| Filing ID | Report Period | Holdings | Value ($000) | Form Type | Date Filed | Name |
|---|---|---|---|---|---|---|
| 000208585326000611 | Q1 2026 | 70 | 101,840,519 | 13F-HR | 5/22/2026 | Independent Wealth Advisors LLC |
| 000208585326000610 | Q4 2025 | 63 | 95,834,991 | 13F-HR | 5/22/2026 | Independent Wealth Advisors LLC |