Independent Wealth Advisors LLC
CIK 2136099 · Holdings on Jun 30, 2026 · First reported Jul 27, 2026
Top ten holdings
Q2 2026- GLD8.80%
- HEQT6.22%
- SHY5.76%
- SPD5.62%
- CSHI4.76%
- USFR4.68%
- NOBL4.65%
- HOLA4.64%
- SSUS3.87%
- MGC3.31%
Share classes counted separately52.31%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GLDWeight decreased · -2.41 pp11.21% → 8.80%Shares -136 (-0.51%)
- SHYWeight increased · +1.89 pp3.87% → 5.76%Shares +29.84K (+62.51%)
- CSHIWeight decreased · -1.51 pp6.27% → 4.76%Shares -22.59K (-17.62%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $9.72M | 8.80% | 26.39K shares | 11.21% → 8.80%-2.41 pp -136 (-0.51%) | Reduced | ↗▾ |
| 02 | HEQTSIMPLIFY HEDGED EQUITY ETFHEDGED EQUITY View history and evidence | $6.87M | 6.22% | 204.84K shares | 5.75% → 6.22%+0.47 pp +19.04K (+10.24%) | Added | ↗▾ |
| 03 | SHYISHARES 1-3 YEAR TREASURY BO1 3 YR TREAS BD View history and evidence | $6.37M | 5.76% | 77.56K shares | 3.87% → 5.76%+1.89 pp +29.84K (+62.51%) | Added | ↗▾ |
| 04 | SPDSIMPLIFY US EQTY PLUS DOWNUS EQT PLS DWNSD View history and evidence | $6.21M | 5.62% | 149.61K shares | 5.32% → 5.62%+0.30 pp +730 (+0.49%) | Added | ↗▾ |
| 05 | CSHINEOS ENHANCED INCOME 1-3 MONNEOS ENH INC 1-3 View history and evidence | $5.26M | 4.76% | 105.65K shares | 6.27% → 4.76%-1.51 pp -22.59K (-17.62%) | Reduced | ↗▾ |
| 06 | USFRWISDOMTREE FLOATING RATE TREFLOATNG RAT TREA View history and evidence | $5.18M | 4.68% | 102.78K shares | 5.51% → 4.68%-0.83 pp -8.75K (-7.85%) | Reduced | ↗▾ |
| 07 | NOBLPROSHARES S&P 500 DIVIDEND AS&P 500 DV ARIST View history and evidence | $5.14M | 4.65% | 91.60K shares | 4.65% → 4.65%+0.00 pp +46.97K (+105.23%) | Added | ↗▾ |
| 08 | HOLAJPM INTLL HDG EQ LDDR OVRLYINTL HDGD EQT LA View history and evidence | $5.13M | 4.64% | 92.69K shares | 4.45% → 4.64%+0.19 pp +6.53K (+7.58%) | Added | ↗▾ |
| 09 | SSUSDAY HAGAN SMART SECTOR ETFDAY HAGAN SMART View history and evidence | $4.27M | 3.87% | 77.25K shares | 3.45% → 3.87%+0.42 pp +1.97K (+2.61%) | Added | ↗▾ |
| 10 | MGCVNGRD MRNGSTR MG CAP ETF-USDMEGA CAP INDEX View history and evidence | $3.65M | 3.31% | 13.36K shares | 3.12% → 3.31%+0.19 pp -103 (-0.77%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DIA SS SPDR DOW JONES INDUS AVG | Non-derivative | -690 | -$319.52K | SEC filing ↗ | SEC filing ↗ |
| VIG VANGUARD DIVIDEND APPREC ETF | Non-derivative | -1,328 | -$285.60K | SEC filing ↗ | SEC filing ↗ |
| VZ VERIZON COMMUNICATIONS INC | Non-derivative | -4,629 | -$232.39K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2136099 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-27
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 110513723
}Research all 77 reported holdings.
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