Independence Wealth Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Independence Wealth Advisors, LLC reported 85 stock positions worth $199.3 million. Its top holding was SS Technology Select Sector (XLK) at 12.9% of the portfolio, followed by Simplify Managed Futures St (CTA, 12.7%) and SS SPDR P St Term TSY ETF (SPTS, 5.9%). Compared with Q1 2026, it opened 6 new positions, sold out of 11, added to 49 and reduced 26. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +269%) and the biggest sale SS SPDR P St Term TSY ETF (SPTS, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- INDEPENDENCE, OH
- CIK
- 0002001765
- Portfolio Value
- $199.3M (Q2 2026)
- SEC Filing
- 0002085853-26-001015 ↗ filed Aug 14, 2026
Holdings Value
Holdings 85 stocks · $199.3M
| XLK SS Technology Select Sector | 12.86% | 134,615 | $25.6M | Reduce -9.2% |
| CTA Simplify Managed Futures St | 12.67% | 973,762 | $25.3M | Add +2.3% |
| SPTS SS SPDR P St Term TSY ETF | 5.90% | 405,465 | $11.8M | Reduce -64.8% |
| XLF SS Financial Select Sector | 5.33% | 198,303 | $10.6M | Add +87.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.00% | 113,481 | $10.0M | Add +268.7% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 4.63% | 413,098 | $9.2M | Add +101.9% |
| XLV SS Health Care Select Sector | 4.25% | 53,394 | $8.5M | Add +126.2% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 3.68% | 279,912 | $7.3M | New |
| SPYI Neos S&P 500 High Income ETF | 3.04% | 114,083 | $6.1M | Add +7.1% |
| QQQ Invesco QQQ Trust Series 1 | 2.87% | 7,789 | $5.7M | Add +532.2% |
| QQQI Neos Nasdaq-100 High Inc. ETF | 2.68% | 94,227 | $5.4M | Add +10.0% |
| EEM iShares MSCI Emerging Market | 2.40% | 69,860 | $4.8M | Add +124.7% |
| IWM iShares Russell 2000 ETF | 2.09% | 13,886 | $4.2M | Add +11.6% |
| XLE SS Energy Select Sector | 2.04% | 76,512 | $4.1M | Add +8.8% |
| XLY SS Consumer Disc Select Sect | 1.98% | 33,650 | $3.9M | Reduce -56.1% |
| XLC SS Comm Select Sector SPDR | 1.69% | 31,379 | $3.4M | Add +5.9% |
| EFA iShares MSCI Eafe ETF | 1.69% | 32,350 | $3.4M | Add +86.7% |
| GLD SPDR Gold Shares | 1.59% | 8,624 | $3.2M | Reduce -45.6% |
| IWMI Neos Russell 2000 High Inc. | 1.47% | 54,710 | $2.9M | Add +14.6% |
| XLI SS Industrial Select Sector | 1.42% | 15,281 | $2.8M | Reduce -6.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.05% | 2,799 | $2.1M | Add +9.5% |
| AAPL Apple Inc. | 1.01% | 6,986 | $2.0M | Add +0.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.83% | 3,464 | $1.7M | Reduce -9.8% |
| XLP SS Consumer Staples Sel Sect | 0.83% | 19,843 | $1.6M | Reduce -66.9% |
| MSFT Microsoft Corp. | 0.82% | 4,360 | $1.6M | Add +2.6% |
| AMAT Applied Materials Inc. | 0.71% | 1,970 | $1.4M | Reduce -9.5% |
| V Visa Inc. Class A | 0.68% | 3,968 | $1.4M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 0.64% | 5,334 | $1.3M | Reduce -1.5% |
| EWJ iShares MSCI Japan ETF | 0.63% | 13,446 | $1.3M | Add +8.5% |
| META Meta Platforms Inc. Class A | 0.63% | 2,219 | $1.2M | Add +3.0% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.62% | 10,505 | $1.2M | Add +17.8% |
| TLT iShares 20+ Year Treasury BD | 0.61% | 14,135 | $1.2M | Add +17.9% |
| BKNG Booking Holdings Inc. | 0.58% | 6,496 | $1.2M | Add +8.7% |
| IYR iShares US Real Estate ETF | 0.54% | 10,601 | $1.1M | Add +89.3% |
| MA Mastercard Inc. Class A | 0.47% | 1,816 | $933K | Reduce -5.7% |
| SCHW Schwab (charles) Corp. | 0.46% | 9,927 | $916K | Add +0.6% |
| XLB SS Materials Select Sector | 0.40% | 15,843 | $805K | Reduce -1.6% |
| PM Philip Morris International | 0.40% | 4,354 | $788K | Add +6.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.39% | 17,308 | $785K | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 1,566 | $784K | Add +14.8% |
| JPM JPMorgan Chase & Co. | 0.33% | 2,036 | $666K | Add +9.9% |
| FEPI Rex Fang Innov Prem Inc. ETF | 0.33% | 15,236 | $657K | Add +3.5% |
| XLRE SS Real Estate Select Sector | 0.31% | 14,244 | $627K | Reduce -2.3% |
| AIPI Rex AI Equity Prem Inc. ETF | 0.31% | 16,493 | $613K | Add +3.9% |
| IQV Iqvia Holdings Inc. | 0.29% | 3,025 | $584K | Reduce -12.6% |
| ELV Elevance Health Inc. | 0.29% | 1,485 | $574K | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 0.26% | 696 | $521K | No change |
| COR Cencora Inc. | 0.24% | 1,705 | $483K | Reduce -1.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 5,468 | $471K | Reduce -1.2% |
| ADI Analog Devices Inc. | 0.22% | 1,106 | $439K | Add +14.5% |
| WFC Wells Fargo & Co. | 0.21% | 5,116 | $423K | Add +12.6% |
| NVS Novartis AG-Sponsored ADR | 0.21% | 2,679 | $420K | Add +10.6% |
| GD General Dynamics Corp. | 0.19% | 1,069 | $379K | Add +14.9% |
| COP Conocophillips | 0.18% | 3,450 | $359K | Add +16.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 3,685 | $355K | Reduce -12.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.17% | 11,105 | $345K | Add +2.8% |
| INTC Intel Corp. | 0.17% | 2,442 | $341K | New |
| XOM Exxon Mobil Corp. | 0.17% | 2,468 | $337K | Add +16.0% |
| JNJ Johnson & Johnson | 0.16% | 1,281 | $325K | Add +3.6% |
| LLY Eli Lilly & Co. | 0.16% | 269 | $323K | No change |
| QTUM Defiance Quantum ETF | 0.16% | 1,921 | $318K | Reduce -7.4% |
| IWF iShares Russell 1000 Growth | 0.16% | 2,520 | $313K | No change |
| HEQT Simplify Hedged Equity ETF | 0.16% | 9,267 | $311K | Add +0.1% |
| CEPI Rex Crypto Equity PR Inc. ETF | 0.16% | 9,148 | $310K | Add +4.0% |
| PG The Procter & Gamble Co. | 0.15% | 2,047 | $300K | Reduce -1.3% |
| BDX Becton Dickinson and Co. | 0.15% | 1,971 | $298K | Add +34.7% |
| MDT Medtronic PLC | 0.15% | 3,731 | $292K | Add +44.0% |
| ICE Intercontinental Exchange Inc. | 0.14% | 2,347 | $289K | New |
| ORCL Oracle Corp. | 0.14% | 1,967 | $288K | Add +6.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.14% | 1,295 | $282K | Reduce -1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 999 | $281K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.14% | 3,411 | $280K | Reduce -16.6% |
| COWZ Pacer US Cash Cows 100 ETF | 0.14% | 4,376 | $272K | Reduce -5.6% |
| SPTI SS SPDR P Int Term TSY ETF | 0.13% | 9,312 | $264K | Reduce -77.8% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.13% | 6,887 | $262K | Add +1.3% |
| CMCSA Comcast Corp. Class A | 0.13% | 10,595 | $260K | Add +20.3% |
| UL Unilever PLC-Sponsored ADR | 0.13% | 4,236 | $255K | Add +18.5% |
| QCOM Qualcomm Inc. | 0.13% | 1,357 | $251K | Reduce -31.0% |
| IJR iShares Core S&P Small-Cap E | 0.12% | 1,673 | $248K | Add +0.1% |
| OMC Omnicom Group | 0.12% | 3,345 | $244K | Add +17.0% |
| MCK McKesson Corp. | 0.12% | 314 | $237K | Add +14.2% |
| AIQ Global X Art Intel & Tech | 0.11% | 3,442 | $226K | New |
| APD Air Products & Chemicals Inc. | 0.11% | 748 | $219K | Reduce -8.0% |
| ABNB Airbnb Inc. Class A | 0.11% | 1,468 | $210K | New |
| LRNZ Trueshrs Tech AI Deep LR ETF | 0.10% | 3,176 | $205K | New |
Portfolio Sells Q1 2026 → Q2 2026
| SPTS SS SPDR P St Term TSY ETF | Reduce -64.8% | 5.90% | −12.02 |
| XLY SS Consumer Disc Select Sect | Reduce -56.1% | 1.98% | −2.47 |
| GLD SPDR Gold Shares | Reduce -45.6% | 1.59% | −2.04 |
| XLP SS Consumer Staples Sel Sect | Reduce -66.9% | 0.83% | −1.79 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.90 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.57 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.57 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -77.8% | 0.13% | −0.51 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.17 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.13 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.13 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.13 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.13 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.12 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.12 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.12 |
| COR Cencora Inc. | Reduce -1.0% | 0.24% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -5.7% | 0.47% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -16.6% | 0.14% | −0.04 |
| DIS The Walt Disney Co. | Reduce -12.5% | 0.18% | −0.04 |
| XLB SS Materials Select Sector | Reduce -1.6% | 0.40% | −0.02 |
| IQV Iqvia Holdings Inc. | Reduce -12.6% | 0.29% | −0.02 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -5.6% | 0.14% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -8.0% | 0.11% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -31.0% | 0.13% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.15% | −0.01 |
| XLRE SS Real Estate Select Sector | Reduce -2.3% | 0.31% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.8% | 0.14% | +0.00 |
| XLI SS Industrial Select Sector | Reduce -6.9% | 1.42% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.2% | 0.24% | +0.02 |
| AMZN Amazon.com Inc. | Reduce -1.5% | 0.64% | +0.04 |
| QTUM Defiance Quantum ETF | Reduce -7.4% | 0.16% | +0.04 |
| V Visa Inc. Class A | Reduce -0.3% | 0.68% | +0.04 |
| ELV Elevance Health Inc. | Reduce -0.7% | 0.29% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -9.8% | 0.83% | +0.14 |
| AMAT Applied Materials Inc. | Reduce -9.5% | 0.71% | +0.32 |
| XLK SS Technology Select Sector | Reduce -9.2% | 12.86% | +2.36 |
Portfolio Buys Q1 2026 → Q2 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +268.7% | 5.00% | +3.75 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | New | 3.68% | +3.68 |
| XLF SS Financial Select Sector | Add +87.9% | 5.33% | +2.56 |
| QQQ Invesco QQQ Trust Series 1 | Add +532.2% | 2.87% | +2.49 |
| XLV SS Health Care Select Sector | Add +126.2% | 4.25% | +2.40 |
| BCI Abrdn Bloomberg All Commodit | Add +101.9% | 4.63% | +1.98 |
| EEM iShares MSCI Emerging Market | Add +124.7% | 2.40% | +1.46 |
| EFA iShares MSCI Eafe ETF | Add +86.7% | 1.69% | +0.79 |
| IWM iShares Russell 2000 ETF | Add +11.6% | 2.09% | +0.45 |
| QQQI Neos Nasdaq-100 High Inc. ETF | Add +10.0% | 2.68% | +0.42 |
| IWMI Neos Russell 2000 High Inc. | Add +14.6% | 1.47% | +0.26 |
| IYR iShares US Real Estate ETF | Add +89.3% | 0.54% | +0.26 |
| SPYI Neos S&P 500 High Income ETF | Add +7.1% | 3.04% | +0.24 |
| INTC Intel Corp. | New | 0.17% | +0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.5% | 1.05% | +0.16 |
| ICE Intercontinental Exchange Inc. | New | 0.14% | +0.14 |
| AIQ Global X Art Intel & Tech | New | 0.11% | +0.11 |
| ABNB Airbnb Inc. Class A | New | 0.11% | +0.11 |
| LRNZ Trueshrs Tech AI Deep LR ETF | New | 0.10% | +0.10 |
| AAPL Apple Inc. | Add +0.6% | 1.01% | +0.07 |
| EWJ iShares MSCI Japan ETF | Add +8.5% | 0.63% | +0.07 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +17.8% | 0.62% | +0.06 |
| TLT iShares 20+ Year Treasury BD | Add +17.9% | 0.61% | +0.06 |
| ADI Analog Devices Inc. | Add +14.5% | 0.22% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +14.8% | 0.39% | +0.04 |
| BKNG Booking Holdings Inc. | Add +8.7% | 0.58% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +9.9% | 0.33% | +0.04 |
| PM Philip Morris International | Add +6.2% | 0.40% | +0.03 |
| BDX Becton Dickinson and Co. | Add +34.7% | 0.15% | +0.03 |
| MDT Medtronic PLC | Add +44.0% | 0.15% | +0.03 |
| AIPI Rex AI Equity Prem Inc. ETF | Add +3.9% | 0.31% | +0.02 |
| CEPI Rex Crypto Equity PR Inc. ETF | Add +4.0% | 0.16% | +0.02 |
| GD General Dynamics Corp. | Add +14.9% | 0.19% | +0.02 |
| WFC Wells Fargo & Co. | Add +12.6% | 0.21% | +0.02 |
| UL Unilever PLC-Sponsored ADR | Add +18.5% | 0.13% | +0.02 |
| FEPI Rex Fang Innov Prem Inc. ETF | Add +3.5% | 0.33% | +0.02 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +1.3% | 0.13% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +0.1% | 0.12% | +0.01 |
| NVS Novartis AG-Sponsored ADR | Add +10.6% | 0.21% | +0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +2.8% | 0.17% | +0.01 |
| OMC Omnicom Group | Add +17.0% | 0.12% | +0.01 |
| JNJ Johnson & Johnson | Add +3.6% | 0.16% | +0.00 |
| HEQT Simplify Hedged Equity ETF | Add +0.1% | 0.16% | +0.00 |
| ORCL Oracle Corp. | Add +6.5% | 0.14% | −0.00 |
| CMCSA Comcast Corp. Class A | Add +20.3% | 0.13% | −0.00 |
| MCK McKesson Corp. | Add +14.2% | 0.12% | −0.01 |
| MSFT Microsoft Corp. | Add +2.6% | 0.82% | −0.02 |
| XOM Exxon Mobil Corp. | Add +16.0% | 0.17% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +1.3% | 0.39% | −0.02 |
| COP Conocophillips | Add +16.2% | 0.18% | −0.03 |