Independent Wealth Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Independent Wealth Advisors LLC reported 77 stock positions worth $110.5 million. Its top holding was SPDR Gold Shares (GLD) at 8.8% of the portfolio, followed by Simplify Hedged Equity ETF (HEQT, 6.2%) and iShares 1-3 Year Treasury Bo (SHY, 5.8%). Compared with Q1 2026, it opened 10 new positions, sold out of 3, added to 41 and reduced 19. The biggest buy was iShares 1-3 Year Treasury Bo (SHY, shares +63%) and the biggest sale SPDR Gold Shares (GLD, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CARY, NC
- CIK
- 0002136099
- Portfolio Value
- $110.5M (Q2 2026)
- SEC Filing
- 0002085853-26-000876 ↗ filed Jul 27, 2026
Holdings Value
Holdings 77 stocks · $110.5M
| GLD SPDR Gold Shares | 8.80% | 26,394 | $9.7M | Reduce -0.5% |
| HEQT Simplify Hedged Equity ETF | 6.22% | 204,845 | $6.9M | Add +10.2% |
| SHY iShares 1-3 Year Treasury Bo | 5.76% | 77,563 | $6.4M | Add +62.5% |
| SPD Simplify US Eqty Plus Down | 5.62% | 149,614 | $6.2M | Add +0.5% |
| CSHI Neos Enhanced Income 1-3 Mon | 4.76% | 105,650 | $5.3M | Reduce -17.6% |
| USFR Wisdomtree Floating Rate Tre | 4.68% | 102,783 | $5.2M | Reduce -7.8% |
| NOBL Proshares S&P 500 Dividend A | 4.65% | 91,602 | $5.1M | Add +2.6% |
| HOLA JPM Intll HDG Eq LDDR Ovrly filed as J P MORGAN EXCHANGE TRADED F | 4.64% | 92,692 | $5.1M | Add +7.6% |
| SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS | 3.87% | 77,252 | $4.3M | Add +2.6% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 3.31% | 13,357 | $3.7M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.05% | 4,513 | $3.4M | Add +1.6% |
| IAU iShares Gold Trust | 2.96% | 43,346 | $3.3M | Add +1.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.14% | 26,881 | $2.4M | Reduce -6.9% |
| SLV iShares Silver Trust | 2.07% | 42,810 | $2.3M | Reduce -0.9% |
| RSP Invesco S&P 500 Equal Weight | 1.98% | 10,259 | $2.2M | Add +22.7% |
| BSJQ Invesco Bulletshares 2026 HY | 1.83% | 87,956 | $2.0M | Add +0.7% |
| BSJR Invesco Bulletshares 2027 HY | 1.78% | 88,041 | $2.0M | Add +2.1% |
| PSCI Invesco S&P Smallcap Industr | 1.54% | 9,120 | $1.7M | Add +0.7% |
| HDV iShares Core High Dividend E | 1.52% | 61,449 | $1.7M | Add +3.5% |
| BSJS Invesco Bulletshares 2028 HY | 1.40% | 71,279 | $1.5M | Add +4.7% |
| IXUS iShares Core Intl Stock ETF | 1.27% | 14,674 | $1.4M | Add +37.2% |
| AAPL Apple Inc. | 1.20% | 4,574 | $1.3M | Add +3.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.13% | 5,747 | $1.3M | Add +0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.10% | 5,013 | $1.2M | Reduce -9.7% |
| VT Vanguard Tot World STK ETF | 1.04% | 7,335 | $1.2M | Reduce -0.2% |
| IOO iShares Global 100 ETF | 0.95% | 7,696 | $1.1M | Add +2.4% |
| ALLW State Street Brgwtr All WTHR | 0.90% | 34,117 | $999K | Add +116.3% |
| CDX Simplify High Yield ETF | 0.88% | 45,848 | $968K | Reduce -55.2% |
| HDG Proshares Hedge Replicat ETF | 0.86% | 17,434 | $954K | Add +201.3% |
| TCAF T Rowe PRC Cap Appreciation | 0.80% | 21,639 | $889K | Add +2.9% |
| IWM iShares Russell 2000 ETF | 0.80% | 2,953 | $887K | Add +5.8% |
| ITA iShares U.S. Aerospace & Def | 0.73% | 3,347 | $811K | Reduce -2.6% |
| PSI Invesco Semiconductors ETF | 0.68% | 3,972 | $746K | No change |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.65% | 4,371 | $714K | Reduce -10.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.65% | 3,612 | $714K | Add +2.4% |
| SGOV iShares 0-3 Month Treasury B | 0.57% | 6,284 | $633K | Add +0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.57% | 857 | $631K | Reduce -22.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.55% | 7,239 | $606K | Add +5.9% |
| CARY Angel Oak Income ETF | 0.55% | 29,170 | $606K | Add +8.4% |
| SCHD Schwab US DVD Equity ETF | 0.46% | 15,997 | $507K | Add +0.3% |
| IWB iShares Russell 1000 ETF | 0.45% | 1,206 | $494K | Reduce -1.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.45% | 6,103 | $492K | No change |
| MSFT Microsoft Corp. | 0.44% | 1,289 | $481K | Add +1.6% |
| IJR iShares Core S&P Small-Cap E | 0.43% | 3,222 | $478K | Add +75.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.42% | 1,545 | $468K | Add +0.3% |
| GDX Vaneck Gold Miners ETF | 0.42% | 6,099 | $460K | Reduce -2.4% |
| SMH Vaneck Semiconductor ETF | 0.40% | 675 | $443K | New |
| VGT Vanguard Info Tech ETF | 0.37% | 3,385 | $405K | No change |
| IVE iShares S&P 500 Value ETF | 0.35% | 1,714 | $389K | Add +1.0% |
| VWO Vanguard Ftse Emerging Marke | 0.35% | 6,475 | $386K | Add +7.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.35% | 4,470 | $385K | No change |
| XAR SS SPDR S&P Aerospace Def | 0.34% | 1,332 | $378K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.34% | 1,011 | $374K | Reduce -8.4% |
| IWY iShares Russell Top 200 Grow | 0.33% | 1,267 | $368K | No change |
| IWF iShares Russell 1000 Growth | 0.31% | 2,779 | $345K | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.31% | 455 | $341K | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 0.30% | 490 | $336K | Reduce -4.7% |
| VXUS Vanguard Total Intl Stock | 0.30% | 3,933 | $336K | Reduce -5.2% |
| XOM Exxon Mobil Corp. | 0.30% | 2,397 | $328K | New |
| FLOT iShares Floating Rate Bond E | 0.29% | 6,370 | $325K | Reduce -0.7% |
| BAI Ishrs AI in and Tech Act ETF | 0.29% | 6,106 | $322K | New |
| GOOGL Alphabet Inc. Class A | 0.27% | 824 | $295K | No change |
| XLE SS Energy Select Sector | 0.26% | 5,375 | $285K | Add +0.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.25% | 6,125 | $278K | Add +0.3% |
| ILCV iShares Morningstar Value Et | 0.24% | 2,655 | $269K | Add +0.2% |
| IVW iShares S&P 500 Growth ETF | 0.24% | 1,923 | $264K | Add +3.8% |
| VYM Vanguard High DVD Yield ETF | 0.24% | 1,658 | $262K | Add +14.0% |
| PSL Invesco Dorsey Wright Consum | 0.23% | 2,306 | $258K | Add +0.0% |
| GOOG Alphabet Inc. Class C | 0.22% | 701 | $248K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 872 | $245K | Add +4.3% |
| DFVX Dim US Large Cap Vector ETF | 0.20% | 2,756 | $227K | New |
| XLK SS Technology Select Sector | 0.20% | 1,187 | $226K | New |
| CHAT Roundhill Gen AI & Tech ETF | 0.20% | 2,261 | $223K | New |
| IEMG iShares Core MSCI Emerging | 0.19% | 2,572 | $213K | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.19% | 2,578 | $206K | Reduce -30.7% |
| DFLV Dim US Large Cap Value ETF | 0.19% | 5,197 | $205K | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.19% | 1,385 | $205K | New |
Portfolio Sells Q1 2026 → Q2 2026
| GLD SPDR Gold Shares | Reduce -0.5% | 8.80% | −2.41 |
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -17.6% | 4.76% | −1.51 |
| CDX Simplify High Yield ETF | Reduce -55.2% | 0.88% | −1.27 |
| USFR Wisdomtree Floating Rate Tre | Reduce -7.8% | 4.68% | −0.83 |
| SLV iShares Silver Trust | Reduce -0.9% | 2.07% | −0.82 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.31 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.28 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.23 |
| GDX Vaneck Gold Miners ETF | Reduce -2.4% | 0.42% | −0.15 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -30.7% | 0.19% | −0.10 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -9.7% | 1.10% | −0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -22.4% | 0.57% | −0.06 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -10.3% | 0.65% | −0.05 |
| FLOT iShares Floating Rate Bond E | Reduce -0.7% | 0.29% | −0.03 |
| VXUS Vanguard Total Intl Stock | Reduce -5.2% | 0.30% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -8.4% | 0.34% | −0.01 |
| ITA iShares U.S. Aerospace & Def | Reduce -2.6% | 0.73% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -4.7% | 0.30% | +0.00 |
| IWB iShares Russell 1000 ETF | Reduce -1.0% | 0.45% | +0.02 |
| VT Vanguard Tot World STK ETF | Reduce -0.2% | 1.04% | +0.04 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -6.9% | 2.14% | +0.06 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -0.8% | 3.31% | +0.18 |
Portfolio Buys Q1 2026 → Q2 2026
| SHY iShares 1-3 Year Treasury Bo | Add +62.5% | 5.76% | +1.89 |
| HDG Proshares Hedge Replicat ETF | Add +201.3% | 0.86% | +0.57 |
| HEQT Simplify Hedged Equity ETF | Add +10.2% | 6.22% | +0.47 |
| ALLW State Street Brgwtr All WTHR | Add +116.3% | 0.90% | +0.46 |
| SSUS Day Hagan Smart Sector ETF | Add +2.6% | 3.87% | +0.41 |
| SMH Vaneck Semiconductor ETF | New | 0.40% | +0.40 |
| RSP Invesco S&P 500 Equal Weight | Add +22.7% | 1.98% | +0.40 |
| IXUS iShares Core Intl Stock ETF | Add +37.2% | 1.27% | +0.36 |
| SPD Simplify US Eqty Plus Down | Add +0.5% | 5.62% | +0.30 |
| XOM Exxon Mobil Corp. | New | 0.30% | +0.30 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.29% | +0.29 |
| GOOG Alphabet Inc. Class C | New | 0.22% | +0.22 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.6% | 3.05% | +0.21 |
| IJR iShares Core S&P Small-Cap E | Add +75.3% | 0.43% | +0.21 |
| DFVX Dim US Large Cap Vector ETF | New | 0.20% | +0.20 |
| XLK SS Technology Select Sector | New | 0.20% | +0.20 |
| CHAT Roundhill Gen AI & Tech ETF | New | 0.20% | +0.20 |
| HOLA JPM Intll HDG Eq LDDR Ovrly | Add +7.6% | 4.64% | +0.19 |
| IEMG iShares Core MSCI Emerging | New | 0.19% | +0.19 |
| DFLV Dim US Large Cap Value ETF | New | 0.19% | +0.19 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.19% | +0.19 |
| PSCI Invesco S&P Smallcap Industr | Add +0.7% | 1.54% | +0.16 |
| IWM iShares Russell 2000 ETF | Add +5.8% | 0.80% | +0.12 |
| AAPL Apple Inc. | Add +3.0% | 1.20% | +0.09 |
| TCAF T Rowe PRC Cap Appreciation | Add +2.9% | 0.80% | +0.07 |
| IOO iShares Global 100 ETF | Add +2.4% | 0.95% | +0.06 |
| VEU Vanguard Ftse All-World Ex-U | Add +5.9% | 0.55% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Add +3.8% | 0.24% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +7.1% | 0.35% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.2% | 1.13% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.3% | 0.42% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +14.0% | 0.24% | +0.03 |
| IBM Intl Business Machines Corp. | Add +4.3% | 0.22% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.31% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 0.31% | +0.02 |
| NOBL Proshares S&P 500 Dividend A | Add +2.6% | 4.65% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +2.4% | 0.65% | +0.01 |
| ILCV iShares Morningstar Value Et | Add +0.2% | 0.24% | +0.00 |
| IVE iShares S&P 500 Value ETF | Add +1.0% | 0.35% | +0.00 |
| CARY Angel Oak Income ETF | Add +8.4% | 0.55% | −0.00 |
| PSL Invesco Dorsey Wright Consum | Add +0.0% | 0.23% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Add +0.3% | 0.46% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.3% | 0.25% | −0.02 |
| MSFT Microsoft Corp. | Add +1.6% | 0.44% | −0.03 |
| SGOV iShares 0-3 Month Treasury B | Add +0.4% | 0.57% | −0.05 |
| BSJS Invesco Bulletshares 2028 HY | Add +4.7% | 1.40% | −0.05 |
| HDV iShares Core High Dividend E | Add +3.5% | 1.52% | −0.06 |
| XLE SS Energy Select Sector | Add +0.6% | 0.26% | −0.06 |
| BSJR Invesco Bulletshares 2027 HY | Add +2.1% | 1.78% | −0.11 |
| BSJQ Invesco Bulletshares 2026 HY | Add +0.7% | 1.83% | −0.16 |