Independence Wealth Advisors, LLC

Est. AUM

$187.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$33.6M	1151974	17.92%	SOLE
2	SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$28.8M	951474	15.33%	SOLE
3	SELECT SECTOR SPDR TR	STATE STREET TEC	$19.7M	148307	10.51%	SOLE
4	SELECT SECTOR SPDR TR	STATE STREET CON	$8.4M	76651	4.45%	SOLE
5	SPDR GOLD TR	GOLD SHS	$6.8M	15855	3.64%	SOLE
6	NEOS ETF TRUST	NEOS S&P 500 HI	$5.3M	106485	2.80%	SOLE
7	SELECT SECTOR SPDR TR	STATE STREET FIN	$5.2M	105528	2.78%	SOLE
8	ABRDN ETFS	BBRG ALL COMD K1	$5.0M	204596	2.65%	SOLE
9	SELECT SECTOR SPDR TR	STATE STREET CON	$4.9M	59980	2.62%	SOLE
10	SELECT SECTOR SPDR TR	STATE STREET ENE	$4.3M	70349	2.30%	SOLE
11	NEOS ETF TRUST	NASDAQ 100 HIGH	$4.3M	85652	2.27%	SOLE
12	SELECT SECTOR SPDR TR	STATE STREET HEA	$3.5M	23609	1.84%	SOLE
13	SELECT SECTOR SPDR TR	STATE STREET COM	$3.3M	29642	1.75%	SOLE
14	ISHARES TR	RUSSELL 2000 ETF	$3.1M	12443	1.64%	SOLE
15	SELECT SECTOR SPDR TR	STATE STREET IND	$2.7M	16417	1.42%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$2.4M	30780	1.26%	SOLE
17	NEOS ETF TRUST	RUSSELL 2000 HIG	$2.3M	47753	1.21%	SOLE
18	ISHARES TR	MSCI EMG MKT ETF	$1.8M	31093	0.94%	SOLE
19	APPLE INC	COM	$1.8M	6945	0.94%	SOLE
20	ALPHABET INC	CAP STK CL A	$1.7M	5897	0.90%	SOLE
21	ISHARES TR	MSCI EAFE ETF	$1.7M	17332	0.90%	SOLE
22	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.7M	2557	0.89%	SOLE
23	MICROSOFT CORP	COM	$1.6M	4251	0.84%	SOLE
24	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.3M	3842	0.69%	SOLE
25	META PLATFORMS INC	CL A	$1.2M	2154	0.66%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	42019	0.64%	SOLE
27	VISA INC	COM CL A	$1.2M	3978	0.64%	SOLE
28	AMAZON COM INC	COM	$1.1M	5415	0.60%	SOLE
29	ALPHABET INC	CAP STK CL C	$1.1M	3741	0.57%	SOLE
30	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$1.1M	12864	0.56%	SOLE
31	ISHARES INC	MSCI JAPAN ETF	$1.0M	12391	0.56%	SOLE
32	ISHARES TR	20 YR TR BD ETF	$1.0M	11993	0.55%	SOLE
33	EA SERIES TRUST	ALPHA ARCH 1-3	$1.0M	8918	0.55%	SOLE
34	BOOKING HOLDINGS INC	COM	$1.0M	239	0.54%	SOLE
35	MASTERCARD INCORPORATED	CL A	$962K	1925	0.51%	SOLE
36	SCHWAB CHARLES CORP	COM	$927K	9865	0.49%	SOLE
37	SELECT SECTOR SPDR TR	STATE STREET MAT	$804K	16092	0.43%	SOLE
38	SELECT SECTOR SPDR TR	STATE STREET UTI	$784K	17087	0.42%	SOLE
39	APPLIED MATLS INC	COM	$744K	2176	0.40%	SOLE
40	INVESCO QQQ TR	UNIT SER 1	$711K	1232	0.38%	SOLE
41	PHILIP MORRIS INTL INC	COM	$678K	4101	0.36%	SOLE
42	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$654K	1364	0.35%	SOLE
43	SELECT SECTOR SPDR TR	STATE STREET REA	$595K	14572	0.32%	SOLE
44	IQVIA HLDGS INC	COM	$590K	3462	0.31%	SOLE
45	ETF OPPORTUNITIES TRUST	REX FANG & INNOV	$584K	14721	0.31%	SOLE
46	JPMORGAN CHASE & CO	COM	$545K	1852	0.29%	SOLE
47	CENCORA INC	COM	$541K	1722	0.29%	SOLE
48	ETF OPPORTUNITIES TRUST	REX AI EQUITY PR	$534K	15869	0.28%	SOLE
49	ISHARES TR	U.S. REAL ES ETF	$530K	5600	0.28%	SOLE
50	ISHARES TR	CORE S&P500 ETF	$455K	696	0.24%	SOLE

1–50 of 90

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.