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Disclosed positions
Independent Wealth Advisors LLC: source evidence dated 2026-07-28T03:59:59.999Z.
- Issuer
- SPDR GOLD TR
- Ticker
- GLD
- Class
- GOLD SHS
- Reported value
- $9,722,954
- Reported amount
- 26,394
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002085853-26-000876Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| SPDR GOLD TR | GLD | GOLD SHS | $9,722,954 | 26,394 | SH | None |
| SIMPLIFY EXCHANGE TRADED FUN | HEQT | HEDGED EQUITY | $6,870,497 | 204,845 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $6,368,681 | 77,563 | SH | None |
| SIMPLIFY EXCHANGE TRADED FUN | SPD | US EQT PLS DWNSD | $6,205,961 | 149,614 | SH | None |
| NEOS ETF TRUST | CSHI | NEOS ENH INC 1-3 | $5,262,421 | 105,650 | SH | None |
| WISDOMTREE TR | USFR | FLOATNG RAT TREA | $5,175,138 | 102,783 | SH | None |
| PROSHARES TR | NOBL | S&P 500 DV ARIST | $5,144,352 | 91,602 | SH | None |
| J P MORGAN EXCHANGE TRADED F | HOLA | INTL HDGD EQT LA | $5,132,495 | 92,692 | SH | None |
| STRATEGY SHS | SSUS | DAY HAGAN SMART | $4,272,819 | 77,252 | SH | None |
| VANGUARD WORLD FD | MGC | MEGA CAP INDEX | $3,654,913 | 13,357 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $3,370,352 | 4,513 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $3,273,057 | 43,346 | SH | None |
| VANGUARD WORLD FD | MGK | MEGA GRWTH IND | $2,363,141 | 26,881 | SH | None |
| ISHARES SILVER TR | SLV | ISHARES | $2,289,035 | 42,810 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $2,182,765 | 10,259 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSJQ | INVSCO BLSH 26 | $2,019,029 | 87,956 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSJR | BULETSHS 2027 | $1,967,319 | 88,041 | SH | None |
| INVESCO EXCH TRADED FD TR II | PSCI | S&P SMLCP INDL | $1,696,860 | 9,120 | SH | None |
| ISHARES TR | HDV | CORE HIGH DV ETF | $1,684,332 | 61,449 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSJS | INVSCO 28 HYCORP | $1,549,959 | 71,279 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $1,400,502 | 14,674 | SH | None |
| APPLE INC | AAPL | COM | $1,323,656 | 4,574 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $1,252,495 | 5,747 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $1,218,067 | 5,013 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $1,151,176 | 7,335 | SH | None |
| ISHARES TR | IOO | GLOBAL 100 ETF | $1,051,241 | 7,696 | SH | None |
| SSGA ACTIVE TR | ALLW | SST BRIDGEWATER | $998,607 | 34,117 | SH | None |
| SIMPLIFY EXCHANGE TRADED FUN | CDX | HIGH YIELD ETF | $968,299 | 45,848 | SH | None |
| PROSHARES TR | HDG | HD REPLICATION | $954,008 | 17,434 | SH | None |
| T ROWE PRICE EXCHANGE-TRADED | TCAF | CAP APPRECIATION | $889,366 | 21,639 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $887,185 | 2,953 | SH | None |
| ISHARES TR | ITA | US AER DEF ETF | $811,485 | 3,347 | SH | None |
| INVESCO EXCHANGE TRADED FD T | PSI | SEMICONDUCTORS | $746,101 | 3,972 | SH | None |
| VANGUARD WORLD FD | MGV | MEGA CAP VAL ETF | $714,364 | 4,371 | SH | None |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $713,674 | 3,612 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $632,591 | 6,284 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $631,273 | 857 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $606,235 | 7,239 | SH | None |
| ANGEL OAK FUNDS TRUST | CARY | INCOME ETF | $606,153 | 29,170 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $507,271 | 15,997 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $493,888 | 1,206 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $491,760 | 6,103 | SH | None |
| MICROSOFT CORP | MSFT | COM | $480,856 | 1,289 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $477,918 | 3,222 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $468,257 | 1,545 | SH | None |
| VANECK ETF TRUST | GDX | GOLD MINERS ETF | $460,138 | 6,099 | SH | None |
| VANECK ETF TRUST | SMH | SEMICONDUCTR ETF | $442,570 | 675 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $404,629 | 3,385 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $389,273 | 1,714 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $386,498 | 6,475 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.