Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $25.6M | 12.9% |
| Simplify Exchange Traded FunMANAGED FUTURES | MANAGED FUTURES | $25.3M | 12.7% |
| SPDR Series TrustST SHO TREAS ETF | ST SHO TREAS ETF | $11.8M | 5.9% |
| Select Sector SPDR TRST STR FINL ETF | ST STR FINL ETF | $10.6M | 5.3% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $9.97M | 5.0% |
| Abrdn ETFSBBRG ALL COMD K1 | BBRG ALL COMD K1 | $9.23M | 4.6% |
| Select Sector SPDR TRST STR CARE ETF | ST STR CARE ETF | $8.47M | 4.2% |
| SPDR Series TrustST LON TREAS ETF | ST LON TREAS ETF | $7.34M | 3.7% |
| Neos ETF TrustNEOS S&P 500 HI | NEOS S&P 500 HI | $6.06M | 3.0% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $5.73M | 2.9% |
| Neos ETF TrustNASDAQ 100 HIGH | NASDAQ 100 HIGH | $5.35M | 2.7% |
| iShares TRMSCI EMG MKT ETF | MSCI EMG MKT ETF | $4.78M | 2.4% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $4.17M | 2.1% |
| Select Sector SPDR TRST STR ENERG ETF | ST STR ENERG ETF | $4.06M | 2.0% |
| Select Sector SPDR TRST STR DISCR ETF | ST STR DISCR ETF | $3.95M | 2.0% |
| Select Sector SPDR TRST STR SVC ETF | ST STR SVC ETF | $3.36M | 1.7% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $3.36M | 1.7% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $3.18M | 1.6% |
| Neos ETF TrustRUSS 2000 HI ETF | RUSS 2000 HI ETF | $2.93M | 1.5% |
| Select Sector SPDR TRST STR INDL ETF | ST STR INDL ETF | $2.83M | 1.4% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $2.09M | 1.0% |
| Apple Inc.COM | COM | $2.02M | 1.0% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $1.65M | 0.8% |
| Select Sector SPDR TRST STR STAPL ETF | ST STR STAPL ETF | $1.65M | 0.8% |
| Microsoft Corp.COM | COM | $1.63M | 0.8% |
| Applied Matls Inc.COM | COM | $1.42M | 0.7% |
| Visa Inc.COM CL A | COM CL A | $1.36M | 0.7% |
| Amazon Com Inc.COM | COM | $1.27M | 0.6% |
| iShares Inc.MSCI JAPAN ETF | MSCI JAPAN ETF | $1.25M | 0.6% |
| Meta Platforms Inc.CL A | CL A | $1.25M | 0.6% |
| EA Series TrustALPHA ARCH 1-3 | ALPHA ARCH 1-3 | $1.23M | 0.6% |
| iShares TR20 YR TR BD ETF | 20 YR TR BD ETF | $1.22M | 0.6% |
| Booking Holdings Inc.COM | COM | $1.16M | 0.6% |
| iShares TRU.S. REAL ES ETF | U.S. REAL ES ETF | $1.08M | 0.5% |
| Mastercard IncorporatedCL A | CL A | $933K | 0.5% |
| Schwab Charles Corp.COM | COM | $916K | 0.5% |
| Select Sector SPDR TRST STR MATER ETF | ST STR MATER ETF | $805K | 0.4% |
| Philip Morris Intl Inc.COM | COM | $788K | 0.4% |
| Select Sector SPDR TRST STR UTIL ETF | ST STR UTIL ETF | $785K | 0.4% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $784K | 0.4% |
| JPMORGAN Chase & COCOM | COM | $666K | 0.3% |
| ETF Opportunities TrustREX FA IN EQ ETF | REX FA IN EQ ETF | $657K | 0.3% |
| Select Sector SPDR TRST STR REAL ETF | ST STR REAL ETF | $627K | 0.3% |
| ETF Opportunities TrustREX AI EQUIT ETF | REX AI EQUIT ETF | $613K | 0.3% |
| Iqvia Hldgs Inc.COM | COM | $584K | 0.3% |
| Elevance Health Inc. FormerlyCOM | COM | $574K | 0.3% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $521K | 0.3% |
| Cencora Inc.COM | COM | $483K | 0.2% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $471K | 0.2% |
| Analog Devices Inc.COM | COM | $439K | 0.2% |
Select Sector SPDR TRST STR TECHN ETF$25.6M
- Class
- ST STR TECHN ETF
- Share
- 12.9%
Simplify Exchange Traded FunMANAGED FUTURES$25.3M
- Class
- MANAGED FUTURES
- Share
- 12.7%
SPDR Series TrustST SHO TREAS ETF$11.8M
- Class
- ST SHO TREAS ETF
- Share
- 5.9%
Select Sector SPDR TRST STR FINL ETF$10.6M
- Class
- ST STR FINL ETF
- Share
- 5.3%
SPDR Series TrustST STR P500ETF$9.97M
- Class
- ST STR P500ETF
- Share
- 5.0%
Abrdn ETFSBBRG ALL COMD K1$9.23M
- Class
- BBRG ALL COMD K1
- Share
- 4.6%
Select Sector SPDR TRST STR CARE ETF$8.47M
- Class
- ST STR CARE ETF
- Share
- 4.2%
SPDR Series TrustST LON TREAS ETF$7.34M
- Class
- ST LON TREAS ETF
- Share
- 3.7%
Neos ETF TrustNEOS S&P 500 HI$6.06M
- Class
- NEOS S&P 500 HI
- Share
- 3.0%
Invesco Qqq TRUNIT SER 1$5.73M
- Class
- UNIT SER 1
- Share
- 2.9%
Neos ETF TrustNASDAQ 100 HIGH$5.35M
- Class
- NASDAQ 100 HIGH
- Share
- 2.7%
iShares TRMSCI EMG MKT ETF$4.78M
- Class
- MSCI EMG MKT ETF
- Share
- 2.4%
iShares TRRUSSELL 2000 ETF$4.17M
- Class
- RUSSELL 2000 ETF
- Share
- 2.1%
Select Sector SPDR TRST STR ENERG ETF$4.06M
- Class
- ST STR ENERG ETF
- Share
- 2.0%
Select Sector SPDR TRST STR DISCR ETF$3.95M
- Class
- ST STR DISCR ETF
- Share
- 2.0%
Select Sector SPDR TRST STR SVC ETF$3.36M
- Class
- ST STR SVC ETF
- Share
- 1.7%
iShares TRMSCI EAFE ETF$3.36M
- Class
- MSCI EAFE ETF
- Share
- 1.7%
SPDR Gold TRGOLD SHS$3.18M
- Class
- GOLD SHS
- Share
- 1.6%
Neos ETF TrustRUSS 2000 HI ETF$2.93M
- Class
- RUSS 2000 HI ETF
- Share
- 1.5%
Select Sector SPDR TRST STR INDL ETF$2.83M
- Class
- ST STR INDL ETF
- Share
- 1.4%
State Str SPDR S&P 500 ETF TTR UNIT$2.09M
- Class
- TR UNIT
- Share
- 1.0%
Apple Inc.COM$2.02M
- Class
- COM
- Share
- 1.0%
Taiwan Semiconductor ManufacSPONSORED ADS$1.65M
- Class
- SPONSORED ADS
- Share
- 0.8%
Select Sector SPDR TRST STR STAPL ETF$1.65M
- Class
- ST STR STAPL ETF
- Share
- 0.8%
Microsoft Corp.COM$1.63M
- Class
- COM
- Share
- 0.8%
Applied Matls Inc.COM$1.42M
- Class
- COM
- Share
- 0.7%
Visa Inc.COM CL A$1.36M
- Class
- COM CL A
- Share
- 0.7%
Amazon Com Inc.COM$1.27M
- Class
- COM
- Share
- 0.6%
iShares Inc.MSCI JAPAN ETF$1.25M
- Class
- MSCI JAPAN ETF
- Share
- 0.6%
Meta Platforms Inc.CL A$1.25M
- Class
- CL A
- Share
- 0.6%
EA Series TrustALPHA ARCH 1-3$1.23M
- Class
- ALPHA ARCH 1-3
- Share
- 0.6%
iShares TR20 YR TR BD ETF$1.22M
- Class
- 20 YR TR BD ETF
- Share
- 0.6%
Booking Holdings Inc.COM$1.16M
- Class
- COM
- Share
- 0.6%
iShares TRU.S. REAL ES ETF$1.08M
- Class
- U.S. REAL ES ETF
- Share
- 0.5%
Mastercard IncorporatedCL A$933K
- Class
- CL A
- Share
- 0.5%
Schwab Charles Corp.COM$916K
- Class
- COM
- Share
- 0.5%
Select Sector SPDR TRST STR MATER ETF$805K
- Class
- ST STR MATER ETF
- Share
- 0.4%
Philip Morris Intl Inc.COM$788K
- Class
- COM
- Share
- 0.4%
Select Sector SPDR TRST STR UTIL ETF$785K
- Class
- ST STR UTIL ETF
- Share
- 0.4%
Berkshire Hathaway Inc. DelCL B NEW$784K
- Class
- CL B NEW
- Share
- 0.4%
JPMORGAN Chase & COCOM$666K
- Class
- COM
- Share
- 0.3%
ETF Opportunities TrustREX FA IN EQ ETF$657K
- Class
- REX FA IN EQ ETF
- Share
- 0.3%
Select Sector SPDR TRST STR REAL ETF$627K
- Class
- ST STR REAL ETF
- Share
- 0.3%
ETF Opportunities TrustREX AI EQUIT ETF$613K
- Class
- REX AI EQUIT ETF
- Share
- 0.3%
Iqvia Hldgs Inc.COM$584K
- Class
- COM
- Share
- 0.3%
Elevance Health Inc. FormerlyCOM$574K
- Class
- COM
- Share
- 0.3%
iShares TRCORE S&P500 ETF$521K
- Class
- CORE S&P500 ETF
- Share
- 0.3%
Cencora Inc.COM$483K
- Class
- COM
- Share
- 0.2%
Vanguard Index FdsGROWTH ETF$471K
- Class
- GROWTH ETF
- Share
- 0.2%
Analog Devices Inc.COM$439K
- Class
- COM
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 85 positions by value, with holdings of the same security combined. The 85 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2001765
- File number
- 028-25906
- Options
- 0 call, 0 put
- In the 25 largest
- 83.8%
Common questions
What are Independence Wealth Advisors’ 13F holdings worth?
$199 million across 85 positions for the quarter ended 30 June 2026.
What is Independence Wealth Advisors’ largest 13F holding?
SELECT SECTOR SPDR TR (ST STR TECHN ETF) was the largest position at $25.6 million, or 12.9% of reported 13F value, as of 30 June 2026.
How concentrated is Independence Wealth Advisors’ 13F portfolio?
The ten largest positions accounted for 60.3% of reported value and the twenty-five largest for 83.8%, across 85 positions as of 30 June 2026.
Does Form 13F show everything Independence Wealth Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Independence Wealth Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.