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DOSSIER · 13F-HR · Q1 2026

Independent Wealth Advisors LLC

$102M in tracked AUM across 70 positions as of Q1 2026.

IW
CIK 0002136099 · last filed Mar 31, 2026
Total AUM
$102M
as of Q1 2026
Holdings
70
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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