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Independent Wealth Advisors LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2026
  • Location
    cary, NC
  • CIK
    0002136099
  • All SEC filings

Q2 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

77

$110.51M
GQ9, HEQT, SHY, SPD
13F-HR
Jul 27, 2026
000208585326000876

70

$101.84M
GQ9, CSHI, HEQT, USFR
13F-HR
May 22, 2026
000208585326000611

63

$95.84M
GQ9, USFR, HEQT, SPD
13F-HR
May 22, 2026
000208585326000610
Independent Wealth Advisors Llc 13F Filings