Independent Wealth Advisors LLC
Independent Wealth Advisors LLC reported 77 holdings worth US$111M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Independent Wealth Advisors LLC reported 77 holdings worth US$111M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 77
- Value as reported
- US$111M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 4,574 | US$1.32M | 1.2% |
| Alphabet Inc (google) Class C | 1,517 | US$542K | 0.49% |
| Microsoft Corp. | 1,289 | US$481K | 0.44% |
| Exxon Mobil Corporation | 2,397 | US$328K | 0.30% |
| International Business Machines Corporation | 872 | US$245K | 0.22% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |