Independent Wealth Advisors LLC

Q2 2026 13F-HR Holdings

Location
Cary, NC
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$110,514
Net value change ($000)
+8,673 (8.5%)
New positions
10
Sold out positions
3
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SHY 2,428 61.6%
HEQT 1,017 17.4%
SPD 791 14.6%
SSUS 758 21.6%
HDG 656 220.1%
HOLA 600 13.2%
RSP 579 36.1%
ALLW 544 119.6%
SPY 481 16.6%
IXUS 475 51.3%
Top Reduces (Value $000, Stocks/ETFs)
GLD -1,693 -14.8%
CDX -1,217 -55.7%
CSHI -1,122 -17.6%
SLV -655 -22.2%
IAU -475 -12.7%
USFR -440 -7.8%
DIA -320 -100.0%
VIG -286 -100.0%
VZ -232 -100.0%
GDX -113 -19.7%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type