Independent Wealth Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed May 22, 2026), Independent Wealth Advisors LLC reported 63 stock positions worth $95.8 million. Its top holding was SPDR Gold Shares (GLD) at 11.0% of the portfolio, followed by Wisdomtree Floating Rate Tre (USFR, 7.2%) and Simplify Hedged Equity ETF (HEQT, 5.9%).
- Most Recent 13F
- Q2 2026
- Location
- CARY, NC
- CIK
- 0002136099
- Portfolio Value
- $95.8M (Q4 2025)
- SEC Filing
- 0002085853-26-000610 ↗ filed May 22, 2026
Holdings Value
Holdings 63 stocks · $95.8M
| GLD SPDR Gold Shares | 11.05% | 26,717 | $10.6M | — |
| USFR Wisdomtree Floating Rate Tre | 7.19% | 136,860 | $6.9M | — |
| HEQT Simplify Hedged Equity ETF | 5.88% | 175,756 | $5.6M | — |
| SPD Simplify US Eqty Plus Down | 5.87% | 143,271 | $5.6M | — |
| NOBL Proshares S&P 500 Dividend A | 4.74% | 43,630 | $4.5M | — |
| CSHI Neos Enhanced Income 1-3 Mon | 4.63% | 89,226 | $4.4M | — |
| HOLA JPM Intll HDG Eq LDDR Ovrly filed as J P MORGAN EXCHANGE TRADED F | 4.40% | 80,765 | $4.2M | — |
| SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS | 3.83% | 75,347 | $3.7M | — |
| IAU iShares Gold Trust | 3.79% | 44,749 | $3.6M | — |
| SHY iShares 1-3 Year Treasury Bo | 3.74% | 43,225 | $3.6M | — |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 3.43% | 13,085 | $3.3M | — |
| SLV iShares Silver Trust | 3.07% | 45,739 | $2.9M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.88% | 4,041 | $2.8M | — |
| CDX Simplify High Yield ETF | 2.46% | 105,848 | $2.4M | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.29% | 5,315 | $2.2M | — |
| BSJQ Invesco Bulletshares 2026 HY | 1.95% | 80,156 | $1.9M | — |
| BSJR Invesco Bulletshares 2027 HY | 1.69% | 71,787 | $1.6M | — |
| RSP Invesco S&P 500 Equal Weight | 1.50% | 7,502 | $1.4M | — |
| HDV iShares Core High Dividend E | 1.47% | 11,598 | $1.4M | — |
| AAPL Apple Inc. | 1.23% | 4,353 | $1.2M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.23% | 6,176 | $1.2M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.23% | 5,549 | $1.2M | — |
| PSCI Invesco S&P Smallcap Industr | 1.20% | 7,631 | $1.1M | — |
| VT Vanguard Tot World STK ETF | 1.09% | 7,385 | $1.0M | — |
| TCAF T Rowe PRC Cap Appreciation | 1.08% | 26,966 | $1.0M | — |
| BSJS Invesco Bulletshares 2028 HY | 0.95% | 41,525 | $914K | — |
| IOO iShares Global 100 ETF | 0.91% | 6,920 | $877K | — |
| IXUS iShares Core Intl Stock ETF | 0.87% | 9,889 | $837K | — |
| ITA iShares U.S. Aerospace & Def | 0.77% | 3,436 | $738K | — |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.72% | 4,867 | $687K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.70% | 1,085 | $666K | — |
| IWM iShares Russell 2000 ETF | 0.68% | 2,642 | $650K | — |
| SGOV iShares 0-3 Month Treasury B | 0.65% | 6,244 | $627K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.65% | 3,527 | $626K | — |
| MSFT Microsoft Corp. | 0.62% | 1,226 | $593K | — |
| GDX Vaneck Gold Miners ETF | 0.57% | 6,402 | $549K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.51% | 6,673 | $491K | — |
| IWB iShares Russell 1000 ETF | 0.47% | 1,216 | $454K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.46% | 1,525 | $443K | — |
| SCHD Schwab US DVD Equity ETF | 0.45% | 15,885 | $436K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.43% | 1,597 | $412K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.38% | 744 | $363K | — |
| IVE iShares S&P 500 Value ETF | 0.37% | 1,694 | $359K | — |
| IWY iShares Russell Top 200 Grow | 0.37% | 1,267 | $351K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 1,038 | $348K | — |
| GOOGL Alphabet Inc. Class A | 0.35% | 1,070 | $335K | — |
| VGT Vanguard Info Tech ETF | 0.35% | 440 | $332K | — |
| IWF iShares Russell 1000 Growth | 0.34% | 694 | $328K | — |
| FLOT iShares Floating Rate Bond E | 0.34% | 6,395 | $325K | — |
| VWO Vanguard Ftse Emerging Marke | 0.34% | 6,044 | $325K | — |
| XAR SS SPDR S&P Aerospace Def | 0.34% | 1,332 | $321K | — |
| PSI Invesco Semiconductors ETF | 0.33% | 3,972 | $313K | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.31% | 3,718 | $300K | — |
| VIG Vanguard Dividend Apprec ETF | 0.30% | 1,314 | $289K | — |
| VXUS Vanguard Total Intl Stock | 0.28% | 3,551 | $268K | — |
| PSL Invesco Dorsey Wright Consum | 0.26% | 2,508 | $252K | — |
| ILCV iShares Morningstar Value Et | 0.26% | 2,644 | $249K | — |
| IVV iShares Core S&P 500 ETF | 0.25% | 344 | $236K | — |
| VOO Vanguard S&P 500 ETF | 0.24% | 371 | $232K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 774 | $229K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.23% | 5,122 | $219K | — |
| VYM Vanguard High DVD Yield ETF | 0.22% | 1,450 | $208K | — |
| BAI Ishrs AI in and Tech Act ETF | 0.21% | 6,047 | $201K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.