Independence Wealth Advisors, LLC

Portfolio Overview

Independence Wealth Advisors, LLC disclosed 90 positions worth $187.6M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 12 new positions and exited 4 and a full exit from $ADBE. The portfolio is most concentrated in Other (82.3% of disclosed assets). All figures are sourced directly from Independence Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2001765.

• SPDR SERIES TRUST

  —

  Quality

  $33.6M1,151,974 sh

• SIMPLIFY EXCHANGE TRADED FUN

  —

  Quality

  $28.8M951,474 sh

• SELECT SECTOR SPDR TR

  —

  Quality

  $19.7M148,307 sh

• SELECT SECTOR SPDR TR

  —

  Quality

  $8.4M76,651 sh
• 

  SPDR GOLD TRUST

  $GLD

  —

  Quality

  $6.8M15,855 sh

• NEOS ETF TRUST

  —

  Quality

  $5.3M106,485 sh

• SELECT SECTOR SPDR TR

  —

  Quality

  $5.2M105,528 sh

• ABRDN ETFS

  —

  Quality

  $5.0M204,596 sh

• SELECT SECTOR SPDR TR

  —

  Quality

  $4.9M59,980 sh

• SELECT SECTOR SPDR TR

  —

  Quality

  $4.3M70,349 sh

Company	Quality	Value	Shares
SPDR SERIES TRUST	—	$33.6M	1,151,974
SIMPLIFY EXCHANGE TRADED FUN	—	$28.8M	951,474
SELECT SECTOR SPDR TR	—	$19.7M	148,307
SELECT SECTOR SPDR TR	—	$8.4M	76,651
SPDR GOLD TRUST$GLD	—	$6.8M	15,855
NEOS ETF TRUST	—	$5.3M	106,485
SELECT SECTOR SPDR TR	—	$5.2M	105,528
ABRDN ETFS	—	$5.0M	204,596
SELECT SECTOR SPDR TR	—	$4.9M	59,980
SELECT SECTOR SPDR TR	—	$4.3M	70,349

Showing top 10 of 90 holdings.

Full Holdings — Independence Wealth Advisors, LLC (Q1 2026)

All 90 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	SPDR SERIES TRUST	$33.6M	17.9%	+1084%	—
2	—	SIMPLIFY EXCHANGE TRADED FUN	$28.8M	15.3%	+7%	—
3	—	SELECT SECTOR SPDR TR	$19.7M	10.5%	+7%	—
4	—	SELECT SECTOR SPDR TR	$8.4M	4.5%	+8%	—
5	$GLD	SPDR GOLD TRUST	$6.8M	3.6%	-33%	—
6	—	NEOS ETF TRUST	$5.3M	2.8%	+4%	—
7	—	SELECT SECTOR SPDR TR	$5.2M	2.8%	+23%	—
8	—	ABRDN ETFS	$5.0M	2.6%	-8%	—
9	—	SELECT SECTOR SPDR TR	$4.9M	2.6%	-6%	—
10	—	SELECT SECTOR SPDR TR	$4.3M	2.3%	+173%	—
11	—	NEOS ETF TRUST	$4.3M	2.3%	+17%	—
12	—	SELECT SECTOR SPDR TR	$3.5M	1.8%	-55%	—
13	—	SELECT SECTOR SPDR TR	$3.3M	1.8%	+14%	—
14	—	ISHARES TR	$3.1M	1.6%	-18%	—
15	—	SELECT SECTOR SPDR TR	$2.7M	1.4%	+1%	—
16	—	SPDR SERIES TRUST	$2.4M	1.3%	-73%	—
17	—	NEOS ETF TRUST	$2.3M	1.2%	+8%	—
18	—	ISHARES TR	$1.8M	0.9%	-60%	—
19	$AAPL	Apple Inc.	$1.8M	0.9%	+0%	76.1
20	$GOOG	Alphabet Inc.	$1.7M	0.9%	-11%	80.2
21	—	ISHARES TR	$1.7M	0.9%	-47%	—
22	$SPY	SPDR S&P 500 ETF TRUST	$1.7M	0.9%	+28%	—
23	$MSFT	MICROSOFT CORP	$1.6M	0.8%	+11%	83.7
24	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$1.3M	0.7%	-6%	—
25	$META	Meta Platforms, Inc.	$1.2M	0.7%	+11%	80.9
26	—	SPDR SERIES TRUST	$1.2M	0.6%	-83%	—
27	$V	VISA INC.	$1.2M	0.6%	+15%	83.5
28	$AMZN	AMAZON COM INC	$1.1M	0.6%	+6%	74.6
29	$GOOGL	Alphabet Inc.	$1.1M	0.6%	+26%	80.2
30	—	VANGUARD INTL EQUITY INDEX F	$1.1M	0.6%	NEW	—
31	—	ISHARES INC	$1.0M	0.6%	-38%	—
32	—	ISHARES TR	$1.0M	0.6%	+31%	—
33	—	EA SERIES TRUST	$1.0M	0.6%	+31%	—
34	$BKNG	Booking Holdings Inc.	$1.0M	0.5%	+26%	55.3
35	$MA	Mastercard Inc	$961,629	0.5%	-3%	81.7
36	$SCHW	SCHWAB CHARLES CORP	$927,077	0.5%	+15%	77.2
37	—	SELECT SECTOR SPDR TR	$804,122	0.4%	-13%	—
38	—	SELECT SECTOR SPDR TR	$784,135	0.4%	+2%	—
39	$AMAT	APPLIED MATERIALS INC /DE	$743,770	0.4%	+4%	74.8
40	$QQQ	INVESCO QQQ TRUST, SERIES 1	$711,094	0.4%	-63%	—
41	$PM	Philip Morris International Inc.	$678,059	0.4%	+53%	80.5
42	$BRK.B	BERKSHIRE HATHAWAY INC	$653,629	0.3%	+84%	64.5
43	$STT	STATE STREET CORP	$594,990	0.3%	-10%	61.5
44	$IQV	IQVIA HOLDINGS INC.	$590,409	0.3%	-7%	59.7
45	—	ETF OPPORTUNITIES TRUST	$583,963	0.3%	+6%	—
46	$JPM	JPMORGAN CHASE & CO	$544,784	0.3%	+43%	35.6
47	$COR	Cencora, Inc.	$540,893	0.3%	-4%	59.6
48	—	ETF OPPORTUNITIES TRUST	$533,845	0.3%	+7%	—
49	—	ISHARES TR	$529,549	0.3%	+4%	—
50	—	ISHARES TR	$454,634	0.2%	-23%	—
51	$ELV	Elevance Health, Inc.	$437,604	0.2%	+11%	59.4
52	$DIS	Walt Disney Co	$406,068	0.2%	-6%	68.9
53	—	VANGUARD INDEX FDS	$402,859	0.2%	+0%	—
54	$COP	CONOCOPHILLIPS	$391,850	0.2%	NEW	74.8
55	$NVS	NOVARTIS AG	$370,113	0.2%	+39%	—
56	$WFC	WELLS FARGO & COMPANY/MN	$361,628	0.2%	+51%	—
57	$XOM	EXXON MOBIL CORP	$361,036	0.2%	NEW	61.8
58	—	ISHARES TR	$337,877	0.2%	-1%	—
59	$GD	GENERAL DYNAMICS CORP	$319,195	0.2%	NEW	73
60	$SBUX	STARBUCKS CORP	$317,890	0.2%	-15%	54.6
61	$ADI	ANALOG DEVICES INC	$307,323	0.2%	NEW	76.2
62	$JNJ	JOHNSON & JOHNSON	$302,372	0.2%	+0%	72.8
63	—	SCHWAB STRATEGIC TR	$300,780	0.2%	+0%	—
64	$PG	PROCTER & GAMBLE Co	$299,464	0.2%	+0%	72.9
65	—	SIMPLIFY EXCHANGE TRADED FUN	$291,596	0.2%	+0%	—
66	—	PACER FDS TR	$290,095	0.1%	+0%	—
67	$ORCL	ORACLE CORP	$271,712	0.1%	+28%	67.2
68	—	ISHARES TR	$268,632	0.1%	+0%	—
69	—	VANGUARD INDEX FDS	$258,788	0.1%	+0%	—
70	$QCOM	QUALCOMM INC/DE	$253,356	0.1%	-5%	81.9
71	$AVGO	Broadcom Inc.	$253,179	0.1%	+0%	86.4
72	$CRM	Salesforce, Inc.	$253,040	0.1%	-4%	75.2
73	$CCZ	COMCAST CORP	$252,820	0.1%	NEW	70.4
74	—	ETF OPPORTUNITIES TRUST	$250,451	0.1%	+9%	—
75	$SHW	SHERWIN WILLIAMS CO	$249,438	0.1%	+0%	65.3
76	$LLY	ELI LILLY & Co	$247,418	0.1%	+0%	89.3
77	$__PARK_1390777	Bank of New York Mellon Corp	$244,259	0.1%	NEW	36.7
78	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$242,148	0.1%	+0%	66.7
79	$MCK	MCKESSON CORP	$237,974	0.1%	NEW	63.7
80	$APD	Air Products & Chemicals, Inc.	$236,132	0.1%	-9%	41.2
81	$ADSK	Autodesk, Inc.	$233,654	0.1%	-7%	76.4
82	$BDX	BECTON DICKINSON & CO	$230,027	0.1%	NEW	50.7
83	$CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	$225,274	0.1%	-8%	—
84	$MDT	Medtronic plc	$224,510	0.1%	NEW	—
85	$WMT	Walmart Inc.	$224,101	0.1%	+0%	63.2
86	—	ETF SER SOLUTIONS	$222,648	0.1%	+0%	—
87	—	SCHWAB STRATEGIC TR	$220,524	0.1%	+0%	—
88	$OMC	OMNICOM GROUP INC.	$215,236	0.1%	NEW	60.5
89	—	ISHARES TR	$207,906	0.1%	+0%	—
90	$UL	UNILEVER PLC	$203,611	0.1%	NEW	—