Independence Wealth Advisors, LLC Q4 2025 Filing
Filed January 9, 2026
Portfolio Value
$177.8M
Holdings
83
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (83 positions)
| # | 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% | |
| 26 | SPYSPDR S&P 500 ETF TR | 2,005 | $1.4M | 0.77% | |
| 27 | METAMETA PLATFORMS INC | 1,935 | $1.3M | 0.72% | |
| 28 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 4,092 | $1.2M | 0.70% | |
| 29 | VVISA INC | 3,463 | $1.2M | 0.68% | |
| 30 | AMZNAMAZON COM INC | 5,099 | $1.2M | 0.66% | |
| 31 | XLESELECT SECTOR SPDR TR | 25,779 | $1.2M | 0.65% | |
| 32 | MAMASTERCARD INCORPORATED | 1,990 | $1.1M | 0.64% | |
| 33 | BKNGBOOKING HOLDINGS INC | 189 | $1.0M | 0.57% | |
| 34 | GOOGALPHABET INC | 2,971 | $932K | 0.52% | |
| 35 | SCHWSCHWAB CHARLES CORP | 8,611 | $860K | 0.48% | |
| 36 | IQVIQVIA HLDGS INC | 3,733 | $841K | 0.47% | |
| 37 | XLBSELECT SECTOR SPDR TR | 18,463 | $837K | 0.47% | |
| 38 | TLTISHARES TR | 9,137 | $796K | 0.45% | |
| 39 | BOXXEA SERIES TRUST | 6,796 | $782K | 0.44% | |
| 40 | XLUSELECT SECTOR SPDR TR | 16,730 | $714K | 0.40% | |
| 41 | XLRESELECT SECTOR SPDR TR | 16,181 | $652K | 0.37% | |
| 42 | FEPIETF OPPORTUNITIES TRUST | 13,906 | $633K | 0.36% | |
| 43 | IVVISHARES TR | 904 | $619K | 0.35% | |
| 44 | ABGCENCORA INC | 1,793 | $605K | 0.34% | |
| 45 | AIPIETF OPPORTUNITIES TRUST | 14,764 | $591K | 0.33% | |
| 46 | AMATAPPLIED MATLS INC | 2,097 | $538K | 0.30% | |
| 47 | DISDISNEY WALT CO | 4,502 | $512K | 0.29% | |
| 48 | IYRISHARES TR | 5,407 | $507K | 0.29% | |
| 49 | ELVELEVANCE HEALTH INC FORMERLY | 1,348 | $472K | 0.27% | |
| 50 | VUGVANGUARD INDEX FDS | 922 | $449K | 0.25% | |
| 51 | 4I1PHILIP MORRIS INTL INC | 2,677 | $429K | 0.24% | |
| 52 | JPMJPMORGAN CHASE & CO. | 1,294 | $416K | 0.23% | |
| 53 | CRMSALESFORCE INC | 1,417 | $375K | 0.21% | |
| 54 | BRK/BBERKSHIRE HATHAWAY INC DEL | 742 | $372K | 0.21% | |
| 55 | QCOMQUALCOMM INC | 2,060 | $352K | 0.20% | |
| 56 | SBUXSTARBUCKS CORP | 4,179 | $351K | 0.20% | |
| 57 | SHYISHARES TR | 4,143 | $343K | 0.19% | |
| 58 | CHKPCHECK POINT SOFTWARE TECH LT | 1,715 | $318K | 0.18% | |
| 59 | ADSKAUTODESK INC | 1,052 | $311K | 0.17% | |
| 60 | IWFISHARES TR | 630 | $298K | 0.17% | |
| 61 | PGPROCTER AND GAMBLE CO | 2,073 | $297K | 0.17% | |
| 62 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 9,257 | $296K | 0.17% | |
| 63 | IBMINTERNATIONAL BUSINESS MACHS | 999 | $295K | 0.17% | |
| 64 | FNDXSCHWAB STRATEGIC TR | 10,800 | $293K | 0.16% | |
| 65 | LLYELI LILLY & CO | 269 | $289K | 0.16% | |
| 66 | AVGOBROADCOM INC | 818 | $283K | 0.16% | |
| 67 | ORCLORACLE CORP | 1,444 | $281K | 0.16% | |
| 68 | WFCWELLS FARGO CO NEW | 3,014 | $280K | 0.16% | |
| 69 | COWZPACER FDS TR | 4,637 | $278K | 0.16% | |
| 70 | ADBEADOBE INC | 794 | $277K | 0.16% | |
| 71 | CEPIETF OPPORTUNITIES TRUST | 8,081 | $272K | 0.15% | |
| 72 | JNJJOHNSON & JOHNSON | 1,237 | $255K | 0.14% | |
| 73 | SHWSHERWIN WILLIAMS CO | 778 | $252K | 0.14% | |
| 74 | VTVVANGUARD INDEX FDS | 1,319 | $251K | 0.14% | |
| 75 | KMXCARMAX INC | 6,520 | $251K | 0.14% | |
| 76 | NVSNNOVARTIS AG | 1,738 | $239K | 0.13% | |
| 77 | ABNBAIRBNB INC | 1,739 | $236K | 0.13% | |
| 78 | QTUMETF SER SOLUTIONS | 2,075 | $227K | 0.13% | |
| 79 | APDAIR PRODS & CHEMS INC | 896 | $221K | 0.12% | |
| 80 | FNDASCHWAB STRATEGIC TR | 6,800 | $214K | 0.12% | |
| 81 | DEODIAGEO PLC | 2,449 | $211K | 0.12% | |
| 82 | IJRISHARES TR | 1,672 | $200K | 0.11% | |
| 83 | WMTWALMART INC | 1,803 | $200K | 0.11% |