Independence Asset Advisors, LLC
Independence Asset Advisors, LLC reported 25 positions worth $383.9M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: CLOI (26.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CLOI | SH | $100.6M | 26.21% | 1,900,128 | — | — | |
| ▸ 2 | VTI | SH | $90.7M | 23.62% | 245,018 | — | — | |
| ▸ 3 | SPHQ | SH | $88.5M | 23.06% | 982,557 | — | — | |
| ▸ 4 | CLOB | SH | $46.9M | 12.23% | 929,307 | — | — | |
| ▸ 5 | JBND | SH | $14.9M | 3.89% | 279,411 | — | — | |
| ▸ 6 | JPIE | SH | $9.5M | 2.47% | 205,692 | — | — | |
| ▸ 7 | IWD | SH | $9.0M | 2.35% | 37,250 | — | — | |
| ▸ 8 | FLRT | SH | $3.6M | 0.94% | 77,211 | — | — | |
| ▸ 9 | VNQ | SH | $3.5M | 0.92% | 36,716 | — | — | |
| ▸ 10 | VFMV | SH | $2.6M | 0.67% | 18,541 | — | — |
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Frequently Asked Questions
What stocks does Independence Asset Advisors, LLC hold as of Q2 2026?
Independence Asset Advisors, LLC reported 25 positions worth $383.9M in its Q2 2026 13F filing. Largest positions: CLOI (26.2%), VTI (23.6%), SPHQ (23.1%), CLOB (12.2%) and JBND (3.9%).
What did Independence Asset Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Independence Asset Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.