Independence Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$187.6M
Q ending 2026-03-31
Prior quarter
$177.8M
Q ending 2025-12-31
Change
+5.5% QoQ
Positions
90
reported holdings
Largest positions
All 90 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPTS | Shares | $33.6M | 1.2M |
| Simplify Exchange Traded Fun | CTA | Shares | $28.8M | 951K |
| Select Sector Spdr Tr | XLK | Shares | $19.7M | 148K |
| Select Sector Spdr Tr | XLY | Shares | $8.4M | 77K |
| Spdr Gold Tr | GLD | Shares | $6.8M | 16K |
| Neos Etf Trust | SPYI | Shares | $5.3M | 106K |
| Select Sector Spdr Tr | XLF | Shares | $5.2M | 106K |
| Abrdn Etfs | BCI | Shares | $5.0M | 205K |
| Select Sector Spdr Tr | XLP | Shares | $4.9M | 60K |
| Select Sector Spdr Tr | XLE | Shares | $4.3M | 70K |
| Neos Etf Trust | QQQI | Shares | $4.3M | 86K |
| Select Sector Spdr Tr | XLV | Shares | $3.5M | 24K |
| Select Sector Spdr Tr | XLC | Shares | $3.3M | 30K |
| Ishares Tr | IWM | Shares | $3.1M | 12K |
| Select Sector Spdr Tr | XLI | Shares | $2.7M | 16K |
| Spdr Series Trust | SPYM | Shares | $2.4M | 31K |
| Neos Etf Trust | IWMI | Shares | $2.3M | 48K |
| Ishares Tr | EEM | Shares | $1.8M | 31K |
| Apple Inc | AAPL | Shares | $1.8M | 7K |
| Alphabet Inc | GOOGL | Shares | $1.7M | 6K |
| Ishares Tr | EFA | Shares | $1.7M | 17K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.7M | 3K |
| Microsoft Corp | MSFT | Shares | $1.6M | 4K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.3M | 4K |
| Meta Platforms Inc | META | Shares | $1.2M | 2K |
| Spdr Series Trust | SPTI | Shares | $1.2M | 42K |
| Visa Inc | V | Shares | $1.2M | 4K |
| Amazon Com Inc | AMZN | Shares | $1.1M | 5K |
| Alphabet Inc | GOOG | Shares | $1.1M | 4K |
| Vanguard Intl Equity Index F | VGK | Shares | $1.1M | 13K |
| Ishares Inc | EWJ | Shares | $1.0M | 12K |
| Ishares Tr | TLT | Shares | $1.0M | 12K |
| Ea Series Trust | BOXX | Shares | $1.0M | 9K |
| Booking Holdings Inc | BKNG | Shares | $1.0M | 239 |
| Mastercard Incorporated | MA | Shares | $962K | 2K |
| Schwab Charles Corp | SCHW | Shares | $927K | 10K |
| Select Sector Spdr Tr | XLB | Shares | $804K | 16K |
| Select Sector Spdr Tr | XLU | Shares | $784K | 17K |
| Applied Matls Inc | AMAT | Shares | $744K | 2K |
| Invesco Qqq Tr | QQQ | Shares | $711K | 1K |
| Philip Morris Intl Inc | PM | Shares | $678K | 4K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $654K | 1K |
| Select Sector Spdr Tr | XLRE | Shares | $595K | 15K |
| Iqvia Hldgs Inc | IQV | Shares | $590K | 3K |
| Etf Opportunities Trust | FEPI | Shares | $584K | 15K |
| Jpmorgan Chase & Co | JPM | Shares | $545K | 2K |
| Cencora Inc | COR | Shares | $541K | 2K |
| Etf Opportunities Trust | AIPI | Shares | $534K | 16K |
| Ishares Tr | IYR | Shares | $530K | 6K |
| Ishares Tr | IVV | Shares | $455K | 696 |
| Elevance Health Inc Formerly | ELV | Shares | $438K | 1K |
| Disney Walt Co | DIS | Shares | $406K | 4K |
| Vanguard Index Fds | VUG | Shares | $403K | 922 |
| Conocophillips | COP | Shares | $392K | 3K |
| Novartis Ag | NVS | Shares | $370K | 2K |
| Wells Fargo & Co | WFC | Shares | $362K | 5K |
| Exxon Mobil Corp | XOM | Shares | $361K | 2K |
| Ishares Tr | SHY | Shares | $338K | 4K |
| General Dynamics Corp | GD | Shares | $319K | 930 |
| Starbucks Corp | SBUX | Shares | $318K | 4K |
| Analog Devices Inc | ADI | Shares | $307K | 966 |
| Johnson & Johnson | JNJ | Shares | $302K | 1K |
| Schwab Strategic Tr | FNDX | Shares | $301K | 11K |
| Procter & Gamble Co | PG | Shares | $299K | 2K |
| Simplify Exchange Traded Fun | HEQT | Shares | $292K | 9K |
| Pacer Fds Tr | COWZ | Shares | $290K | 5K |
| Oracle Corp | ORCL | Shares | $272K | 2K |
| Ishares Tr | IWF | Shares | $269K | 630 |
| Vanguard Index Fds | VTV | Shares | $259K | 1K |
| Qualcomm Inc | QCOM | Shares | $253K | 2K |
| Broadcom Inc | AVGO | Shares | $253K | 818 |
| Salesforce Inc | CRM | Shares | $253K | 1K |
| Comcast Corp New | CMCSA | Shares | $253K | 9K |
| Etf Opportunities Trust | CEPI | Shares | $250K | 9K |
| Sherwin Williams Co | SHW | Shares | $249K | 778 |
| Eli Lilly & Co | LLY | Shares | $247K | 269 |
| Bank New York Mellon Corp | BNY | Shares | $244K | 2K |
| International Business Machs | IBM | Shares | $242K | 999 |
| Mckesson Corp | MCK | Shares | $238K | 275 |
| Air Products And Chemicals I | APD | Shares | $236K | 813 |
| Autodesk Inc | ADSK | Shares | $234K | 976 |
| Becton Dickinson & Co | BDX | Shares | $230K | 1K |
| Check Point Software Tech Lt | Shares | $225K | 2K | |
| Medtronic Plc | Shares | $225K | 3K | |
| Walmart Inc | WMT | Shares | $224K | 2K |
| Etf Ser Solutions | QTUM | Shares | $223K | 2K |
| Schwab Strategic Tr | FNDA | Shares | $221K | 7K |
| Omnicom Group Inc | OMC | Shares | $215K | 3K |
| Ishares Tr | IJR | Shares | $208K | 2K |
| Unilever Plc | UL | Shares | $204K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.