Independent Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Cary, NC
Holdings as of
3/31/2026
Date filed
5/22/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$101,841
Net value change ($000)
+6,006 (6.3%)
New positions
8
Sold out positions
1
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CSHI 1,947 43.9%
GLD 828 7.8%
BSJS 563 61.6%
CARY 559 NEW
ALLW 455 NEW
SHY 361 10.1%
XLE 327 NEW
DIA 320 NEW
HOLA 313 7.4%
BSJR 305 18.8%
Top Reduces (Value $000, Stocks/ETFs)
USFR -1,272 -18.5%
TCAF -282 -27.4%
SPD -210 -3.7%
BAI -201 -100.0%
CDX -172 -7.3%
SSUS -158 -4.3%
MSFT -123 -20.7%
MGC -106 -3.2%
GOOGL -98 -29.3%
MGK -73 -3.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type