Independent Wealth Advisors LLC
Long book
$101.8M
Q1 2026
Positions
70
Top-10 weight
54%
concentration
Last quarter
+4.8%
SPY +14.8%
Turnover
13%
of book per quarter
Strategy in plain words
auto-generated from filingsIndependent Wealth Advisors LLC is a wealth-management firm allocating client money, specialised in financials (89% of the long book), running a $101.8M US long book across 70 positions.
The portfolio is concentrated: the top 10 names carry 54% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: SPDR GOLD SHARES, NEOS ENHANCED INCOME 1-3 MON, SIMPLIFY HEDGED EQUITY ETF, WISDOMTREE FLOATING RATE TRE, SIMPLIFY US EQTY PLUS DOWN.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+0.5%
Q1 2026
+4.8%
Sector allocation
Technology 90%
Communications 10%