Independence Wealth Advisors, LLC
CIK: 0002001765Latest portfolio: $177.8M · Q4 2025
Holdings
83
Total Value
$177.8M
New Positions
83
Closed Positions
0
Top Holdings
View All 83 Holdings →| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CTASIMPLIFY EXCHANGE TRADED FUN | 890,051 | $24.3M | 13.65% | |
| 2 | XLKSELECT SECTOR SPDR TR | 138,203 | $19.9M | 11.19% | |
| 3 | GQ9SPDR GOLD TR | 23,807 | $9.4M | 5.31% | |
| 4 | SPYMSPDR SERIES TRUST | 112,084 | $9.0M | 5.06% | |
| 5 | XLYSELECT SECTOR SPDR TR | 71,137 | $8.5M | 4.78% | |
| 6 | XLVSELECT SECTOR SPDR TR | 52,091 | $8.1M | 4.54% | |
| 7 | SPTISPDR SERIES TRUST | 242,464 | $7.0M | 3.93% | |
| 8 | SPTLSPDR SERIES TRUST | 249,946 | $6.6M | 3.72% | |
| 9 | SPYINEOS ETF TRUST | 102,789 | $5.4M | 3.04% | |
| 10 | XLFISELECT SECTOR SPDR TR | 64,017 | $5.0M | 2.80% | |
| 11 | XLFSELECT SECTOR SPDR TR | 85,943 | $4.7M | 2.65% | |
| 12 | BCIABRDN ETFS | 223,184 | $4.4M | 2.45% | |
| 13 | EEMISHARES TR | 78,274 | $4.3M | 2.41% | |
| 14 | QQQINEOS ETF TRUST | 73,123 | $3.9M | 2.22% | |
| 15 | IWMISHARES TR | 15,254 | $3.8M | 2.11% | |
| 16 | EFAISHARES TR | 32,821 | $3.2M | 1.77% | |
| 17 | XLCSELECT SECTOR SPDR TR | 26,093 | $3.1M | 1.73% | |
| 18 | SPTSSPDR SERIES TRUST | 97,297 | $2.8M | 1.60% | |
| 19 | XLISELECT SECTOR SPDR TR | 16,220 | $2.5M | 1.41% | |
| 20 | IWMINEOS ETF TRUST | 44,149 | $2.1M | 1.21% | |
| 21 | GOOGLALPHABET INC | 6,656 | $2.1M | 1.17% | |
| 22 | NDQINVESCO QQQ TR | 3,286 | $2.0M | 1.14% | |
| 23 | AAPLAPPLE INC | 6,945 | $1.9M | 1.06% | |
| 24 | MSFTMICROSOFT CORP | 3,838 | $1.9M | 1.04% | |
| 25 | EWJISHARES INC | 20,056 | $1.6M | 0.91% |
Sector Breakdown
Financial Services0.0% ($2.426219897899185e+150T)
Technology0.0% ($1.8881856124353837e+29T)
Unknown0.0% ($943449722018429.4T)
Consumer Cyclical0.0% ($11761012605.4T)
Communication Services0.0% ($20831.3T)
Healthcare0.0% ($841.5T)
Consumer Defensive0.0% ($297.2B)
Basic Materials0.0% ($252.2M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 9, 2026 | $177.8M | 83 |
Fund Information
Independence Wealth Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $177.8M across 83 holdings. The largest position is SIMPLIFY EXCHANGE TRADED FUN (CTA), representing 13.6% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.