Independence Wealth Advisors, LLC
- SEC CIK
- 0002001765
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 9, 2026. Long positions only.
- Positions
- 83
- No filing for Q3 2025
- Portfolio value
- $177.8M
- No filing for Q3 2025
Independence Wealth Advisors, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 890,051 | $24.3M | 13.6% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 138,203 | $19.9M | 11.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 23,807 | $9.43M | 5.3% | – | – | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 112,084 | $8.99M | 5.1% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 71,137 | $8.49M | 4.8% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 52,091 | $8.06M | 4.5% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 242,464 | $6.99M | 3.9% | – | – | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 249,946 | $6.62M | 3.7% | – | – | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 102,789 | $5.40M | 3.0% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 64,017 | $4.97M | 2.8% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 85,943 | $4.71M | 2.6% | – | – | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 223,184 | $4.36M | 2.5% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 78,274 | $4.28M | 2.4% | – | – | – |
| Neos ETF Trust78433H675 | NASDAQ 100 HIGH | 73,123 | $3.94M | 2.2% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 15,254 | $3.75M | 2.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 32,821 | $3.15M | 1.8% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 26,093 | $3.07M | 1.7% | – | – | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 97,297 | $2.85M | 1.6% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 16,220 | $2.52M | 1.4% | – | – | – |
| Neos ETF Trust78433H634 | RUSS 2000 HI ETF | 44,149 | $2.15M | 1.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 6,656 | $2.08M | 1.2% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,286 | $2.02M | 1.1% | – | – | – |
| AAPLApple Inc. | Stock | 6,945 | $1.89M | 1.1% | – | – | History |
| MSFTMicrosoft Corp | Stock | 3,838 | $1.86M | 1.0% | – | – | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 20,056 | $1.62M | 0.9% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,005 | $1.37M | 0.8% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,935 | $1.28M | 0.7% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,092 | $1.24M | 0.7% | – | – | History |
| VVisa Inc. | Stock | 3,463 | $1.21M | 0.7% | – | – | History |
| AMZNAmazon Com Inc | Stock | 5,099 | $1.18M | 0.7% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 25,779 | $1.15M | 0.6% | – | – | – |
| MAMastercard Inc | Stock | 1,990 | $1.14M | 0.6% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 189 | $1.01M | 0.6% | – | – | History |
| GOOGAlphabet Inc. | Stock | 2,971 | $932.4K | 0.5% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 8,611 | $860.3K | 0.5% | – | – | History |
| IQVIQVIA Holdings Inc. | Stock | 3,733 | $841.5K | 0.5% | – | – | History |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 18,463 | $837.3K | 0.5% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 9,137 | $796.4K | 0.4% | – | – | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 6,796 | $782.2K | 0.4% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 16,730 | $714.2K | 0.4% | – | – | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 16,181 | $652.9K | 0.4% | – | – | – |
| ETF Opportunities Trust26923N744 | REX FANG & INNOV | 13,906 | $633.4K | 0.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 904 | $619.2K | 0.3% | – | – | – |
| CORCencora, Inc. | Stock | 1,793 | $605.5K | 0.3% | – | – | History |
| ETF Opportunities Trust26923N538 | ETP | 14,764 | $591.3K | 0.3% | – | – | – |
| AMATApplied Materials Inc | Stock | 2,097 | $538.9K | 0.3% | – | – | History |
| DISWalt Disney Co | Stock | 4,502 | $512.2K | 0.3% | – | – | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 5,407 | $507.7K | 0.3% | – | – | – |
| ELVElevance Health, Inc. | Stock | 1,348 | $472.7K | 0.3% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 922 | $449.9K | 0.3% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 2,677 | $429.4K | 0.2% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 1,294 | $417.0K | 0.2% | – | – | History |
| CRMSalesforce, Inc. | Stock | 1,417 | $375.5K | 0.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 742 | $373.0K | 0.2% | – | – | History |
| QCOMQualcomm Inc | Stock | 2,060 | $352.4K | 0.2% | – | – | History |
| SBUXStarbucks Corp | Stock | 4,179 | $351.9K | 0.2% | – | – | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,143 | $343.1K | 0.2% | – | – | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,715 | $318.2K | 0.2% | – | – | History |
| ADSKAutodesk, Inc. | COM | 1,052 | $311.4K | 0.2% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 630 | $298.2K | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 2,073 | $297.1K | 0.2% | – | – | History |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 9,257 | $296.7K | 0.2% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 999 | $295.9K | 0.2% | – | – | History |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 10,800 | $293.9K | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 269 | $289.1K | 0.2% | – | – | History |
| AVGOBroadcom Inc. | Stock | 818 | $283.1K | 0.2% | – | – | History |
| ORCLOracle Corp | Stock | 1,444 | $281.4K | 0.2% | – | – | History |
| WFCWells Fargo & Company | Stock | 3,014 | $280.9K | 0.2% | – | – | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 4,637 | $279.0K | 0.2% | – | – | – |
| ADBEAdobe Inc. | Stock | 794 | $277.9K | 0.2% | – | – | History |
| ETF Opportunities Trust26923N439 | ETP | 8,081 | $272.1K | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,237 | $256.0K | 0.1% | – | – | History |
| SHWSherwin Williams Co | COM | 778 | $252.1K | 0.1% | – | – | History |
| KMXCarMax Inc | COM | 6,520 | $251.9K | 0.1% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,319 | $251.9K | 0.1% | – | – | – |
| NVSNovartis AG | ADR | 1,738 | $239.6K | 0.1% | – | – | History |
| ABNBAirbnb, Inc. | Stock | 1,739 | $236.0K | 0.1% | – | – | History |
| Defiance Quantum ETF26922A420 | ETF | 2,075 | $227.5K | 0.1% | – | – | – |
| APDAir Products & Chemicals, Inc. | Stock | 896 | $221.2K | 0.1% | – | – | History |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 6,800 | $214.3K | 0.1% | – | – | – |
| DEODiageo PLC | SPON ADR NEW | 2,449 | $211.3K | 0.1% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,672 | $201.0K | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 1,803 | $200.9K | 0.1% | – | – | History |