Independent Wealth Advisors LLC ETF holdings
Cary, NC
Reported $107.6M in 71 ETFs in its Form 13F for June 30, 2026.
ETF value
$107.6M
ETFs held
71
Change from prior quarter
+8.1%
With price moves
ETFs as a share of its 13F
97.4%
of $110.5M
Top 10 of 71 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| GLD | SPDR Gold Shares | $9.7M | 26,394 | −136 shares |
| HEQT | Simplify Hedged Equity ETF | $6.9M | 204,845 | +19,035 shares |
| SHY | iShares 1-3 Year Treasury Bond ETF | $6.4M | 77,563 | +29,835 shares |
| SPD | Simplify US Equity PLUS Downside Convexity ETF | $6.2M | 149,614 | +730 shares |
| CSHI | NEOS Enhanced Income 1-3 Month T-Bill ETF | $5.3M | 105,650 | −22,593 shares |
| USFR | WisdomTree Floating Rate Treasury Fund | $5.2M | 102,783 | −8,751 shares |
| NOBL | ProShares S&P 500 Dividend Aristocrats ETF | $5.1M | 91,602 | +46,969 shares |
| HOLA | JPMorgan International Hedged Equity Laddered Overlay ETF | $5.1M | 92,692 | +6,534 shares |
| SSUS | Day Hagan Smart Sector ETF | $4.3M | 77,252 | +1,965 shares |
| MGC | Vanguard Morningstar Mega Cap ETF | $3.7M | 13,357 | −103 shares |
61 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002136099. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Independent Wealth Advisors LLC own?
Independent Wealth Advisors LLC reported 71 ETF positions worth $107.6M in its Form 13F for June 30, 2026. The largest was GLD, at $9.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.