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Livermore
Livermore
ZHEN

Independence Wealth Advisors, LLC

SEC CIK
0002001765
Latest filing
Aug 14, 2026

The latest 13F from Independence Wealth Advisors, LLC covers Q2 2026 (filed Aug 14, 2026): 85 long positions worth $199.3M. The top 10 holdings make up 60.3% of the portfolio, and the largest is State Street Technology Select Sector SPDR ETF at 12.9%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
6
Est. +$8.61M
Added
49
Est. +$35.7M
Reduced
26
Est. −$37.3M
Sold out
11
Est. −$5.83M

Top 5 holdings

Share of this quarter's portfolio value

  1. State Street Technology Select Sector SPDR ETF81369Y803
    12.9%$25.6M
  2. Simplify Exchange Traded Fun82889N699
    12.7%$25.3M
  3. SPDR Series Trust78468R101
    5.9%$11.8M
  4. State Street Financial Select Sector SPDR ETF81369Y605
    5.3%$10.6M
  5. State Street SPDR Portfolio S&P 500 ETF78464A854
    5.0%$9.97M

Biggest buys

New and added positions, by estimated amount bought

  1. SPDR Series Trust78464A664
    +$7.34MNew
  2. State Street SPDR Portfolio S&P 500 ETF78464A854
    +$7.27MAdded
  3. State Street Financial Select Sector SPDR ETF81369Y605
    +$4.97MAdded
  4. Invesco QQQ Trust Series I46090E103
    +$4.82MAdded
  5. State Street Health Care Select Sector SPDR ETF81369Y209
    +$4.73MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    +3.75 pp1.3% → 5.0%
  2. SPDR Series Trust78464A664
    +3.68 pp0.0% → 3.7%
  3. State Street Financial Select Sector SPDR ETF81369Y605
    +2.56 pp2.8% → 5.3%
  4. Invesco QQQ Trust Series I46090E103
    +2.49 pp0.4% → 2.9%
  5. State Street Health Care Select Sector SPDR ETF81369Y209
    +2.40 pp1.8% → 4.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. SPDR Series Trust78468R101
    −$21.7MReduced
  2. State Street Consumer Discretionary Select Sector SPDR ETF81369Y407
    −$5.04MReduced
  3. State Street Consumer Staples Select Sector SPDR ETF81369Y308
    −$3.33MReduced
  4. GLDSPDR Gold Trust
    −$2.67MReducedHistory
  5. State Street Technology Select Sector SPDR ETF81369Y803
    −$2.61MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. SPDR Series Trust78468R101
    −12.02 pp17.9% → 5.9%
  2. State Street Consumer Discretionary Select Sector SPDR ETF81369Y407
    −2.47 pp4.5% → 2.0%
  3. GLDSPDR Gold Trust
    −2.04 pp3.6% → 1.6%History
  4. State Street Consumer Staples Select Sector SPDR ETF81369Y308
    −1.79 pp2.6% → 0.8%
  5. GOOGLAlphabet Inc.
    −0.90 pp0.9% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$199.3M
+$11.7M (+6.2%) vs. prior quarter
Positions
85
−5 vs. prior quarter
Top 10 concentration
60.3%
Top 10 as share of value
Turnover
22.3%
Q2 2026, one quarter
Average holding period
2.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.

13F filings by quarter

3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $199.3M (Q2 2026)

Q4 2025: $177.8MQ1 2026: $187.6MQ2 2026: $199.3M
Q4 2025Q2 2026
13F filings of Independence Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202685$199.3MState Street Technology Select Sector SPDR ETFSimplify Exchange Traded FunSPDR Series Trustvs. Q1 2026SEC
Q1 2026Apr 20, 202690$187.6MSPDR Series TrustSimplify Exchange Traded FunState Street Technology Select Sector SPDR ETFvs. Q4 2025SEC
Q4 2025Jan 9, 202683$177.8MSimplify Exchange Traded FunState Street Technology Select Sector SPDR ETFGLD–SEC