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DAVID JOSEPH HELLINGER

Independent Wealth Advisors Llc

Assets Managed
$101.841M
Holdings
70
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
6.27%(2Q avg: 3.14%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Independent Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Independent Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 101.841M in assets, with a quarterly growth rate of 6.27% and a 2-quarter average growth rate of 3.14%. The portfolio is managed by DAVID JOSEPH HELLINGER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLD
Spdr Gold Shares
Recent Activity
Decreased -0.69%
11.21%
$11.416M
26,530 shares@ $430.29 avg price
CSHI
Neos Enhanced Income 1-3 Mon
Recent Activity
Increased 43.73%
6.27%
$6.384M
128,243 shares@ $49.79 avg price
HEQT
Simplify Hedged Equity Etf
Recent Activity
Increased 5.73%
5.75%
$5.853M
185,810 shares@ $31.5 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -18.5%
5.52%
$5.615M
111,534 shares@ $50.34 avg price
SPD
Simplify Us Equity Plus Down
Recent Activity
Increased 3.92%
5.32%
$5.415M
148,884 shares@ $36.37 avg price
NOBL
Proshares S&p 500 Dividend A
Recent Activity
Increased 2.3%
4.65%
$4.732M
44,633 shares@ $106.01 avg price
HOLA
Jpm Intll Hdg Eq Lddr Ovrly
Recent Activity
Increased 6.68%
4.45%
$4.532M
86,158 shares@ $52.6 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 10.42%
3.87%
$3.941M
47,728 shares@ $82.57 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -4.99%
3.69%
$3.748M
42,516 shares@ $88.16 avg price
SSUS
Day Hagan Ned Davis Research
Recent Activity
Decreased -0.07%
3.46%
$3.515M
75,287 shares@ $46.69 avg price

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