Independence Wealth Advisors, LLC
Independence Wealth Advisors, LLC reported 85 positions worth $199.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: XLK (12.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | XLK | SH | $25.6M | 12.86% | 134,615 | — | — | |
| ▸ 2 | CTA | SH | $25.3M | 12.67% | 973,762 | — | — | |
| ▸ 3 | SPTS | SH | $11.8M | 5.90% | 405,465 | — | — | |
| ▸ 4 | XLF | SH | $10.6M | 5.33% | 198,303 | — | — | |
| ▸ 5 | SPYM | SH | $10.0M | 5.00% | 113,481 | — | — | |
| ▸ 6 | BCI | SH | $9.2M | 4.63% | 413,098 | — | — | |
| ▸ 7 | XLV | SH | $8.5M | 4.25% | 53,394 | — | — | |
| ▸ 8 | SPTL | SH | $7.3M | 3.68% | 279,912 | — | — | |
| ▸ 9 | SPYI | SH | $6.1M | 3.04% | 114,083 | — | — | |
| ▸ 10 | QQQ | SH | $5.7M | 2.87% | 7,789 | — | — |
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Frequently Asked Questions
What stocks does Independence Wealth Advisors, LLC hold as of Q2 2026?
Independence Wealth Advisors, LLC reported 85 positions worth $199.3M in its Q2 2026 13F filing. Largest positions: XLK (12.9%), CTA (12.7%), SPTS (5.9%), XLF (5.3%) and SPYM (5.0%).
What did Independence Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Independence Wealth 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.