Independent Wealth Advisors LLC - Portfolio overview
Independent Wealth Advisors LLC has 70 reported holdings in this dataset, with the latest filing dated 2026-05-22.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Industrials.
Largest reported holdings by portfolio allocation
- GLD - SPDR GOLD TR, 11.21%
- CSHI - NEOS ETF TRUST, 6.27%
- HEQT - SIMPLIFY EXCHANGE TRADED FUN, 5.75%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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