Independent Wealth Advisors LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Cary, NC
CIK
0002136099
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
70
101,840
GLD, CSHI, HEQT, USFR
13F-HR
5/22/2026
000208585326000611
Q4 2025
63
95,834
GLD, USFR, HEQT, SPD
13F-HR
5/22/2026
000208585326000610