Independent Wealth Advisors LLC - Portfolio Stock Holdings

Independent Wealth Advisors LLC disclosed 80 stock positions in a recent SEC 13F filing. $110,513,358 of stock holdings were filed, with the largest holdings including GLD, HEQT, and SHY. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $195,338,422 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.