Independence Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Independence Wealth Advisors, Llc disclosed 85 stock positions valued at approximately $199.32M as of quarter-end June 30, 2026. The largest holdings include SELECT SECTOR SPDR TR, SIMPLIFY EXCHANGE TRADED FUN, and SPDR SERIES TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 85
- Portfolio Value
- $199.32M
Holdings by Sector
Independence Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | XLK | Other | 12.86% | 134,615 | -13,692 | -9.23% | $25,640,063 |
| SIMPLIFY EXCHANGE TRADED FUN | CTA | Other | 12.67% | 973,762 | +22,288 | +2.34% | $25,261,985 |
| SPDR SERIES TRUST | SPTS | Other | 5.90% | 405,465 | -746,509 | -64.80% | $11,762,550 |
| SELECT SECTOR SPDR TR | XLF | Other | 5.33% | 198,303 | +92,775 | +87.92% | $10,630,732 |
| SPDR SERIES TRUST | SPLG | Other | 5.00% | 113,481 | +82,701 | +268.68% | $9,972,651 |
| ABRDN ETFS | BCI | Other | 4.63% | 413,098 | +208,502 | +101.91% | $9,228,649 |
| SELECT SECTOR SPDR TR | XLV | Other | 4.25% | 53,394 | +29,785 | +126.16% | $8,470,952 |
| SPDR SERIES TRUST | SPTL | Other | 3.68% | 279,912 | +29,966 | +11.99% | $7,342,087 |
| NEOS ETF TRUST | SPYI | Other | 3.04% | 114,083 | +7,598 | +7.14% | $6,056,661 |
| INVESCO QQQ TR | QQQ | Other | 2.87% | 7,789 | +6,557 | +532.22% | $5,726,595 |
| NEOS ETF TRUST | QQQI | Other | 2.68% | 94,227 | +8,575 | +10.01% | $5,351,144 |
| ISHARES TR | EEM | Other | 2.40% | 69,860 | +38,767 | +124.68% | $4,779,130 |
| ISHARES TR | IWM | Other | 2.09% | 13,886 | +1,443 | +11.60% | $4,167,590 |
| SELECT SECTOR SPDR TR | XLE | Other | 2.04% | 76,512 | +6,163 | +8.76% | $4,064,038 |
| SELECT SECTOR SPDR TR | XLY | Other | 1.98% | 33,650 | -43,001 | -56.10% | $3,946,256 |
| SELECT SECTOR SPDR TR | XLC | Other | 1.69% | 31,379 | +1,737 | +5.86% | $3,361,745 |
| ISHARES TR | EFA | Other | 1.69% | 32,350 | +15,018 | +86.65% | $3,360,464 |
| SPDR GOLD TR | GLD | Other | 1.59% | 8,624 | -7,231 | -45.61% | $3,179,058 |
| NEOS ETF TRUST | IWMI | Other | 1.47% | 54,710 | +6,957 | +14.57% | $2,928,061 |
| SELECT SECTOR SPDR TR | XLI | Other | 1.42% | 15,281 | -1,136 | -6.92% | $2,830,149 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.05% | 2,799 | +242 | +9.46% | $2,089,416 |
| APPLE INC | AAPL | Technology | 1.01% | 6,986 | +41 | +0.59% | $2,021,463 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.83% | 3,464 | -378 | -9.84% | $1,654,302 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.83% | 19,843 | -40,137 | -66.92% | $1,648,279 |
| MICROSOFT CORP | MSFT | Technology | 0.82% | 4,360 | +109 | +2.56% | $1,626,220 |
| APPLIED MATLS INC | AMAT | Technology | 0.71% | 1,970 | -206 | -9.47% | $1,424,387 |
| VISA INC | V | Financial Services | 0.68% | 3,968 | -10 | -0.25% | $1,361,294 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.64% | 5,334 | -81 | -1.50% | $1,271,306 |
| ISHARES INC | EWJ | Other | 0.63% | 13,446 | +1,055 | +8.51% | $1,254,049 |
| META PLATFORMS INC | META | Communication Services | 0.63% | 2,219 | +65 | +3.02% | $1,249,753 |
Showing 30 of 85 holdings in the latest reporting period.