Independence Wealth Advisors

Independence Wealth Advisors as of Dec. 31, 2025

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