Independent Wealth Advisors LLC

CIK

2136099

Location

CARY, NC

Portfolio Value

Small $110,290,621

Diversification

Diversified

Filing Date

Global Rank

#8,179 / 8,793 ▼ 101 · as of Jun 2026

Top Industry

Asset Management 36.8%

3Y Alpha vs SPY

-19.5%

Period ended 3 months ago

Filed Jul 27, 2026 · 2mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

37 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.3%

−2.6 pts

Top 5

46.4%

−3.5 pts

Top 10

69.9%

−4.0 pts

HHI

657

Diversified−86

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.8%	$105,674,312	31
Technology	1.9%	$2,049,569	3
Financial Services	1.5%	$1,696,867	1
Communication Services	0.5%	$542,156	1
Energy	0.3%	$327,717	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+49,580	62,716	$2,052,532
—		+46,969	91,602	$5,144,368
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+40,414	139,376	$14,680,658
EDV	Vanguard World Funds Extended Duration ETF	+23,467	47,994	$7,136,997
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	+18,343	34,117	$998,604
ANEW	ProShares MSCI Transformational Changes ETF	+11,647	17,434	$953,988
VB	Vanguard Morningstar Small-Cap ETF	+7,749	27,991	$5,240,011
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+6,534	92,692	$5,132,448
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	+5,665	247,276	$5,536,794
AOHY	Angel Oak High Yield Opportunities ETF	+2,258	29,170	$606,152
DHSB	Day Hagan Smart Buffer ETF	+1,965	77,252	$4,272,808
ABI	VictoryShares Pioneer Asset-Based Income ETF	+1,901	16,537	$3,187,100
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+1,236	12,687	$789,320
IAU	Ishares Gold Trust	+830	43,346	$3,273,056
VEU	Vanguard FTSE All-World Ex-US ETF	+818	21,049	$2,143,986
GOOGL	Alphabet Inc.	+701	1,525	$542,156
TACN	T. Rowe Price Active Core International Equity ETF	+603	21,639	$889,362
AFK	VanEck Africa Index ETF	+525	6,774	$902,894
VIGI	Vanguard International Dividend Appreciation ETF	+204	1,658	$262,013
AAPL	Apple Inc.	+132	4,574	$1,323,532
SPY	Spdr S&P 500 ETF Trust	+70	4,513	$3,370,173
IVZ	Invesco Ltd.	+67	9,120	$1,696,867
FNDA	Schwab Fundamental U.S. Small Company ETF	+54	15,997	$507,264
IBM	International Business Machines Corp	+36	872	$245,215
MSFT	Microsoft Corp	+20	1,289	$480,822
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
AGGH	Simplify Aggregate Bond ETF	−36,777	400,307	$14,044,798
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	−22,593	105,650	$5,262,426
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−8,751	102,783	$5,175,124
SLV	iShares Silver Trust	−396	42,810	$2,289,050
QQQ	Invesco Qqq Trust, Series 1	−248	857	$631,094
VXUS	Vanguard Total International Stock ETF	−217	3,933	$336,232
GLD	Spdr Gold Trust	−136	26,394	$9,723,021
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	7,953	$432,123
XOM	ExxonMobil Holdings Corp	2,397	$327,717
BAI	iShares A.I. Innovation and Tech Active ETF	6,106	$321,908
AIPO	Defiance AI & Power Infrastructure ETF	2,261	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
DIA	Spdr Dow Jones Industrial Average ETF Trust	690	$319,601
VIG	Vanguard Dividend Appreciation ETF	1,328	$285,599
VZ	Verizon Communications Inc	4,629	$232,375
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

37 tracked positions · $110,290,621 total · filing declares 77 positions · $110,513,723 · as of Jun 30, 2026

All sectors Communication Services Energy Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	139,376	+40,414	$14,680,658	—	13.31%
AGGH	Simplify Aggregate Bond ETF	Reduced	400,307	-36,777	$14,044,798	+4.4%	12.73%
GLD	Spdr Gold Trust	Reduced	26,394	-136	$9,723,021	−14.8%	8.82%
EDV	Vanguard World Funds Extended Duration ETF	Added	47,994	+23,467	$7,136,997	+64.1%	6.47%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Added	247,276	+5,665	$5,536,794	+2.0%	5.02%
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	Reduced	105,650	-22,593	$5,262,426	−17.6%	4.77%
VB	Vanguard Morningstar Small-Cap ETF	Added	27,991	+7,749	$5,240,011	+24.5%	4.75%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	102,783	-8,751	$5,175,124	−7.8%	4.69%
		Added	91,602	+46,969	$5,144,368	+117.4%	4.66%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	92,692	+6,534	$5,132,448	+13.3%	4.65%
DHSB	Day Hagan Smart Buffer ETF	Added	77,252	+1,965	$4,272,808	+21.6%	3.87%
SPY	Spdr S&P 500 ETF Trust	Added	4,513	+70	$3,370,173	+16.6%	3.06%
IAU	Ishares Gold Trust	Added	43,346	+830	$3,273,056	−12.7%	2.97%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	16,537	+1,901	$3,187,100	+43.0%	2.89%
SLV	iShares Silver Trust	Reduced	42,810	-396	$2,289,050	−22.2%	2.08%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	21,049	+818	$2,143,986	+15.5%	1.94%
		Added	62,716	+49,580	$2,052,532	+222.0%	1.86%
IVZ	Invesco Ltd. Financial Services	Added	9,120	+67	$1,696,867	+21.2%	1.54%
AAPL	Apple Inc. Technology	Added	4,574	+132	$1,323,532	+17.4%	1.20%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Added	34,117	+18,343	$998,604	+119.4%	0.91%
ANEW	ProShares MSCI Transformational Changes ETF	Added	17,434	+11,647	$953,988	—	0.86%
AFK	VanEck Africa Index ETF	Added	6,774	+525	$902,894	+57.4%	0.82%
TACN	T. Rowe Price Active Core International Equity ETF	Added	21,639	+603	$889,362	+18.8%	0.81%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	12,687	+1,236	$789,320	+29.9%	0.72%
QQQ	Invesco Qqq Trust, Series 1	Reduced	857	-248	$631,094	−1.0%	0.57%
AOHY	Angel Oak High Yield Opportunities ETF	Added	29,170	+2,258	$606,152	+8.4%	0.55%
GOOGL	Alphabet Inc. Communication Services	Added	1,525	+701	$542,156	+128.8%	0.49%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	15,997	+54	$507,264	+3.7%	0.46%
MSFT	Microsoft Corp Technology	Added	1,289	+20	$480,822	+2.4%	0.44%
DCOR	Dimensional US Core Equity 1 ETF	NEW	7,953	NEW	$432,123	NEW	0.39%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Held	1,332	0	$378,008	+11.7%	0.34%
VXUS	Vanguard Total International Stock ETF	Reduced	3,933	-217	$336,232	+5.1%	0.30%
XOM	ExxonMobil Holdings Corp Energy	NEW	2,397	NEW	$327,717	NEW	0.30%
BAI	iShares A.I. Innovation and Tech Active ETF	NEW	6,106	NEW	$321,908	NEW	0.29%
VIGI	Vanguard International Dividend Appreciation ETF	Added	1,658	+204	$262,013	+21.7%	0.24%
IBM	International Business Machines Corp Technology	Added	872	+36	$245,215	+21.0%	0.22%
AIPO	Defiance AI & Power Infrastructure ETF	NEW	2,261	NEW	$0	NEW	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.