Independent Wealth Advisors LLC

Institutional manager·CIK 0002136099
Annual return
—
SPY
—
Alpha
—
Invested
$313.6M
Holdings
19
Trades YTD
0

Performance · Fund vs SPY

Cumulative return · quarterly snapshots
In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR
01
$PDD
PDD HOLDINGS INC
Held since at least Q1 2024
46.8%
02
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
7.7%
03
$WDH
WATERDROP INC
Held since at least Q1 2024
7.0%
04
$TSLA
TESLA INC
Held since at least Q1 2024
6.5%
05
$DDL
DINGDONG CAYMAN LTD
Held since at least Q1 2024
6.3%
06
$BMNR
BITMINE IMMERSION TECNOLOGIE
Held since at least Q1 2024
5.4%
07
$ZKH
ZKH GROUP LTD
Held since at least Q1 2024
2.8%
08
$SBET
SHARPLINK GAMING INC
Held since at least Q1 2024
2.6%
09
$HOOD
ROBINHOOD MKTS INC
Held since at least Q1 2024
2.5%
10
$GOOGL
ALPHABET INC
Q1 2026: Sold 23.0% (1.1k → 824 shares)
2.4%
See all 19 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Last refreshed 11:49 UTC.