Back to Independence Wealth Advisors, LLC

Independence Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

83 positions

CompanyClassValueShares% of portfolio
Walmart Inc.$200.9K1,8030.1%
ISHARES TR$201.0K1,6720.1%
DIAGEO PLC$211.3K2,4490.1%
SCHWAB STRATEGIC TR$214.3K6,8000.1%
Air Products & Chemicals, Inc.$221.2K8960.1%
ETF SER SOLUTIONS$227.5K2,0750.1%
Airbnb, Inc.$236.0K1,7390.1%
NOVARTIS AG$239.6K1,7380.1%
VANGUARD INDEX FDS$251.9K1,3190.1%
CarMax Inc$251.9K6,5200.1%
SHERWIN WILLIAMS CO$252.1K7780.1%
JOHNSON & JOHNSON$256.0K1,2370.1%
ETF OPPORTUNITIES TRUST$272.1K8,0810.2%
ADOBE INC.$277.9K7940.2%
PACER FDS TR$279.0K4,6370.2%
WELLS FARGO & COMPANY/MN$280.9K3,0140.2%
ORACLE CORP$281.4K1,4440.2%
Broadcom Inc.$283.1K8180.2%
ELI LILLY & Co$289.1K2690.2%
SCHWAB STRATEGIC TR$293.9K10,8000.2%
INTERNATIONAL BUSINESS MACHINES CORP$295.9K9990.2%
SIMPLIFY EXCHANGE TRADED FUN$296.7K9,2570.2%
PROCTER & GAMBLE Co$297.1K2,0730.2%
ISHARES TR$298.2K6300.2%
Autodesk, Inc.$311.4K1,0520.2%
Check Point Software Technologies Ltd$318.2K1,7150.2%
ISHARES TR$343.1K4,1430.2%
STARBUCKS CORP$351.9K4,1790.2%
QUALCOMM INC/DE$352.4K2,0600.2%
Warren E. Buffett$373.0K7420.2%
Salesforce Inc$375.5K1,4170.2%
JPMORGAN CHASE & CO$417.0K1,2940.2%
Philip Morris International Inc.$429.4K2,6770.2%
VANGUARD INDEX FDS$449.9K9220.3%
Elevance Health Inc$472.7K1,3480.3%
ISHARES TR$507.7K5,4070.3%
Walt Disney Co$512.2K4,5020.3%
APPLIED MATERIALS INC /DE$538.9K2,0970.3%
ETF OPPORTUNITIES TRUST$591.3K14,7640.3%
Cencora Inc$605.5K1,7930.3%
ISHARES TR$619.2K9040.3%
ETF OPPORTUNITIES TRUST$633.4K13,9060.4%
SELECT SECTOR SPDR TR$652.9K16,1810.4%
SELECT SECTOR SPDR TR$714.2K16,7300.4%
EA SERIES TRUST$782.2K6,7960.4%
iShares MSCI UAE ETF$796.4K9,1370.4%
SELECT SECTOR SPDR TR$837.3K18,4630.5%
IQVIA HOLDINGS INC.$841.5K3,7330.5%
SCHWAB CHARLES CORP$860.3K8,6110.5%
Alphabet Inc.$932.4K2,9710.5%
← PrevPage 1 of 2Next →