUN | $5.6B |
CSHINEOS ETF TRUST | $4.4B |
HOLAJ P MORGAN EXCHANGE TRADED F | $4.2B |
SSUSSTRATEGY SHS | $3.7B |
IAU*ISHARES GOLD TR | $3.6B |
SHYISHARES TR | $3.6B |
SLVISHARES SILVER TR | $2.9B |
CDXSIMPLIFY EXCHANGE TRADED FUN | $2.4B |
BSJQINVESCO EXCH TRD SLF IDX FD | $1.9B |
BSJRINVESCO EXCH TRD SLF IDX FD | $1.6B |
TCAFT ROWE PRICE ETF INC | $1.0B |
BSJSINVESCO EXCH TRD SLF IDX FD | $913.6M |
IXUSISHARES TR | $837.0M |
GDXVANECK ETF TRUST | $549.1M |
VEUVANGUARD INTL EQUITY INDEX F | $490.9M |
SCHDSCHWAB STRATEGIC TR | $435.7M |
FLOTISHARES TR | $325.3M |
VWOVANGUARD INTL EQUITY INDEX F | $324.9M |
PSIINVESCO EXCHANGE TRADED FD T | $313.2M |
HYGISHARES TR | $299.8M |
VXUSVANGUARD STAR FDS | $267.9M |
ILCVISHARES TR | $249.5M |
XLUSELECT SECTOR SPDR TR | $218.7M |
BAIBLACKROCK ETF TRUST | $201.4M |
GQ9SPDR GOLD TR | $10.6M |
NOBLPROSHARES TR | $4.5M |
MGCVANGUARD WORLD FD | $3.3M |
SPYSPDR S&P 500 ETF TR | $2.8M |
MGKVANGUARD WORLD FD | $2.2M |
RSPINVESCO EXCHANGE TRADED FD T | $1.4M |
HDVISHARES TR | $1.4M |
AAPLAPPLE INC | $1.2M |
VTVVANGUARD INDEX FDS | $1.2M |
VBRVANGUARD INDEX FDS | $1.2M |
KLMNINVESCO EXCH TRADED FD TR II | $1.1M |
VTVANGUARD INTL EQUITY INDEX F | $1.0M |
IOOISHARES TR | $877K |
ITA*ISHARES TR | $738K |
MGVVANGUARD WORLD FD | $687K |
NDQINVESCO QQQ TR | $666K |
IWMISHARES TR | $650K |
SGOVISHARES TR | $627K |
VOEVANGUARD INDEX FDS | $626K |
MSFTMICROSOFT CORP | $593K |
IWBISHARES TR | $454K |
VOVANGUARD INDEX FDS | $443K |
VBVANGUARD INDEX FDS | $412K |
VUGVANGUARD INDEX FDS | $363K |
IVEISHARES TR | $359K |
IWYISHARES TR | $351K |
VTIVANGUARD INDEX FDS | $348K |
GOOGLALPHABET INC | $335K |
VGTVANGUARD WORLD FD | $332K |
IWFISHARES TR | $328K |
XARSPDR SERIES TRUST | $321K |
VIGVANGUARD SPECIALIZED FUNDS | $289K |
PSLINVESCO EXCHANGE TRADED FD T | $252K |
IVVISHARES TR | $236K |
VOOVANGUARD INDEX FDS | $232K |
IBMINTERNATIONAL BUSINESS MACHS | $229K |
VYMVANGUARD WHITEHALL FDS | $208K |