Institutional Fund
Independent Wealth Advisors LLC
Cary, NCCIK 21360992 filings on record
Portfolio Value
$101.84M
Q1 2026
Holdings
70
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+6.3%
from $95.83M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Gold Tr11.2%
- Neos ETF Trust6.3%
- Simplify Exchange Traded Fun5.7%
- Wisdomtree Tr5.5%
- Simplify Exchange Traded Fun5.3%
- Proshares Tr4.6%
- Other61.3%
Portfolio Holdings
70 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Gold Tr | 26.5K | $11.42M | 11.2% | −187 | Reduced |
| 2 | Neos ETF Trust | 128.2K | $6.38M | 6.3% | +39.0K | Added |
| 3 | Simplify Exchange Traded Fun | 185.8K | $5.85M | 5.7% | +10.1K | Added |
| 4 | Wisdomtree Tr | 111.5K | $5.61M | 5.5% | −25.3K | Reduced |
| 5 | Simplify Exchange Traded Fun | 148.9K | $5.41M | 5.3% | +5.6K | Added |
| 6 | Proshares Tr | 44.6K | $4.73M | 4.6% | +1.0K | Added |
| 7 | J P Morgan Exchange Traded F | 86.2K | $4.53M | 4.4% | +5.4K | Added |
| 8 | Ishares Tr | 47.7K | $3.94M | 3.9% | +4.5K | Added |
| 9 | Ishares Gold Tr | 42.5K | $3.75M | 3.7% | −2.2K | Reduced |
| 10 | Strategy Shs | 75.3K | $3.51M | 3.5% | −60 | Reduced |
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