Independence Wealth Advisors, LLC
Sector Allocation
- Other85.7%$170.9M
- Technology4.9%$9.8M
- Financials4.6%$9.2M
- Healthcare1.4%$2.8M
- Consumer Discretionary1.2%$2.4M
- Consumer Staples1.0%$2.1M
- Communication Services0.4%$858,418
- Energy0.3%$696,017
- Industrials0.2%$378,683
- Materials0.1%$219,234
AUM History
13fpro.ai/research/fund/independence-wealth-advisors-llc-2001765
Conviction and streaks
Diversifying · top 10 = 60.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SELECT$25.6M
- SIMPLIFY$25.3M
- SPDR$11.8M
- SELECT$10.6M
- SPDR$10.0M
- ABRDN$9.2M
- SELECT$8.5M
- SPDR$7.3M
- NEOS$6.1M
QQQ
$5.7M- NEOS$5.4M
- ISHARES$4.8M
- ISHARES$4.2M
- SELECT$4.1M
- SELECT$3.9M
- SELECT$3.4M
- ISHARES$3.4M
GLD
$3.2M- NEOS$2.9M
- SELECT$2.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/independence-wealth-advisors-llc-2001765
Independence Wealth Advisors, LLC 13F holdings — Q2 2026
$199.3M portfolio (+6.2% QoQ) · 85 holdings · Q2 2026 13F · top 10 are 60% of the stock portfolio
- 1
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$25.6M
12.9% of stocks
-9%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES
$25.3M
12.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SPDR SERIES TRUST - ST SHO TREAS ETF
$11.8M
5.9% of stocks
-65%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SELECT SECTOR SPDR TR - ST STR FINL ETF
$10.6M
5.3% of stocks
+88%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SPDR SERIES TRUST - ST STR P500ETF
$10.0M
5.0% of stocks
+269%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ABRDN ETFS - BBRG ALL COMD K1
$9.2M
4.6% of stocks
+102%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SELECT SECTOR SPDR TR - ST STR CARE ETF
$8.5M
4.3% of stocks
+126%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SPDR SERIES TRUST - ST LON TREAS ETF
$7.3M
3.7% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 9
NEOS ETF TRUST - NEOS S&P 500 HI
$6.1M
3.0% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— $5.7M
2.9% of stocks
+532%This quarter-2.6%Since filed3+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 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 | — | New this quarter | — | — | |
| 9 | NEOS ETF TRUST - NEOS S&P 500 HI | $6.1M | 3.0% | +7% | — | — | — | — | |
| 10 | $5.7M | 2.9% | +532% | -2.6% | 3+ qtrs | — | Estimated buy price is Pro: unlock with a free trial |
All holdings — Independence Wealth Advisors, LLC (Q2 2026)
85 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | NEOS ETF TRUST - NASDAQ 100 HIGHetf/fund | — | $5.4M | 2.7% | 94K | +10% | — | — | 13F |
| 12 | — | ISHARES TR - MSCI EMG MKT ETFetf/fund | — | $4.8M | 2.4% | 70K | +125% | — | — | 13F |
| 13 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $4.2M | 2.1% | 14K | +12% | — | — | 13F |
| 14 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $4.1M | 2.0% | 77K | +9% | — | — | 13F |
| 15 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETFetf/fund | — | $3.9M | 2.0% | 34K | -56% | — | — | 13F |
| 16 | — | SELECT SECTOR SPDR TR - ST STR SVC ETFetf/fund | — | $3.4M | 1.7% | 31K | +6% | — | — | 13F |
| 17 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $3.4M | 1.7% | 32K | +87% | — | — | 13F |
| 18 | SPDR GOLD TRUSTetf/fund | Financials | $3.2M | 1.6% | 8,624 | -46% | 3+ qtrsTrimmed 2 qtrs in a row | — | 13F | |
| 19 | — | NEOS ETF TRUST - RUSS 2000 HI ETFetf/fund | — | $2.9M | 1.5% | 55K | +15% | — | — | 13F |
| 20 | — | SELECT SECTOR SPDR TR - ST STR INDL ETFetf/fund | — | $2.8M | 1.4% | 15K | -7% | — | — | 13F |
| 21 | SPDR S&P 500 ETF TRUSTetf/fund | — | $2.1M | 1.1% | 2,799 | +9% | 3+ qtrsAdded 2 qtrs in a row | — | 13F | |
| 22 | Apple Inc. | Technology | $2.0M | 1.0% | 6,986 | +0.6% | 3+ qtrs | 75.7 | 13F | |
| 23 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $1.7M | 0.8% | 3,464 | -10% | 3+ qtrsTrimmed 2 qtrs in a row | — | 13F | |
| 24 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETFetf/fund | — | $1.6M | 0.8% | 20K | -67% | — | — | 13F |
| 25 | MICROSOFT CORP | Technology | $1.6M | 0.8% | 4,360 | +3% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.4M | 0.7% | 1,970 | -9% | |||
| 27 | $V | VISA INC. | Financials | $1.4M | 0.7% | 3,968 | -0.3% | |||
| 28 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.3M | 0.6% | 5,334 | -1% | |||
| 29 | — | ISHARES INC - MSCI JAPAN ETF | — | $1.3M | 0.6% | 13K | +9% | |||
| 30 | $META | Meta Platforms, Inc. | Technology | $1.2M | 0.6% | 2,219 | +3% | |||
| 31 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | — | $1.2M | 0.6% | 11K | +18% | |||
| 32 | — | ISHARES TR - 20 YR TR BD ETF | — | $1.2M | 0.6% | 14K | +18% | |||
| 33 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $1.2M | 0.6% | 6,496 | +2618% | |||
| 34 | — | ISHARES TR - U.S. REAL ES ETF | — | $1.1M | 0.5% | 11K | +89% | |||
| 35 | $MA | Mastercard Inc | Financials | $933K | 0.5% | 1,816 | -6% | |||
| 36 | $SCHW | SCHWAB CHARLES CORP | Financials | $916K | 0.5% | 9,927 | +0.6% | |||
| 37 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $805K | 0.4% | 16K | -2% | |||
| 38 | $PM | Philip Morris International Inc. | Consumer Staples | $788K | 0.4% | 4,354 | +6% | |||
| 39 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $785K | 0.4% | 17K | +1% | |||
| 40 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $784K | 0.4% | 1,566 | +15% | |||
| 41 | $JPM | JPMORGAN CHASE & CO | Financials | $666K | 0.3% | 2,036 | +10% | |||
| 42 | — | ETF OPPORTUNITIES TRUST - REX FA IN EQ ETF | — | $657K | 0.3% | 15K | +3% | |||
| 43 | $STT | STATE STREET CORP | Financials | $627K | 0.3% | 14K | -2% | |||
| 44 | — | ETF OPPORTUNITIES TRUST - REX AI EQUIT ETF | — | $613K | 0.3% | 16K | +4% | |||
| 45 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $584K | 0.3% | 3,025 | -13% | |||
| 46 | $ELV | Elevance Health, Inc. | Healthcare | $574K | 0.3% | 1,485 | -0.7% | |||
| 47 | — | ISHARES TR - CORE S&P500 ETF | — | $521K | 0.3% | 696 | — | |||
| 48 | $COR | Cencora, Inc. | Consumer Staples | $483K | 0.2% | 1,705 | -1.0% | |||
| 49 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $471K | 0.2% | 5,468 | +493% | |||
| 50 | $ADI | ANALOG DEVICES INC | Technology | $439K | 0.2% | 1,106 | +14% | |||
| 51 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $423K | 0.2% | 5,116 | +13% | |||
| 52 | $NVS | NOVARTIS AG | Healthcare | $420K | 0.2% | 2,679 | +11% | |||
| 53 | $GD | GENERAL DYNAMICS CORP | Industrials | $379K | 0.2% | 1,069 | +15% | |||
| 54 | $COP | CONOCOPHILLIPS | Energy | $359K | 0.2% | 3,450 | +16% | |||
| 55 | $DIS | Walt Disney Co | Communication Services | $355K | 0.2% | 3,685 | -13% | |||
| 56 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $345K | 0.2% | 11K | +3% | |||
| 57 | $INTC | INTEL CORP | Technology | $341K | 0.2% | 2,442 | New | |||
| 58 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $337K | 0.2% | 2,468 | +16% | |||
| 59 | $JNJ | JOHNSON & JOHNSON | Healthcare | $325K | 0.2% | 1,281 | +4% | |||
| 60 | $LLY | ELI LILLY & Co | Healthcare | $323K | 0.2% | 269 | — | |||
| 61 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | — | $318K | 0.2% | 1,921 | -7% | |||
| 62 | — | ISHARES TR - RUS 1000 GRW ETF | — | $313K | 0.2% | 2,520 | +300% | |||
| 63 | — | SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY | — | $311K | 0.2% | 9,267 | +0.1% | |||
| 64 | — | ETF OPPORTUNITIES TRUST - REX CRYP EQU ETF | — | $310K | 0.2% | 9,148 | +4% | |||
| 65 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $300K | 0.1% | 2,047 | -1% | |||
| 66 | $BDX | BECTON DICKINSON & CO | Healthcare | $298K | 0.1% | 1,971 | +35% | |||
| 67 | $MDT | Medtronic plc | Healthcare | $292K | 0.1% | 3,731 | +44% | |||
| 68 | $ICE | Intercontinental Exchange, Inc. | Financials | $289K | 0.1% | 2,347 | New | |||
| 69 | $ORCL | ORACLE CORP | Technology | $288K | 0.1% | 1,967 | +6% | |||
| 70 | — | VANGUARD INDEX FDS - VALUE ETF | — | $282K | 0.1% | 1,295 | -2% | |||
| 71 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $281K | 0.1% | 999 | — | |||
| 72 | — | ISHARES TR - 1 3 YR TREAS BD | — | $280K | 0.1% | 3,411 | -17% | |||
| 73 | — | PACER FDS TR - US CASH COWS 100 | — | $272K | 0.1% | 4,376 | -6% | |||
| 74 | — | SPDR SERIES TRUST - ST INTER ETF | — | $264K | 0.1% | 9,312 | -78% | |||
| 75 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | — | $262K | 0.1% | 6,887 | +1% | |||
| 76 | $CCZ | COMCAST CORP | Communication Services | $260K | 0.1% | 11K | +20% | |||
| 77 | $UL | UNILEVER PLC | Consumer Staples | $255K | 0.1% | 4,236 | +19% | |||
| 78 | $QCOM | QUALCOMM INC/DE | Technology | $251K | 0.1% | 1,357 | -31% | |||
| 79 | — | ISHARES TR - CORE S&P SCP ETF | — | $248K | 0.1% | 1,673 | +0.1% | |||
| 80 | $OMC | OMNICOM GROUP INC. | Communication Services | $244K | 0.1% | 3,345 | +17% | |||
| 81 | $MCK | MCKESSON CORP | Consumer Staples | $237K | 0.1% | 314 | +14% | |||
| 82 | — | GLOBAL X FDS - ARTIFICIAL ETF | — | $226K | 0.1% | 3,442 | New | |||
| 83 | $APD | Air Products & Chemicals, Inc. | Materials | $219K | 0.1% | 748 | -8% | |||
| 84 | $ABNB | Airbnb, Inc. | Technology | $210K | 0.1% | 1,468 | New | |||
| 85 | — | ELEVATION SERIES TRUST - TRUESHS TECH AI | — | $205K | 0.1% | 3,176 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 6 new, 51 added to, 25 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
- SPDR SERIES TRUST - ST LON TREAS ETF$7.3M
first bought this quarter
$INTCINTEL CORP$341K
first bought this quarter
$ICEIntercontinental Exchange, Inc.$289K
first bought this quarter
- GLOBAL X FDS - ARTIFICIAL ETF$226K
first bought this quarter
$ABNBAirbnb, Inc.$210K
first bought this quarter
- ELEVATION SERIES TRUST - TRUESHS TECH AI$205K
first bought this quarter
Added to (51)
- SPDR SERIES TRUST - ST STR P500ETF+269%
now $10.0M
- SELECT SECTOR SPDR TR - ST STR FINL ETF+88%
now $10.6M
now $5.7M · held 3+ qtrs
- SELECT SECTOR SPDR TR - ST STR CARE ETF+126%
now $8.5M
- ABRDN ETFS - BBRG ALL COMD K1+102%
now $9.2M
- ISHARES TR - MSCI EMG MKT ETF+125%
now $4.8M
+45 more in the Excel export
Trimmed (25)
- SPDR SERIES TRUST - ST SHO TREAS ETF-65%
now $11.8M
- SELECT SECTOR SPDR TR - ST STR DISCR ETF-56%
now $3.9M
- SELECT SECTOR SPDR TR - ST STR STAPL ETF-67%
now $1.6M
now $3.2M · held 3+ qtrs, 2 trims in a row
- SELECT SECTOR SPDR TR - ST STR TECHN ETF-9%
now $25.6M
- SPDR SERIES TRUST - ST INTER ETF-78%
now $264K
+19 more in the Excel export
Holdings by quarter
Every 13F Independence Wealth Advisors, LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Independence Wealth Advisors?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Independence Wealth Advisors's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-1.1%
Value-weighted move of the 10 largest stock positions
Turnover
22%
Last quarter
Top 10 weight
60%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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