Independence Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SIMPLIFY EXCHANGE TRADED FUN | $24.26M | 13.6% |
| SELECT SECTOR SPDR TR | $19.90M | 11.2% |
| SPDR GOLD TR | $9.43M | 5.3% |
| SPDR SERIES TRUST | $8.99M | 5.1% |
| SELECT SECTOR SPDR TR | $8.49M | 4.8% |
| SELECT SECTOR SPDR TR | $8.06M | 4.5% |
| SPDR SERIES TRUST | $6.99M | 3.9% |
| SPDR SERIES TRUST | $6.62M | 3.7% |
| NEOS ETF TRUST | $5.40M | 3.0% |
| SELECT SECTOR SPDR TR | $4.97M | 2.8% |
| SELECT SECTOR SPDR TR | $4.71M | 2.6% |
| ABRDN ETFS | $4.36M | 2.5% |
| ISHARES TR | $4.28M | 2.4% |
| NEOS ETF TRUST | $3.94M | 2.2% |
| ISHARES TR | $3.75M | 2.1% |
| ISHARES TR | $3.15M | 1.8% |
| SELECT SECTOR SPDR TR | $3.07M | 1.7% |
| SPDR SERIES TRUST | $2.85M | 1.6% |
| SELECT SECTOR SPDR TR | $2.52M | 1.4% |
| NEOS ETF TRUST | $2.15M | 1.2% |
| Alphabet Inc. | $2.08M | 1.2% |
| INVESCO QQQ TR | $2.02M | 1.1% |
| Apple Inc. | $1.89M | 1.1% |
| MICROSOFT CORP | $1.86M | 1.0% |
| ISHARES INC | $1.62M | 0.9% |
| SPDR S&P 500 ETF TR | $1.37M | 0.8% |
| Meta Platforms Inc | $1.28M | 0.7% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $1.24M | 0.7% |
| Visa Inc | $1.21M | 0.7% |
| Amazon.com Inc | $1.18M | 0.7% |
| SELECT SECTOR SPDR TR | $1.15M | 0.6% |
| Mastercard Inc | $1.14M | 0.6% |
| Booking Holdings Inc | $1.01M | 0.6% |
| Alphabet Inc. | $932.4K | 0.5% |
| SCHWAB CHARLES CORP | $860.3K | 0.5% |
| IQVIA HOLDINGS INC. | $841.5K | 0.5% |
| SELECT SECTOR SPDR TR | $837.3K | 0.5% |
| iShares MSCI UAE ETF | $796.4K | 0.4% |
| EA SERIES TRUST | $782.2K | 0.4% |
| SELECT SECTOR SPDR TR | $714.2K | 0.4% |
| SELECT SECTOR SPDR TR | $652.9K | 0.4% |
| ETF OPPORTUNITIES TRUST | $633.4K | 0.4% |
| ISHARES TR | $619.2K | 0.3% |
| Cencora Inc | $605.5K | 0.3% |
| ETF OPPORTUNITIES TRUST | $591.3K | 0.3% |
| APPLIED MATERIALS INC /DE | $538.9K | 0.3% |
| Walt Disney Co | $512.2K | 0.3% |
| ISHARES TR | $507.7K | 0.3% |
| Elevance Health Inc | $472.7K | 0.3% |
| VANGUARD INDEX FDS | $449.9K | 0.3% |