Holders — by stockHoldings — by fund
Independence Wealth Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002001765
$199.3M
disclosed book value
85
positions
12.9%
largest position share
Positions, as of 2026-06-30
top 85 of 85 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | XLKSELECT SECTOR SPDR TR | 134,615 | $25.6M | 12.9% |
| 2 | CTASIMPLIFY EXCHANGE TRADED FUN | 973,762 | $25.3M | 12.7% |
| 3 | SPTSSPDR SERIES TRUST | 405,465 | $11.8M | 5.9% |
| 4 | XLFSELECT SECTOR SPDR TR | 198,303 | $10.6M | 5.3% |
| 5 | SPYMSPDR SERIES TRUST | 113,481 | $10.0M | 5% |
| 6 | BCIABRDN ETFS | 413,098 | $9.2M | 4.6% |
| 7 | XLVSELECT SECTOR SPDR TR | 53,394 | $8.5M | 4.2% |
| 8 | SPTLSPDR SERIES TRUST | 279,912 | $7.3M | 3.7% |
| 9 | SPYINEOS ETF TRUST | 114,083 | $6.1M | 3% |
| 10 | QQQINVESCO QQQ TR | 7,789 | $5.7M | 2.9% |
| 11 | QQQINEOS ETF TRUST | 94,227 | $5.4M | 2.7% |
| 12 | EEMISHARES TR | 69,860 | $4.8M | 2.4% |
| 13 | IWMISHARES TR | 13,886 | $4.2M | 2.1% |
| 14 | XLESELECT SECTOR SPDR TR | 76,512 | $4.1M | 2% |
| 15 | XLYSELECT SECTOR SPDR TR | 33,650 | $3.9M | 2% |
| 16 | XLCSELECT SECTOR SPDR TR | 31,379 | $3.4M | 1.7% |
| 17 | EFAISHARES TR | 32,350 | $3.4M | 1.7% |
| 18 | GLDSPDR GOLD TR | 8,624 | $3.2M | 1.6% |
| 19 | IWMINEOS ETF TRUST | 54,710 | $2.9M | 1.5% |
| 20 | XLISELECT SECTOR SPDR TR | 15,281 | $2.8M | 1.4% |
| 21 | SPYSTATE STR SPDR S&P 500 ETF T | 2,799 | $2.1M | 1% |
| 22 | AAPLAPPLE INC | 6,986 | $2.0M | 1% |
| 23 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 3,464 | $1.7M | 0.8% |
| 24 | XLPSELECT SECTOR SPDR TR | 19,843 | $1.6M | 0.8% |
| 25 | MSFTMICROSOFT CORP | 4,360 | $1.6M | 0.8% |
| 26 | AMATAPPLIED MATLS INC | 1,970 | $1.4M | 0.7% |
| 27 | VVISA INC | 3,968 | $1.4M | 0.7% |
| 28 | AMZNAMAZON COM INC | 5,334 | $1.3M | 0.6% |
| 29 | EWJISHARES INC | 13,446 | $1.3M | 0.6% |
| 30 | METAMETA PLATFORMS INC | 2,219 | $1.2M | 0.6% |
| 31 | BOXXEA SERIES TRUST | 10,505 | $1.2M | 0.6% |
| 32 | TLTISHARES TR | 14,135 | $1.2M | 0.6% |
| 33 | BKNGBOOKING HOLDINGS INC | 6,496 | $1.2M | 0.6% |
| 34 | IYRISHARES TR | 10,601 | $1.1M | 0.5% |
| 35 | MAMASTERCARD INCORPORATED | 1,816 | $932,868 | 0.5% |
| 36 | SCHWSCHWAB CHARLES CORP | 9,927 | $915,943 | 0.5% |
| 37 | XLBSELECT SECTOR SPDR TR | 15,843 | $805,303 | 0.4% |
| 38 | PMPHILIP MORRIS INTL INC | 4,354 | $787,682 | 0.4% |
| 39 | XLUSELECT SECTOR SPDR TR | 17,308 | $784,771 | 0.4% |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,566 | $783,611 | 0.4% |
| 41 | JPMJPMORGAN CHASE & CO | 2,036 | $666,444 | 0.3% |
| 42 | FEPIETF OPPORTUNITIES TRUST | 15,236 | $656,985 | 0.3% |
| 43 | XLRESELECT SECTOR SPDR TR | 14,244 | $627,150 | 0.3% |
| 44 | AIPIETF OPPORTUNITIES TRUST | 16,493 | $613,220 | 0.3% |
| 45 | IQVIQVIA HLDGS INC | 3,025 | $584,491 | 0.3% |
| 46 | ELVELEVANCE HEALTH INC FORMERLY | 1,485 | $574,288 | 0.3% |
| 47 | IVVISHARES TR | 696 | $521,227 | 0.3% |
| 48 | CORCENCORA INC | 1,705 | $482,622 | 0.2% |
| 49 | VUGVANGUARD INDEX FDS | 5,468 | $471,010 | 0.2% |
| 50 | ADIANALOG DEVICES INC | 1,106 | $439,270 | 0.2% |
| 51 | WFCWELLS FARGO & CO | 5,116 | $422,745 | 0.2% |
| 52 | NVSNOVARTIS AG | 2,679 | $419,853 | 0.2% |
| 53 | GDGENERAL DYNAMICS CORP | 1,069 | $378,683 | 0.2% |
| 54 | COPCONOCOPHILLIPS | 3,450 | $358,652 | 0.2% |
| 55 | DISDISNEY WALT CO | 3,685 | $354,695 | 0.2% |
| 56 | FNDXSCHWAB STRATEGIC TR | 11,105 | $345,366 | 0.2% |
| 57 | INTCINTEL CORP | 2,442 | $341,039 | 0.2% |
| 58 | EXMOCEXXON MOBIL CORP | 2,468 | $337,365 | 0.2% |
| 59 | JNJJOHNSON & JOHNSON | 1,281 | $325,283 | 0.2% |
| 60 | LLYELI LILLY & CO | 269 | $322,647 | 0.2% |
| 61 | QTUMETF SER SOLUTIONS | 1,921 | $317,695 | 0.2% |
| 62 | IWFISHARES TR | 2,520 | $312,908 | 0.2% |
| 63 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 9,267 | $310,816 | 0.2% |
| 64 | CEPIETF OPPORTUNITIES TRUST | 9,148 | $309,925 | 0.2% |
| 65 | PGPROCTER & GAMBLE CO | 2,047 | $300,100 | 0.2% |
| 66 | BDXBECTON DICKINSON & CO | 1,971 | $298,271 | 0.1% |
| 67 | MEDTRONIC PLC | 3,731 | $291,876 | 0.1% |
| 68 | ICEINTERCONTINENTAL EXCHANGE IN | 2,347 | $288,939 | 0.1% |
| 69 | ORCLORACLE CORP | 1,967 | $288,264 | 0.1% |
| 70 | VTVVANGUARD INDEX FDS | 1,295 | $282,219 | 0.1% |
| 71 | IBMINTERNATIONAL BUSINESS MACHS | 999 | $280,929 | 0.1% |
| 72 | SHYISHARES TR | 3,411 | $280,077 | 0.1% |
| 73 | COWZPACER FDS TR | 4,376 | $272,203 | 0.1% |
| 74 | SPTISPDR SERIES TRUST | 9,312 | $264,366 | 0.1% |
| 75 | FNDASCHWAB STRATEGIC TR | 6,887 | $262,119 | 0.1% |
| 76 | CMCSACOMCAST CORP NEW | 10,595 | $260,107 | 0.1% |
| 77 | ULUNILEVER PLC | 4,236 | $254,668 | 0.1% |
| 78 | QCOMQUALCOMM INC | 1,357 | $250,825 | 0.1% |
| 79 | IJRISHARES TR | 1,673 | $248,050 | 0.1% |
| 80 | OMCOMNICOM GROUP INC | 3,345 | $243,616 | 0.1% |
| 81 | MCKMCKESSON CORP | 314 | $237,258 | 0.1% |
| 82 | AIQGLOBAL X FDS | 3,442 | $225,830 | 0.1% |
| 83 | APDAIR PRODUCTS AND CHEMICALS I | 748 | $219,234 | 0.1% |
| 84 | ABNBAIRBNB INC | 1,468 | $210,071 | 0.1% |
| 85 | LRNZELEVATION SERIES TRUST | 3,176 | $204,940 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.