Independent Wealth Advisors LLC: 13F holdings
CIK 21360992026Q2
| Positions | 77 |
|---|
| Reported value | $110.5m |
|---|
| Filed | 2026-07-27 |
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Change since last quarter
| Positions | 77 (+7 vs prior quarter) |
|---|
| Reported value | $110.5m (+8.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GLD SPDR GOLD TR | 26,394 | $9.7m | 8.8% |
| HEQT SIMPLIFY EXCHANGE TRADED FUN | 204,845 | $6.9m | 6.2% |
| SHY ISHARES TR | 77,563 | $6.4m | 5.8% |
| SPD SIMPLIFY EXCHANGE TRADED FUN | 149,614 | $6.2m | 5.6% |
| CSHI NEOS ETF TRUST | 105,650 | $5.3m | 4.8% |
| USFR WISDOMTREE TR | 102,783 | $5.2m | 4.7% |
| NOBL PROSHARES TR | 91,602 | $5.1m | 4.7% |
| J P MORGAN EXCHANGE TRADED F | 92,692 | $5.1m | 4.6% |
| SSUS STRATEGY SHS | 77,252 | $4.3m | 3.9% |
| MGC VANGUARD WORLD FD | 13,357 | $3.7m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2136099")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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