Portfolio (Quarterly) Guide ↗

Independent Wealth Advisors LLC

· CIK 0002136099

13F Portfolio $111M AUM 77 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 10 New 36 Added 17 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DIA	STATE STR SPDR DOW JONES IND	Financial Services	690	$320K	0.31%	SOLD
2	VIG	VANGUARD SPECIALIZED FUNDS	—	1,328	$286K	0.28%	SOLD
3	VZ	VERIZON COMMUNICATIONS INC	Communication Services	4,629	$232K	0.23%	SOLD

Sector Allocation

Financial Services 87.8%

Technology 9.3%

Energy 1.5%

Communication Services 1.3%