Independent Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$2.45M |
| 2 |
Simplify Hedged Equity ETF
HEQT
|
+$627K |
| 3 |
ProShares Hedge Replication ETF
HDG
|
+$627K |
| 4 |
ALLW
State Street Bridgewater All Weather ETF
ALLW
|
+$545K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$389K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Simplify High Yield ETF
CDX
|
+$1.21M |
| 2 |
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
|
+$1.13M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$441K |
| 4 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$320K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$286K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.85% |
| 2 | Communication Services | 0.49% |
| 3 | Energy | 0.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Dimensional US Large Cap Value ETF
DFLV
$7.08B
| $205K | 0.19% |
+5,197
| New | +$199K |
|
77
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.89B
| $205K | 0.19% |
+1,385
| New | +$196K |
|
|
78
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.9B
| – | – |
-690
| Closed | -$320K |
|
|
79
Vanguard Dividend Appreciation ETF
VIG
$114B
| – | – |
-1,328
| Closed | -$286K |
|
80
Verizon
VZ
$208B
| – | – |
-4,629
| Closed | -$232K |
|
Similar funds
Independent Wealth Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Independent Wealth Advisors held 80 positions worth $111M, up 8.5% from $102M the previous quarter. Its ten largest holdings account for 52% of the portfolio.
Independent Wealth Advisors deployed $4.47M of net new capital in Q2 2026, opening 10 new positions and adding to 43 existing holdings. Its largest new stake was VanEck Semiconductor ETF: 675 shares worth $443K.
By sector, the portfolio is most concentrated in Technology at 1.9% of assets, up from 1.8% a quarter earlier, followed by Communication Services and Energy.
On the sell side, the largest reduction was Simplify High Yield ETF, an estimated $1.21M trimmed.
- Independent Wealth Advisors's largest Q2 2026 buy was VanEck Semiconductor ETF: 675 shares worth $443K.
- Independent Wealth Advisors added most to iShares 1-3 Year Treasury Bond ETF in Q2 2026, an estimated $2.45M increase.
- Independent Wealth Advisors's biggest Q2 2026 reduction was Simplify High Yield ETF, cutting an estimated $1.21M.
- Independent Wealth Advisors fully exited State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2026, selling an estimated $320K.
- Independent Wealth Advisors's ten largest holdings make up 52% of its $111M portfolio in Q2 2026.
- Independent Wealth Advisors opened 10 new positions and closed 3 in Q2 2026.
- Independent Wealth Advisors's portfolio value rose 8.5% quarter-over-quarter to $111M.
Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.