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IWA

Independent Wealth Advisors Portfolio holdings

AUM $111M
This Fund
S&P 500
This Quarter Est. Return
+4.29%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$95.8M
AUM Growth
–
Cap. Flow
+$94.4M
Cap. Flow %
98.49%
Top 10 Hldgs %
55.11%
Holding
63
New
63
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
GLD icon
SPDR Gold Trust
GLD
+$10.2M
2
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$6.89M
3
SPD icon
Simplify US Equity PLUS Downside Convexity ETF
SPD
+$5.66M
4
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$5.57M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$4.51M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 2.09%
2 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XAR icon
51
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.93B
$321K 0.34%
+1,332
New +$317K
PSI icon
52
Invesco Semiconductors ETF
PSI
$2.29B
$313K 0.33%
+3,972
New +$303K
HYG icon
53
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$300K 0.31%
+3,718
New +$300K
VIG icon
54
Vanguard Dividend Appreciation ETF
VIG
$111B
$289K 0.3%
+1,314
New +$287K
VXUS icon
55
Vanguard Total International Stock ETF
VXUS
$155B
$268K 0.28%
+3,551
New +$265K
PSL icon
56
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$84.8M
$252K 0.26%
+2,508
New +$260K
ILCV icon
57
iShares Morningstar Value ETF
ILCV
$1.32B
$249K 0.26%
+2,644
New +$245K
IVV icon
58
iShares Core S&P 500 ETF
IVV
$878B
$236K 0.25%
+344
New +$234K
VOO icon
59
Vanguard S&P 500 ETF
VOO
$979B
$232K 0.24%
+371
New +$231K
IBM icon
60
IBM
IBM
$211B
$229K 0.24%
+774
New +$232K
XLU icon
61
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$219K 0.23%
+5,122
New +$227K
VYM icon
62
Vanguard High Dividend Yield ETF
VYM
$80.9B
$208K 0.22%
+1,450
New +$206K
BAI
63
iShares A.I. Innovation and Tech Active ETF
BAI
$12.6B
$201K 0.21%
+6,047
New +$210K
1 2
3

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Independent Wealth Advisors's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Independent Wealth Advisors, which disclosed 63 positions worth $95.8M. Its ten largest holdings account for 55% of the portfolio.

Its largest position is SPDR Gold Trust: 26,717 shares worth $10.6M.

By sector, the portfolio is most concentrated in Technology at 2.1% of assets, followed by Communication Services.

  • Independent Wealth Advisors's largest Q4 2025 buy was SPDR Gold Trust: 26,717 shares worth $10.6M.
  • Independent Wealth Advisors's ten largest holdings make up 55% of its $95.8M portfolio in Q4 2025.
  • Independent Wealth Advisors disclosed 63 positions in Q4 2025, its first 13F filing on record.

Based on Independent Wealth Advisors's 13F filing for Q4 2025, filed 22 May 2026.