§ 13F · FUND PROFILE
Independence Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 83Turnover · — · Q4Filed · Jan 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$177.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CTA | SIMPLIFY EXCHANGE TRADED FUN | 890K | $24.3T | 13.6% | NEW |
| 2 | XLK | SELECT SECTOR SPDR TR | 138K | $19.9T | 11.2% | NEW |
| 3 | GLD | SPDR GOLD TR | 24K | $9.4T | 5.3% | NEW |
| 4 | SPYM | SPDR SERIES TRUST | 112K | $9.0T | 5.1% | NEW |
| 5 | XLY | SELECT SECTOR SPDR TR | 71K | $8.5T | 4.8% | NEW |
| 6 | XLV | SELECT SECTOR SPDR TR | 52K | $8.1T | 4.5% | NEW |
| 7 | SPTI | SPDR SERIES TRUST | 242K | $7.0T | 3.9% | NEW |
| 8 | SPTL | SPDR SERIES TRUST | 250K | $6.6T | 3.7% | NEW |
| 9 | SPYI | NEOS ETF TRUST | 103K | $5.4T | 3.0% | NEW |
| 10 | XLP | SELECT SECTOR SPDR TR | 64K | $5.0T | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INDEPENDENCE SIGNAL
AC read
Independence Wealth Advisors, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed