Independent Wealth Advisors
Independent Wealth Advisors reported 79 stocks worth $121M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are GLD (8.4%), SHY (7.4%) and HEQT (6.2%). Compared with Q2 2026, the fund opened new positions in BSJT, MRGR and IJS, added to GLD, SHY and HEQT, trimmed USFR, SSUS and IAU and sold out of XOM, XLU and IBM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GLD Spdr Gold TR | $10.2M | 8.4% | 27K | +388 (+1%) | 4 of 4 | |
| 2 |  SHY Ishares 1-3 Year Treasry | $8.9M | 7.4% | 110K | +33K (+42%) | 4 of 4 | |
| 3 |  HEQT Simplify Exchange Traded Fun | $7.5M | 6.2% | 218K | +13K (+6%) | 4 of 4 | |
| 4 |  CSHI Neos ETF Trust | $6.9M | 5.7% | 139K | +33K (+31%) | 4 of 4 | |
| 5 |  SPD Simplify Exchange Traded Fun | $6.2M | 5.2% | 150K | +619 (+0%) | 4 of 4 | |
| 6 |  HOLA J P Morgan Exchange Traded F | $5.9M | 4.9% | 107K | +14K (+15%) | 4 of 4 | |
| 7 |  NOBL Proshares S&P 500 Div Aristocrat ETF | $5.2M | 4.3% | 95K | +3,603 (+4%) | 4 of 4 | |
| 8 |  USFR Wisdomtree TR | $5M | 4.1% | 99K | −3,490 (−3%) | 4 of 4 | |
| 9 |  SSUS Strategy Shs D | $4.1M | 3.4% | 73K | −3,859 (−5%) | 4 of 4 | |
| 10 |  MGC Vanguard World FD | $4.1M | 3.4% | 14K | +1,072 (+8%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Independent Wealth Advisors 13F FAQ
What does Independent Wealth Advisors own?
Independent Wealth Advisors reported 79 stocks worth $121M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are GLD (8.4%), SHY (7.4%) and HEQT (6.2%). The table above lists every position in the filing (the top 10 without an account).
What did Independent Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 34 added to, 27 trimmed and 5 sold out. New positions include BSJT, MRGR and IJS. It sold all of XOM, XLU and IBM.
When will Independent Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Independent Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $121M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.