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Independence Wealth Advisors

Latest statistics and disclosures from Independence Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002001765

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Positions held by Independence Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Independence Wealth Advisors

Independence Wealth Advisors holds 83 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Simplify Exchange Traded Fun Managed Futures (CTA)	13.6	$24M	890k	27.26	View chart
Select Sector Spdr Tr State Street Tec (XLK)	11.2	$20M	138k	143.97	View chart
Spdr Gold Tr Gold Shs (GLD)	5.3	$9.4M	24k	396.30	View chart
Spdr Series Trust State Street Spd (SPYM)	5.1	$9.0M	112k	80.22	View chart
Select Sector Spdr Tr State Street Con (XLY)	4.8	$8.5M	71k	119.41	View chart
Select Sector Spdr Tr State Street Hea (XLV)	4.5	$8.1M	52k	154.80	View chart
Spdr Series Trust State Street Spd (SPTI)	3.9	$7.0M	243k	28.84	View chart
Spdr Series Trust State Street Spd (SPTL)	3.7	$6.6M	250k	26.47	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	3.0	$5.4M	103k	52.53	View chart
Select Sector Spdr Tr State Street Con (XLP)	2.8	$5.0M	64k	77.68	View chart
Select Sector Spdr Tr State Street Fin (XLF)	2.6	$4.7M	86k	54.77	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	2.5	$4.4M	223k	19.53	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.4	$4.3M	78k	54.71	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	2.2	$3.9M	73k	53.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.1	$3.8M	15k	246.16	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.8	$3.2M	33k	96.03	View chart
Select Sector Spdr Tr State Street Com (XLC)	1.7	$3.1M	26k	117.72	View chart
Spdr Series Trust State Street Spd (SPTS)	1.6	$2.8M	97k	29.28	View chart
Select Sector Spdr Tr State Street Ind (XLI)	1.4	$2.5M	16k	155.12	View chart
Neos Etf Trust Russell 2000 Hig (IWMI)	1.2	$2.1M	44k	48.68	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$2.1M	6.7k	313.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$2.0M	3.3k	614.31	View chart
Apple (AAPL)	1.1	$1.9M	6.9k	271.86	View chart
Microsoft Corporation (MSFT)	1.0	$1.9M	3.8k	483.66	View chart
Ishares Msci Japan Etf (EWJ)	0.9	$1.6M	20k	80.74	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$1.4M	2.0k	682.03	View chart
Meta Platforms Cl A (META)	0.7	$1.3M	1.9k	659.93	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.7	$1.2M	4.1k	303.89	View chart
Visa Com Cl A (V)	0.7	$1.2M	3.5k	350.73	View chart
Amazon (AMZN)	0.7	$1.2M	5.1k	230.82	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.6	$1.2M	26k	44.71	View chart
Mastercard Incorporated Cl A (MA)	0.6	$1.1M	2.0k	571.01	View chart
Booking Holdings (BKNG)	0.6	$1.0M	189.00	5357.55	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$932k	3.0k	313.83	View chart
Charles Schwab Corporation (SCHW)	0.5	$860k	8.6k	99.90	View chart
Iqvia Holdings (IQV)	0.5	$842k	3.7k	225.41	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.5	$837k	19k	45.35	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$796k	9.1k	87.16	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.4	$782k	6.8k	115.10	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.4	$714k	17k	42.69	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.4	$653k	16k	40.35	View chart
Etf Opportunities Trust Rex Fang & Innov (FEPI)	0.4	$633k	14k	45.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$619k	904.00	684.94	View chart
AmerisourceBergen (COR)	0.3	$606k	1.8k	337.70	View chart
Etf Opportunities Trust Rex Ai Equity Pr (AIPI)	0.3	$591k	15k	40.05	View chart
Applied Materials (AMAT)	0.3	$539k	2.1k	257.00	View chart
Walt Disney Company (DIS)	0.3	$512k	4.5k	113.76	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.3	$508k	5.4k	93.89	View chart
Anthem (ELV)	0.3	$473k	1.3k	350.67	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$450k	922.00	487.97	View chart
Philip Morris International (PM)	0.2	$429k	2.7k	160.40	View chart
JPMorgan Chase & Co. (JPM)	0.2	$417k	1.3k	322.22	View chart
salesforce (CRM)	0.2	$376k	1.4k	264.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$373k	742.00	502.65	View chart
Qualcomm (QCOM)	0.2	$352k	2.1k	171.09	View chart
Starbucks Corporation (SBUX)	0.2	$352k	4.2k	84.21	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$343k	4.1k	82.82	View chart
Check Point Software Tech Lt Ord (CHKP)	0.2	$318k	1.7k	185.56	View chart
Autodesk (ADSK)	0.2	$311k	1.1k	296.01	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$298k	630.00	473.30	View chart
Procter & Gamble Company (PG)	0.2	$297k	2.1k	143.31	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.2	$297k	9.3k	32.05	View chart
International Business Machines (IBM)	0.2	$296k	999.00	296.21	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$294k	11k	27.21	View chart
Eli Lilly & Co. (LLY)	0.2	$289k	269.00	1074.68	View chart
Broadcom (AVGO)	0.2	$283k	818.00	346.10	View chart
Oracle Corporation (ORCL)	0.2	$282k	1.4k	194.91	View chart
Wells Fargo & Company (WFC)	0.2	$281k	3.0k	93.18	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$279k	4.6k	60.16	View chart
Adobe Systems Incorporated (ADBE)	0.2	$278k	794.00	349.99	View chart
Etf Opportunities Trust Rex Crypto Equit (CEPI)	0.2	$272k	8.1k	33.67	View chart
Johnson & Johnson (JNJ)	0.1	$256k	1.2k	206.95	View chart
Sherwin-Williams Company (SHW)	0.1	$252k	778.00	324.10	View chart
CarMax (KMX)	0.1	$252k	6.5k	38.64	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$252k	1.3k	190.99	View chart
Novartis Sponsored Adr (NVS)	0.1	$240k	1.7k	137.87	View chart
Airbnb Com Cl A (ABNB)	0.1	$236k	1.7k	135.72	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$228k	2.1k	109.66	View chart
Air Products & Chemicals (APD)	0.1	$221k	896.00	246.90	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$214k	6.8k	31.51	View chart
Diageo Spon Adr New (DEO)	0.1	$211k	2.4k	86.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$201k	1.7k	120.21	View chart
Wal-Mart Stores (WMT)	0.1	$201k	1.8k	111.41	View chart

Past Filings by Independence Wealth Advisors

SEC 13F filings are viewable for Independence Wealth Advisors going back to 2025

Independence Wealth Advisors 2025 Q4 filed Jan. 9, 2026

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