Independence Wealth Advisors, LLC
CIK 0002001765 · INDEPENDENCE, OH · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$199.3M
2026 Q2
Positions
85
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
60.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
XLK
SELECT SECTOR SPDR TR
12.9%
CTA
SIMPLIFY EXCHANGE TRADED FUN
12.7%
SPTS
SPDR SERIES TRUST
5.9%
XLF
SELECT SECTOR SPDR TR
5.3%
SPYM
SPDR SERIES TRUST
5.0%
BCI
ABRDN ETFS
4.6%
XLV
SELECT SECTOR SPDR TR
4.2%
SPTL
SPDR SERIES TRUST
3.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.