Independence Wealth Advisors, LLC
- SEC CIK
- 0002001765
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 20, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 90
- +7 vs. Q4 2025
- Portfolio value
- $187.6M
- +$9.83M (+5.5%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 1,151,974 | $33.6M | 17.9% | +1,054,677+1,084.0% | Added | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 951,474 | $28.8M | 15.3% | +61,423+6.9% | Added | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 148,307 | $19.7M | 10.5% | +10,104+7.3% | Added | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 76,651 | $8.35M | 4.5% | +5,514+7.8% | Added | – |
| GLDSPDR Gold Trust | ETF | 15,855 | $6.82M | 3.6% | −7,952−33.4% | Reduced | History |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 106,485 | $5.26M | 2.8% | +3,696+3.6% | Added | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 105,528 | $5.21M | 2.8% | +19,585+22.8% | Added | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 204,596 | $4.97M | 2.6% | −18,588−8.3% | Reduced | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 59,980 | $4.92M | 2.6% | −4,037−6.3% | Reduced | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 70,349 | $4.31M | 2.3% | +44,570+172.9% | Added | – |
| Neos ETF Trust78433H675 | NASDAQ 100 HIGH | 85,652 | $4.26M | 2.3% | +12,529+17.1% | Added | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 23,609 | $3.46M | 1.8% | −28,482−54.7% | Reduced | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 29,642 | $3.29M | 1.8% | +3,549+13.6% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 12,443 | $3.09M | 1.6% | −2,811−18.4% | Reduced | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 16,417 | $2.66M | 1.4% | +197+1.2% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 30,780 | $2.36M | 1.3% | −81,304−72.5% | Reduced | – |
| Neos ETF Trust78433H634 | RUSS 2000 HI ETF | 47,753 | $2.26M | 1.2% | +3,604+8.2% | Added | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 31,093 | $1.77M | 0.9% | −47,181−60.3% | Reduced | – |
| AAPLApple Inc. | Stock | 6,945 | $1.76M | 0.9% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 5,897 | $1.70M | 0.9% | −759−11.4% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 17,332 | $1.68M | 0.9% | −15,489−47.2% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,557 | $1.66M | 0.9% | +552+27.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 4,251 | $1.57M | 0.8% | +413+10.8% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,842 | $1.30M | 0.7% | −250−6.1% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 2,154 | $1.23M | 0.7% | +219+11.3% | Added | History |
| SPDR Series Trust78464A672 | ST INTER ETF | 42,019 | $1.20M | 0.6% | −200,445−82.7% | Reduced | – |
| VVisa Inc. | Stock | 3,978 | $1.20M | 0.6% | +515+14.9% | Added | History |
| AMZNAmazon Com Inc | Stock | 5,415 | $1.13M | 0.6% | +316+6.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 3,741 | $1.07M | 0.6% | +770+25.9% | Added | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 12,864 | $1.06M | 0.6% | +12,864 | New | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 12,391 | $1.05M | 0.6% | −7,665−38.2% | Reduced | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 11,993 | $1.04M | 0.6% | +2,856+31.3% | Added | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 8,918 | $1.04M | 0.6% | +2,122+31.2% | Added | – |
| BKNGBooking Holdings Inc. | Stock | 239 | $1.01M | 0.5% | +50+26.5% | Added | History |
| MAMastercard Inc | Stock | 1,925 | $961.6K | 0.5% | −65−3.3% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 9,865 | $927.1K | 0.5% | +1,254+14.6% | Added | History |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 16,092 | $804.1K | 0.4% | −2,371−12.8% | Reduced | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 17,087 | $784.1K | 0.4% | +357+2.1% | Added | – |
| AMATApplied Materials Inc | Stock | 2,176 | $743.8K | 0.4% | +79+3.8% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,232 | $711.1K | 0.4% | −2,054−62.5% | Reduced | – |
| PMPhilip Morris International Inc. | Stock | 4,101 | $678.1K | 0.4% | +1,424+53.2% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,364 | $653.6K | 0.3% | +622+83.8% | Added | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 14,572 | $595.0K | 0.3% | −1,609−9.9% | Reduced | – |
| IQVIQVIA Holdings Inc. | Stock | 3,462 | $590.4K | 0.3% | −271−7.3% | Reduced | History |
| ETF Opportunities Trust26923N744 | REX FANG & INNOV | 14,721 | $584.0K | 0.3% | +815+5.9% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 1,852 | $544.8K | 0.3% | +558+43.1% | Added | History |
| CORCencora, Inc. | Stock | 1,722 | $540.9K | 0.3% | −71−4.0% | Reduced | History |
| ETF Opportunities Trust26923N538 | ETP | 15,869 | $533.8K | 0.3% | +1,105+7.5% | Added | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 5,600 | $529.5K | 0.3% | +193+3.6% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 696 | $454.6K | 0.2% | −208−23.0% | Reduced | – |
| ELVElevance Health, Inc. | Stock | 1,495 | $437.6K | 0.2% | +147+10.9% | Added | History |
| DISWalt Disney Co | Stock | 4,213 | $406.1K | 0.2% | −289−6.4% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 922 | $402.9K | 0.2% | 00.0% | Unchanged | – |
| COPConocoPhillips | Stock | 2,969 | $391.9K | 0.2% | +2,969 | New | History |
| NVSNovartis AG | ADR | 2,423 | $370.1K | 0.2% | +685+39.4% | Added | History |
| WFCWells Fargo & Company | Stock | 4,543 | $361.6K | 0.2% | +1,529+50.7% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 2,128 | $361.0K | 0.2% | +2,128 | New | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,092 | $337.9K | 0.2% | −51−1.2% | Reduced | – |
| GDGeneral Dynamics Corp | Stock | 930 | $319.2K | 0.2% | +930 | New | History |
| SBUXStarbucks Corp | Stock | 3,548 | $317.9K | 0.2% | −631−15.1% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 966 | $307.3K | 0.2% | +966 | New | History |
| JNJJohnson & Johnson | Stock | 1,237 | $302.4K | 0.2% | 00.0% | Unchanged | History |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 10,800 | $300.8K | 0.2% | 00.0% | Unchanged | – |
| PGProcter & Gamble Co | Stock | 2,073 | $299.5K | 0.2% | 00.0% | Unchanged | History |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 9,257 | $291.6K | 0.2% | 00.0% | Unchanged | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 4,637 | $290.1K | 0.2% | 00.0% | Unchanged | – |
| ORCLOracle Corp | Stock | 1,847 | $271.7K | 0.1% | +403+27.9% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 630 | $268.6K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,319 | $258.8K | 0.1% | 00.0% | Unchanged | – |
| QCOMQualcomm Inc | Stock | 1,967 | $253.4K | 0.1% | −93−4.5% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 818 | $253.2K | 0.1% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 1,356 | $253.0K | 0.1% | −61−4.3% | Reduced | History |
| CMCSAComcast Corp | Stock | 8,806 | $252.8K | 0.1% | +8,806 | New | History |
| ETF Opportunities Trust26923N439 | ETP | 8,796 | $250.5K | 0.1% | +715+8.8% | Added | – |
| SHWSherwin Williams Co | COM | 778 | $249.4K | 0.1% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 269 | $247.4K | 0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 2,059 | $244.3K | 0.1% | +2,059 | New | History |
| IBMInternational Business Machines Corp | Stock | 999 | $242.1K | 0.1% | 00.0% | Unchanged | History |
| MCKMcKesson Corp | Stock | 275 | $238.0K | 0.1% | +275 | New | History |
| APDAir Products & Chemicals, Inc. | Stock | 813 | $236.1K | 0.1% | −83−9.3% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 976 | $233.7K | 0.1% | −76−7.2% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 1,463 | $230.0K | 0.1% | +1,463 | New | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,577 | $225.3K | 0.1% | −138−8.0% | Reduced | History |
| MDTMedtronic plc | Stock | 2,591 | $224.5K | 0.1% | +2,591 | New | History |
| WMTWalmart Inc. | Stock | 1,803 | $224.1K | 0.1% | 00.0% | Unchanged | History |
| Defiance Quantum ETF26922A420 | ETF | 2,075 | $222.6K | 0.1% | 00.0% | Unchanged | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 6,800 | $220.5K | 0.1% | 00.0% | Unchanged | – |
| OMCOmnicom Group Inc. | COM | 2,858 | $215.2K | 0.1% | +2,858 | New | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,672 | $207.9K | 0.1% | 00.0% | Unchanged | – |
| ULUnilever PLC | SPON ADR NEW | 3,574 | $203.6K | 0.1% | +3,574 | New | History |
Sold out since Q4 2025 (5)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 249,946 | $6.62M | 3.7% | – |
| ADBEAdobe Inc. | Stock | 794 | $277.9K | 0.2% | History |
| KMXCarMax Inc | COM | 6,520 | $251.9K | 0.1% | History |
| ABNBAirbnb, Inc. | Stock | 1,739 | $236.0K | 0.1% | History |
| DEODiageo PLC | SPON ADR NEW | 2,449 | $211.3K | 0.1% | History |