Independent Wealth Advisors LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 22, 2026), Independent Wealth Advisors LLC reported 70 stock positions worth $101.8 million. Its top holding was SPDR Gold Shares (GLD) at 11.2% of the portfolio, followed by Neos Enhanced Income 1-3 Mon (CSHI, 6.3%) and Simplify Hedged Equity ETF (HEQT, 5.7%). Compared with Q4 2025, it opened 8 new positions, sold out of 1, added to 40 and reduced 14. The biggest buy was Neos Enhanced Income 1-3 Mon (CSHI, shares +44%) and the biggest sale Wisdomtree Floating Rate Tre (USFR, shares −19%).

Most Recent 13F
Q2 2026
Location
CARY, NC
CIK
0002136099
Portfolio Value
$101.8M (Q1 2026)
SEC Filing
0002085853-26-000611 ↗ filed May 22, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $95.8M Q4 2025 Q1 2026: $101.8M $101.8M Q1 2026 Q2 2026: $110.5M Q2 2026

Holdings 70 stocks · $101.8M
GLD SPDR Gold Shares 11.21% 26,530 $11.4M Reduce -0.7%
CSHI Neos Enhanced Income 1-3 Mon 6.27% 128,243 $6.4M Add +43.7%
HEQT Simplify Hedged Equity ETF 5.75% 185,810 $5.9M Add +5.7%
USFR Wisdomtree Floating Rate Tre 5.51% 111,534 $5.6M Reduce -18.5%
SPD Simplify US Eqty Plus Down 5.32% 148,884 $5.4M Add +3.9%
NOBL Proshares S&P 500 Dividend A 4.65% 44,633 $4.7M Add +2.3%
HOLA JPM Intll HDG Eq LDDR Ovrly filed as J P MORGAN EXCHANGE TRADED F 4.45% 86,158 $4.5M Add +6.7%
SHY iShares 1-3 Year Treasury Bo 3.87% 47,728 $3.9M Add +10.4%
IAU iShares Gold Trust 3.68% 42,516 $3.7M Reduce -5.0%
SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS 3.45% 75,287 $3.5M Reduce -0.1%
MGC Vngrd Mrngstr MG Cap ETF-Usd 3.12% 13,460 $3.2M Add +2.9%
SLV iShares Silver Trust 2.89% 43,206 $2.9M Reduce -5.5%
SPY SS SPDR S&P 500 ETF Trust-US 2.84% 4,443 $2.9M Add +9.9%
CDX Simplify High Yield ETF 2.15% 102,390 $2.2M Reduce -3.3%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 2.08% 5,774 $2.1M Add +8.6%
BSJQ Invesco Bulletshares 2026 HY 1.99% 87,332 $2.0M Add +8.9%
BSJR Invesco Bulletshares 2027 HY 1.89% 86,188 $1.9M Add +20.1%
HDV iShares Core High Dividend E 1.58% 11,869 $1.6M Add +2.3%
RSP Invesco S&P 500 Equal Weight 1.58% 8,359 $1.6M Add +11.4%
BSJS Invesco Bulletshares 2028 HY 1.45% 68,091 $1.5M Add +64.0%
PSCI Invesco S&P Smallcap Industr 1.37% 9,053 $1.4M Add +18.6%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.18% 5,549 $1.2M No change
AAPL Apple Inc. 1.11% 4,442 $1.1M Add +2.0%
VTV Vanguard Mrngstr Val ETF-Aui 1.11% 5,737 $1.1M Reduce -7.1%
VT Vanguard Tot World STK ETF 1.00% 7,352 $1.0M Reduce -0.5%
IXUS iShares Core Intl Stock ETF 0.91% 10,692 $926K Add +8.1%
IOO iShares Global 100 ETF 0.89% 7,516 $909K Add +8.6%
ITA iShares U.S. Aerospace & Def 0.74% 3,437 $752K Add +0.0%
TCAF T Rowe PRC Cap Appreciation 0.74% 21,036 $749K Reduce -22.0%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.69% 4,870 $706K Add +0.1%
IWM iShares Russell 2000 ETF 0.68% 2,790 $692K Add +5.6%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.64% 3,527 $650K No change
QQQ Invesco QQQ Trust Series 1 0.63% 1,105 $638K Add +1.8%
SGOV iShares 0-3 Month Treasury B 0.62% 6,260 $630K Add +0.3%
GDX Vaneck Gold Miners ETF 0.56% 6,249 $573K Reduce -2.4%
CARY Angel Oak Income ETF 0.55% 26,912 $559K New
VEU Vanguard Ftse All-World Ex-U 0.50% 6,835 $513K Add +2.4%
SCHD Schwab US DVD Equity ETF 0.48% 15,943 $489K Add +0.4%
MSFT Microsoft Corp. 0.46% 1,269 $470K Add +3.5%
ALLW State Street Brgwtr All WTHR 0.45% 15,774 $455K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.43% 1,525 $438K No change
IWB iShares Russell 1000 ETF 0.43% 1,218 $434K Add +0.2%
VB Vanguard Most SM-Cap ETF-Usd 0.40% 1,541 $404K Reduce -3.5%
PSI Invesco Semiconductors ETF 0.37% 3,972 $375K No change
IVE iShares S&P 500 Value ETF 0.35% 1,697 $358K Add +0.2%
VTI VG Morningstar TS MKT ETF-US 0.35% 1,104 $354K Add +6.4%
XAR SS SPDR S&P Aerospace Def 0.33% 1,332 $338K No change
XLE SS Energy Select Sector 0.32% 5,343 $327K New
FLOT iShares Floating Rate Bond E 0.32% 6,415 $327K Add +0.3%
VWO Vanguard Ftse Emerging Marke 0.32% 6,044 $327K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.32% 745 $325K Add +0.1%
VXUS Vanguard Total Intl Stock 0.31% 4,150 $320K Add +16.9%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.31% 690 $320K New
IWY iShares Russell Top 200 Grow 0.31% 1,267 $315K No change
VOO Vanguard S&P 500 ETF 0.30% 514 $307K Add +38.5%
HDG Proshares Hedge Replicat ETF 0.29% 5,787 $298K New
IVV iShares Core S&P 500 ETF 0.29% 454 $296K Add +32.0%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.29% 3,722 $296K Add +0.1%
IWF iShares Russell 1000 Growth 0.29% 694 $296K No change
VGT Vanguard Info Tech ETF 0.29% 423 $295K Reduce -3.9%
VIG Vanguard Dividend Apprec ETF 0.28% 1,328 $286K Add +1.1%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.28% 6,108 $280K Add +19.3%
PSL Invesco Dorsey Wright Consum 0.25% 2,305 $250K Reduce -8.1%
ILCV iShares Morningstar Value Et 0.24% 2,649 $247K Add +0.2%
GOOGL Alphabet Inc. Class A 0.23% 824 $237K Reduce -23.0%
VZ Verizon Communications Inc. 0.23% 4,629 $232K New
IJR iShares Core S&P Small-Cap E 0.22% 1,838 $228K New
VYM Vanguard High DVD Yield ETF 0.21% 1,454 $215K Add +0.3%
IVW iShares S&P 500 Growth ETF 0.21% 1,852 $210K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.20% 836 $203K Add +8.0%

Portfolio Sells Q4 2025 → Q1 2026
USFR Wisdomtree Floating Rate Tre Reduce -18.5% 5.51% −1.67
SSUS Day Hagan Smart Sector ETF Reduce -0.1% 3.45% −0.38
TCAF T Rowe PRC Cap Appreciation Reduce -22.0% 0.74% −0.34
CDX Simplify High Yield ETF Reduce -3.3% 2.15% −0.31
BAI Ishrs AI in and Tech Act ETF Sold out 0.00% −0.21
SLV iShares Silver Trust Reduce -5.5% 2.89% −0.18
VTV Vanguard Mrngstr Val ETF-Aui Reduce -7.1% 1.11% −0.13
GOOGL Alphabet Inc. Class A Reduce -23.0% 0.23% −0.12
IAU iShares Gold Trust Reduce -5.0% 3.68% −0.11
VT Vanguard Tot World STK ETF Reduce -0.5% 1.00% −0.09
VGT Vanguard Info Tech ETF Reduce -3.9% 0.29% −0.06
VB Vanguard Most SM-Cap ETF-Usd Reduce -3.5% 0.40% −0.03
PSL Invesco Dorsey Wright Consum Reduce -8.1% 0.25% −0.02
GDX Vaneck Gold Miners ETF Reduce -2.4% 0.56% −0.01
GLD SPDR Gold Shares Reduce -0.7% 11.21% +0.16

Portfolio Buys Q4 2025 → Q1 2026
CSHI Neos Enhanced Income 1-3 Mon Add +43.7% 6.27% +1.64
CARY Angel Oak Income ETF New 0.55% +0.55
BSJS Invesco Bulletshares 2028 HY Add +64.0% 1.45% +0.50
ALLW State Street Brgwtr All WTHR New 0.45% +0.45
XLE SS Energy Select Sector New 0.32% +0.32
DIA SS SPDR Dow Jones Indus Avg New 0.31% +0.31
HDG Proshares Hedge Replicat ETF New 0.29% +0.29
VZ Verizon Communications Inc. New 0.23% +0.23
IJR iShares Core S&P Small-Cap E New 0.22% +0.22
IVW iShares S&P 500 Growth ETF New 0.21% +0.21
BSJR Invesco Bulletshares 2027 HY Add +20.1% 1.89% +0.20
PSCI Invesco S&P Smallcap Industr Add +18.6% 1.37% +0.18
SHY iShares 1-3 Year Treasury Bo Add +10.4% 3.87% +0.13
HDV iShares Core High Dividend E Add +2.3% 1.58% +0.11
RSP Invesco S&P 500 Equal Weight Add +11.4% 1.58% +0.08
VOO Vanguard S&P 500 ETF Add +38.5% 0.30% +0.06
HOLA JPM Intll HDG Eq LDDR Ovrly Add +6.7% 4.45% +0.05
XLU St Sr Utl SL SE SPDR ETF-Usd Add +19.3% 0.28% +0.05
IVV iShares Core S&P 500 ETF Add +32.0% 0.29% +0.05
IXUS iShares Core Intl Stock ETF Add +8.1% 0.91% +0.04
BSJQ Invesco Bulletshares 2026 HY Add +8.9% 1.99% +0.04
VXUS Vanguard Total Intl Stock Add +16.9% 0.31% +0.03
SCHD Schwab US DVD Equity ETF Add +0.4% 0.48% +0.03
IWM iShares Russell 2000 ETF Add +5.6% 0.68% +0.00
VYM Vanguard High DVD Yield ETF Add +0.3% 0.21% −0.01
VEU Vanguard Ftse All-World Ex-U Add +2.4% 0.50% −0.01
VTI VG Morningstar TS MKT ETF-US Add +6.4% 0.35% −0.02
ILCV iShares Morningstar Value Et Add +0.2% 0.24% −0.02
FLOT iShares Floating Rate Bond E Add +0.3% 0.32% −0.02
VIG Vanguard Dividend Apprec ETF Add +1.1% 0.28% −0.02
IOO iShares Global 100 ETF Add +8.6% 0.89% −0.02
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +0.1% 0.29% −0.02
IVE iShares S&P 500 Value ETF Add +0.2% 0.35% −0.02
MGV Vngrd Mrgstr MG CP VL ETF-Ui Add +0.1% 0.69% −0.02
ITA iShares U.S. Aerospace & Def Add +0.0% 0.74% −0.03
SGOV iShares 0-3 Month Treasury B Add +0.3% 0.62% −0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +9.9% 2.84% −0.04
IBM Intl Business Machines Corp. Add +8.0% 0.20% −0.04
IWB iShares Russell 1000 ETF Add +0.2% 0.43% −0.05
VUG Vanguard Mrngstar GR ETF-Sui Add +0.1% 0.32% −0.06
QQQ Invesco QQQ Trust Series 1 Add +1.8% 0.63% −0.07
NOBL Proshares S&P 500 Dividend A Add +2.3% 4.65% −0.09
AAPL Apple Inc. Add +2.0% 1.11% −0.13
HEQT Simplify Hedged Equity ETF Add +5.7% 5.75% −0.13
MSFT Microsoft Corp. Add +3.5% 0.46% −0.16
MGK Vngrd Mrgstr MG CP GR ETF-Ui Add +8.6% 2.08% −0.21
MGC Vngrd Mrngstr MG Cap ETF-Usd Add +2.9% 3.12% −0.31
SPD Simplify US Eqty Plus Down Add +3.9% 5.32% −0.55

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 77$110.5MGLD, HEQT, SHY, SPD, CSHI
Q1 2026 70$101.8MGLD, CSHI, HEQT, USFR, SPD
Q4 2025 63$95.8MGLD, USFR, HEQT, SPD, NOBL