Independent Wealth Advisors LLC

Q3 2026 13F-HR Holdings

Location
Cary, NC
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
79
Total value ($000)
$120,722
Net value change ($000)
+10,208 (9.2%)
New positions
7
Sold out positions
5
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 2,568 40.3%
CSHI 1,632 31.0%
BSJT 1,150 NEW
SCHD 1,119 220.7%
RSP 778 35.6%
HOLA 756 14.7%
HEQT 597 8.7%
DFLV 505 246.3%
GLD 477 4.9%
MGC 418 11.4%
Top Reduces (Value $000, Stocks/ETFs)
PSCI -365 -21.5%
XOM -328 -100.0%
XLU -278 -100.0%
IBM -245 -100.0%
SPY -242 -7.2%
CDX -217 -22.4%
HYG -206 -100.0%
IJJ -205 -100.0%
IWM -192 -21.6%
USFR -172 -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.
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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