# EDGAR Filing Document

**Accession Number:** 0002136099
**File Stem:** 0002085853-26-000611
**Filing Date:** 2026-5
**Character Count:** 11059
**Document Hash:** d01a24bbebd91fb8146444379d7a588f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-26-000611.hdr.sgml**: 20260522

**ACCESSION NUMBER**: 0002085853-26-000611

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260522

**DATE AS OF CHANGE**: 20260522

**EFFECTIVENESS DATE**: 20260522

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Independent Wealth Advisors LLC
- **CENTRAL INDEX KEY:** 0002136099

**ORGANIZATION NAME:**
- **EIN:** 934089458
- **STATE OF INCORPORATION:** NC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26994
- **FILM NUMBER:** 261011952

**BUSINESS ADDRESS:**
- **STREET 1:** 167 E CHATHAM ST
- **STREET 2:** SUITE 300
- **CITY:** CARY
- **STATE:** NC
- **ZIP:** 27511
- **BUSINESS PHONE:** 919-357-0247

**MAIL ADDRESS:**
- **STREET 1:** 167 E CHATHAM ST
- **STREET 2:** SUITE 300
- **CITY:** CARY
- **STATE:** NC
- **ZIP:** 27511

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Independent Wealth Advisors LLC<br>**Address:** 167 E CHATHAM ST<br>SUITE 300<br>CARY, NC 27511

**Form 13F File Number:** 028-26994

**CRD Number (if applicable):** 000328786

**SEC File Number (if applicable):** 801-129370

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** DAVID JOSEPH HELLINGER<br>**Title:** MANAGING PARTNER  CHIEF COMPLIANCE OFFICER<br>**Phone:** 919-749-7596

**Signature, Place, and Date of Signing:**

/s/ DAVID JOSEPH HELLINGER  Cary, NC  05-22-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 70

**Form 13F Information Table Value Total:** $101840519

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 236991 | 824 | SH |  | SOLE |  | 0 | 0 | 824 |
| ANGEL OAK FUNDS TRUST | INCOME ETF | 03463K760 |  | 559049 | 26912 | SH |  | SOLE |  | 0 | 0 | 26912 |
| APPLE INC | COM | 037833100 |  | 1127358 | 4442 | SH |  | SOLE |  | 0 | 0 | 4442 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 202622 | 836 | SH |  | SOLE |  | 0 | 0 | 836 |
| INVESCO EXCH TRADED FD TR II | S SMLCP INDL | 46138E123 |  | 1399888 | 9053 | SH |  | SOLE |  | 0 | 0 | 9053 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | 46138J585 |  | 1927594 | 86188 | SH |  | SOLE |  | 0 | 0 | 86188 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | 46138J635 |  | 2023931 | 87332 | SH |  | SOLE |  | 0 | 0 | 87332 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 28 HYCORP | 46138J452 |  | 1476550 | 68091 | SH |  | SOLE |  | 0 | 0 | 68091 |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT CSMR | 46137V886 |  | 250162 | 2305 | SH |  | SOLE |  | 0 | 0 | 2305 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 1604237 | 8359 | SH |  | SOLE |  | 0 | 0 | 8359 |
| INVESCO EXCHANGE TRADED FD T | SEMICONDUCTORS | 46137V647 |  | 374896 | 3972 | SH |  | SOLE |  | 0 | 0 | 3972 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 637922 | 1105 | SH |  | SOLE |  | 0 | 0 | 1105 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 3748210 | 42516 | SH |  | SOLE |  | 0 | 0 | 42516 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 2944025 | 43206 | SH |  | SOLE |  | 0 | 0 | 43206 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 434284 | 1218 | SH |  | SOLE |  | 0 | 0 | 1218 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 |  | 315280 | 1267 | SH |  | SOLE |  | 0 | 0 | 1267 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 926382 | 10692 | SH |  | SOLE |  | 0 | 0 | 10692 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 296045 | 694 | SH |  | SOLE |  | 0 | 0 | 694 |
| ISHARES TR | CORE S ETF | 464287200 |  | 296294 | 454 | SH |  | SOLE |  | 0 | 0 | 454 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 1610823 | 11869 | SH |  | SOLE |  | 0 | 0 | 11869 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 209532 | 1852 | SH |  | SOLE |  | 0 | 0 | 1852 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 228483 | 1838 | SH |  | SOLE |  | 0 | 0 | 1838 |
| ISHARES TR | MORNINGSTAR VALU | 464288109 |  | 246737 | 2649 | SH |  | SOLE |  | 0 | 0 | 2649 |
| ISHARES TR | GLOBAL 100 ETF | 464287572 |  | 909234 | 7516 | SH |  | SOLE |  | 0 | 0 | 7516 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 358379 | 1697 | SH |  | SOLE |  | 0 | 0 | 1697 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 692026 | 2790 | SH |  | SOLE |  | 0 | 0 | 2790 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 326828 | 6415 | SH |  | SOLE |  | 0 | 0 | 6415 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 3940893 | 47728 | SH |  | SOLE |  | 0 | 0 | 47728 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 630104 | 6260 | SH |  | SOLE |  | 0 | 0 | 6260 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 296114 | 3722 | SH |  | SOLE |  | 0 | 0 | 3722 |
| ISHARES TR | US AER DEF ETF | 464288760 |  | 751945 | 3437 | SH |  | SOLE |  | 0 | 0 | 3437 |
| J P MORGAN EXCHANGE TRADED F | INTL HDGD EQT LA | 46654Q591 |  | 4531901 | 86158 | SH |  | SOLE |  | 0 | 0 | 86158 |
| MICROSOFT CORP | COM | 594918104 |  | 469767 | 1269 | SH |  | SOLE |  | 0 | 0 | 1269 |
| NEOS ETF TRUST | NEOS ENH INC 1-3 | 78433H501 |  | 6383954 | 128243 | SH |  | SOLE |  | 0 | 0 | 128243 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 4731507 | 44633 | SH |  | SOLE |  | 0 | 0 | 44633 |
| PROSHARES TR | HD REPLICATION | 74347X294 |  | 298307 | 5787 | SH |  | SOLE |  | 0 | 0 | 5787 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 489123 | 15943 | SH |  | SOLE |  | 0 | 0 | 15943 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 280284 | 6108 | SH |  | SOLE |  | 0 | 0 | 6108 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 327323 | 5343 | SH |  | SOLE |  | 0 | 0 | 5343 |
| SIMPLIFY EXCHANGE TRADED FUN | HEDGED EQUITY | 82889N764 |  | 5852997 | 185810 | SH |  | SOLE |  | 0 | 0 | 185810 |
| SIMPLIFY EXCHANGE TRADED FUN | US EQT PLS DWNSD | 82889N202 |  | 5414759 | 148884 | SH |  | SOLE |  | 0 | 0 | 148884 |
| SIMPLIFY EXCHANGE TRADED FUN | HIGH YIELD ETF | 82889N830 |  | 2185007 | 102390 | SH |  | SOLE |  | 0 | 0 | 102390 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 11415509 | 26530 | SH |  | SOLE |  | 0 | 0 | 26530 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A631 |  | 338402 | 1332 | SH |  | SOLE |  | 0 | 0 | 1332 |
| SSGA ACTIVE TR | SST BRIDGEWATER | 78470P630 |  | 455082 | 15774 | SH |  | SOLE |  | 0 | 0 | 15774 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 |  | 319522 | 690 | SH |  | SOLE |  | 0 | 0 | 690 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 2889246 | 4443 | SH |  | SOLE |  | 0 | 0 | 4443 |
| STRATEGY SHS | DAY HAGAN SMART | 86280R803 |  | 3514825 | 75287 | SH |  | SOLE |  | 0 | 0 | 75287 |
| T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 |  | 748674 | 21036 | SH |  | SOLE |  | 0 | 0 | 21036 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 573431 | 6249 | SH |  | SOLE |  | 0 | 0 | 6249 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 307271 | 514 | SH |  | SOLE |  | 0 | 0 | 514 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 354164 | 1104 | SH |  | SOLE |  | 0 | 0 | 1104 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 325252 | 745 | SH |  | SOLE |  | 0 | 0 | 745 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 1205520 | 5549 | SH |  | SOLE |  | 0 | 0 | 5549 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 649901 | 3527 | SH |  | SOLE |  | 0 | 0 | 3527 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 437953 | 1525 | SH |  | SOLE |  | 0 | 0 | 1525 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 403742 | 1541 | SH |  | SOLE |  | 0 | 0 | 1541 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1125605 | 5737 | SH |  | SOLE |  | 0 | 0 | 5737 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 326661 | 6044 | SH |  | SOLE |  | 0 | 0 | 6044 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 1016971 | 7352 | SH |  | SOLE |  | 0 | 0 | 7352 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 513343 | 6835 | SH |  | SOLE |  | 0 | 0 | 6835 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 285596 | 1328 | SH |  | SOLE |  | 0 | 0 | 1328 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 320033 | 4150 | SH |  | SOLE |  | 0 | 0 | 4150 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 215347 | 1454 | SH |  | SOLE |  | 0 | 0 | 1454 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 |  | 705872 | 4870 | SH |  | SOLE |  | 0 | 0 | 4870 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 2121445 | 5774 | SH |  | SOLE |  | 0 | 0 | 5774 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 295227 | 423 | SH |  | SOLE |  | 0 | 0 | 423 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 |  | 3181185 | 13460 | SH |  | SOLE |  | 0 | 0 | 13460 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 232391 | 4629 | SH |  | SOLE |  | 0 | 0 | 4629 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 |  | 5614602 | 111534 | SH |  | SOLE |  | 0 | 0 | 111534 |

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