Independence Wealth Advisors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Independence Wealth Advisors, LLC reported 90 stock positions worth $187.6 million. Its top holding was SS SPDR P St Term TSY ETF (SPTS) at 17.9% of the portfolio, followed by Simplify Managed Futures St (CTA, 15.3%) and SS Technology Select Sector (XLK, 10.5%). Compared with Q4 2025, it opened 12 new positions, sold out of 5, added to 34 and reduced 27. The biggest buy was SS SPDR P St Term TSY ETF (SPTS, shares +1084%) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −73%).

Most Recent 13F
Q2 2026
Location
INDEPENDENCE, OH
CIK
0002001765
Portfolio Value
$187.6M (Q1 2026)
SEC Filing
0002085853-26-000421 ↗ filed Apr 20, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2025: $177.8M Q4 2025 Q1 2026: $187.6M $187.6M Q1 2026 Q2 2026: $199.3M Q2 2026

Holdings 90 stocks · $187.6M
SPTS SS SPDR P St Term TSY ETF 17.92% 1,151,974 $33.6M Add +1084.0%
CTA Simplify Managed Futures St 15.33% 951,474 $28.8M Add +6.9%
XLK SS Technology Select Sector 10.51% 148,307 $19.7M Add +7.3%
XLY SS Consumer Disc Select Sect 4.45% 76,651 $8.4M Add +7.8%
GLD SPDR Gold Shares 3.64% 15,855 $6.8M Reduce -33.4%
SPYI Neos S&P 500 High Income ETF 2.80% 106,485 $5.3M Add +3.6%
XLF SS Financial Select Sector 2.78% 105,528 $5.2M Add +22.8%
BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS 2.65% 204,596 $5.0M Reduce -8.3%
XLP SS Consumer Staples Sel Sect 2.62% 59,980 $4.9M Reduce -6.3%
XLE SS Energy Select Sector 2.30% 70,349 $4.3M Add +172.9%
QQQI Neos Nasdaq-100 High Inc. ETF 2.27% 85,652 $4.3M Add +17.1%
XLV SS Health Care Select Sector 1.84% 23,609 $3.5M Reduce -54.7%
XLC SS Comm Select Sector SPDR 1.75% 29,642 $3.3M Add +13.6%
IWM iShares Russell 2000 ETF 1.64% 12,443 $3.1M Reduce -18.4%
XLI SS Industrial Select Sector 1.42% 16,417 $2.7M Add +1.2%
SPYM Ste STR SPDR PT S&P 500 ETF 1.26% 30,780 $2.4M Reduce -72.5%
IWMI Neos Russell 2000 High Inc. 1.21% 47,753 $2.3M Add +8.2%
EEM iShares MSCI Emerging Market 0.94% 31,093 $1.8M Reduce -60.3%
AAPL Apple Inc. 0.94% 6,945 $1.8M No change
GOOGL Alphabet Inc. Class A 0.90% 5,897 $1.7M Reduce -11.4%
EFA iShares MSCI Eafe ETF 0.90% 17,332 $1.7M Reduce -47.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.89% 2,557 $1.7M Add +27.5%
MSFT Microsoft Corp. 0.84% 4,251 $1.6M Add +10.8%
TSM Taiwan Semiconductor-SP ADR 0.69% 3,842 $1.3M Reduce -6.1%
META Meta Platforms Inc. Class A 0.66% 2,154 $1.2M Add +11.3%
SPTI SS SPDR P Int Term TSY ETF 0.64% 42,019 $1.2M Reduce -82.7%
V Visa Inc. Class A 0.64% 3,978 $1.2M Add +14.9%
AMZN Amazon.com Inc. 0.60% 5,415 $1.1M Add +6.2%
GOOG Alphabet Inc. Class C 0.57% 3,741 $1.1M Add +25.9%
VGK Vanguard Ftse Europe ETF 0.57% 12,864 $1.1M New
EWJ iShares MSCI Japan ETF 0.56% 12,391 $1.0M Reduce -38.2%
TLT iShares 20+ Year Treasury BD 0.55% 11,993 $1.0M Add +31.3%
BOXX Alpha Architect 1-3 MNTH Box 0.55% 8,918 $1.0M Add +31.2%
BKNG Booking Holdings Inc. 0.54% 239 $1.0M Add +26.5%
MA Mastercard Inc. Class A 0.51% 1,925 $962K Reduce -3.3%
SCHW Schwab (charles) Corp. 0.49% 9,865 $927K Add +14.6%
XLB SS Materials Select Sector 0.43% 16,092 $804K Reduce -12.8%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.42% 17,087 $784K Add +2.1%
AMAT Applied Materials Inc. 0.40% 2,176 $744K Add +3.8%
QQQ Invesco QQQ Trust Series 1 0.38% 1,232 $711K Reduce -62.5%
PM Philip Morris International 0.36% 4,101 $678K Add +53.2%
BRK.B Berkshire Hathaway Inc. Class B 0.35% 1,364 $654K Add +83.8%
XLRE SS Real Estate Select Sector 0.32% 14,572 $595K Reduce -9.9%
IQV Iqvia Holdings Inc. 0.31% 3,462 $590K Reduce -7.3%
FEPI Rex Fang Innov Prem Inc. ETF 0.31% 14,721 $584K Add +5.9%
JPM JPMorgan Chase & Co. 0.29% 1,852 $545K Add +43.1%
COR Cencora Inc. 0.29% 1,722 $541K Reduce -4.0%
AIPI Rex AI Equity Prem Inc. ETF 0.28% 15,869 $534K Add +7.5%
IYR iShares US Real Estate ETF 0.28% 5,600 $530K Add +3.6%
IVV iShares Core S&P 500 ETF 0.24% 696 $455K Reduce -23.0%
ELV Elevance Health Inc. 0.23% 1,495 $438K Add +10.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.22% 4,213 $406K Reduce -6.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.21% 922 $403K No change
COP Conocophillips 0.21% 2,969 $392K New
NVS Novartis AG-Sponsored ADR 0.20% 2,423 $370K Add +39.4%
WFC Wells Fargo & Co. 0.19% 4,543 $362K Add +50.7%
XOM Exxon Mobil Corp. 0.19% 2,128 $361K New
SHY iShares 1-3 Year Treasury Bo 0.18% 4,092 $338K Reduce -1.2%
GD General Dynamics Corp. 0.17% 930 $319K New
SBUX Starbucks Corp. 0.17% 3,548 $318K Reduce -15.1%
ADI Analog Devices Inc. 0.16% 966 $307K New
JNJ Johnson & Johnson 0.16% 1,237 $302K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.16% 10,800 $301K No change
PG The Procter & Gamble Co. 0.16% 2,073 $299K No change
HEQT Simplify Hedged Equity ETF 0.16% 9,257 $292K No change
COWZ Pacer US Cash Cows 100 ETF 0.15% 4,637 $290K No change
ORCL Oracle Corp. 0.14% 1,847 $272K Add +27.9%
IWF iShares Russell 1000 Growth 0.14% 630 $269K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.14% 1,319 $259K No change
QCOM Qualcomm Inc. 0.14% 1,967 $253K Reduce -4.5%
AVGO Broadcom Inc. 0.13% 818 $253K No change
CRM Salesforce Inc. 0.13% 1,356 $253K Reduce -4.3%
CMCSA Comcast Corp. Class A 0.13% 8,806 $253K New
CEPI Rex Crypto Equity PR Inc. ETF 0.13% 8,796 $250K Add +8.8%
SHW The Sherwin-Williams Co. 0.13% 778 $249K No change
LLY Eli Lilly & Co. 0.13% 269 $247K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.13% 2,059 $244K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 999 $242K No change
MCK McKesson Corp. 0.13% 275 $238K New
APD Air Products & Chemicals Inc. 0.13% 813 $236K Reduce -9.3%
ADSK Autodesk Inc. 0.12% 976 $234K Reduce -7.2%
BDX Becton Dickinson and Co. 0.12% 1,463 $230K New
CHKP Check Point Software Tech 0.12% 1,577 $225K Reduce -8.1%
MDT Medtronic PLC 0.12% 2,591 $225K New
WMT Walmart Inc. 0.12% 1,803 $224K No change
QTUM Defiance Quantum ETF 0.12% 2,075 $223K No change
FNDA Schwab Fndmntl US SM Co. ETF 0.12% 6,800 $221K No change
OMC Omnicom Group 0.11% 2,858 $215K New
IJR iShares Core S&P Small-Cap E 0.11% 1,672 $208K No change
UL Unilever PLC-Sponsored ADR 0.11% 3,574 $204K New

Portfolio Sells Q4 2025 → Q1 2026
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -72.5% 1.26% −3.80
SPTL SS SPDR PF LNG TRM TSY E-Usd Sold out 0.00% −3.72
SPTI SS SPDR P Int Term TSY ETF Reduce -82.7% 0.64% −3.29
XLV SS Health Care Select Sector Reduce -54.7% 1.84% −2.69
GLD SPDR Gold Shares Reduce -33.4% 3.64% −1.67
EEM iShares MSCI Emerging Market Reduce -60.3% 0.94% −1.47
EFA iShares MSCI Eafe ETF Reduce -47.2% 0.90% −0.88
QQQ Invesco QQQ Trust Series 1 Reduce -62.5% 0.38% −0.76
IWM iShares Russell 2000 ETF Reduce -18.4% 1.64% −0.47
EWJ iShares MSCI Japan ETF Reduce -38.2% 0.56% −0.35
GOOGL Alphabet Inc. Class A Reduce -11.4% 0.90% −0.27
XLP SS Consumer Staples Sel Sect Reduce -6.3% 2.62% −0.18
IQV Iqvia Holdings Inc. Reduce -7.3% 0.31% −0.16
ADBE Adobe Inc. Sold out 0.00% −0.16
KMX Carmax Inc. Sold out 0.00% −0.14
ABNB Airbnb Inc. Class A Sold out 0.00% −0.13
MA Mastercard Inc. Class A Reduce -3.3% 0.51% −0.13
DEO Diageo PLC-Sponsored ADR Sold out 0.00% −0.12
IVV iShares Core S&P 500 ETF Reduce -23.0% 0.24% −0.11
CRM Salesforce Inc. Reduce -4.3% 0.13% −0.08
DIS The Walt Disney Co. Reduce -6.4% 0.22% −0.07
QCOM Qualcomm Inc. Reduce -4.5% 0.14% −0.06
CHKP Check Point Software Tech Reduce -8.1% 0.12% −0.06
COR Cencora Inc. Reduce -4.0% 0.29% −0.05
ADSK Autodesk Inc. Reduce -7.2% 0.12% −0.05
XLRE SS Real Estate Select Sector Reduce -9.9% 0.32% −0.05
XLB SS Materials Select Sector Reduce -12.8% 0.43% −0.04
SBUX Starbucks Corp. Reduce -15.1% 0.17% −0.03
SHY iShares 1-3 Year Treasury Bo Reduce -1.2% 0.18% −0.01
TSM Taiwan Semiconductor-SP ADR Reduce -6.1% 0.69% −0.01
APD Air Products & Chemicals Inc. Reduce -9.3% 0.13% +0.00
BCI Abrdn Bloomberg All Commodit Reduce -8.3% 2.65% +0.20

Portfolio Buys Q4 2025 → Q1 2026
SPTS SS SPDR P St Term TSY ETF Add +1084.0% 17.92% +16.31
CTA Simplify Managed Futures St Add +6.9% 15.33% +1.68
XLE SS Energy Select Sector Add +172.9% 2.30% +1.65
VGK Vanguard Ftse Europe ETF New 0.57% +0.57
COP Conocophillips New 0.21% +0.21
XOM Exxon Mobil Corp. New 0.19% +0.19
GD General Dynamics Corp. New 0.17% +0.17
ADI Analog Devices Inc. New 0.16% +0.16
BRK.B Berkshire Hathaway Inc. Class B Add +83.8% 0.35% +0.14
CMCSA Comcast Corp. Class A New 0.13% +0.13
BNY Bank of New York Mellon Corp. New 0.13% +0.13
XLF SS Financial Select Sector Add +22.8% 2.78% +0.13
MCK McKesson Corp. New 0.13% +0.13
BDX Becton Dickinson and Co. New 0.12% +0.12
PM Philip Morris International Add +53.2% 0.36% +0.12
MDT Medtronic PLC New 0.12% +0.12
SPY SS SPDR S&P 500 ETF Trust-US Add +27.5% 0.89% +0.12
OMC Omnicom Group New 0.11% +0.11
BOXX Alpha Architect 1-3 MNTH Box Add +31.2% 0.55% +0.11
UL Unilever PLC-Sponsored ADR New 0.11% +0.11
TLT iShares 20+ Year Treasury BD Add +31.3% 0.55% +0.11
AMAT Applied Materials Inc. Add +3.8% 0.40% +0.09
NVS Novartis AG-Sponsored ADR Add +39.4% 0.20% +0.06
JPM JPMorgan Chase & Co. Add +43.1% 0.29% +0.06
QQQI Neos Nasdaq-100 High Inc. ETF Add +17.1% 2.27% +0.05
GOOG Alphabet Inc. Class C Add +25.9% 0.57% +0.05
WFC Wells Fargo & Co. Add +50.7% 0.19% +0.03
XLC SS Comm Select Sector SPDR Add +13.6% 1.75% +0.02
XLU St Sr Utl SL SE SPDR ETF-Usd Add +2.1% 0.42% +0.02
SCHW Schwab (charles) Corp. Add +14.6% 0.49% +0.01
XLI SS Industrial Select Sector Add +1.2% 1.42% 0.00
IWMI Neos Russell 2000 High Inc. Add +8.2% 1.21% −0.00
IYR iShares US Real Estate ETF Add +3.6% 0.28% −0.00
ORCL Oracle Corp. Add +27.9% 0.14% −0.01
CEPI Rex Crypto Equity PR Inc. ETF Add +8.8% 0.13% −0.02
ELV Elevance Health Inc. Add +10.9% 0.23% −0.03
BKNG Booking Holdings Inc. Add +26.5% 0.54% −0.03
V Visa Inc. Class A Add +14.9% 0.64% −0.04
FEPI Rex Fang Innov Prem Inc. ETF Add +5.9% 0.31% −0.04
AIPI Rex AI Equity Prem Inc. ETF Add +7.5% 0.28% −0.05
AMZN Amazon.com Inc. Add +6.2% 0.60% −0.06
META Meta Platforms Inc. Class A Add +11.3% 0.66% −0.06
MSFT Microsoft Corp. Add +10.8% 0.84% −0.21
SPYI Neos S&P 500 High Income ETF Add +3.6% 2.80% −0.24
XLY SS Consumer Disc Select Sect Add +7.8% 4.45% −0.33
XLK SS Technology Select Sector Add +7.3% 10.51% −0.69

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 85$199.3MXLK, CTA, SPTS, XLF, SPYM
Q1 2026 90$187.6MSPTS, CTA, XLK, XLY, GLD
Q4 2025 83$177.8MCTA, XLK, GLD, SPYM, XLY