Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Independence Wealth Advisors »

Apple shares owned by Independence Wealth Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Independence Wealth Advisors from 13F filings

Historical chart of Independence Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Independence Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Apple by Independence Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$1.9M	6.9k	271.86

More positions owned by Independence Wealth Advisors

Simplify Exchange Traded Fun Managed Futures (CTA)

Select Sector Spdr Tr State Street Tec (XLK)

Spdr Gold Tr Gold Shs (GLD)

Spdr Series Trust State Street Spd (SPLG)

Select Sector Spdr Tr State Street Con (XLY)

Select Sector Spdr Tr State Street Hea (XLV)

Spdr Series Trust State Street Spd (SPTI)

Spdr Series Trust State Street Spd (SPTL)

Neos Etf Trust Neos S&p 500 Hi (SPYI)

Select Sector Spdr Tr State Street Con (XLP)

Select Sector Spdr Tr State Street Fin (XLF)

Abrdn Etfs Bbrg All Comd K1 (BCI)

Ishares Tr Msci Emg Mkt Etf (EEM)

Neos Etf Trust Nasdaq 100 High (QQQI)

Ishares Tr Russell 2000 Etf (IWM)

View all positions for Independence Wealth Advisors

Top funds holding Apple

State Street Corporation

Geode Capital Management

Berkshire Hathaway

Jpmorgan Chase & Co

Legal & General Group

Goldman Sachs Group

Ubs Global Asset Management Americas

Charles Schwab Investment Management

Bank of New York Mellon

Susquehanna International

Wellington Management Company

View all funds holding Apple

© 2026 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z