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Independent Wealth Advisors LLC

Q1 2026 13F Holdings

  • Location
    cary, NC
  • Num holdings

    70

  • Value ($000)

    $101,841

  • Date Filed
    05/22/2026
  • Form type
    13F-HR
  • CIK
    0002136099
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$11.42M
11 %

26,530

C
CSHI

NEOS ETF TRUST

NEOS ENH INC 1-3
78433H501
$6.38M
6 %

128,243

H
HEQT

SIMPLIFY EXCHANGE TRADED FUN

HEDGED EQUITY
82889N764
$5.85M
6 %

185,810

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$5.61M
6 %

111,534

S
SPD

SIMPLIFY EXCHANGE TRADED FUN

US EQT PLS DWNSD
82889N202
$5.41M
5 %

148,884

N
NOBL

PROSHARES TR

S&P 500 DV ARIST
74348A467
$4.73M
5 %

44,633

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J P MORGAN EXCHANGE TRADED F

INTL HDGD EQT LA
46654Q591
$4.53M
4 %

86,158

S
SHY

ISHARES TR

1 3 YR TREAS BD
464287457
$3.94M
4 %

47,728

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$3.75M
4 %

42,516

S
SSUS

STRATEGY SHS

DAY HAGAN SMART
86280R803
$3.51M
4 %

75,287

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