☆Independent Wealth Advisors LLC
Quality Q
0.284
AUM ($M)
111
Positions
77
Turnover
0.09
Top-10 wt
52%
Herfindahl
0.036
History (qtrs)
3
Excess Return
not eligible
AI Eval Run AI Eval
Holdings · 80 positions · portfolio value $111M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆GLD funds › | SPDR GOLD TR | TRIM | — | 8.8% | -2.4% | 9.7 | 26,394 | -136 | 2 | — |
| ☆HEQT funds › | SIMPLIFY EXCHANGE TRADED FUN | ADD | — | 6.2% | +0.5% | 6.9 | 204,845 | +19,035 | 2 | — |
| ☆SHY funds › | ISHARES TR | ADD | — | 5.8% | +1.9% | 6.4 | 77,563 | +29,835 | 2 | — |
| ☆SPD funds › | SIMPLIFY EXCHANGE TRADED FUN | ADD | — | 5.6% | +0.3% | 6.2 | 149,614 | +730 | 2 | — |
| ☆CSHI funds › | NEOS ETF TRUST | TRIM | — | 4.8% | -1.5% | 5.3 | 105,650 | -22,593 | 2 | — |
| ☆USFR funds › | WISDOMTREE TR | TRIM | — | 4.7% | -0.8% | 5.2 | 102,783 | -8,751 | 2 | — |
| ☆NOBL funds › | PROSHARES TR | ADD | — | 4.7% | +0.0% | 5.1 | 91,602 | +46,969 | 2 | — |
| ☆HOLA funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 4.6% | +0.2% | 5.1 | 92,692 | +6,534 | 2 | — |
| ☆SSUS funds › | STRATEGY SHS | ADD | — | 3.9% | +0.4% | 4.3 | 77,252 | +1,965 | 2 | — |
| ☆MGC funds › | VANGUARD WORLD FD | TRIM | — | 3.3% | +0.2% | 3.7 | 13,357 | -103 | 2 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 3.0% | +0.2% | 3.4 | 4,513 | +70 | 2 | — |
| ☆IAU funds › | ISHARES GOLD TR | ADD | — | 3.0% | -0.7% | 3.3 | 43,346 | +830 | 2 | — |
| ☆MGK funds › | VANGUARD WORLD FD | ADD | — | 2.1% | +0.1% | 2.4 | 26,881 | +21,107 | 2 | — |
| ☆SLV funds › | ISHARES SILVER TR | TRIM | — | 2.1% | -0.8% | 2.3 | 42,810 | -396 | 2 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 2.0% | +0.4% | 2.2 | 10,259 | +1,900 | 2 | — |
| ☆BSJQ funds › | INVESCO EXCH TRD SLF IDX FD | ADD | — | 1.8% | -0.2% | 2.0 | 87,956 | +624 | 2 | — |
| ☆BSJR funds › | INVESCO EXCH TRD SLF IDX FD | ADD | — | 1.8% | -0.1% | 2.0 | 88,041 | +1,853 | 2 | — |
| ☆PSCI funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 1.5% | +0.2% | 1.7 | 9,120 | +67 | 2 | — |
| ☆HDV funds › | ISHARES TR | ADD | — | 1.5% | -0.1% | 1.7 | 61,449 | +49,580 | 2 | — |
| ☆BSJS funds › | INVESCO EXCH TRD SLF IDX FD | ADD | — | 1.4% | -0.0% | 1.5 | 71,279 | +3,188 | 2 | — |
| ☆IXUS funds › | ISHARES TR | ADD | — | 1.3% | +0.4% | 1.4 | 14,674 | +3,982 | 2 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 1.2% | +0.1% | 1.3 | 4,574 | +132 | 2 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 1.1% | +0.0% | 1.3 | 5,747 | +10 | 2 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | TRIM | — | 1.1% | -0.1% | 1.2 | 5,013 | -536 | 2 | — |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 1.0% | +0.0% | 1.2 | 7,335 | -17 | 2 | — |
| ☆IOO funds › | ISHARES TR | ADD | — | 1.0% | +0.1% | 1.1 | 7,696 | +180 | 2 | — |
| ☆ALLW funds › | SSGA ACTIVE TR | ADD | — | 0.9% | +0.5% | 1.0 | 34,117 | +18,343 | 2 | — |
| ☆CDX funds › | SIMPLIFY EXCHANGE TRADED FUN | TRIM | — | 0.9% | -1.3% | 1.0 | 45,848 | -56,542 | 2 | — |
| ☆HDG funds › | PROSHARES TR | ADD | — | 0.9% | +0.6% | 1.0 | 17,434 | +11,647 | 2 | — |
| ☆TCAF funds › | T ROWE PRICE EXCHANGE-TRADED | ADD | — | 0.8% | +0.1% | 0.9 | 21,639 | +603 | 2 | — |
| ☆IWM funds › | ISHARES TR | ADD | — | 0.8% | +0.1% | 0.9 | 2,953 | +163 | 2 | — |
| ☆ITA funds › | ISHARES TR | TRIM | — | 0.7% | -0.0% | 0.8 | 3,347 | -90 | 2 | — |
| ☆PSI funds › | INVESCO EXCHANGE TRADED FD T | HOLD | — | 0.7% | +0.3% | 0.7 | 3,972 | +0 | 2 | — |
| ☆MGV funds › | VANGUARD WORLD FD | TRIM | — | 0.6% | -0.0% | 0.7 | 4,371 | -499 | 2 | — |
| ☆VOE funds › | VANGUARD INDEX FDS | ADD | — | 0.6% | +0.0% | 0.7 | 3,612 | +85 | 2 | — |
| ☆SGOV funds › | ISHARES TR | ADD | — | 0.6% | -0.0% | 0.6 | 6,284 | +24 | 2 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 0.6% | -0.1% | 0.6 | 857 | -248 | 2 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 0.5% | +0.0% | 0.6 | 7,239 | +404 | 2 | — |
| ☆CARY funds › | ANGEL OAK FUNDS TRUST | ADD | — | 0.5% | -0.0% | 0.6 | 29,170 | +2,258 | 2 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 0.5% | -0.0% | 0.5 | 15,997 | +54 | 2 | — |
| ☆IWB funds › | ISHARES TR | TRIM | — | 0.4% | +0.0% | 0.5 | 1,206 | -12 | 2 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.4% | +0.0% | 0.5 | 6,103 | +4,578 | 2 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.4% | -0.0% | 0.5 | 1,289 | +20 | 2 | — |
| ☆IJR funds › | ISHARES TR | ADD | — | 0.4% | +0.2% | 0.5 | 3,222 | +1,384 | 2 | — |
| ☆VB funds › | VANGUARD INDEX FDS | ADD | — | 0.4% | +0.0% | 0.5 | 1,545 | +4 | 2 | — |
| ☆GDX funds › | VANECK ETF TRUST | TRIM | — | 0.4% | -0.1% | 0.5 | 6,099 | -150 | 2 | — |
| ☆SMH funds › | VANECK ETF TRUST | NEW | — | 0.4% | +0.4% | 0.4 | 675 | +675 | 1 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 0.4% | +0.1% | 0.4 | 3,385 | +2,962 | 2 | — |
| ☆IVE funds › | ISHARES TR | ADD | — | 0.4% | +0.0% | 0.4 | 1,714 | +17 | 2 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 0.3% | +0.0% | 0.4 | 6,475 | +431 | 2 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.3% | +0.0% | 0.4 | 4,470 | +3,725 | 2 | — |
| ☆XAR funds › | SPDR SERIES TRUST | HOLD | — | 0.3% | +0.0% | 0.4 | 1,332 | +0 | 2 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.3% | -0.0% | 0.4 | 1,011 | -93 | 2 | — |
| ☆IWY funds › | ISHARES TR | HOLD | — | 0.3% | +0.0% | 0.4 | 1,267 | +0 | 2 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.3% | +0.0% | 0.3 | 2,779 | +2,085 | 2 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 0.3% | +0.0% | 0.3 | 455 | +1 | 2 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 0.3% | +0.0% | 0.3 | 490 | -24 | 2 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | TRIM | — | 0.3% | -0.0% | 0.3 | 3,933 | -217 | 2 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | NEW | — | 0.3% | +0.3% | 0.3 | 2,397 | +2,397 | 1 | — |
| ☆FLOT funds › | ISHARES TR | TRIM | — | 0.3% | -0.0% | 0.3 | 6,370 | -45 | 2 | — |
| ☆BAI funds › | BLACKROCK ETF TRUST | NEW | — | 0.3% | +0.3% | 0.3 | 6,106 | +6,106 | 1 | — |
| ☆GOOGL funds › | ALPHABET INC | HOLD | — | 0.3% | +0.0% | 0.3 | 824 | +0 | 2 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | ADD | — | 0.3% | -0.1% | 0.3 | 5,375 | +32 | 2 | — |
| ☆XLU funds › | SELECT SECTOR SPDR TR | ADD | — | 0.3% | -0.0% | 0.3 | 6,125 | +17 | 2 | — |
| ☆CUSIP:464288109 funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.3 | 2,655 | +6 | 2 | — |
| ☆IVW funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.3 | 1,923 | +71 | 2 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | ADD | — | 0.2% | +0.0% | 0.3 | 1,658 | +204 | 2 | — |
| ☆PSL funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 0.2% | -0.0% | 0.3 | 2,306 | +1 | 2 | — |
| ☆GOOG funds › | ALPHABET INC | NEW | — | 0.2% | +0.2% | 0.2 | 701 | +701 | 1 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 0.2% | +0.0% | 0.2 | 872 | +36 | 2 | — |
| ☆DFVX funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.2% | +0.2% | 0.2 | 2,756 | +2,756 | 1 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | NEW | — | 0.2% | +0.2% | 0.2 | 1,187 | +1,187 | 1 | — |
| ☆CHAT funds › | TIDAL TRUST II | NEW | — | 0.2% | +0.2% | 0.2 | 2,261 | +2,261 | 1 | — |
| ☆IEMG funds › | ISHARES INC | NEW | — | 0.2% | +0.2% | 0.2 | 2,572 | +2,572 | 1 | — |
| ☆HYG funds › | ISHARES TR | TRIM | — | 0.2% | -0.1% | 0.2 | 2,578 | -1,144 | 2 | — |
| ☆DFLV funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.2% | +0.2% | 0.2 | 5,197 | +5,197 | 1 | — |
| ☆IJJ funds › | ISHARES TR | NEW | — | 0.2% | +0.2% | 0.2 | 1,385 | +1,385 | 1 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -690 | 0 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -4,629 | 0 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -1,328 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 111 | 77 | 0.09 | 52% | 0.036 | 0.285 | — | in |
| 2026Q1 | 102 | 70 | 0.06 | 54% | 0.040 | 0.362 | — | entered |
| 2025Q4 | 96 | 63 | 0.00 | 55% | 0.042 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
JSON: /api/signals ·
/api/funds ·
/api/status