Q3 2026 13F · SEC CIK 2136099

Independent Wealth Advisors LLC

Wealth managerFiled 2026-10-27 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $120.7M
Reported positions: 79
Holdings vs S&P 500, 3 yrs: —
Assets under management: $195.3M

Independent Wealth Advisors LLC is a wealth manager that reported 79 positions worth $120.7M in its Q3 2026 13F, filed 2026-10-27. Its largest holdings were Spdr Gold Tr (GLD, 8.4%), Ishares Tr (SHY, 7.4%), Simplify Exchange Traded Fun (HEQT, 6.2%).

Independent Wealth Advisors LLC holdings largest 50 of 79 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Independent Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
GLDSpdr Gold Tr	8.4%	8.8%	26,782	+1.5%	$10.2M
SHYIshares Tr	7.4%	5.8%	110,063	+41.9%	$8.9M
HEQTSimplify Exchange Traded Fun	6.2%	6.2%	217,567	+6.2%	$7.5M
CSHINeos ETF Trust	5.7%	4.8%	138,682	+31.3%	$6.9M
SPDSimplify Exchange Traded Fun	5.2%	5.6%	150,233	+0.4%	$6.2M
HOLAJ P Morgan Exchange Traded F	4.9%	4.6%	106,539	+14.9%	$5.9M
NOBLProshares Tr	4.3%	4.7%	95,205	+3.9%	$5.2M
USFRWisdomtree Tr	4.1%	4.7%	99,293	-3.4%	$5.0M
SSUSStrategy Shs	3.4%	3.9%	73,393	-5.0%	$4.1M
MGCVanguard World Fd	3.4%	3.3%	14,429	+8.0%	$4.1M
IAUIshares Gold Tr	2.6%	3.0%	40,693	-6.1%	$3.2M
SPYState Str Spdr S&p 500 ETF T	2.6%	3.0%	4,102	-9.1%	$3.1M
RSPInvesco Exchange Traded Fd T	2.5%	2.0%	14,233	+38.7%	$3.0M
MGKVanguard World Fd	2.1%	2.1%	26,779	-0.4%	$2.5M
SLVIshares Silver Tr	1.9%	2.1%	43,087	+0.6%	$2.3M
HDVIshares Tr	1.7%	1.5%	74,494	+21.2%	$2.1M
BSJRInvesco Exch Trd Slf Idx Fd	1.7%	1.8%	91,000	+3.4%	$2.0M
BSJQInvesco Exch Trd Slf Idx Fd	1.6%	1.8%	86,116	-2.1%	$2.0M
SCHDSchwab Strategic Tr	1.3%	0.5%	49,997	+212.5%	$1.6M
IXUSIshares Tr	1.3%	1.3%	16,909	+15.2%	$1.6M
BSJSInvesco Exch Trd Slf Idx Fd	1.3%	1.4%	74,143	+4.0%	$1.6M
AAPLApple Inc	1.3%	1.2%	4,549	-0.5%	$1.5M
PSCIInvesco Exch Traded Fd Tr II	1.1%	1.5%	8,350	-8.4%	$1.3M
VTVVanguard Index Fds	1.0%	1.1%	5,640	-1.9%	$1.2M
VBRVanguard Index Fds	1.0%	1.1%	5,024	+0.2%	$1.2M
BSJTInvesco Exch Trd Slf Idx Fd	1.0%	—	55,674	—	$1.1M
ALLWSsga Active Tr	0.9%	0.9%	38,935	+14.1%	$1.1M
VTVanguard Intl Equity Index F	0.9%	1.0%	7,046	-3.9%	$1.1M
HDGProshares Tr	0.9%	0.9%	20,446	+17.3%	$1.1M
IOOIshares Tr	0.9%	1.0%	7,381	-4.1%	$1.1M
TCAFT Rowe Price Exchange-Traded	0.7%	0.8%	20,564	-5.0%	$869K
CARYAngel Oak Funds Trust	0.7%	0.5%	39,953	+37.0%	$804K
CDXSimplify Exchange Traded Fun	0.6%	0.9%	37,230	-18.8%	$751K
DFLVDimensional ETF Trust	0.6%	—	17,671	—	$710K
VOEVanguard Index Fds	0.6%	0.6%	3,619	+0.2%	$708K
MGVVanguard World Fd	0.6%	0.6%	4,372	+0.0%	$704K
IWMIshares Tr	0.6%	0.8%	2,500	-15.3%	$695K
ITAIshares Tr	0.6%	0.7%	3,229	-3.5%	$669K
MSFTMicrosoft Corp	0.5%	0.4%	1,278	-0.9%	$655K
SGOVIshares Tr	0.5%	0.6%	6,165	-1.9%	$621K
QQQInvesco Qqq Tr	0.5%	0.6%	823	-4.0%	$608K
PSIInvesco Exchange Traded Fd T	0.5%	0.7%	3,972	+0.0%	$606K
VEUVanguard Intl Equity Index F	0.5%	0.5%	7,240	+0.0%	$601K
FLOTIshares Tr	0.4%	—	10,317	—	$527K
IWBIshares Tr	0.4%	0.4%	1,207	+0.1%	$502K
VOVanguard Index Fds	0.4%	0.4%	6,392	+4.7%	$501K
GDXVaneck ETF Trust	0.4%	0.4%	5,706	-6.4%	$501K
VBVanguard Index Fds	0.4%	0.4%	1,627	+5.3%	$463K
BAIBlackrock ETF Trust	0.4%	—	9,477	—	$447K
IJRIshares Tr	0.4%	0.4%	3,237	+0.5%	$440K

What Independent Wealth Advisors LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$120.7M	79
Q2 2026	$110.5M	77
Q1 2026	$101.8M	70
Q4 2025	$95.8M	63

Questions about Independent Wealth Advisors LLC's portfolio

What stocks does Independent Wealth Advisors LLC own?

Independent Wealth Advisors LLC's latest 13F, for Q3 2026 and filed Oct 27, 2026, lists 79 positions worth $120.7M. The largest are Spdr Gold Tr (GLD) at 8.4%, Ishares Tr (SHY) at 7.4%, Simplify Exchange Traded Fun (HEQT) at 6.2%, Neos ETF Trust (CSHI) at 5.7% and Simplify Exchange Traded Fun (SPD) at 5.2%.

What did Independent Wealth Advisors LLC buy last quarter?

In Q3 2026, Independent Wealth Advisors LLC added Schwab Strategic Tr (SCHD) (+212.5% shares), Ishares Tr (SHY) (+41.9% shares) and Invesco Exchange Traded Fd T (RSP) (+38.7% shares), compared with its Q2 2026 filing.

What did Independent Wealth Advisors LLC sell last quarter?

In Q3 2026, Independent Wealth Advisors LLC cut from its top 50 Vaneck ETF Trust (SMH), cut from its top 50 Vanguard World Fd (VGT), cut from its top 50 Ishares Tr (IVE), cut from its top 50 Vanguard Intl Equity Index F (VWO), Simplify Exchange Traded Fun (CDX) (-18.8% shares), Ishares Tr (IWM) (-15.3% shares) and State Str Spdr S&p 500 ETF T (SPY) (-9.1% shares), compared with its Q2 2026 filing.

When is Independent Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Independent Wealth Advisors LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Independent Wealth Advisors LLC manage?

Independent Wealth Advisors LLC reported $195.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $120.7M.