Independent Wealth Advisors LLC
All 13F Filings
- Location
- Cary, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 101,841
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/22/2026 | 70 | 101,841 | 13F-HR | Independent Wealth Advisors LLC |
| Q4 2025 | 5/22/2026 | 63 | 95,835 | 13F-HR | Independent Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.85 K | 11.6% | 0 | 1.046 K | -1.046 K |
| ETFs | 89.66 K | 88.0% | 7.05 K | 0 | 7.05 K |
| Debt | 327 | 0.3% | 2 | 0 | 2 |
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Fund Snapshot
Q1 2026
Latest filed
5/22/2026
Total value ($000)
101,841
Holdings
70
QoQ value change ($000)
6,006
(6.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.