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

Page 2 of 2 · 36 positions

← Prev 1 2

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	IWM	ISHARES TR	—	2,953.0	$887K	0.80%	+163.0	+5.8%	$300.44	-1.7%
22	VOE	VANGUARD INDEX FDS	—	3,612.0	$714K	0.65%	+85.0	+2.4%	$197.58	+5.9%
23	VEU	VANGUARD INTL EQUITY INDEX F	—	7,239.0	$606K	0.55%	+404.0	+5.9%	$83.75	+2.6%
24	CARY	ANGEL OAK FUNDS TRUST	—	29,170.0	$606K	0.55%	+2K	+8.4%	$20.78	-0.9%
25	VO	VANGUARD INDEX FDS	—	6,103.0	$492K	0.45%	+5K	+300.2%	$80.58	+2.3%
26	MSFT	MICROSOFT CORP	Technology	1,289.0	$481K	0.43%	+20.0	+1.6%	$373.05	+36.7%
27	IJR	ISHARES TR	—	3,222.0	$478K	0.43%	+1K	+75.3%	$148.33	-2.4%
28	VGT	VANGUARD WORLD FD	—	3,385.0	$405K	0.37%	+3K	+700.2%	$119.54	+1.1%
29	IVE	ISHARES TR	—	1,714.0	$389K	0.35%	+17.0	+1.0%	$227.11	+5.0%
30	VWO	VANGUARD INTL EQUITY INDEX F	—	6,475.0	$386K	0.35%	+431.0	+7.1%	$59.69	+2.2%
31	VUG	VANGUARD INDEX FDS	—	4,470.0	$385K	0.35%	+4K	+500.0%	$86.13	+3.2%
32	IWF	ISHARES TR	—	2,779.0	$345K	0.31%	+2K	+300.4%	$124.19	-0.6%
33	XLE	SELECT SECTOR SPDR TR	—	5,375.0	$285K	0.26%	+32.0	+0.6%	$53.11	+21.7%
34	IVW	ISHARES TR	—	1,923.0	$264K	0.24%	+71.0	+3.8%	$137.50	+2.4%
35	VYM	VANGUARD WHITEHALL FDS	—	1,658.0	$262K	0.24%	+204.0	+14.0%	$158.07	+4.3%
36	IBM	INTERNATIONAL BUSINESS MACHS	Technology	872.0	$245K	0.22%	+36.0	+4.3%	$281.26	-16.6%

Page 2 of 2 · 36 positions

← Prev 1 2

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Financial Services 87.8%

Technology 9.3%

Energy 1.5%

Communication Services 1.3%