Independence Wealth Advisors

Independence Wealth Advisors as of June 30, 2026

Portfolio Holdings for Independence Wealth Advisors

Independence Wealth Advisors holds 85 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Select Sector Spdr Tr St Str Techn Etf (XLK) 12.9 $26M 135k 190.47
Simplify Exchange Traded Fun Managed Futures (CTA) 12.7 $25M 974k 25.94
Spdr Series Trust St Sho Treas Etf (SPTS) 5.9 $12M 406k 29.01
Select Sector Spdr Tr St Str Finl Etf (XLF) 5.3 $11M 198k 53.61
Spdr Series Trust St Str P500etf (SPYM) 5.0 $10M 114k 87.88
Abrdn Etfs Bbrg All Comd K1 (BCI) 4.6 $9.2M 413k 22.34
Select Sector Spdr Tr St Str Care Etf (XLV) 4.2 $8.5M 53k 158.65
Spdr Series Trust St Lon Treas Etf (SPTL) 3.7 $7.3M 280k 26.23
Neos Etf Trust Neos S&p 500 Hi (SPYI) 3.0 $6.1M 114k 53.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.9 $5.7M 7.8k 735.22
Neos Etf Trust Nasdaq 100 High (QQQI) 2.7 $5.4M 94k 56.79
Ishares Tr Msci Emg Mkt Etf (EEM) 2.4 $4.8M 70k 68.41
Ishares Tr Russell 2000 Etf (IWM) 2.1 $4.2M 14k 300.13
Select Sector Spdr Tr St Str Energ Etf (XLE) 2.0 $4.1M 77k 53.12
Select Sector Spdr Tr St Str Discr Etf (XLY) 2.0 $3.9M 34k 117.27
Select Sector Spdr Tr St Str Svc Etf (XLC) 1.7 $3.4M 31k 107.13
Ishares Tr Msci Eafe Etf (EFA) 1.7 $3.4M 32k 103.88
Spdr Gold Tr Gold Shs (GLD) 1.6 $3.2M 8.6k 368.63
Neos Etf Trust Russ 2000 Hi Etf (IWMI) 1.5 $2.9M 55k 53.52
Select Sector Spdr Tr St Str Indl Etf (XLI) 1.4 $2.8M 15k 185.21
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.0 $2.1M 2.8k 746.49
Apple (AAPL) 1.0 $2.0M 7.0k 289.36
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.8 $1.7M 3.5k 477.57
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.8 $1.6M 20k 83.07
Microsoft Corporation (MSFT) 0.8 $1.6M 4.4k 372.99
Applied Materials (AMAT) 0.7 $1.4M 2.0k 723.04
Visa Com Cl A (V) 0.7 $1.4M 4.0k 343.07
Amazon (AMZN) 0.6 $1.3M 5.3k 238.34
Ishares Msci Japan Etf (EWJ) 0.6 $1.3M 13k 93.27
Meta Platforms Cl A (META) 0.6 $1.2M 2.2k 563.21
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.6 $1.2M 11k 117.09
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $1.2M 14k 86.42
Booking Holdings (BKNG) 0.6 $1.2M 6.5k 178.23
Ishares Tr U.s. Real Es Etf (IYR) 0.5 $1.1M 11k 102.25
Mastercard Incorporated Cl A (MA) 0.5 $933k 1.8k 513.69
Charles Schwab Corporation (SCHW) 0.5 $916k 9.9k 92.27
Select Sector Spdr Tr St Str Mater Etf (XLB) 0.4 $805k 16k 50.83
Philip Morris International (PM) 0.4 $788k 4.4k 180.91
Select Sector Spdr Tr St Str Util Etf (XLU) 0.4 $785k 17k 45.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $784k 1.6k 500.39
JPMorgan Chase & Co. (JPM) 0.3 $666k 2.0k 327.33
Etf Opportunities Trust Rex Fa In Eq Etf (FEPI) 0.3 $657k 15k 43.12
Select Sector Spdr Tr St Str Real Etf (XLRE) 0.3 $627k 14k 44.03
Etf Opportunities Trust Rex Ai Equit Etf (AIPI) 0.3 $613k 17k 37.18
Iqvia Holdings (IQV) 0.3 $585k 3.0k 193.22
Anthem (ELV) 0.3 $574k 1.5k 386.73
Ishares Tr Core S&p500 Etf (IVV) 0.3 $521k 696.00 748.89
AmerisourceBergen (COR) 0.2 $483k 1.7k 283.06
Vanguard Index Fds Growth Etf (VUG) 0.2 $471k 5.5k 86.14
Analog Devices (ADI) 0.2 $439k 1.1k 397.17
Wells Fargo & Company (WFC) 0.2 $423k 5.1k 82.63
Novartis Sponsored Adr (NVS) 0.2 $420k 2.7k 156.72
General Dynamics Corporation (GD) 0.2 $379k 1.1k 354.24
ConocoPhillips (COP) 0.2 $359k 3.5k 103.96
Walt Disney Company (DIS) 0.2 $355k 3.7k 96.25
Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $345k 11k 31.10
Intel Corporation (INTC) 0.2 $341k 2.4k 139.66
Exxon Mobil Corporation (XOM) 0.2 $337k 2.5k 136.70
Johnson & Johnson (JNJ) 0.2 $325k 1.3k 253.93
Eli Lilly & Co. (LLY) 0.2 $323k 269.00 1199.43
Etf Ser Solutions Defia Quant Etf (QTUM) 0.2 $318k 1.9k 165.38
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $313k 2.5k 124.17
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.2 $311k 9.3k 33.54
Etf Opportunities Trust Rex Cryp Equ Etf (CEPI) 0.2 $310k 9.1k 33.88
Procter & Gamble Company (PG) 0.2 $300k 2.0k 146.60
Becton, Dickinson and (BDX) 0.1 $298k 2.0k 151.33
Medtronic SHS (MDT) 0.1 $292k 3.7k 78.23
Intercontinental Exchange (ICE) 0.1 $289k 2.3k 123.11
Oracle Corporation (ORCL) 0.1 $288k 2.0k 146.55
Vanguard Index Fds Value Etf (VTV) 0.1 $282k 1.3k 217.93
International Business Machines (IBM) 0.1 $281k 999.00 281.21
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $280k 3.4k 82.11
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $272k 4.4k 62.20
Spdr Series Trust St Inter Etf (SPTI) 0.1 $264k 9.3k 28.39
Schwab Strategic Tr Fundamental Us S (FNDA) 0.1 $262k 6.9k 38.06
Comcast Corp Cl A (CMCSA) 0.1 $260k 11k 24.55
Unilever Spon Adr New (UL) 0.1 $255k 4.2k 60.12
Qualcomm (QCOM) 0.1 $251k 1.4k 184.84
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $248k 1.7k 148.27
Omni (OMC) 0.1 $244k 3.3k 72.83
McKesson Corporation (MCK) 0.1 $237k 314.00 755.60
Global X Fds Artificial Etf (AIQ) 0.1 $226k 3.4k 65.61
Air Products & Chemicals (APD) 0.1 $219k 748.00 293.09
Airbnb Com Cl A (ABNB) 0.1 $210k 1.5k 143.10
Elevation Series Trust Trueshs Tech Ai (LRNZ) 0.1 $205k 3.2k 64.53