Long-term investor
Independent Wealth Advisors LLC @independentwealthadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002136099).
Record
- Tracked since 2026-03-31 (182 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days +0.5% · 6 months n/a · 1 year n/a · all +0.4%
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GLD · 8.8% · long · since 2026-03-31
- HEQT · 6.2% · long · since 2026-03-31
- SHY · 5.8% · long · since 2026-03-31
- SPD · 5.6% · long · since 2026-03-31
- CSHI · 4.8% · long · since 2026-03-31
- USFR · 4.7% · long · since 2026-03-31
- NOBL · 4.7% · long · since 2026-03-31
- HOLA · 4.6% · long · since 2026-03-31
- SSUS · 3.9% · long · since 2026-03-31
- MGC · 3.3% · long · since 2026-03-31
- SPY · 3.0% · long · since 2026-03-31
- IAU · 3.0% · long · since 2026-03-31