Independent Wealth Advisors LLC - Portfolio Stock Holdings
Independent Wealth Advisors LLC disclosed 70 stock positions in a recent SEC 13F filing. $97,085,131 of stock holdings were filed, with the largest holdings including GLD, CSHI, and HEQT. This filing represented positions held on March 31, 2026, and was filed on May 22, 2026.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.
Report Period:
March 31, 2026No. of Stocks:
70Est. Stock Holding Value:
$97,085,131Top Stock Holdings By Sector
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Portfolio Stock Holdings - Independent Wealth Advisors LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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