Independent Wealth Advisors LLC

CIK

2136099

Location

CARY, NC

Portfolio Value

Micro $1,799,718

Diversification

Highly concentrated

Filing Date

Global Rank

#7,589 / 8,588 ▲ 135

Top Industry

Consumer Electronics 49.7%

3Y Alpha vs SPY

-52.9%

Period ended 3 months ago

Filed May 22, 2026 · 26d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-6.8%

SPY

+10.4%

Annualised alpha

-52.9%

Max drawdown

−16.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

11 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

47.1%

+0.9 pts

Top 5

91.3%

−0.7 pts

Top 10

99.2%

−0.8 pts

HHI

2,787

Highly concentrated+49

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	90.6%	$21,954,703	6
Technology	7.4%	$1,799,718	3
Communication Services	1.9%	$469,324	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+402	4,443	$2,889,460
AAPL	Apple Inc.	+89	4,442	$1,127,335
IBM	International Business Machines Corp	+62	836	$202,638
MSFT	Microsoft Corp	+43	1,269	$469,745
QQQ	Invesco Qqq Trust, Series 1	+20	1,105	$637,783
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−2,533	43,206	$2,944,056
IAU	Ishares Gold Trust	−2,233	42,516	$3,748,210
GOOGL	Alphabet Inc.	−246	824	$236,949
GLD	Spdr Gold Trust	−187	26,530	$11,415,593
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

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

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $1,799,718 total · Technology only · as of Mar 31, 2026

All sectors Communication Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IBM	International Business Machines Corp Technology	Added	836	+62	$202,638	−11.6%	11.26%
MSFT	Microsoft Corp Technology	Added	1,269	+43	$469,745	−20.8%	26.10%
AAPL	Apple Inc. Technology	Added	4,442	+89	$1,127,335	−4.7%	62.64%