Independent Wealth Advisors LLC
78 holdingsFiling period: 2026-06-30Current AUM: $109.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold TR | 26.4K | $9.7M | $9.8M | 8.99% | -136 | 2026-06-30 |
| 2 | HEQT | Simplify Exchange Traded Fun | 204.8K | $6.9M | $6.9M | 6.28% | +19.0K | 2026-06-30 |
| 3 | SHY | iShares TR | 77.6K | $6.4M | $6.3M | 5.79% | +29.8K | 2026-06-30 |
| 4 | SPD | Simplify Exchange Traded Fun | 149.6K | $6.2M | $5.9M | 5.44% | +730 | 2026-06-30 |
| 5 | CSHI | Neos ETF Trust | 105.7K | $5.3M | $5.2M | 4.79% | -22,593 | 2026-06-30 |
| 6 | USFR | WisdomTree TR | 102.8K | $5.2M | $5.2M | 4.74% | -8,751 | 2026-06-30 |
| 7 | NOBL | ProShares TR | 91.6K | $5.1M | $5.5M | 5.01% | +47.0K | 2026-06-30 |
| 8 | HOLA | J P Morgan Exchange Traded F | 92.7K | $5.1M | $5.1M | 4.62% | +6.5K | 2026-06-30 |
| 9 | SSUS | Strategy Shs | 77.3K | $4.3M | $4.2M | 3.81% | +2.0K | 2026-06-30 |
| 10 | MGC | Vanguard World FD | 13.4K | $3.7M | $3.6M | 3.29% | -103 | 2026-06-30 |
| 11 | SPY | State Str Spdr S&P 500 ETF T | 4.5K | $3.4M | $3.3M | 3.03% | +70 | 2026-06-30 |
| 12 | IAU | iShares Gold TR | 43.3K | $3.3M | $3.3M | 3.03% | +830 | 2026-06-30 |
| 13 | MGK | Vanguard World FD | 26.9K | $2.4M | $2.2M | 2.06% | +21.1K | 2026-06-30 |
| 14 | SLV | iShares Silver TR | 42.8K | $2.3M | $2.0M | 1.83% | -396 | 2026-06-30 |
| 15 | RSP | Invesco Exchange Traded FD T | 10.3K | $2.2M | $2.2M | 2.03% | +1.9K | 2026-06-30 |
| 16 | BSJQ | Invesco Exch Trd Slf Idx FD | 88.0K | $2.0M | $2.0M | 1.84% | +624 | 2026-06-30 |
| 17 | BSJR | Invesco Exch Trd Slf Idx FD | 88.0K | $2.0M | $1.9M | 1.78% | +1.9K | 2026-06-30 |
| 18 | PSCI | Invesco Exch Traded FD TR II | 9.1K | $1.7M | $1.5M | 1.33% | +67 | 2026-06-30 |
| 19 | HDV | iShares TR | 61.4K | $1.7M | $1.9M | 1.70% | +49.6K | 2026-06-30 |
| 20 | BSJS | Invesco Exch Trd Slf Idx FD | 71.3K | $1.5M | $1.5M | 1.40% | +3.2K | 2026-06-30 |
| 21 | IXUS | iShares TR | 14.7K | $1.4M | $1.3M | 1.21% | +4.0K | 2026-06-30 |
| 22 | AAPL | Apple Inc | 4.6K | $1.3M | $1.6M | 1.43% | +132 | 2026-06-30 |
| 23 | VTV | Vanguard Index Fds | 5.7K | $1.3M | $1.3M | 1.17% | +10 | 2026-06-30 |
| 24 | VBR | Vanguard Index Fds | 5.0K | $1.2M | $1.2M | 1.11% | -536 | 2026-06-30 |
| 25 | VT | Vanguard Intl Equity Index F | 7.3K | $1.2M | $1.1M | 1.02% | -17 | 2026-06-30 |
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