§ 13F · FUND PROFILE
Independence Wealth Advisors, LLC.
AUM · $199M (13F)Positions · 85Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | 135K | $26M | 12.9% | −9% |
| 2 | CTA | SIMPLIFY EXCHANGE TRADED FUN | 974K | $25M | 12.7% | +2% |
| 3 | SPTS | SPDR SERIES TRUST | 405K | $12M | 5.9% | −65% |
| 4 | XLF | SELECT SECTOR SPDR TR | 198K | $11M | 5.3% | +88% |
| 5 | SPYM | SPDR SERIES TRUST | 113K | $10M | 5.0% | +269% |
| 6 | BCI | ABRDN ETFS | 413K | $9M | 4.6% | +102% |
| 7 | XLV | SELECT SECTOR SPDR TR | 53K | $8M | 4.2% | +126% |
| 8 | SPTL | SPDR SERIES TRUST | 280K | $7M | 3.7% | NEW |
| 9 | SPYI | NEOS ETF TRUST | 114K | $6M | 3.0% | +7% |
| 10 | QQQ | INVESCO QQQ TR | 8K | $6M | 2.9% | +532% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INDEPENDENCE SIGNAL
AC read
Independence Wealth Advisors, LLC is a Other fund managing $199 million in assets. The fund runs a portfolio of 85 positions.
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