Titelia

Holdings of Independent Wealth Advisors LLC

57 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 63.8 % of the equity sleeve

Sector breakdown

  • Funds 13.7 %
  • Technology 2.7 %
  • Communication 0.7 %
  • Unattributed 82.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US5766.1M $100.00 %

Positions

RankCompanySharesValueWeight
1SPDR Gold Shares 26,53011.4M $
2WisdomTree Trust 111,5345.6M $
3ProShares Trust 44,6334.7M $
4iShares Trust 47,7283.9M $
5Ishares Gold Trust 42,5163.7M $
6VANGUARD WORLD FUND 13,4603.2M $
7iShares Silver Trust 43,2062.9M $
8State Street SPDR S&P 500 ETF Trust 4,4432.9M $
9Vanguard Mega Cap Growth ETF 5,7742.1M $
10iShares Core High Dividend ETF 11,8691.6M $
11Invesco S&P 500 Equal Weight ETF 8,3591.6M $
12Vanguard Index Funds 5,5491.2M $
13Apple Inc 4,4421.1M $
14Vanguard Value ETF 5,7371.1M $
15Vanguard Total World Stock ETF 7,3521M $
16iShares Core MSCI Total International Stock ETF 10,692926.4K $
17iShares Global 100 ETF 7,516909.2K $
18iShares Trust 3,437751.9K $
19T. Rowe Price Capital Appreciation Equity ETF 21,036748.7K $
20Vanguard World Fund 4,870705.9K $
21iShares Russell 2000 ETF 2,790692K $
22Vanguard Index Funds 3,527649.9K $
23Invesco QQQ Trust Series 1 1,105637.9K $
24iShares Trust 6,260630.1K $
25VanEck Gold Miners ETF/USA 6,249573.4K $
26Angel Oak Funds Trust 26,912559K $
27Vanguard FTSE All-World ex-US ETF 6,835513.3K $
28Schwab US Dividend Equity ETF 15,943489.1K $
29Microsoft Corp 1,269469.8K $
30Vanguard Mid-Cap ETF 1,525438K $
31iShares Trust 1,218434.3K $
32Vanguard Small-Cap ETF 1,541403.7K $
33Invesco Semiconductors ETF 3,972374.9K $
34iShares Trust 1,697358.4K $
35Vanguard Total Stock Market ETF 1,104354.2K $
36SPDR Series Trust 1,332338.4K $
37Select Sector Spdr Trust 5,343327.3K $
38iShares Trust 6,415326.8K $
39Vanguard International Equity Index Funds 6,044326.7K $
40Vanguard Growth ETF 745325.3K $
41Vanguard Total International S 4,150320K $
42State Street Spdr Dow Jones Industrial Average Etf Trust 690319.5K $
43iShares Russell Top 200 Growth 1,267315.3K $
44Vanguard S&P 500 ETF 514307.3K $
45iShares Core S&P 500 ETF 454296.3K $
46iShares Trust 3,722296.1K $
47iShares Russell 1000 Growth ETF 694296K $
48Vanguard Information Technology ETF 423295.2K $
49VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,328285.6K $
50State Street Utilities Select Sector SPDR ETF 6,108280.3K $
51iShares Trust 2,649246.7K $
52Alphabet Inc 824237K $
53Verizon Communications Inc 4,629232.4K $
54iShares Core S&P Small-Cap ETF 1,838228.5K $
55Vanguard High Dividend Yield E 1,454215.3K $
56iShares Trust 1,852209.5K $
57International Business Machines Corp. 836202.6K $