Independent Wealth Advisors LLC
Top Portfolio Positions
11 positions ·
$24,223,745 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
26,530 | $11,415,593 | 47.13% |
| IAU |
Ishares Gold Trust
|
42,516 | $3,748,210 | 15.47% |
| SLV |
iShares Silver Trust
|
43,206 | $2,944,056 | 12.15% |
| SPY |
Spdr S&P 500 ETF Trust
|
4,443 | $2,889,460 | 11.93% |
| AAPL |
Apple Inc.
Technology
|
4,442 | $1,127,335 | 4.65% |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,105 | $637,783 | 2.63% |
| MSFT |
Microsoft Corp
Technology
|
1,269 | $469,745 | 1.94% |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
690 | $319,601 | 1.32% |
| GOOGL |
Alphabet Inc.
Communication Services
|
824 | $236,949 | 0.98% |
| VZ |
Verizon Communications Inc
Communication Services
|
4,629 | $232,375 | 0.96% |
Portfolio Trend
Holdings in MSFT
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $469,745 | 1,269 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $592,918 | 1,226 | Shares | Sole | 2026-05-22 | |
| No quarters match your search. | ||||||