Independent Wealth Advisors LLC
70 holdingsFiling period: 2026-03-31Current AUM: $105.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | 26.5K | $11.4M | $9.9M | 9.32% | -187 | 2026-03-31 |
| 2 | CSHI | NEOS ETF TRUST | 128.2K | $6.4M | $6.4M | 6.04% | +39.0K | 2026-03-31 |
| 3 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | 185.8K | $5.9M | $6.3M | 5.92% | +10.1K | 2026-03-31 |
| 4 | USFR | WISDOMTREE TR | 111.5K | $5.6M | $5.6M | 5.31% | -25,326 | 2026-03-31 |
| 5 | SPD | SIMPLIFY EXCHANGE TRADED FUN | 148.9K | $5.4M | $6.1M | 5.80% | +5.6K | 2026-03-31 |
| 6 | NOBL | PROSHARES TR | 44.6K | $4.7M | $5.1M | 4.82% | +1.0K | 2026-03-31 |
| 7 | HOLA | J P MORGAN EXCHANGE TRADED F | 86.2K | $4.5M | $4.8M | 4.57% | +5.4K | 2026-03-31 |
| 8 | SHY | ISHARES TR | 47.7K | $3.9M | $3.9M | 3.70% | +4.5K | 2026-03-31 |
| 9 | IAU | ISHARES GOLD TR | 42.5K | $3.7M | $3.2M | 3.06% | -2,233 | 2026-03-31 |
| 10 | SSUS | STRATEGY SHS | 75.3K | $3.5M | $4.1M | 3.88% | -60 | 2026-03-31 |
| 11 | MGC | VANGUARD WORLD FD | 13.5K | $3.2M | $3.7M | 3.48% | +375 | 2026-03-31 |
| 12 | SLV | ISHARES SILVER TR | 43.2K | $2.9M | $2.3M | 2.14% | -2,533 | 2026-03-31 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | 4.4K | $2.9M | $3.3M | 3.14% | +402 | 2026-03-31 |
| 14 | CDX | SIMPLIFY EXCHANGE TRADED FUN | 102.4K | $2.2M | $2.1M | 2.00% | -3,458 | 2026-03-31 |
| 15 | MGK | VANGUARD WORLD FD | 5.8K | $2.1M | $2.5M | 2.36% | +459 | 2026-03-31 |
| 16 | BSJQ | INVESCO EXCH TRD SLF IDX FD | 87.3K | $2.0M | $2.0M | 1.89% | +7.2K | 2026-03-31 |
| 17 | BSJR | INVESCO EXCH TRD SLF IDX FD | 86.2K | $1.9M | $1.9M | 1.82% | +14.4K | 2026-03-31 |
| 18 | HDV | ISHARES TR | 11.9K | $1.6M | $1.7M | 1.61% | +271 | 2026-03-31 |
| 19 | RSP | INVESCO EXCHANGE TRADED FD T | 8.4K | $1.6M | $1.8M | 1.70% | +857 | 2026-03-31 |
| 20 | BSJS | INVESCO EXCH TRD SLF IDX FD | 68.1K | $1.5M | $1.5M | 1.40% | +26.6K | 2026-03-31 |
| 21 | PSCI | INVESCO EXCH TRADED FD TR II | 9.1K | $1.4M | $1.6M | 1.51% | +1.4K | 2026-03-31 |
| 22 | VBR | VANGUARD INDEX FDS | 5.5K | $1.2M | $1.4M | 1.28% | -- | 2026-03-31 |
| 23 | AAPL | APPLE INC | 4.4K | $1.1M | $1.4M | 1.30% | +89 | 2026-03-31 |
| 24 | VTV | VANGUARD INDEX FDS | 5.7K | $1.1M | $1.3M | 1.19% | -439 | 2026-03-31 |
| 25 | VT | VANGUARD INTL EQUITY INDEX F | 7.4K | $1.0M | $1.1M | 1.08% | -33 | 2026-03-31 |
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