Top Institutional Investors

Independence Wealth Advisors, LLC — 13F Holdings & Portfolio

CIK 2001765 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Independence Wealth Advisors, LLC manages $199.3M in 13F-reported U.S. long-equity assets across 85 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are XLK (12.86%), CTA (12.67%), SPTS (5.90%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 11, added to 53, and trimmed 14.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
6100 OAK TREE BLVD SUITE 130
INDEPENDENCE, OH 44131
Phone
(216) 268-3888
Filing Manager
Independence Wealth Advisors, LLC
INDEPENDENCE, OH
Signatory
Ashley Celeste Kabalan
Chief Complaince Officer
Loading holdings…
AUM

$199.3M

Long-equity book

Holdings

85

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+6 / −11 / ↑53 / ↓14

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$7.6M +323.3%
  • SELECT SECTOR SPDR TR$5.9M +30.1%
  • SELECT SECTOR SPDR TR$5.4M +104.0%
  • INVESCO QQQ TR$5.0M +705.3%
  • SELECT SECTOR SPDR TR$5.0M +144.7%
Show all 53 →

Top Trims

  • SPDR SERIES TRUST-$21.9M -65.0%
  • SELECT SECTOR SPDR TR-$4.4M -52.8%
  • SPDR GOLD TR-$3.6M -53.4%
  • SIMPLIFY EXCHANGE TRADED FUN-$3.5M -12.1%
  • SELECT SECTOR SPDR TR-$3.3M -66.5%
Show all 14 →

New Positions

  • SPDR SERIES TRUST$7.3M
  • INTEL CORP$341.0K
  • INTERCONTINENTAL EXCHANGE IN$288.9K
  • GLOBAL X FDS$225.8K
  • AIRBNB INC$210.1K
Show all 6 →

Exited Positions

  • ALPHABET INC$1.7M
  • ALPHABET INC$1.1M
  • VANGUARD INTL EQUITY INDEX F$1.1M
  • STARBUCKS CORP$317.9K
  • BROADCOM INC$253.2K
Show all 11 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SELECT SECTOR SPDR TR XLK 81369Y803 $25.6M 12.86% 134,615 SH
2 SIMPLIFY EXCHANGE TRADED FUN CTA 82889N699 $25.3M 12.67% 973,762 SH
3 SPDR SERIES TRUST SPTS 78468R101 $11.8M 5.90% 405,465 SH
4 SELECT SECTOR SPDR TR XLF 81369Y605 $10.6M 5.33% 198,303 SH
5 SPDR SERIES TRUST SPYM 78464A854 $10.0M 5.00% 113,481 SH
6 ABRDN ETFS BCI 003261104 $9.2M 4.63% 413,098 SH
7 SELECT SECTOR SPDR TR XLV 81369Y209 $8.5M 4.25% 53,394 SH
8 SPDR SERIES TRUST SPTL 78464A664 $7.3M 3.68% 279,912 SH
9 NEOS ETF TRUST SPYI 78433H303 $6.1M 3.04% 114,083 SH
10 INVESCO QQQ TR QQQ 46090E103 $5.7M 2.87% 7,789 SH
11 NEOS ETF TRUST QQQI 78433H675 $5.4M 2.68% 94,227 SH
12 ISHARES TR EEM 464287234 $4.8M 2.40% 69,860 SH
13 ISHARES TR IWM 464287655 $4.2M 2.09% 13,886 SH
14 SELECT SECTOR SPDR TR XLE 81369Y506 $4.1M 2.04% 76,512 SH
15 SELECT SECTOR SPDR TR XLY 81369Y407 $3.9M 1.98% 33,650 SH
16 SELECT SECTOR SPDR TR XLC 81369Y852 $3.4M 1.69% 31,379 SH
17 ISHARES TR EFA 464287465 $3.4M 1.69% 32,350 SH
18 SPDR GOLD TR GLD 78463V107 $3.2M 1.59% 8,624 SH
19 NEOS ETF TRUST IWMI 78433H634 $2.9M 1.47% 54,710 SH
20 SELECT SECTOR SPDR TR XLI 81369Y704 $2.8M 1.42% 15,281 SH
21 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.1M 1.05% 2,799 SH
22 APPLE INC AAPL 037833100 $2.0M 1.01% 6,986 SH
23 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $1.7M 0.83% 3,464 SH
24 SELECT SECTOR SPDR TR XLP 81369Y308 $1.6M 0.83% 19,843 SH
25 MICROSOFT CORP MSFT 594918104 $1.6M 0.82% 4,360 SH
26 APPLIED MATLS INC AMAT 038222105 $1.4M 0.71% 1,970 SH
27 VISA INC V 92826C839 $1.4M 0.68% 3,968 SH
28 AMAZON COM INC AMZN 023135106 $1.3M 0.64% 5,334 SH
29 ISHARES INC EWJ 46434G822 $1.3M 0.63% 13,446 SH
30 META PLATFORMS INC META 30303M102 $1.2M 0.63% 2,219 SH
31 EA SERIES TRUST BOXX 02072L565 $1.2M 0.62% 10,505 SH
32 ISHARES TR TLT 464287432 $1.2M 0.61% 14,135 SH
33 BOOKING HOLDINGS INC BKNG 09857L108 $1.2M 0.58% 6,496 SH
34 ISHARES TR IYR 464287739 $1.1M 0.54% 10,601 SH
35 MASTERCARD INCORPORATED MA 57636Q104 $932.9K 0.47% 1,816 SH
36 SCHWAB CHARLES CORP SCHW 808513105 $915.9K 0.46% 9,927 SH
37 SELECT SECTOR SPDR TR XLB 81369Y100 $805.3K 0.40% 15,843 SH
38 PHILIP MORRIS INTL INC PM 718172109 $787.7K 0.40% 4,354 SH
39 SELECT SECTOR SPDR TR XLU 81369Y886 $784.8K 0.39% 17,308 SH
40 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $783.6K 0.39% 1,566 SH
41 JPMORGAN CHASE & CO JPM 46625H100 $666.4K 0.33% 2,036 SH
42 ETF OPPORTUNITIES TRUST FEPI 26923N744 $657.0K 0.33% 15,236 SH
43 SELECT SECTOR SPDR TR XLRE 81369Y860 $627.1K 0.31% 14,244 SH
44 ETF OPPORTUNITIES TRUST AIPI 26923N538 $613.2K 0.31% 16,493 SH
45 IQVIA HLDGS INC IQV 46266C105 $584.5K 0.29% 3,025 SH
46 ELEVANCE HEALTH INC FORMERLY ELV 036752103 $574.3K 0.29% 1,485 SH
47 ISHARES TR IVV 464287200 $521.2K 0.26% 696 SH
48 CENCORA INC COR 03073E105 $482.6K 0.24% 1,705 SH
49 VANGUARD INDEX FDS VUG 922908736 $471.0K 0.24% 5,468 SH
50 ANALOG DEVICES INC ADI 032654105 $439.3K 0.22% 1,106 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $199.3M 85 0002085853-26-001015
2026-03-31 2026-04-20 $187.6M 90 0002085853-26-000421
2025-12-31 2026-01-09 $177.8M 83 0002085853-26-000025