account_balance

Investment manager · 13F filer · SEC CIK 2136099

Independent Wealth Advisors LLC

Reported value$121Mas of Sep 30, 2026
Positions79 6 new, 4 sold out
Top 10 weight53.0%GLD alone is 8%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
GLD SPDR Gold Trust 8.4% Held
SHY iShares Tr 7.4% Added +42%
HEQT Simplify Exchange Traded Fun 6.2% Added +6%
CSHI Neos ETF Trust 5.7% Added +31%
SPD Simplify Exchange Traded Fun 5.2% Held
HOLA J P Morgan Exchange Traded F 4.9% Added +15%
NOBL Proshares Tr 4.3% Added +4%
USFR Wisdomtree Tr 4.1% Trimmed −3%
SSUS Strategy SHS 3.4% Trimmed −5%
MGC Vanguard World Fd 3.4% Added +8%
IAU iShares Gold Trust 2.6% Trimmed −6%SPY SPDR S&P 500 ETF Trust 2.6% Trimmed −9%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 27, 2026 filing
add_circleNew
  • BSJT $1.15M
  • MRGR $311K
  • IJS $249K
  • USRT $247K
arrow_upwardAdded
  • DFLV +240%
  • SCHD +213%
  • FLOT +62%
  • BAI +55%
arrow_downwardTrimmed
  • IVV −28%
  • CDX −19%
  • IWF −17%
  • IWM −15%
remove_circleSold out
  • XLU $278K
  • IBM $245K
  • HYG $206K
  • IJJ $205K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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