Independence Wealth Advisors, Llc Portfolio Stock Holdings
Independence Wealth Advisors, Llc disclosed 90 stock positions valued at approximately $187.6 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, SIMPLIFY EXCHANGE TRADED FUN, and SELECT SECTOR SPDR TR. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 90
- Portfolio Value
- $187.6M
Holdings by Sector
Independence Wealth Advisors, Llc Portfolio Holdings in Q1 2026
86 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPTS | Other | 17.92% | 1,151,974 | +1,054,677 | +1083.98% | $33,614,612 |
| SIMPLIFY EXCHANGE TRADED FUN | CTA | Other | 15.33% | 951,474 | +61,423 | +6.90% | $28,753,530 |
| SELECT SECTOR SPDR TR | XLK | Other | 10.51% | 148,307 | +10,104 | +7.31% | $19,709,968 |
| SELECT SECTOR SPDR TR | XLY | Other | 4.45% | 76,651 | +5,514 | +7.75% | $8,353,466 |
| SPDR GOLD TR | GLD | Other | 3.64% | 15,855 | -7,952 | -33.40% | $6,822,101 |
| NEOS ETF TRUST | SPYI | Other | 2.80% | 106,485 | +3,696 | +3.60% | $5,257,157 |
| SELECT SECTOR SPDR TR | XLF | Other | 2.78% | 105,528 | +19,585 | +22.79% | $5,209,905 |
| ABRDN ETFS | BCI | Other | 2.65% | 204,596 | -18,588 | -8.33% | $4,969,637 |
| SELECT SECTOR SPDR TR | XLP | Other | 2.62% | 59,980 | -4,037 | -6.31% | $4,917,167 |
| SELECT SECTOR SPDR TR | XLE | Other | 2.30% | 70,349 | +44,570 | +172.89% | $4,309,567 |
| NEOS ETF TRUST | QQQI | Other | 2.27% | 85,652 | +12,529 | +17.13% | $4,256,069 |
| SELECT SECTOR SPDR TR | XLV | Other | 1.84% | 23,609 | -28,482 | -54.68% | $3,461,382 |
| SELECT SECTOR SPDR TR | XLC | Other | 1.75% | 29,642 | +3,549 | +13.60% | $3,286,069 |
| ISHARES TR | IWM | Other | 1.64% | 12,443 | -2,811 | -18.43% | $3,085,905 |
| SELECT SECTOR SPDR TR | XLI | Other | 1.42% | 16,417 | +197 | +1.21% | $2,655,129 |
| SPDR SERIES TRUST | SPLG | Other | 1.26% | 30,780 | -81,304 | -72.54% | $2,355,915 |
| ISHARES TR | EEM | Other | 0.94% | 31,093 | -47,181 | -60.28% | $1,765,766 |
| APPLE INC | AAPL | Technology | 0.94% | 6,945 | - | - | $1,762,687 |
| ALPHABET INC | GOOGL | Communication Services | 0.90% | 5,897 | -759 | -11.40% | $1,695,606 |
| ISHARES TR | EFA | Other | 0.90% | 17,332 | -15,489 | -47.19% | $1,683,422 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.89% | 2,557 | +552 | +27.53% | $1,663,216 |
| MICROSOFT CORP | MSFT | Technology | 0.84% | 4,251 | +413 | +10.76% | $1,573,579 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.69% | 3,842 | -250 | -6.11% | $1,298,404 |
| META PLATFORMS INC | META | Communication Services | 0.66% | 2,154 | +219 | +11.32% | $1,232,135 |
| SPDR SERIES TRUST | SPTI | Other | 0.64% | 42,019 | -200,445 | -82.67% | $1,204,273 |
| VISA INC | V | Financial Services | 0.64% | 3,978 | +515 | +14.87% | $1,202,455 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.60% | 5,415 | +316 | +6.20% | $1,127,782 |
| ALPHABET INC | GOOG | Communication Services | 0.57% | 3,741 | +770 | +25.92% | $1,073,217 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.57% | 12,864 | +12,864 | +100.00% | $1,060,387 |
| ISHARES INC | EWJ | Other | 0.56% | 12,391 | -7,665 | -38.22% | $1,046,296 |
| ISHARES TR | TLT | Other | 0.55% | 11,993 | +2,856 | +31.26% | $1,039,673 |
| EA SERIES TRUST | BOXX | Other | 0.55% | 8,918 | +2,122 | +31.22% | $1,037,074 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.54% | 239 | +50 | +26.46% | $1,006,661 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.51% | 1,925 | -65 | -3.27% | $961,629 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.49% | 9,865 | +1,254 | +14.56% | $927,077 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.43% | 16,092 | -2,371 | -12.84% | $804,122 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.42% | 17,087 | +357 | +2.13% | $784,135 |
| APPLIED MATLS INC | AMAT | Technology | 0.40% | 2,176 | +79 | +3.77% | $743,770 |
| INVESCO QQQ TR | QQQ | Other | 0.38% | 1,232 | -2,054 | -62.51% | $711,094 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.36% | 4,101 | +1,424 | +53.19% | $678,059 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.35% | 1,364 | +622 | +83.83% | $653,629 |
| SELECT SECTOR SPDR TR | XLRE | Other | 0.32% | 14,572 | -1,609 | -9.94% | $594,990 |
| IQVIA HLDGS INC | IQV | Healthcare | 0.31% | 3,462 | -271 | -7.26% | $590,409 |
| ETF OPPORTUNITIES TRUST | FEPI | Other | 0.31% | 14,721 | +815 | +5.86% | $583,963 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.29% | 1,852 | +558 | +43.12% | $544,784 |
| CENCORA INC | COR | Healthcare | 0.29% | 1,722 | -71 | -3.96% | $540,893 |
| ISHARES TR | IYR | Other | 0.28% | 5,600 | +193 | +3.57% | $529,549 |
| ISHARES TR | IVV | Other | 0.24% | 696 | -208 | -23.01% | $454,634 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 0.23% | 1,495 | +147 | +10.91% | $437,604 |
| DISNEY WALT CO | DIS | Communication Services | 0.22% | 4,213 | -289 | -6.42% | $406,068 |
| VANGUARD INDEX FDS | VUG | Other | 0.21% | 922 | - | - | $402,859 |
| CONOCOPHILLIPS | COP | Energy | 0.21% | 2,969 | +2,969 | +100.00% | $391,850 |
| NOVARTIS AG | NVS | Healthcare | 0.20% | 2,423 | +685 | +39.41% | $370,113 |
| WELLS FARGO & CO | WFC | Financial Services | 0.19% | 4,543 | +1,529 | +50.73% | $361,628 |
| EXXON MOBIL CORP | XOM | Energy | 0.19% | 2,128 | +2,128 | +100.00% | $361,036 |
| ISHARES TR | SHY | Other | 0.18% | 4,092 | -51 | -1.23% | $337,877 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.17% | 930 | +930 | +100.00% | $319,195 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.17% | 3,548 | -631 | -15.10% | $317,890 |
| ANALOG DEVICES INC | ADI | Technology | 0.16% | 966 | +966 | +100.00% | $307,323 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.16% | 1,237 | - | - | $302,372 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.16% | 10,800 | - | - | $300,780 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.16% | 2,073 | - | - | $299,464 |
| SIMPLIFY EXCHANGE TRADED FUN | HEQT | Other | 0.16% | 9,257 | - | - | $291,596 |
| PACER FDS TR | COWZ | Other | 0.15% | 4,637 | - | - | $290,095 |
| ORACLE CORP | ORCL | Technology | 0.14% | 1,847 | +403 | +27.91% | $271,712 |
| ISHARES TR | IWF | Other | 0.14% | 630 | - | - | $268,632 |
| VANGUARD INDEX FDS | VTV | Other | 0.14% | 1,319 | - | - | $258,788 |
| QUALCOMM INC | QCOM | Technology | 0.14% | 1,967 | -93 | -4.51% | $253,356 |
| BROADCOM INC | AVGO | Technology | 0.13% | 818 | - | - | $253,179 |
| SALESFORCE INC | CRM | Technology | 0.13% | 1,356 | -61 | -4.30% | $253,040 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.13% | 8,806 | +8,806 | +100.00% | $252,820 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.13% | 778 | - | - | $249,438 |
| ELI LILLY & CO | LLY | Healthcare | 0.13% | 269 | - | - | $247,418 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.13% | 2,059 | +2,059 | +100.00% | $244,259 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.13% | 999 | - | - | $242,148 |
| MCKESSON CORP | MCK | Healthcare | 0.13% | 275 | +275 | +100.00% | $237,974 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.13% | 813 | -83 | -9.26% | $236,132 |
| AUTODESK INC | ADSK | Technology | 0.12% | 976 | -76 | -7.22% | $233,654 |
| BECTON DICKINSON & CO | BDX | Healthcare | 0.12% | 1,463 | +1,463 | +100.00% | $230,027 |
| CHECK POINT SOFTWARE TECH LT | CHKP | Other | 0.12% | 1,577 | -138 | -8.05% | $225,274 |
| MEDTRONIC PLC | MDT | Other | 0.12% | 2,591 | +2,591 | +100.00% | $224,510 |
| WALMART INC | WMT | Consumer Defensive | 0.12% | 1,803 | - | - | $224,101 |
| ETF SER SOLUTIONS | QTUM | Other | 0.12% | 2,075 | - | - | $222,648 |
| SCHWAB STRATEGIC TR | FNDA | Other | 0.12% | 6,800 | - | - | $220,524 |
| OMNICOM GROUP INC | OMC | Communication Services | 0.11% | 2,858 | +2,858 | +100.00% | $215,236 |
| ISHARES TR | IJR | Other | 0.11% | 1,672 | - | - | $207,906 |