Independent Wealth Advisors
CARY, NCfiles as Independent Wealth Advisors LLC
$111m in 77 US stocks at the end of 30 June 2026. The top 10 are 52.3% of the money. It changed about 9.4% of the portfolio this quarter.
Value
$111m
Stocks
77
Top 10 share
52.3%
Turnover
9.4%
What changed this quarter
New
Bought for the first time this quarter.
- Vaneck ETF TrustSMH0.4% of the fund
- ExxonMobil HoldingsXOM0.3% of the fund
- Blackrock ETF TrustBAI0.3% of the fund
- AlphabetGOOG0.2% of the fund
- Dimensional ETF TrustDFVX0.2% of the fund
- Select Sector Spdr TRXLK0.2% of the fund
- Tidal Trust IICHAT0.2% of the fund
- IsharesIEMG0.2% of the fund
- Dimensional ETF TrustDFLV0.2% of the fund
- Ishares TRIJJ0.2% of the fund
Added
Bought more of a stock they already held.
- Simplify Exchange Traded FUNHEQT6.2% of the fund+10%
- Ishares TRSHY5.8% of the fund+63%
- Proshares TRNOBL4.7% of the fund+3%
- J P Morgan Exchange Traded FHOLA4.6% of the fund+8%
- Strategy SHSSSUS3.9% of the fund+3%
- Invesco Exchange Traded FD TRSP2.0% of the fund+23%
- Invesco Exch TRD SLF IDX FDBSJR1.8% of the fund+2%
- Ishares TRHDV1.5% of the fund+4%
- Invesco Exch TRD SLF IDX FDBSJS1.4% of the fund+5%
- Ishares TRIXUS1.3% of the fund+37%
- AppleAAPL1.2% of the fund+3%
- Ishares TRIOO1.0% of the fund+2%
- Ssga Active TRALLW0.9% of the fund+116%
- Proshares TRHDG0.9% of the fund+201%
- T Rowe Price Exchange-TradedTCAF0.8% of the fund+3%
- Ishares TRIWM0.8% of the fund+6%
- Vanguard Index FDSVOE0.6% of the fund+2%
- Vanguard Intl Equity Index FVEU0.5% of the fund+6%
- Angel OAK Funds TrustCARY0.5% of the fund+8%
- Ishares TRIJR0.4% of the fund+75%
- Vanguard Intl Equity Index FVWO0.3% of the fund+7%
- Ishares TRIVW0.2% of the fund+4%
- Vanguard Whitehall FDSVYM0.2% of the fund+14%
- International Business MachinesIBM0.2% of the fund+4%
Cut
Sold some of their stake.
- Neos ETF TrustCSHI4.8% of the fund-18%
- Wisdomtree TRUSFR4.7% of the fund-8%
- Vanguard World FDMGK2.1% of the fund-7%
- Vanguard Index FDSVBR1.1% of the fund-10%
- Simplify Exchange Traded FUNCDX0.9% of the fund-55%
- Ishares TRITA0.7% of the fund-3%
- Vanguard World FDMGV0.6% of the fund-10%
- Invesco QQQ TRQQQ0.6% of the fund-22%
- Vaneck ETF TrustGDX0.4% of the fund-2%
- Vanguard Index FDSVTI0.3% of the fund-8%
- Vanguard Index FDSVOO0.3% of the fund-5%
- Vanguard Star FDSVXUS0.3% of the fund-5%
- Ishares TRHYG0.2% of the fund-31%
Sold out
Sold their entire stake.
- State STR Spdr DOW Jones INDDIA-100%
- Vanguard Specialized FundsVIG-100%
- Verizon CommunicationsVZ-100%
Holdings
- Spdr Gold TRGLD
- Share
- 8.8%
- Value
- $10m
- Shares
- 26,394
Held
- Simplify Exchange Traded FUNHEQT
- Share
- 6.2%
- Value
- $7m
- Shares
- 204,845
+10%
- Ishares TRSHY
- Share
- 5.8%
- Value
- $6m
- Shares
- 77,563
+63%
- Simplify Exchange Traded FUNSPD
- Share
- 5.6%
- Value
- $6m
- Shares
- 149,614
Held
- Neos ETF TrustCSHI
- Share
- 4.8%
- Value
- $5m
- Shares
- 105,650
-18%
- Wisdomtree TRUSFR
- Share
- 4.7%
- Value
- $5m
- Shares
- 102,783
-8%
- Proshares TRNOBL
- Share
- 4.7%
- Value
- $5m
- Shares
- 91,602
+3%
- J P Morgan Exchange Traded FHOLA
- Share
- 4.6%
- Value
- $5m
- Shares
- 92,692
+8%
- Strategy SHSSSUS
- Share
- 3.9%
- Value
- $4m
- Shares
- 77,252
+3%
- Vanguard World FDMGC
- Share
- 3.3%
- Value
- $4m
- Shares
- 13,357
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 3.0%
- Value
- $3m
- Shares
- 4,513
Held
- Ishares Gold TRIAU
- Share
- 3.0%
- Value
- $3m
- Shares
- 43,346
Held
- Vanguard World FDMGK
- Share
- 2.1%
- Value
- $2m
- Shares
- 26,881
-7%
- Ishares Silver TRSLV
- Share
- 2.1%
- Value
- $2m
- Shares
- 42,810
Held
- Invesco Exchange Traded FD TRSP
- Share
- 2.0%
- Value
- $2m
- Shares
- 10,259
+23%
- Invesco Exch TRD SLF IDX FDBSJQ
- Share
- 1.8%
- Value
- $2m
- Shares
- 87,956
Held
- Invesco Exch TRD SLF IDX FDBSJR
- Share
- 1.8%
- Value
- $2m
- Shares
- 88,041
+2%
- Invesco Exch Traded FD TR IIPSCI
- Share
- 1.5%
- Value
- $2m
- Shares
- 9,120
Held
- Ishares TRHDV
- Share
- 1.5%
- Value
- $2m
- Shares
- 61,449
+4%
- Invesco Exch TRD SLF IDX FDBSJS
- Share
- 1.4%
- Value
- $2m
- Shares
- 71,279
+5%
- Ishares TRIXUS
- Share
- 1.3%
- Value
- $1m
- Shares
- 14,674
+37%
- Vanguard Index FDSVTV
- Share
- 1.1%
- Value
- $1m
- Shares
- 5,747
Held
- Vanguard Index FDSVBR
- Share
- 1.1%
- Value
- $1m
- Shares
- 5,013
-10%
- Vanguard Intl Equity Index FVT
- Share
- 1.0%
- Value
- $1m
- Shares
- 7,335
Held
- Ishares TRIOO
- Share
- 1.0%
- Value
- $1m
- Shares
- 7,696
+2%
- Ssga Active TRALLW
- Share
- 0.9%
- Value
- $998,607
- Shares
- 34,117
+116%
- Simplify Exchange Traded FUNCDX
- Share
- 0.9%
- Value
- $968,299
- Shares
- 45,848
-55%
- Proshares TRHDG
- Share
- 0.9%
- Value
- $954,008
- Shares
- 17,434
+201%
- T Rowe Price Exchange-TradedTCAF
- Share
- 0.8%
- Value
- $889,366
- Shares
- 21,639
+3%
- Ishares TRIWM
- Share
- 0.8%
- Value
- $887,185
- Shares
- 2,953
+6%
- Ishares TRITA
- Share
- 0.7%
- Value
- $811,485
- Shares
- 3,347
-3%
- Invesco Exchange Traded FD TPSI
- Share
- 0.7%
- Value
- $746,101
- Shares
- 3,972
Held
- Vanguard World FDMGV
- Share
- 0.6%
- Value
- $714,364
- Shares
- 4,371
-10%
- Vanguard Index FDSVOE
- Share
- 0.6%
- Value
- $713,674
- Shares
- 3,612
+2%
- Ishares TRSGOV
- Share
- 0.6%
- Value
- $632,591
- Shares
- 6,284
Held
- Invesco QQQ TRQQQ
- Share
- 0.6%
- Value
- $631,273
- Shares
- 857
-22%
- Vanguard Intl Equity Index FVEU
- Share
- 0.5%
- Value
- $606,235
- Shares
- 7,239
+6%
- Angel OAK Funds TrustCARY
- Share
- 0.5%
- Value
- $606,153
- Shares
- 29,170
+8%
- Schwab Strategic TRSCHD
- Share
- 0.5%
- Value
- $507,271
- Shares
- 15,997
Held
- Ishares TRIWB
- Share
- 0.4%
- Value
- $493,888
- Shares
- 1,206
Held
- Vanguard Index FDSVO
- Share
- 0.4%
- Value
- $491,760
- Shares
- 6,103
Held
- Ishares TRIJR
- Share
- 0.4%
- Value
- $477,918
- Shares
- 3,222
+75%
- Vanguard Index FDSVB
- Share
- 0.4%
- Value
- $468,257
- Shares
- 1,545
Held
- Vaneck ETF TrustGDX
- Share
- 0.4%
- Value
- $460,138
- Shares
- 6,099
-2%
- Vaneck ETF TrustSMH
- Share
- 0.4%
- Value
- $442,570
- Shares
- 675
New
- Vanguard World FDVGT
- Share
- 0.4%
- Value
- $404,629
- Shares
- 3,385
Held
- Ishares TRIVE
- Share
- 0.4%
- Value
- $389,273
- Shares
- 1,714
Held
- Vanguard Intl Equity Index FVWO
- Share
- 0.3%
- Value
- $386,498
- Shares
- 6,475
+7%
- Vanguard Index FDSVUG
- Share
- 0.3%
- Value
- $385,014
- Shares
- 4,470
Held
- Spdr Series TrustXAR
- Share
- 0.3%
- Value
- $378,148
- Shares
- 1,332
Held
- Vanguard Index FDSVTI
- Share
- 0.3%
- Value
- $374,182
- Shares
- 1,011
-8%
- Ishares TRIWY
- Share
- 0.3%
- Value
- $368,216
- Shares
- 1,267
Held
- Ishares TRIWF
- Share
- 0.3%
- Value
- $345,123
- Shares
- 2,779
Held
- Ishares TRIVV
- Share
- 0.3%
- Value
- $340,594
- Shares
- 455
Held
- Vanguard Index FDSVOO
- Share
- 0.3%
- Value
- $336,307
- Shares
- 490
-5%
- Vanguard Star FDSVXUS
- Share
- 0.3%
- Value
- $336,240
- Shares
- 3,933
-5%
- Ishares TRFLOT
- Share
- 0.3%
- Value
- $325,189
- Shares
- 6,370
Held
- Blackrock ETF TrustBAI
- Share
- 0.3%
- Value
- $321,908
- Shares
- 6,106
New
- Select Sector Spdr TRXLE
- Share
- 0.3%
- Value
- $285,446
- Shares
- 5,375
Held
- Select Sector Spdr TRXLU
- Share
- 0.3%
- Value
- $277,716
- Shares
- 6,125
Held
- Ishares TRILCV
- Share
- 0.2%
- Value
- $268,748
- Shares
- 2,655
Held
- Ishares TRIVW
- Share
- 0.2%
- Value
- $264,403
- Shares
- 1,923
+4%
- Vanguard Whitehall FDSVYM
- Share
- 0.2%
- Value
- $262,082
- Shares
- 1,658
+14%
- Invesco Exchange Traded FD TPSL
- Share
- 0.2%
- Value
- $258,302
- Shares
- 2,306
Held
- Dimensional ETF TrustDFVX
- Share
- 0.2%
- Value
- $226,592
- Shares
- 2,756
New
- Select Sector Spdr TRXLK
- Share
- 0.2%
- Value
- $226,130
- Shares
- 1,187
New
- Tidal Trust IICHAT
- Share
- 0.2%
- Value
- $223,095
- Shares
- 2,261
New
- IsharesIEMG
- Share
- 0.2%
- Value
- $213,089
- Shares
- 2,572
New
- Ishares TRHYG
- Share
- 0.2%
- Value
- $206,194
- Shares
- 2,578
-31%
- Dimensional ETF TrustDFLV
- Share
- 0.2%
- Value
- $205,499
- Shares
- 5,197
New
- Ishares TRIJJ
- Share
- 0.2%
- Value
- $204,606
- Shares
- 1,385
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Spdr Gold TRGLD | 8.8% | $10m | 26,394 | Held |
| Simplify Exchange Traded FUNHEQT | 6.2% | $7m | 204,845 | +10% |
| Ishares TRSHY | 5.8% | $6m | 77,563 | +63% |
| Simplify Exchange Traded FUNSPD | 5.6% | $6m | 149,614 | Held |
| Neos ETF TrustCSHI | 4.8% | $5m | 105,650 | -18% |
| Wisdomtree TRUSFR | 4.7% | $5m | 102,783 | -8% |
| Proshares TRNOBL | 4.7% | $5m | 91,602 | +3% |
| J P Morgan Exchange Traded FHOLA | 4.6% | $5m | 92,692 | +8% |
| Strategy SHSSSUS | 3.9% | $4m | 77,252 | +3% |
| Vanguard World FDMGC | 3.3% | $4m | 13,357 | Held |
| State STR Spdr S&P 500 ETF TSPY | 3.0% | $3m | 4,513 | Held |
| Ishares Gold TRIAU | 3.0% | $3m | 43,346 | Held |
| Vanguard World FDMGK | 2.1% | $2m | 26,881 | -7% |
| Ishares Silver TRSLV | 2.1% | $2m | 42,810 | Held |
| Invesco Exchange Traded FD TRSP | 2.0% | $2m | 10,259 | +23% |
| Invesco Exch TRD SLF IDX FDBSJQ | 1.8% | $2m | 87,956 | Held |
| Invesco Exch TRD SLF IDX FDBSJR | 1.8% | $2m | 88,041 | +2% |
| Invesco Exch Traded FD TR IIPSCI | 1.5% | $2m | 9,120 | Held |
| Ishares TRHDV | 1.5% | $2m | 61,449 | +4% |
| Invesco Exch TRD SLF IDX FDBSJS | 1.4% | $2m | 71,279 | +5% |
| Ishares TRIXUS | 1.3% | $1m | 14,674 | +37% |
| AppleAAPL | 1.2% | $1m | 4,574 | +3% |
| Vanguard Index FDSVTV | 1.1% | $1m | 5,747 | Held |
| Vanguard Index FDSVBR | 1.1% | $1m | 5,013 | -10% |
| Vanguard Intl Equity Index FVT | 1.0% | $1m | 7,335 | Held |
| Ishares TRIOO | 1.0% | $1m | 7,696 | +2% |
| Ssga Active TRALLW | 0.9% | $998,607 | 34,117 | +116% |
| Simplify Exchange Traded FUNCDX | 0.9% | $968,299 | 45,848 | -55% |
| Proshares TRHDG | 0.9% | $954,008 | 17,434 | +201% |
| T Rowe Price Exchange-TradedTCAF | 0.8% | $889,366 | 21,639 | +3% |
| Ishares TRIWM | 0.8% | $887,185 | 2,953 | +6% |
| Ishares TRITA | 0.7% | $811,485 | 3,347 | -3% |
| Invesco Exchange Traded FD TPSI | 0.7% | $746,101 | 3,972 | Held |
| Vanguard World FDMGV | 0.6% | $714,364 | 4,371 | -10% |
| Vanguard Index FDSVOE | 0.6% | $713,674 | 3,612 | +2% |
| Ishares TRSGOV | 0.6% | $632,591 | 6,284 | Held |
| Invesco QQQ TRQQQ | 0.6% | $631,273 | 857 | -22% |
| Vanguard Intl Equity Index FVEU | 0.5% | $606,235 | 7,239 | +6% |
| Angel OAK Funds TrustCARY | 0.5% | $606,153 | 29,170 | +8% |
| Schwab Strategic TRSCHD | 0.5% | $507,271 | 15,997 | Held |
| Ishares TRIWB | 0.4% | $493,888 | 1,206 | Held |
| Vanguard Index FDSVO | 0.4% | $491,760 | 6,103 | Held |
| MicrosoftMSFT | 0.4% | $480,856 | 1,289 | Held |
| Ishares TRIJR | 0.4% | $477,918 | 3,222 | +75% |
| Vanguard Index FDSVB | 0.4% | $468,257 | 1,545 | Held |
| Vaneck ETF TrustGDX | 0.4% | $460,138 | 6,099 | -2% |
| Vaneck ETF TrustSMH | 0.4% | $442,570 | 675 | New |
| Vanguard World FDVGT | 0.4% | $404,629 | 3,385 | Held |
| Ishares TRIVE | 0.4% | $389,273 | 1,714 | Held |
| Vanguard Intl Equity Index FVWO | 0.3% | $386,498 | 6,475 | +7% |
| Vanguard Index FDSVUG | 0.3% | $385,014 | 4,470 | Held |
| Spdr Series TrustXAR | 0.3% | $378,148 | 1,332 | Held |
| Vanguard Index FDSVTI | 0.3% | $374,182 | 1,011 | -8% |
| Ishares TRIWY | 0.3% | $368,216 | 1,267 | Held |
| Ishares TRIWF | 0.3% | $345,123 | 2,779 | Held |
| Ishares TRIVV | 0.3% | $340,594 | 455 | Held |
| Vanguard Index FDSVOO | 0.3% | $336,307 | 490 | -5% |
| Vanguard Star FDSVXUS | 0.3% | $336,240 | 3,933 | -5% |
| ExxonMobil HoldingsXOM | 0.3% | $327,683 | 2,397 | New |
| Ishares TRFLOT | 0.3% | $325,189 | 6,370 | Held |
| Blackrock ETF TrustBAI | 0.3% | $321,908 | 6,106 | New |
| AlphabetGOOGL | 0.3% | $294,560 | 824 | Held |
| Select Sector Spdr TRXLE | 0.3% | $285,446 | 5,375 | Held |
| Select Sector Spdr TRXLU | 0.3% | $277,716 | 6,125 | Held |
| Ishares TRILCV | 0.2% | $268,748 | 2,655 | Held |
| Ishares TRIVW | 0.2% | $264,403 | 1,923 | +4% |
| Vanguard Whitehall FDSVYM | 0.2% | $262,082 | 1,658 | +14% |
| Invesco Exchange Traded FD TPSL | 0.2% | $258,302 | 2,306 | Held |
| AlphabetGOOG | 0.2% | $247,779 | 701 | New |
| International Business MachinesIBM | 0.2% | $245,262 | 872 | +4% |
| Dimensional ETF TrustDFVX | 0.2% | $226,592 | 2,756 | New |
| Select Sector Spdr TRXLK | 0.2% | $226,130 | 1,187 | New |
| Tidal Trust IICHAT | 0.2% | $223,095 | 2,261 | New |
| IsharesIEMG | 0.2% | $213,089 | 2,572 | New |
| Ishares TRHYG | 0.2% | $206,194 | 2,578 | -31% |
| Dimensional ETF TrustDFLV | 0.2% | $205,499 | 5,197 | New |
| Ishares TRIJJ | 0.2% | $204,606 | 1,385 | New |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 15.3% since 31 December 2025.
Where the money is
Technology1.9%
Media & telecom0.5%
Energy0.3%
Other97.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.