Independent Wealth Advisors LLC has recently submitted its 13F-HR filing, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the firm's asset allocation strategy and overall market positioning.

Background

Independent Wealth Advisors LLC, based in Cary, North Carolina, is a registered investment advisor. The firm is categorized under the SEC filing type of 13F-HR, which is required for investment managers managing over $100 million in assets. The firm's recent filings include:

  • October 27, 2026 - 13F-HR
  • July 27, 2026 - 13F-HR
  • May 22, 2026 - 13F-HR
  • May 22, 2026 - 13F-HR

What the Filing Says

The recent filing indicates that Independent Wealth Advisors LLC has a total value of approximately $120,721,740 in assets under management. The firm reported holdings in various securities, including significant investments in major companies such as Apple Inc., Microsoft Corp., and Alphabet Inc. The filing does not provide specific details on the performance of these investments.

Impact

This filing may impact various stakeholders, including clients of Independent Wealth Advisors LLC who are interested in the firm's investment strategies. Additionally, competitors in the investment advisory industry will analyze these disclosures to gauge market trends and assess their own strategies in response to Independent Wealth Advisors' asset allocation.

What's Next

The filing does not specify what happens next for Independent Wealth Advisors LLC. However, the firm is expected to continue monitoring its investments and may provide updates in future filings.

Source: SEC Accession Number 0002085853-26-001298