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The Analysis of Independent Wealth Advisors LLC's Holdings & P&L

Currently, Independent Wealth Advisors LLC holds 70 types of securities in its portfolio with a total value $101.8M. In the most recent quarter, they have increased their positions in CSHI (+39.0K shares, valued at $1.9M), BSJS (+26.6K shares, valued at $576.1K), CARY (+26.9K shares, valued at $559.0K); decreased their positions in USFR (-25.3K shares, valued at $1.3M), TCAF (-5.9K shares, valued at $211.0K), N/A (-2.2K shares, valued at $196.9K); initiated new positions in CARY (+26.9K shares, valued at $559.0K), ALLW (+15.8K shares, valued at $455.1K), XLE (+5.3K shares, valued at $327.3K).

1M P&L

+730.5K+0.85%

3M P&L

-9.8M-10.12%

HY P&L

-23.2M-21.05%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A93.3M

97.9%

2Consumer Electronics1.1M

1.2%

3Software - Infrastructure469.8K

0.5%

Top Industries by Stock Count

1N/A61 stocks

93.8%

2Consumer Electronics1 stocks

1.5%

3Information Technology Services1 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GLD SPDR GOLD TR26.5K shares-0.70%2026-03-312026-05-22

CSHI NEOS ETF TRUST128.2K shares43.73%2026-03-312026-05-22

HEQT SIMPLIFY EXCHANGE TRADED FUN185.8K shares5.72%2026-03-312026-05-22

USFR WISDOMTREE TR111.5K shares-18.51%2026-03-312026-05-22

SPD SIMPLIFY EXCHANGE TRADED FUN148.9K shares3.92%2026-03-312026-05-22

NOBL PROSHARES TR44.6K shares2.30%2026-03-312026-05-22

HOLA J P MORGAN EXCHANGE TRADED F86.2K shares6.68%2026-03-312026-05-22

SHY ISHARES TR47.7K shares10.42%2026-03-312026-05-22

Sponsored

ISHARES GOLD TR ISHARES GOLD TR42.5K shares-4.99%2026-03-312026-05-22

SSUS STRATEGY SHS75.3K shares-0.08%2026-03-312026-05-22

MGC VANGUARD WORLD FD13.5K shares2.87%2026-03-312026-05-22

SLV ISHARES SILVER TR43.2K shares-5.54%2026-03-312026-05-22

SPY STATE STR SPDR S&P 500 ETF T4.4K shares9.95%2026-03-312026-05-22

CDX SIMPLIFY EXCHANGE TRADED FUN102.4K shares-3.27%2026-03-312026-05-22

MGK VANGUARD WORLD FD5.8K shares8.64%2026-03-312026-05-22

BSJQ INVESCO EXCH TRD SLF IDX FD87.3K shares8.95%2026-03-312026-05-22

Sponsored

BSJR INVESCO EXCH TRD SLF IDX FD86.2K shares20.06%2026-03-312026-05-22

HDV ISHARES TR11.9K shares2.34%2026-03-312026-05-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.4K shares11.42%2026-03-312026-05-22

BSJS INVESCO EXCH TRD SLF IDX FD68.1K shares63.98%2026-03-312026-05-22

PSCI INVESCO EXCH TRADED FD TR II9.1K shares18.63%2026-03-312026-05-22

VBR VANGUARD INDEX FDS5.5K shares0.00%2026-03-312026-05-22

AAPL APPLE INC4.4K shares2.04%2026-03-312026-05-22

VTV VANGUARD INDEX FDS5.7K shares-7.11%2026-03-312026-05-22

Sponsored

VT VANGUARD INTL EQUITY INDEX F7.4K shares-0.45%2026-03-312026-05-22

IXUS ISHARES TR10.7K shares8.12%2026-03-312026-05-22

IOO ISHARES TR7.5K shares8.61%2026-03-312026-05-22

ITA ISHARES TR3.4K shares0.03%2026-03-312026-05-22

TCAF T ROWE PRICE ETF INC21.0K shares-21.99%2026-03-312026-05-22

MGV VANGUARD WORLD FD4.9K shares0.06%2026-03-312026-05-22

IWM ISHARES TR2.8K shares5.60%2026-03-312026-05-22

VOE VANGUARD INDEX FDS3.5K shares0.00%2026-03-312026-05-22

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.1K shares1.84%2026-03-312026-05-22

SGOV ISHARES TR6.3K shares0.26%2026-03-312026-05-22

GDX VANECK ETF TRUST6.2K shares-2.39%2026-03-312026-05-22

CARY ANGEL OAK FUNDS TRUST26.9K sharesnew addition2026-03-312026-05-22

VEU VANGUARD INTL EQUITY INDEX F6.8K shares2.43%2026-03-312026-05-22

SCHD SCHWAB STRATEGIC TR15.9K shares0.37%2026-03-312026-05-22

MSFT MICROSOFT CORP1.3K shares3.51%2026-03-312026-05-22

ALLW SSGA ACTIVE TR15.8K sharesnew addition2026-03-312026-05-22

Sponsored

VO VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-05-22

IWB ISHARES TR1.2K shares0.16%2026-03-312026-05-22

VB VANGUARD INDEX FDS1.5K shares-3.51%2026-03-312026-05-22

PSI INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2026-03-312026-05-22

IVE ISHARES TR1.7K shares0.18%2026-03-312026-05-22

VTI VANGUARD INDEX FDS1.1K shares6.36%2026-03-312026-05-22

XAR SPDR SERIES TRUST1.3K shares0.00%2026-03-312026-05-22

XLE SELECT SECTOR SPDR TR5.3K sharesnew addition2026-03-312026-05-22

Sponsored

FLOT ISHARES TR6.4K shares0.31%2026-03-312026-05-22

VWO VANGUARD INTL EQUITY INDEX F6.0K shares0.00%2026-03-312026-05-22

VUG VANGUARD INDEX FDS745 shares0.13%2026-03-312026-05-22

VXUS VANGUARD STAR FDS4.2K shares16.87%2026-03-312026-05-22

DIA STATE STR SPDR DOW JONES IND690 sharesnew addition2026-03-312026-05-22

IWY ISHARES TR1.3K shares0.00%2026-03-312026-05-22

VANGUARD INDEX FDS VANGUARD INDEX FDS514 shares38.54%2026-03-312026-05-22

HDG PROSHARES TR5.8K sharesnew addition2026-03-312026-05-22

Sponsored

IVV ISHARES TR454 shares31.98%2026-03-312026-05-22

HYG ISHARES TR3.7K shares0.11%2026-03-312026-05-22

IWF ISHARES TR694 shares0.00%2026-03-312026-05-22

VGT VANGUARD WORLD FD423 shares-3.86%2026-03-312026-05-22

VIG VANGUARD SPECIALIZED FUNDS1.3K shares1.07%2026-03-312026-05-22

XLU SELECT SECTOR SPDR TR6.1K shares19.25%2026-03-312026-05-22

PSL INVESCO EXCHANGE TRADED FD T2.3K shares-8.09%2026-03-312026-05-22

ILCV ISHARES TR2.6K shares0.19%2026-03-312026-05-22

Sponsored

ALPHABET INC ALPHABET INC824 shares-22.99%2026-03-312026-05-22

VZ VERIZON COMMUNICATIONS INC4.6K sharesnew addition2026-03-312026-05-22

IJR ISHARES TR1.8K sharesnew addition2026-03-312026-05-22

VYM VANGUARD WHITEHALL FDS1.5K shares0.28%2026-03-312026-05-22

IVW ISHARES TR1.9K sharesnew addition2026-03-312026-05-22

IBM INTERNATIONAL BUSINESS MACHS836 shares8.01%2026-03-312026-05-22

GLD

SPDR GOLD TR

-0.70%

Shares26.5K

Event2026-03-31

Filed2026-05-22

CSHI

NEOS ETF TRUST

43.73%

Shares128.2K

Event2026-03-31

Filed2026-05-22

HEQT

SIMPLIFY EXCHANGE TRADED FUN

5.72%

Shares185.8K

Event2026-03-31

Filed2026-05-22

USFR

WISDOMTREE TR

-18.51%

Shares111.5K

Event2026-03-31

Filed2026-05-22

SPD

SIMPLIFY EXCHANGE TRADED FUN

3.92%

Shares148.9K

Event2026-03-31

Filed2026-05-22

NOBL

PROSHARES TR

2.30%

Shares44.6K

Event2026-03-31

Filed2026-05-22

HOLA

J P MORGAN EXCHANGE TRADED F

6.68%

Shares86.2K

Event2026-03-31

Filed2026-05-22

SHY

ISHARES TR

10.42%

Shares47.7K

Event2026-03-31

Filed2026-05-22

ISHARES GOLD TR

-4.99%

Shares42.5K

Event2026-03-31

Filed2026-05-22

SSUS

STRATEGY SHS

-0.08%

Shares75.3K

Event2026-03-31

Filed2026-05-22

MGC

VANGUARD WORLD FD

2.87%

Shares13.5K

Event2026-03-31

Filed2026-05-22

SLV

ISHARES SILVER TR

-5.54%

Shares43.2K

Event2026-03-31

Filed2026-05-22

SPY

STATE STR SPDR S&P 500 ETF T

9.95%

Shares4.4K

Event2026-03-31

Filed2026-05-22

CDX

SIMPLIFY EXCHANGE TRADED FUN

-3.27%

Shares102.4K

Event2026-03-31

Filed2026-05-22

MGK

VANGUARD WORLD FD

8.64%

Shares5.8K

Event2026-03-31

Filed2026-05-22

BSJQ

INVESCO EXCH TRD SLF IDX FD

8.95%

Shares87.3K

Event2026-03-31

Filed2026-05-22

BSJR

INVESCO EXCH TRD SLF IDX FD

20.06%

Shares86.2K

Event2026-03-31

Filed2026-05-22

HDV

ISHARES TR

2.34%

Shares11.9K

Event2026-03-31

Filed2026-05-22

INVESCO EXCHANGE TRADED FD T

11.42%

Shares8.4K

Event2026-03-31

Filed2026-05-22

BSJS

INVESCO EXCH TRD SLF IDX FD

63.98%

Shares68.1K

Event2026-03-31

Filed2026-05-22

PSCI

INVESCO EXCH TRADED FD TR II

18.63%

Shares9.1K

Event2026-03-31

Filed2026-05-22

VBR

VANGUARD INDEX FDS

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-22

AAPL

APPLE INC

2.04%

Shares4.4K

Event2026-03-31

Filed2026-05-22

VTV

VANGUARD INDEX FDS

-7.11%

Shares5.7K

Event2026-03-31

Filed2026-05-22

VANGUARD INTL EQUITY INDEX F

-0.45%

Shares7.4K

Event2026-03-31

Filed2026-05-22

IXUS

ISHARES TR

8.12%

Shares10.7K

Event2026-03-31

Filed2026-05-22

IOO

ISHARES TR

8.61%

Shares7.5K

Event2026-03-31

Filed2026-05-22

ITA

ISHARES TR

0.03%

Shares3.4K

Event2026-03-31

Filed2026-05-22

TCAF

T ROWE PRICE ETF INC

-21.99%

Shares21.0K

Event2026-03-31

Filed2026-05-22

MGV

VANGUARD WORLD FD

0.06%

Shares4.9K

Event2026-03-31

Filed2026-05-22

IWM

ISHARES TR

5.60%

Shares2.8K

Event2026-03-31

Filed2026-05-22

VOE

VANGUARD INDEX FDS

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-22

INVESCO QQQ TR

1.84%

Shares1.1K

Event2026-03-31

Filed2026-05-22

SGOV

ISHARES TR

0.26%

Shares6.3K

Event2026-03-31

Filed2026-05-22

GDX

VANECK ETF TRUST

-2.39%

Shares6.2K

Event2026-03-31

Filed2026-05-22

CARY

ANGEL OAK FUNDS TRUST

New

Shares26.9K

Event2026-03-31

Filed2026-05-22

VEU

VANGUARD INTL EQUITY INDEX F

2.43%

Shares6.8K

Event2026-03-31

Filed2026-05-22

SCHD

SCHWAB STRATEGIC TR

0.37%

Shares15.9K

Event2026-03-31

Filed2026-05-22

MSFT

MICROSOFT CORP

3.51%

Shares1.3K

Event2026-03-31

Filed2026-05-22

ALLW

SSGA ACTIVE TR

New

Shares15.8K

Event2026-03-31

Filed2026-05-22

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-22

IWB

ISHARES TR

0.16%

Shares1.2K

Event2026-03-31

Filed2026-05-22

VANGUARD INDEX FDS

-3.51%

Shares1.5K

Event2026-03-31

Filed2026-05-22

PSI

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-22

IVE

ISHARES TR

0.18%

Shares1.7K

Event2026-03-31

Filed2026-05-22

VTI

VANGUARD INDEX FDS

6.36%

Shares1.1K

Event2026-03-31

Filed2026-05-22

XAR

SPDR SERIES TRUST

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-22

XLE

SELECT SECTOR SPDR TR

New

Shares5.3K

Event2026-03-31

Filed2026-05-22

FLOT

ISHARES TR

0.31%

Shares6.4K

Event2026-03-31

Filed2026-05-22

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-22

VUG

VANGUARD INDEX FDS

0.13%

Shares745

Event2026-03-31

Filed2026-05-22

VXUS

VANGUARD STAR FDS

16.87%

Shares4.2K

Event2026-03-31

Filed2026-05-22

DIA

STATE STR SPDR DOW JONES IND

New

Shares690

Event2026-03-31

Filed2026-05-22

IWY

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-22

VANGUARD INDEX FDS

38.54%

Shares514

Event2026-03-31

Filed2026-05-22

HDG

PROSHARES TR

New

Shares5.8K

Event2026-03-31

Filed2026-05-22

IVV

ISHARES TR

31.98%

Shares454

Event2026-03-31

Filed2026-05-22

HYG

ISHARES TR

0.11%

Shares3.7K

Event2026-03-31

Filed2026-05-22

IWF

ISHARES TR

0.00%

Shares694

Event2026-03-31

Filed2026-05-22

VGT

VANGUARD WORLD FD

-3.86%

Shares423

Event2026-03-31

Filed2026-05-22

VIG

VANGUARD SPECIALIZED FUNDS

1.07%

Shares1.3K

Event2026-03-31

Filed2026-05-22

XLU

SELECT SECTOR SPDR TR

19.25%

Shares6.1K

Event2026-03-31

Filed2026-05-22

PSL

INVESCO EXCHANGE TRADED FD T

-8.09%

Shares2.3K

Event2026-03-31

Filed2026-05-22

ILCV

ISHARES TR

0.19%

Shares2.6K

Event2026-03-31

Filed2026-05-22

ALPHABET INC

-22.99%

Shares824

Event2026-03-31

Filed2026-05-22

VERIZON COMMUNICATIONS INC

New

Shares4.6K

Event2026-03-31

Filed2026-05-22

IJR

ISHARES TR

New

Shares1.8K

Event2026-03-31

Filed2026-05-22

VYM

VANGUARD WHITEHALL FDS

0.28%

Shares1.5K

Event2026-03-31

Filed2026-05-22

IVW

ISHARES TR

New

Shares1.9K

Event2026-03-31

Filed2026-05-22

IBM

INTERNATIONAL BUSINESS MACHS

8.01%

Shares836

Event2026-03-31

Filed2026-05-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available