Independent Wealth Advisors LLC
CIK 2136099 · Holdings on Mar 31, 2026 · First reported May 22, 2026
Top ten holdings
Q1 2026- GLD11.21%
- CSHI6.27%
- HEQT5.75%
- USFR5.51%
- SPD5.32%
- NOBL4.65%
- HOLA4.45%
- SHY3.87%
- IAU3.68%
- SSUS3.45%
Share classes counted separately54.16%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- USFRWeight decreased · -1.68 pp7.19% → 5.51%Shares -25.33K (-18.51%)
- CSHIWeight increased · +1.64 pp4.63% → 6.27%Shares +39.02K (+43.73%)
- SPDWeight decreased · -0.55 pp5.87% → 5.32%Shares +5.61K (+3.92%)
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 | $11.42M | 11.21% | 26.53K shares | 11.05% → 11.21%+0.16 pp -187 (-0.70%) | Reduced | ↗▾ |
| 02 | CSHINEOS ENHANCED INCOME 1-3 MONNEOS ENH INC 1-3 View history and evidence | $6.38M | 6.27% | 128.24K shares | 4.63% → 6.27%+1.64 pp +39.02K (+43.73%) | Added | ↗▾ |
| 03 | HEQTSIMPLIFY HEDGED EQUITY ETFHEDGED EQUITY View history and evidence | $5.85M | 5.75% | 185.81K shares | 5.88% → 5.75%-0.13 pp +10.05K (+5.72%) | Added | ↗▾ |
| 04 | USFRWISDOMTREE FLOATING RATE TREFLOATNG RAT TREA View history and evidence | $5.61M | 5.51% | 111.53K shares | 7.19% → 5.51%-1.68 pp -25.33K (-18.51%) | Reduced | ↗▾ |
| 05 | SPDSIMPLIFY US EQTY PLUS DOWNUS EQT PLS DWNSD View history and evidence | $5.41M | 5.32% | 148.88K shares | 5.87% → 5.32%-0.55 pp +5.61K (+3.92%) | Added | ↗▾ |
| 06 | NOBLPROSHARES S&P 500 DIVIDEND AS&P 500 DV ARIST View history and evidence | $4.73M | 4.65% | 44.63K shares | 4.74% → 4.65%-0.09 pp +1.00K (+2.30%) | Added | ↗▾ |
| 07 | HOLAJPM INTLL HDG EQ LDDR OVRLYINTL HDGD EQT LA View history and evidence | $4.53M | 4.45% | 86.16K shares | 4.40% → 4.45%+0.05 pp +5.39K (+6.68%) | Added | ↗▾ |
| 08 | SHYISHARES 1-3 YEAR TREASURY BO1 3 YR TREAS BD View history and evidence | $3.94M | 3.87% | 47.73K shares | 3.74% → 3.87%+0.13 pp +4.50K (+10.42%) | Added | ↗▾ |
| 09 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $3.75M | 3.68% | 42.52K shares | 3.79% → 3.68%-0.11 pp -2.23K (-4.99%) | Reduced | ↗▾ |
| 10 | SSUSDAY HAGAN SMART SECTOR ETFDAY HAGAN SMART View history and evidence | $3.51M | 3.45% | 75.29K shares | 3.83% → 3.45%-0.38 pp -60 (-0.08%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BAI ISHRS AI IN AND TECH ACT ETF | Non-derivative | -6,047 | -$201.37K | SEC filing ↗ | SEC filing ↗ |
1 / 1 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 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 101840519
}Research all 70 reported holdings.
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