Independence Wealth Advisors, LLC — 13F Holdings & Portfolio
CIK 2001765 · latest 13F-HR filed 2026-08-14
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 and exited 11; 53 existing positions rose in reported value and 14 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 60.3%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 18, 2025.
MCLEAN, VA 22101
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| DUFFY, KATHLEEN, ELIZABETH Control | PRESIDENT & CHIEF COMPLIANCE OFFICER since Jan 2007 | 75% or more | Individual |
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
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%
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%
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
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
Independence Wealth Advisors, LLC Holdings (2026-06-30)
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 |
| 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 |
INDEPENDENCE, OH 44131