Independence Wealth Advisors

Independence Wealth Advisors as of March 31, 2026

Portfolio Holdings for Independence Wealth Advisors

Independence Wealth Advisors holds 90 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPTS) 17.9 $34M 1.2M 29.18
Simplify Exchange Traded Fun Managed Futures (CTA) 15.3 $29M 952k 30.22
Select Sector Spdr Tr State Street Tec (XLK) 10.5 $20M 148k 132.90
Select Sector Spdr Tr State Street Con (XLY) 4.5 $8.4M 77k 108.98
Spdr Gold Tr Gold Shs (GLD) 3.6 $6.8M 16k 430.28
Neos Etf Trust Neos S&p 500 Hi (SPYI) 2.8 $5.3M 107k 49.37
Select Sector Spdr Tr State Street Fin (XLF) 2.8 $5.2M 106k 49.37
Abrdn Etfs Bbrg All Comd K1 (BCI) 2.6 $5.0M 205k 24.29
Select Sector Spdr Tr State Street Con (XLP) 2.6 $4.9M 60k 81.98
Select Sector Spdr Tr State Street Ene (XLE) 2.3 $4.3M 70k 61.26
Neos Etf Trust Nasdaq 100 High (QQQI) 2.3 $4.3M 86k 49.69
Select Sector Spdr Tr State Street Hea (XLV) 1.8 $3.5M 24k 146.61
Select Sector Spdr Tr State Street Com (XLC) 1.8 $3.3M 30k 110.86
Ishares Tr Russell 2000 Etf (IWM) 1.6 $3.1M 12k 248.00
Select Sector Spdr Tr State Street Ind (XLI) 1.4 $2.7M 16k 161.73
Spdr Series Trust State Street Spd (SPYM) 1.3 $2.4M 31k 76.54
Neos Etf Trust Russell 2000 Hig (IWMI) 1.2 $2.3M 48k 47.40
Ishares Tr Msci Emg Mkt Etf (EEM) 0.9 $1.8M 31k 56.79
Apple (AAPL) 0.9 $1.8M 6.9k 253.81
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.7M 5.9k 287.54
Ishares Tr Msci Eafe Etf (EFA) 0.9 $1.7M 17k 97.13
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.9 $1.7M 2.6k 650.46
Microsoft Corporation (MSFT) 0.8 $1.6M 4.3k 370.17
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.7 $1.3M 3.8k 337.95
Meta Platforms Cl A (META) 0.7 $1.2M 2.2k 572.02
Spdr Series Trust State Street Spd (SPTI) 0.6 $1.2M 42k 28.66
Visa Com Cl A (V) 0.6 $1.2M 4.0k 302.28
Amazon (AMZN) 0.6 $1.1M 5.4k 208.27
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.1M 3.7k 286.88
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.6 $1.1M 13k 82.43
Ishares Msci Japan Etf (EWJ) 0.6 $1.0M 12k 84.44
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $1.0M 12k 86.69
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.6 $1.0M 8.9k 116.29
Booking Holdings (BKNG) 0.5 $1.0M 239.00 4211.97
Mastercard Incorporated Cl A (MA) 0.5 $962k 1.9k 499.55
Charles Schwab Corporation (SCHW) 0.5 $927k 9.9k 93.98
Select Sector Spdr Tr State Street Mat (XLB) 0.4 $804k 16k 49.97
Select Sector Spdr Tr State Street Uti (XLU) 0.4 $784k 17k 45.89
Applied Materials (AMAT) 0.4 $744k 2.2k 341.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $711k 1.2k 577.19
Philip Morris International (PM) 0.4 $678k 4.1k 165.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $654k 1.4k 479.20
Select Sector Spdr Tr State Street Rea (XLRE) 0.3 $595k 15k 40.83
Iqvia Holdings (IQV) 0.3 $590k 3.5k 170.54
Etf Opportunities Trust Rex Fang & Innov (FEPI) 0.3 $584k 15k 39.67
JPMorgan Chase & Co. (JPM) 0.3 $545k 1.9k 294.16
AmerisourceBergen (COR) 0.3 $541k 1.7k 314.11
Etf Opportunities Trust Rex Ai Equity Pr (AIPI) 0.3 $534k 16k 33.64
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $530k 5.6k 94.56
Ishares Tr Core S&p500 Etf (IVV) 0.2 $455k 696.00 653.21
Anthem (ELV) 0.2 $438k 1.5k 292.71
Walt Disney Company (DIS) 0.2 $406k 4.2k 96.38
Vanguard Index Fds Growth Etf (VUG) 0.2 $403k 922.00 436.94
ConocoPhillips (COP) 0.2 $392k 3.0k 131.98
Novartis Sponsored Adr (NVS) 0.2 $370k 2.4k 152.75
Wells Fargo & Company (WFC) 0.2 $362k 4.5k 79.60
Exxon Mobil Corporation (XOM) 0.2 $361k 2.1k 169.66
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $338k 4.1k 82.57
General Dynamics Corporation (GD) 0.2 $319k 930.00 343.22
Starbucks Corporation (SBUX) 0.2 $318k 3.5k 89.60
Analog Devices (ADI) 0.2 $307k 966.00 318.14
Johnson & Johnson (JNJ) 0.2 $302k 1.2k 244.44
Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $301k 11k 27.85
Procter & Gamble Company (PG) 0.2 $300k 2.1k 144.46
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.2 $292k 9.3k 31.50
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $290k 4.6k 62.56
Oracle Corporation (ORCL) 0.1 $272k 1.8k 147.11
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $269k 630.00 426.40
Vanguard Index Fds Value Etf (VTV) 0.1 $259k 1.3k 196.20
Qualcomm (QCOM) 0.1 $253k 2.0k 128.80
Broadcom (AVGO) 0.1 $253k 818.00 309.51
salesforce (CRM) 0.1 $253k 1.4k 186.61
Comcast Corp Cl A (CMCSA) 0.1 $253k 8.8k 28.71
Etf Opportunities Trust Rex Crypto Equit (CEPI) 0.1 $251k 8.8k 28.47
Sherwin-Williams Company (SHW) 0.1 $249k 778.00 320.61
Eli Lilly & Co. (LLY) 0.1 $247k 269.00 919.77
Bank of New York Mellon Corporation (BK) 0.1 $244k 2.1k 118.63
International Business Machines (IBM) 0.1 $242k 999.00 242.39
McKesson Corporation (MCK) 0.1 $238k 275.00 865.36
Air Products & Chemicals (APD) 0.1 $236k 813.00 290.45
Autodesk (ADSK) 0.1 $234k 976.00 239.40
Becton, Dickinson and (BDX) 0.1 $230k 1.5k 157.23
Check Point Software Tech Lt Ord (CHKP) 0.1 $225k 1.6k 142.85
Medtronic SHS (MDT) 0.1 $225k 2.6k 86.65
Wal-Mart Stores (WMT) 0.1 $224k 1.8k 124.29
Etf Ser Solutions Defiance Quantum (QTUM) 0.1 $223k 2.1k 107.30
Schwab Strategic Tr Fundamental Us S (FNDA) 0.1 $221k 6.8k 32.43
Omni (OMC) 0.1 $215k 2.9k 75.31
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $208k 1.7k 124.35
Unilever Spon Adr New (UL) 0.1 $204k 3.6k 56.97