Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GLDSpdr Gold Tr | $9.7M | 8.8% | |
| HEQTSimplify Exchange Traded Fun | $6.9M | 6.2% | +10.2% |
| SHYIshares Tr | $6.4M | 5.8% | +62.5% |
| SPDSimplify Exchange Traded Fun | $6.2M | 5.6% | |
| CSHINeos Etf Trust | $5.3M | 4.8% | −17.6% |
| USFRWisdomtree Tr | $5.2M | 4.7% | −7.8% |
| NOBLProshares Tr | $5.1M | 4.7% | +2.6% |
| HOLAJ P Morgan Exchange Traded F | $5.1M | 4.6% | +7.6% |
| SSUSStrategy Shs | $4.3M | 3.9% | +2.6% |
| MGCVanguard World Fd | $3.7M | 3.3% | |
| SPYState Str Spdr S&p 500 Etf T | $3.4M | 3.0% | +1.6% |
| IAUIshares Gold Tr | $3.3M | 3.0% | +2.0% |
| MGKVanguard World Fd | $2.4M | 2.1% | −6.9% |
| SLVIshares Silver Tr | $2.3M | 2.1% | |
| RSPInvesco Exchange Traded Fd T | $2.2M | 2.0% | +22.7% |
| BSJQInvesco Exch Trd Slf Idx Fd | $2.0M | 1.8% | |
| BSJRInvesco Exch Trd Slf Idx Fd | $2.0M | 1.8% | +2.1% |
| PSCIInvesco Exch Traded Fd Tr II | $1.7M | 1.5% | |
| HDVIshares Tr | $1.7M | 1.5% | +3.5% |
| BSJSInvesco Exch Trd Slf Idx Fd | $1.5M | 1.4% | +4.7% |
| IXUSIshares Tr | $1.4M | 1.3% | +37.2% |
| AAPLApple Inc | $1.3M | 1.2% | +3.0% |
| VTVVanguard Index Fds | $1.3M | 1.1% | |
| VBRVanguard Index Fds | $1.2M | 1.1% | −9.7% |
| VTVanguard Intl Equity Index F | $1.2M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PSIInvesco Exchange Traded Fd T | December 31, 2025 | +138.2% | $746K |
| PSCIInvesco Exch Traded Fd Tr II | December 31, 2025 | +24.0% | $1.7M |
| IWMIshares Tr | December 31, 2025 | +22.1% | $887K |
| QQQInvesco Qqq Tr | December 31, 2025 | +19.9% | $631K |
| MGVVanguard World Fd | December 31, 2025 | +15.8% | $714K |
| SCHDSchwab Strategic Tr | December 31, 2025 | +15.6% | $507K |
| VBRVanguard Index Fds | December 31, 2025 | +14.7% | $1.2M |
| VTVVanguard Index Fds | December 31, 2025 | +14.1% | $1.3M |
| VEUVanguard Intl Equity Index F | December 31, 2025 | +13.9% | $606K |
| SSUSStrategy Shs | December 31, 2025 | +13.5% | $4.3M |
Sold off last quarter
- DIAState Str Spdr Dow Jones Ind was $320K
- VIGVanguard Specialized Funds was $286K
- VZVerizon Communications Inc was $232K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.9% | +14.8% |
| March 31, 2026 | +0.0% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Independent Wealth Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2136099&type=13F-HR&dateb=&owner=include&count=40CIK 2136099
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2136099/000208585326000876/Filed July 27, 2026 · accession 0002085853-26-000876