Independence Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 9, 2026), Independence Wealth Advisors, LLC reported 83 stock positions worth $177.8 million. Its top holding was Simplify Managed Futures St (CTA) at 13.6% of the portfolio, followed by SS Technology Select Sector (XLK, 11.2%) and SPDR Gold Shares (GLD, 5.3%).
- Most Recent 13F
- Q2 2026
- Location
- INDEPENDENCE, OH
- CIK
- 0002001765
- Portfolio Value
- $177.8M (Q4 2025)
- SEC Filing
- 0002085853-26-000025 ↗ filed Jan 9, 2026
Holdings Value
Holdings 83 stocks · $177.8M
| CTA Simplify Managed Futures St | 13.65% | 890,051 | $24.3M | — |
| XLK SS Technology Select Sector | 11.19% | 138,203 | $19.9M | — |
| GLD SPDR Gold Shares | 5.31% | 23,807 | $9.4M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.06% | 112,084 | $9.0M | — |
| XLY SS Consumer Disc Select Sect | 4.78% | 71,137 | $8.5M | — |
| XLV SS Health Care Select Sector | 4.54% | 52,091 | $8.1M | — |
| SPTI SS SPDR P Int Term TSY ETF | 3.93% | 242,464 | $7.0M | — |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 3.72% | 249,946 | $6.6M | — |
| SPYI Neos S&P 500 High Income ETF | 3.04% | 102,789 | $5.4M | — |
| XLP SS Consumer Staples Sel Sect | 2.80% | 64,017 | $5.0M | — |
| XLF SS Financial Select Sector | 2.65% | 85,943 | $4.7M | — |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 2.45% | 223,184 | $4.4M | — |
| EEM iShares MSCI Emerging Market | 2.41% | 78,274 | $4.3M | — |
| QQQI Neos Nasdaq-100 High Inc. ETF | 2.22% | 73,123 | $3.9M | — |
| IWM iShares Russell 2000 ETF | 2.11% | 15,254 | $3.8M | — |
| EFA iShares MSCI Eafe ETF | 1.77% | 32,821 | $3.2M | — |
| XLC SS Comm Select Sector SPDR | 1.73% | 26,093 | $3.1M | — |
| SPTS SS SPDR P St Term TSY ETF | 1.60% | 97,297 | $2.8M | — |
| XLI SS Industrial Select Sector | 1.42% | 16,220 | $2.5M | — |
| IWMI Neos Russell 2000 High Inc. | 1.21% | 44,149 | $2.1M | — |
| GOOGL Alphabet Inc. Class A | 1.17% | 6,656 | $2.1M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.14% | 3,286 | $2.0M | — |
| AAPL Apple Inc. | 1.06% | 6,945 | $1.9M | — |
| MSFT Microsoft Corp. | 1.04% | 3,838 | $1.9M | — |
| EWJ iShares MSCI Japan ETF | 0.91% | 20,056 | $1.6M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.77% | 2,005 | $1.4M | — |
| META Meta Platforms Inc. Class A | 0.72% | 1,935 | $1.3M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.70% | 4,092 | $1.2M | — |
| V Visa Inc. Class A | 0.68% | 3,463 | $1.2M | — |
| AMZN Amazon.com Inc. | 0.66% | 5,099 | $1.2M | — |
| XLE SS Energy Select Sector | 0.65% | 25,779 | $1.2M | — |
| MA Mastercard Inc. Class A | 0.64% | 1,990 | $1.1M | — |
| BKNG Booking Holdings Inc. | 0.57% | 189 | $1.0M | — |
| GOOG Alphabet Inc. Class C | 0.52% | 2,971 | $932K | — |
| SCHW Schwab (charles) Corp. | 0.48% | 8,611 | $860K | — |
| IQV Iqvia Holdings Inc. | 0.47% | 3,733 | $841K | — |
| XLB SS Materials Select Sector | 0.47% | 18,463 | $837K | — |
| TLT iShares 20+ Year Treasury BD | 0.45% | 9,137 | $796K | — |
| BOXX Alpha Architect 1-3 MNTH Box | 0.44% | 6,796 | $782K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.40% | 16,730 | $714K | — |
| XLRE SS Real Estate Select Sector | 0.37% | 16,181 | $653K | — |
| FEPI Rex Fang Innov Prem Inc. ETF | 0.36% | 13,906 | $633K | — |
| IVV iShares Core S&P 500 ETF | 0.35% | 904 | $619K | — |
| COR Cencora Inc. | 0.34% | 1,793 | $605K | — |
| AIPI Rex AI Equity Prem Inc. ETF | 0.33% | 14,764 | $591K | — |
| AMAT Applied Materials Inc. | 0.30% | 2,097 | $539K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 4,502 | $512K | — |
| IYR iShares US Real Estate ETF | 0.29% | 5,407 | $508K | — |
| ELV Elevance Health Inc. | 0.27% | 1,348 | $473K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 922 | $450K | — |
| PM Philip Morris International | 0.24% | 2,677 | $429K | — |
| JPM JPMorgan Chase & Co. | 0.23% | 1,294 | $417K | — |
| CRM Salesforce Inc. | 0.21% | 1,417 | $375K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 742 | $373K | — |
| QCOM Qualcomm Inc. | 0.20% | 2,060 | $352K | — |
| SBUX Starbucks Corp. | 0.20% | 4,179 | $352K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.19% | 4,143 | $343K | — |
| CHKP Check Point Software Tech | 0.18% | 1,715 | $318K | — |
| ADSK Autodesk Inc. | 0.18% | 1,052 | $311K | — |
| IWF iShares Russell 1000 Growth | 0.17% | 630 | $298K | — |
| PG The Procter & Gamble Co. | 0.17% | 2,073 | $297K | — |
| HEQT Simplify Hedged Equity ETF | 0.17% | 9,257 | $297K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 999 | $296K | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.17% | 10,800 | $294K | — |
| LLY Eli Lilly & Co. | 0.16% | 269 | $289K | — |
| AVGO Broadcom Inc. | 0.16% | 818 | $283K | — |
| ORCL Oracle Corp. | 0.16% | 1,444 | $281K | — |
| WFC Wells Fargo & Co. | 0.16% | 3,014 | $281K | — |
| COWZ Pacer US Cash Cows 100 ETF | 0.16% | 4,637 | $279K | — |
| ADBE Adobe Inc. | 0.16% | 794 | $278K | — |
| CEPI Rex Crypto Equity PR Inc. ETF | 0.15% | 8,081 | $272K | — |
| JNJ Johnson & Johnson | 0.14% | 1,237 | $256K | — |
| SHW The Sherwin-Williams Co. | 0.14% | 778 | $252K | — |
| KMX Carmax Inc. | 0.14% | 6,520 | $252K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.14% | 1,319 | $252K | — |
| NVS Novartis AG-Sponsored ADR | 0.13% | 1,738 | $240K | — |
| ABNB Airbnb Inc. Class A | 0.13% | 1,739 | $236K | — |
| QTUM Defiance Quantum ETF | 0.13% | 2,075 | $228K | — |
| APD Air Products & Chemicals Inc. | 0.12% | 896 | $221K | — |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.12% | 6,800 | $214K | — |
| DEO Diageo PLC-Sponsored ADR | 0.12% | 2,449 | $211K | — |
| IJR iShares Core S&P Small-Cap E | 0.11% | 1,672 | $201K | — |
| WMT Walmart Inc. | 0.11% | 1,803 | $201K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.