Independent Wealth Advisors LLC
CIK 2136099 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $110.5M
- Posisi
- 77
- Per tanggal
- 30 Juni 2026
#8.199 dari 9.443 berdasarkan nilai 13F · top 86.8%
Nilai portofolio QoQ: +8.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 52,31%
- Bobot 25 kepemilikan teratas
- 78,32%
- Posisi di atas 1%
- 25
- Jumlah posisi efektif
- 28,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 4,05% Perkiraan pembelian $16.133.957 · penjualan $4.295.521
- Posisi baru
- 10
- Meningkat
- 45
- Menurun
- 18
- Tertutup
- 3
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
1,9%
Communication Services
0,5%
Consumer Discretionary
0,4%
Energy
0,3%
Lainnya/Tidak terpetakan
97,0%
Portofolio lengkap 77 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| GLD | $9.722.954 | 8,80% | 26.394 | $-1.692.555 | Turun ×2 | ||
| HEQT | $6.870.497 | 6,22% | 204.845 | $1.017.500 | Naik ×2 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $6.368.681 | 5,76% | 77.563 | $2.427.788 | Naik ×2 | ||
| SPD | $6.205.961 | 5,62% | 149.614 | $791.202 | Naik ×2 | ||
| CSHI | $5.262.421 | 4,76% | 105.650 | $-1.121.533 | Turun ×1 | ||
| USFR | $5.175.138 | 4,68% | 102.783 | $-439.464 | Turun ×2 | ||
| NOBL | $5.144.352 | 4,65% | 91.602 | $412.845 | Naik ×2 | ||
| HOLA | $5.132.495 | 4,64% | 92.692 | $600.594 | Naik ×2 | ||
| SSUS | $4.272.819 | 3,87% | 77.252 | $757.994 | Naik ×1 | ||
| MGC | $3.654.913 | 3,31% | 13.357 | $473.728 | Turun ×1 | ||
| SPY SPY | $3.370.352 | 3,05% | 4.513 | $481.106 | Naik ×2 | ||
| IAU | $3.273.057 | 2,96% | 43.346 | $-475.153 | Naik ×1 | ||
| MGK | $2.363.141 | 2,14% | 26.881 | $241.696 | Naik ×2 | ||
| SLV | $2.289.035 | 2,07% | 42.810 | $-654.990 | Turun ×2 | ||
| RSP | $2.182.765 | 1,98% | 10.259 | $578.528 | Naik ×2 | ||
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $2.019.029 | 1,83% | 87.956 | $-4.902 | Naik ×2 | ||
| BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $1.967.319 | 1,78% | 88.041 | $39.725 | Naik ×2 | ||
| PSCI Invesco S&P SmallCap Industrials ETF | $1.696.860 | 1,54% | 9.120 | $296.972 | Naik ×2 | ||
| HDV | $1.684.332 | 1,52% | 61.449 | $73.509 | Naik ×2 | ||
| BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $1.549.959 | 1,40% | 71.279 | $73.409 | Naik ×2 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $1.400.502 | 1,27% | 14.674 | $474.120 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $1.323.656 | 1,20% | 4.574 | $196.298 | Naik ×2 | ||
| VTV | $1.252.495 | 1,13% | 5.747 | $126.890 | Naik ×1 | ||
| VBR | $1.218.067 | 1,10% | 5.013 | $12.547 | Turun ×1 | ||
| VT | $1.151.176 | 1,04% | 7.335 | $134.205 | Turun ×2 | ||
| IOO | $1.051.241 | 0,95% | 7.696 | $142.007 | Naik ×2 | ||
| ALLW SPDR Bridgewater All Weather ETF | $998.607 | 0,90% | 34.117 | $543.525 | Naik ×1 | ||
| CDX | $968.299 | 0,88% | 45.848 | $-1.216.708 | Turun ×2 | ||
| HDG | $954.008 | 0,86% | 17.434 | $655.701 | Naik ×1 | ||
| TCAF | $889.366 | 0,80% | 21.639 | $140.692 | Naik ×1 | ||
| IWM | $887.185 | 0,80% | 2.953 | $195.159 | Naik ×2 | ||
| ITA ITA | $811.485 | 0,73% | 3.347 | $59.540 | Turun ×1 | ||
| PSI | $746.101 | 0,68% | 3.972 | $371.205 | |||
| MGV | $714.364 | 0,65% | 4.371 | $8.492 | Turun ×1 | ||
| VOE | $713.674 | 0,65% | 3.612 | $63.773 | Naik ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $632.591 | 0,57% | 6.284 | $2.487 | Naik ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $631.273 | 0,57% | 857 | $-6.649 | Turun ×1 | ||
| VEU | $606.235 | 0,55% | 7.239 | $92.892 | Naik ×2 | ||
| CARY Angel Oak Income ETF | $606.153 | 0,55% | 29.170 | $47.104 | Naik ×1 | ||
| SCHD | $507.271 | 0,46% | 15.997 | $18.148 | Naik ×2 | ||
| IWB | $493.888 | 0,45% | 1.206 | $59.604 | Turun ×1 | ||
| VO | $491.760 | 0,44% | 6.103 | $53.807 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $480.856 | 0,44% | 1.289 | $11.089 | Naik ×2 | ||
| IJR | $477.918 | 0,43% | 3.222 | $249.435 | Naik ×1 | ||
| VB | $468.257 | 0,42% | 1.545 | $64.515 | Naik ×1 | ||
| GDX GDX | $460.138 | 0,42% | 6.099 | $-113.293 | Turun ×2 | ||
| SMH SMH | $442.570 | 0,40% | 675 | Naik ×1 | |||
| VGT | $404.629 | 0,37% | 3.385 | $109.402 | Naik ×1 | ||
| IVE | $389.273 | 0,35% | 1.714 | $30.894 | Naik ×2 | ||
| VWO | $386.498 | 0,35% | 6.475 | $59.837 | Naik ×1 | ||
| VUG | $385.014 | 0,35% | 4.470 | $59.762 | Naik ×2 | ||
| XAR | $378.148 | 0,34% | 1.332 | $39.746 | |||
| VTI | $374.182 | 0,34% | 1.011 | $20.018 | Turun ×1 | ||
| IWY | $368.216 | 0,33% | 1.267 | $52.936 | |||
| IWF | $345.123 | 0,31% | 2.779 | $49.078 | Naik ×1 | ||
| IVV | $340.594 | 0,31% | 455 | $44.300 | Naik ×2 | ||
| VOO | $336.307 | 0,30% | 490 | $29.036 | Turun ×1 | ||
| VXUS Vanguard Total International Stock ETF | $336.240 | 0,30% | 3.933 | $16.207 | Turun ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $327.683 | 0,30% | 2.397 | Naik ×1 | |||
| FLOT | $325.189 | 0,29% | 6.370 | $-1.639 | Turun ×1 | ||
| BAI | $321.908 | 0,29% | 6.106 | ||||
| GOOGL Alphabet Inc. - Class A Common Stock | $294.560 | 0,27% | 824 | $57.569 | |||
| XLE XLE | $285.446 | 0,26% | 5.375 | $-41.877 | Naik ×1 | ||
| XLU XLU | $277.716 | 0,25% | 6.125 | $-2.568 | Naik ×2 | ||
| ILCV | $268.748 | 0,24% | 2.655 | $22.011 | Naik ×2 | ||
| IVW | $264.403 | 0,24% | 1.923 | $54.871 | Naik ×1 | ||
| VYM | $262.082 | 0,24% | 1.658 | $46.735 | Naik ×2 | ||
| PSL Invesco Dorsey Wright Consumer Staples Momentum ETF | $258.302 | 0,23% | 2.306 | $8.140 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $247.779 | 0,22% | 701 | Naik ×1 | |||
| IBM International Business Machines Corporation Common Stock | $245.262 | 0,22% | 872 | $42.640 | Naik ×2 | ||
| DFVX | $226.592 | 0,21% | 2.756 | Naik ×1 | |||
| XLK XLK | $226.130 | 0,20% | 1.187 | Naik ×1 | |||
| CHAT | $223.095 | 0,20% | 2.261 | Naik ×1 | |||
| IEMG | $213.089 | 0,19% | 2.572 | Naik ×1 | |||
| HYG | $206.194 | 0,19% | 2.578 | $-89.920 | Turun ×1 | ||
| DFLV | $205.499 | 0,19% | 5.197 | Naik ×1 | |||
| IJJ | $204.606 | 0,19% | 1.385 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SHY | Beli lebih banyak | +30K | +$2.4M |
| GLD | Dipangkas | -136 | -$1.7M |
| CDX | Dipangkas | -57K | -$1.2M |
| CSHI | Dipangkas | -23K | -$1.1M |
| HEQT | Beli lebih banyak | +19K | +$1.0M |
| SPD | Beli lebih banyak | +730 | +$791K |
| SSUS | Beli lebih banyak | +2K | +$758K |
| HDG | Beli lebih banyak | +12K | +$656K |
| SLV | Dipangkas | -396 | -$655K |
| HOLA | Beli lebih banyak | +7K | +$601K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| DIA | 30 Juni 2026 | 690 | $319.522 | Tidak lagi dilacak |
| VIG | 30 Juni 2026 | 1.328 | $285.596 | Tidak lagi dilacak |
| VZ | 30 Juni 2026 | 4.629 | $232.391 | 16,7% |
| BAI | 31 Maret 2026 | 6.047 | $201.365 | Tidak lagi dilacak |