Portfolio (Quarterly) Guide ↗

Independent Wealth Advisors LLC

· CIK 0002136099

13F Portfolio $102M AUM 70 positions Filed May 22, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 New 29 Added 12 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BAI	BLACKROCK ETF TRUST	—	6,047	$201K	0.21%	SOLD

Sector Allocation

Financial Services 90.6%

Technology 7.4%

Communication Services 1.9%