Independence Wealth Advisors, LLC
13F Reported Value
ⓘ$199.3M
Holdings
85
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Independence Wealth Advisors, LLC disclosed 85 positions worth $199.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 6 new positions and exited 11 and a full exit from $GOOG. The portfolio is most concentrated in Other (85.7% of disclosed assets). All figures are sourced directly from Independence Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2001765.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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SELECT SECTOR SPDR TR - ST STR TECHN ETF
—Quality
$25.6M134,615 shSIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES
—Quality
$25.3M973,762 shSPDR SERIES TRUST - ST SHO TREAS ETF
—Quality
$11.8M405,465 shSELECT SECTOR SPDR TR - ST STR FINL ETF
—Quality
$10.6M198,303 shSPDR SERIES TRUST - ST STR P500ETF
—Quality
$10.0M113,481 shABRDN ETFS - BBRG ALL COMD K1
—Quality
$9.2M413,098 shSELECT SECTOR SPDR TR - ST STR CARE ETF
—Quality
$8.5M53,394 shSPDR SERIES TRUST - ST LON TREAS ETF
—Quality
$7.3M279,912 shNEOS ETF TRUST - NEOS S&P 500 HI
—Quality
$6.1M114,083 sh- —
Quality
$5.7M7,789 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $25.6M | 134,615 |
| SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | — | $25.3M | 973,762 |
| SPDR SERIES TRUST - ST SHO TREAS ETF | — | $11.8M | 405,465 |
| SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $10.6M | 198,303 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $10.0M | 113,481 |
| ABRDN ETFS - BBRG ALL COMD K1 | — | $9.2M | 413,098 |
| SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $8.5M | 53,394 |
| SPDR SERIES TRUST - ST LON TREAS ETF | — | $7.3M | 279,912 |
| NEOS ETF TRUST - NEOS S&P 500 HI | — | $6.1M | 114,083 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $5.7M | 7,789 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Independence Wealth Advisors, LLC's 85 positions.
Showing top 10 of 85 holdings.
Sector Allocation
Other
$170.9M
Technology
$9.5M
Financials
$9.2M
Healthcare
$2.8M
Consumer Discretionary
$2.4M
Consumer Staples
$1.8M
Communication Services
$858,418
Energy
$696,017
Full Holdings — Independence Wealth Advisors, LLC (Q2 2026)
All 85 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 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $25.6M | 12.9% | -9% | — |
| 2 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | $25.3M | 12.7% | +2% | — |
| 3 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | $11.8M | 5.9% | -65% | — |
| 4 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $10.6M | 5.3% | +88% | — |
| 5 | — | SPDR SERIES TRUST - ST STR P500ETF | $10.0M | 5.0% | +269% | — |
| 6 | — | ABRDN ETFS - BBRG ALL COMD K1 | $9.2M | 4.6% | +102% | — |
| 7 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $8.5M | 4.3% | +126% | — |
| 8 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $7.3M | 3.7% | NEW | — |
| 9 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $6.1M | 3.0% | +7% | — |
| 10 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5.7M | 2.9% | +532% | — |
| 11 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | $5.4M | 2.7% | +10% | — |
| 12 | — | ISHARES TR - MSCI EMG MKT ETF | $4.8M | 2.4% | +125% | — |
| 13 | — | ISHARES TR - RUSSELL 2000 ETF | $4.2M | 2.1% | +12% | — |
| 14 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $4.1M | 2.0% | +9% | — |
| 15 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $3.9M | 2.0% | -56% | — |
| 16 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $3.4M | 1.7% | +6% | — |
| 17 | — | ISHARES TR - MSCI EAFE ETF | $3.4M | 1.7% | +87% | — |
| 18 |  $GLD | SPDR GOLD TRUST | $3.2M | 1.6% | -46% | — |
| 19 | — | NEOS ETF TRUST - RUSS 2000 HI ETF | $2.9M | 1.5% | +15% | — |
| 20 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $2.8M | 1.4% | -7% | — |
| 21 |  $SPY | SPDR S&P 500 ETF TRUST | $2.1M | 1.1% | +9% | — |
| 22 |  $AAPL | Apple Inc. | $2.0M | 1.0% | +1% | 76.4 |
| 23 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.7M | 0.8% | -10% | — |
| 24 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $1.6M | 0.8% | -67% | — |
| 25 |  $MSFT | MICROSOFT CORP | $1.6M | 0.8% | +3% | 79.8 |
| 26 |  $AMAT | APPLIED MATERIALS INC /DE | $1.4M | 0.7% | -9% | 72.3 |
| 27 |  $V | VISA INC. | $1.4M | 0.7% | -0% | 82.9 |
| 28 |  $AMZN | AMAZON COM INC | $1.3M | 0.6% | -1% | 68.7 |
| 29 | — | ISHARES INC - MSCI JAPAN ETF | $1.3M | 0.6% | +9% | — |
| 30 |  $META | Meta Platforms, Inc. | $1.2M | 0.6% | +3% | 79.6 |
| 31 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $1.2M | 0.6% | +18% | — |
| 32 | — | ISHARES TR - 20 YR TR BD ETF | $1.2M | 0.6% | +18% | — |
| 33 |  $BKNG | Booking Holdings Inc. | $1.2M | 0.6% | +2618% | 58.5 |
| 34 | — | ISHARES TR - U.S. REAL ES ETF | $1.1M | 0.5% | +89% | — |
| 35 |  $MA | Mastercard Inc | $932,868 | 0.5% | -6% | 85.1 |
| 36 |  $SCHW | SCHWAB CHARLES CORP | $915,943 | 0.5% | +1% | 79.4 |
| 37 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $805,303 | 0.4% | -2% | — |
| 38 |  $PM | Philip Morris International Inc. | $787,682 | 0.4% | +6% | 75.9 |
| 39 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $784,771 | 0.4% | +1% | — |
| 40 |  $BRK.B | BERKSHIRE HATHAWAY INC | $783,611 | 0.4% | +15% | 73.8 |
| 41 |  $JPM | JPMORGAN CHASE & CO | $666,444 | 0.3% | +10% | 70.7 |
| 42 | — | ETF OPPORTUNITIES TRUST - REX FA IN EQ ETF | $656,985 | 0.3% | +3% | — |
| 43 |  $STT | STATE STREET CORP | $627,150 | 0.3% | -2% | 71.5 |
| 44 | — | ETF OPPORTUNITIES TRUST - REX AI EQUIT ETF | $613,220 | 0.3% | +4% | — |
| 45 |  $IQV | IQVIA HOLDINGS INC. | $584,491 | 0.3% | -13% | 61.4 |
| 46 |  $ELV | Elevance Health, Inc. | $574,288 | 0.3% | -1% | 59 |
| 47 | — | ISHARES TR - CORE S&P500 ETF | $521,227 | 0.3% | +0% | — |
| 48 |  $COR | Cencora, Inc. | $482,622 | 0.2% | -1% | 61.1 |
| 49 | — | VANGUARD INDEX FDS - GROWTH ETF | $471,010 | 0.2% | +493% | — |
| 50 |  $ADI | ANALOG DEVICES INC | $439,270 | 0.2% | +14% | 79.2 |
| 51 |  $WFC | WELLS FARGO & COMPANY/MN | $422,745 | 0.2% | +13% | 61.8 |
| 52 |  $NVS | NOVARTIS AG | $419,853 | 0.2% | +11% | — |
| 53 |  $GD | GENERAL DYNAMICS CORP | $378,683 | 0.2% | +15% | 68.7 |
| 54 |  $COP | CONOCOPHILLIPS | $358,652 | 0.2% | +16% | 70.2 |
| 55 |  $DIS | Walt Disney Co | $354,695 | 0.2% | -13% | 60.1 |
| 56 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $345,366 | 0.2% | +3% | — |
| 57 |  $INTC | INTEL CORP | $341,039 | 0.2% | NEW | 45.6 |
| 58 |  $XOM.R34088 | EXXON MOBIL CORP | $337,365 | 0.2% | +16% | 57.9 |
| 59 |  $JNJ | JOHNSON & JOHNSON | $325,283 | 0.2% | +4% | 69 |
| 60 |  $LLY | ELI LILLY & Co | $322,647 | 0.2% | +0% | 87.5 |
| 61 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $317,695 | 0.2% | -7% | — |
| 62 | — | ISHARES TR - RUS 1000 GRW ETF | $312,908 | 0.2% | +300% | — |
| 63 | — | SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY | $310,816 | 0.2% | +0% | — |
| 64 | — | ETF OPPORTUNITIES TRUST - REX CRYP EQU ETF | $309,925 | 0.2% | +4% | — |
| 65 |  $PG | PROCTER & GAMBLE Co | $300,100 | 0.1% | -1% | 64.6 |
| 66 |  $BDX | BECTON DICKINSON & CO | $298,271 | 0.1% | +35% | 59 |
| 67 |  $MDT | Medtronic plc | $291,876 | 0.1% | +44% | 68.7 |
| 68 |  $ICE | Intercontinental Exchange, Inc. | $288,939 | 0.1% | NEW | 73.7 |
| 69 |  $ORCL | ORACLE CORP | $288,264 | 0.1% | +6% | 66.2 |
| 70 | — | VANGUARD INDEX FDS - VALUE ETF | $282,219 | 0.1% | -2% | — |
| 71 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $280,929 | 0.1% | +0% | 70 |
| 72 | — | ISHARES TR - 1 3 YR TREAS BD | $280,077 | 0.1% | -17% | — |
| 73 | — | PACER FDS TR - US CASH COWS 100 | $272,203 | 0.1% | -6% | — |
| 74 | — | SPDR SERIES TRUST - ST INTER ETF | $264,366 | 0.1% | -78% | — |
| 75 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $262,119 | 0.1% | +1% | — |
| 76 |  $CCZ | COMCAST CORP | $260,107 | 0.1% | +20% | 59.5 |
| 77 |  $UL | UNILEVER PLC | $254,668 | 0.1% | +19% | — |
| 78 |  $QCOM | QUALCOMM INC/DE | $250,825 | 0.1% | -31% | 70.5 |
| 79 | — | ISHARES TR - CORE S&P SCP ETF | $248,050 | 0.1% | +0% | — |
| 80 |  $OMC | OMNICOM GROUP INC. | $243,616 | 0.1% | +17% | 59.1 |
| 81 |  $MCK | MCKESSON CORP | $237,258 | 0.1% | +14% | 63.4 |
| 82 | — | GLOBAL X FDS - ARTIFICIAL ETF | $225,830 | 0.1% | NEW | — |
| 83 |  $APD | Air Products & Chemicals, Inc. | $219,234 | 0.1% | -8% | 46.4 |
| 84 |  $ABNB | Airbnb, Inc. | $210,071 | 0.1% | NEW | 71 |
| 85 | — | ELEVATION SERIES TRUST - TRUESHS TECH AI | $204,940 | 0.1% | NEW | — |
New Positions (6)
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