Institutions / Independence Wealth Advisors, LLC

Independence Wealth Advisors, LLC

CIK 2001765 · Institution · as of Dec 31, 2025

Portfolio value

$177.78M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 83 →

Company	Class	Value	Shares	% of portfolio
Simplify Exchange Traded Fun	—	$24.26M	890,051	13.6%
Select Sector SPDR Tr	—	$19.90M	138,203	11.2%
SPDR Gold Tr	—	$9.43M	23,807	5.3%
SPDR Series Trust	—	$8.99M	112,084	5.1%
Select Sector SPDR Tr	—	$8.49M	71,137	4.8%
Select Sector SPDR Tr	—	$8.06M	52,091	4.5%
SPDR Series Trust	—	$6.99M	242,464	3.9%
SPDR Series Trust	—	$6.62M	249,946	3.7%
Neos ETF Trust	—	$5.40M	102,789	3.0%
Select Sector SPDR Tr	—	$4.97M	64,017	2.8%
Select Sector SPDR Tr	—	$4.71M	85,943	2.6%
Abrdn Etfs	—	$4.36M	223,184	2.5%
iShares Tr	—	$4.28M	78,274	2.4%
Neos ETF Trust	—	$3.94M	73,123	2.2%
iShares Tr	—	$3.75M	15,254	2.1%
iShares Tr	—	$3.15M	32,821	1.8%
Select Sector SPDR Tr	—	$3.07M	26,093	1.7%
SPDR Series Trust	—	$2.85M	97,297	1.6%
Select Sector SPDR Tr	—	$2.52M	16,220	1.4%
Neos ETF Trust	—	$2.15M	44,149	1.2%
Alphabet Inc.	—	$2.08M	6,656	1.2%
Invesco Qqq Tr	—	$2.02M	3,286	1.1%
Apple Inc.	—	$1.89M	6,945	1.1%
Microsoft Corp	—	$1.86M	3,838	1.0%
iShares Inc	—	$1.62M	20,056	0.9%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.