Independent Wealth Advisors LLC, a registered investment advisor based in Cary, North Carolina, has filed a Form 13F-HR with the Securities and Exchange Commission for the period ending September 30, 2026. The filing details the firm's equity portfolio holdings as of the close of business on that date.
The report lists 79 total holdings, with the largest position being WisdomTree Trust Floating Rate Treasury Fund, which holds 9,929,300 shares. This is followed by IShare Trust 1-3 Year Treasury Bond with 11,006,300 shares and IShare Trust Core High Dividend ETF with 74,494 shares.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with a significant presence of funds tracking broad market indices. Key holdings include Vanguard Index Funds Morningstar Mid Cap Value ETF (5,640 shares), Vanguard Index Funds Morningstar Small Cap Value ETF (5,024 shares), and Vanguard Index Funds Morningstar Small Cap ETF (1,627 shares).
Other notable positions include Simplify Exchange Traded Fun US Equity Plus Downside (150,233 shares) and Simplify Exchange Traded Fun Hedged Equity (217,567 shares). The filing also lists individual stock positions such as Alphabet Inc Class C (680 shares) and Apple Inc (4,549 shares).
