Independent Wealth Advisors LLCETFConcentrated long-term

CIK: 0002136099 | CARY, NC

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	79	$120.7M	2026-10-27	SEC ↗
Q2 2026	13F-HR	77	$110.5M	2026-07-27	SEC ↗
Q1 2026	13F-HR	70	$101.8M	2026-05-22	SEC ↗
Q4 2025	13F-HR	63	$95.8M	2026-05-22	SEC ↗