What does Independent Wealth Advisors LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Independent Wealth Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SPDR GOLD TR

$11M27K11.2%

NEOS ETF TRUST

$6M128K6.3%

SIMPLIFY EXCHANGE TRADED FUN

$6M186K5.7%

WISDOMTREE TR

$6M112K5.5%

SIMPLIFY EXCHANGE TRADED FUN

$5M149K5.3%

PROSHARES TR

$5M45K4.6%

J P MORGAN EXCHANGE TRADED F

$5M86K4.5%

ISHARES TR

$4M48K3.9%

ISHARES GOLD TR

$4M43K3.7%

STRATEGY SHS

$4M75K3.5%

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