Independence Wealth Advisors, LLC — 13F Holdings & Portfolio
CIK 2001765 · latest 13F-HR filed 2026-04-20
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.
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AUM
$187.6M
Long-equity book
Holdings
90
Distinct positions
Period
2026-03-31
Filed 2026-04-20
Q/Q Activity
+12 / −5 / ↑24 / ↓32
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR SERIES TRUST$30.8M +1079.9%
- SIMPLIFY EXCHANGE TRADED FUN$4.5M +18.5%
- SELECT SECTOR SPDR TR$3.2M +273.9%
- ABRDN ETFS$610.9K +14.0%
- SELECT SECTOR SPDR TR$502.8K +10.7%
Top Trims
- SPDR SERIES TRUST-$6.6M -73.8%
- SPDR SERIES TRUST-$5.8M -82.8%
- SELECT SECTOR SPDR TR-$4.6M -57.1%
- SPDR GOLD TR-$2.6M -27.7%
- ISHARES TR-$2.5M -58.8%
New Positions
- VANGUARD INTL EQUITY INDEX F$1.1M
- CONOCOPHILLIPS$391.9K
- EXXON MOBIL CORP$361.0K
- GENERAL DYNAMICS CORP$319.2K
- ANALOG DEVICES INC$307.3K
Exited Positions
- SPDR SERIES TRUST$6.6M
- ADOBE INC$277.9K
- CARMAX INC$251.9K
- AIRBNB INC$236.0K
- DIAGEO PLC$211.3K
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 | SPDR SERIES TRUST | SPTS | 78468R101 | $33.6M | 17.92% | 1,151,974 | SH |
| 2 | SIMPLIFY EXCHANGE TRADED FUN | CTA | 82889N699 | $28.8M | 15.33% | 951,474 | SH |
| 3 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $19.7M | 10.51% | 148,307 | SH |
| 4 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $8.4M | 4.45% | 76,651 | SH |
| 5 | SPDR GOLD TR | GLD | 78463V107 | $6.8M | 3.64% | 15,855 | SH |
| 6 | NEOS ETF TRUST | SPYI | 78433H303 | $5.3M | 2.80% | 106,485 | SH |
| 7 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $5.2M | 2.78% | 105,528 | SH |
| 8 | ABRDN ETFS | BCI | 003261104 | $5.0M | 2.65% | 204,596 | SH |
| 9 | SELECT SECTOR SPDR TR | XLP | 81369Y308 | $4.9M | 2.62% | 59,980 | SH |
| 10 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $4.3M | 2.30% | 70,349 | SH |
| 11 | NEOS ETF TRUST | QQQI | 78433H675 | $4.3M | 2.27% | 85,652 | SH |
| 12 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $3.5M | 1.84% | 23,609 | SH |
| 13 | SELECT SECTOR SPDR TR | XLC | 81369Y852 | $3.3M | 1.75% | 29,642 | SH |
| 14 | ISHARES TR | IWM | 464287655 | $3.1M | 1.64% | 12,443 | SH |
| 15 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $2.7M | 1.42% | 16,417 | SH |
| 16 | SPDR SERIES TRUST | SPYM | 78464A854 | $2.4M | 1.26% | 30,780 | SH |
| 17 | NEOS ETF TRUST | IWMI | 78433H634 | $2.3M | 1.21% | 47,753 | SH |
| 18 | ISHARES TR | EEM | 464287234 | $1.8M | 0.94% | 31,093 | SH |
| 19 | APPLE INC | AAPL | 037833100 | $1.8M | 0.94% | 6,945 | SH |
| 20 | ALPHABET INC | GOOGL | 02079K305 | $1.7M | 0.90% | 5,897 | SH |
| 21 | ISHARES TR | EFA | 464287465 | $1.7M | 0.90% | 17,332 | SH |
| 22 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.7M | 0.89% | 2,557 | SH |
| 23 | MICROSOFT CORP | MSFT | 594918104 | $1.6M | 0.84% | 4,251 | SH |
| 24 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $1.3M | 0.69% | 3,842 | SH |
| 25 | META PLATFORMS INC | META | 30303M102 | $1.2M | 0.66% | 2,154 | SH |
| 26 | SPDR SERIES TRUST | SPTI | 78464A672 | $1.2M | 0.64% | 42,019 | SH |
| 27 | VISA INC | V | 92826C839 | $1.2M | 0.64% | 3,978 | SH |
| 28 | AMAZON COM INC | AMZN | 023135106 | $1.1M | 0.60% | 5,415 | SH |
| 29 | ALPHABET INC | GOOG | 02079K107 | $1.1M | 0.57% | 3,741 | SH |
| 30 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $1.1M | 0.57% | 12,864 | SH |
| 31 | ISHARES INC | EWJ | 46434G822 | $1.0M | 0.56% | 12,391 | SH |
| 32 | ISHARES TR | TLT | 464287432 | $1.0M | 0.55% | 11,993 | SH |
| 33 | EA SERIES TRUST | BOXX | 02072L565 | $1.0M | 0.55% | 8,918 | SH |
| 34 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $1.0M | 0.54% | 239 | SH |
| 35 | MASTERCARD INCORPORATED | MA | 57636Q104 | $961.6K | 0.51% | 1,925 | SH |
| 36 | SCHWAB CHARLES CORP | SCHW | 808513105 | $927.1K | 0.49% | 9,865 | SH |
| 37 | SELECT SECTOR SPDR TR | XLB | 81369Y100 | $804.1K | 0.43% | 16,092 | SH |
| 38 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $784.1K | 0.42% | 17,087 | SH |
| 39 | APPLIED MATLS INC | AMAT | 038222105 | $743.8K | 0.40% | 2,176 | SH |
| 40 | INVESCO QQQ TR | QQQ | 46090E103 | $711.1K | 0.38% | 1,232 | SH |
| 41 | PHILIP MORRIS INTL INC | PM | 718172109 | $678.1K | 0.36% | 4,101 | SH |
| 42 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $653.6K | 0.35% | 1,364 | SH |
| 43 | SELECT SECTOR SPDR TR | XLRE | 81369Y860 | $595.0K | 0.32% | 14,572 | SH |
| 44 | IQVIA HLDGS INC | IQV | 46266C105 | $590.4K | 0.31% | 3,462 | SH |
| 45 | ETF OPPORTUNITIES TRUST | FEPI | 26923N744 | $584.0K | 0.31% | 14,721 | SH |
| 46 | JPMORGAN CHASE & CO | JPM | 46625H100 | $544.8K | 0.29% | 1,852 | SH |
| 47 | CENCORA INC | COR | 03073E105 | $540.9K | 0.29% | 1,722 | SH |
| 48 | ETF OPPORTUNITIES TRUST | AIPI | 26923N538 | $533.8K | 0.28% | 15,869 | SH |
| 49 | ISHARES TR | IYR | 464287739 | $529.5K | 0.28% | 5,600 | SH |
| 50 | ISHARES TR | IVV | 464287200 | $454.6K | 0.24% | 696 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-20 | $187.6M | 90 | 0002085853-26-000421 |
| 2025-12-31 | 2026-01-09 | $177.8M | 83 | 0002085853-26-000025 |