Independence Asset Advisors, LLC Top Holdings and 13F Report (2026) About Independence Asset Advisors, LLCInvestment ActivityIndependence Asset Advisors, LLC has $425.19 million in total holdings as of September 30, 2026.Independence Asset Advisors, LLC owns shares of 31 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 11.33% of the portfolio was purchased this quarter.About 0.18% of the portfolio was sold this quarter.This quarter, Independence Asset Advisors, LLC has purchased 25 new stocks and bought additional shares in 18 stocks.Independence Asset Advisors, LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $133,280,585VanEck CLO ETF $100,840,415Invesco S&P 500 Quality ETF $82,981,103VANECK ETF TRUST $47,251,847J P MORGAN EXCHANGE TRADED F $14,310,938 Largest New Holdings this Quarter 46654Q583 - J P MORGAN EXCHANGE TRADED F $962,115 Holding47103U845 - Janus Henderson AAA CLO ETF $600,960 Holding46641Q118 - JPMorgan Small & Mid Cap Enhanced Equity ETF $564,432 Holding52110K400 - LAZARD ACTIVE ETF TR $306,040 Holding87975E834 - TEMA ETF TRUST $228,630 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 111,119 shares (about $41.59M)J P MORGAN EXCHANGE TRADED F 16,464 shares (about $962.12K)Vanguard International High Dividend Yield ETF 7,504 shares (about $758.90K)JPMorgan Active Value ETF 7,581 shares (about $604.36K)Janus Henderson AAA CLO ETF 11,860 shares (about $600.96K) Largest Sales this Quarter JPMorgan Equity Premium Income ETF 7,749 shares (about $435.64K)Pacer Pacific Asset Floating Rate High Income ETF 3,239 shares (about $150.42K)Vanguard Real Estate ETF 1,417 shares (about $127.00K)VANGUARD MALVERN FDS 721 shares (about $35.70K)JPMorgan Realty Income ETF 572 shares (about $28.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependence Asset Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$133,280,585$41,585,135 ▲45.4%356,13731.3%ETFCLOIVanEck CLO ETF$100,840,415$190,639 ▲0.2%1,903,72723.7%ETFSPHQInvesco S&P 500 Quality ETF$82,981,103$367,682 ▲0.4%986,93019.5%ETFVANECK ETF TRUST$47,251,847$426,579 ▲0.9%937,77311.1%AA BB CLO ETFJ P MORGAN EXCHANGE TRADED F$14,310,938$27,451 ▲0.2%279,9483.4%ACTIVE BOND ETFJPIEJPMorgan Income ETF$9,257,612$24,106 ▲0.3%206,2292.2%ETFIWDiShares Russell 1000 Value ETF$9,235,3930.0%37,2502.2%ETFFLRTPacer Pacific Asset Floating Rate High Income ETF$3,435,270$150,420 ▼-4.2%73,9720.8%ETFVNQVanguard Real Estate ETF$3,163,813$127,004 ▼-3.9%35,2990.7%ETFJAVAJPMorgan Active Value ETF$2,972,859$604,361 ▲25.5%37,2910.7%ETFVFMVVanguard U.S. Minimum Volatility ETF$2,624,3740.0%18,5410.6%ETFJIREJPMorgan International Research Enhanced Equity ETF$2,613,734$298,649 ▲12.9%31,8130.6%ETFBRK.BBerkshire Hathaway$2,419,041$419,772 ▲21.0%4,8580.6%FinanceVANGUARD FIXED INCOME SECS F$1,415,367$512,439 ▲56.8%19,5910.3%HIGH-YIELD ACTVVYMIVanguard International High Dividend Yield ETF$1,208,327$758,896 ▲168.9%11,9480.3%ETFVOTVanguard Mid-Cap Growth ETF$974,107$1,168 ▲0.1%3,3350.2%ETFJ P MORGAN EXCHANGE TRADED F$962,115$962,115 ▲New Holding16,4640.2%FUND DA VALU ETFJEPIJPMorgan Equity Premium Income ETF$906,139$435,642 ▼-32.5%16,1180.2%ETFVBKVanguard Small-Cap Growth ETF$763,799$676 ▲0.1%2,2610.2%ETFJPREJPMorgan Realty Income ETF$693,376$28,263 ▼-3.9%14,0330.2%ETFJAAAJanus Henderson AAA CLO ETF$600,960$600,960 ▲New Holding11,8600.1%ETFJMEEJPMorgan Small & Mid Cap Enhanced Equity ETF$564,432$564,432 ▲New Holding7,6710.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$462,547$13,905 ▲3.1%7,5510.1%ETFVIGVanguard Dividend Appreciation ETF$452,343$10,731 ▲2.4%1,9390.1%ETFSIHYHarbor Scientific Alpha High-Yield ETF$329,195$52,968 ▲19.2%7,4580.1%ETFLAZARD ACTIVE ETF TR$306,040$306,040 ▲New Holding8,7390.1%INTL DYNAMIC EQTAAPLApple$257,390$333 ▲0.1%7730.1%TechnologyVANGUARD MALVERN FDS$244,626$35,704 ▼-12.7%4,9400.1%MULTI SECTORTEMA ETF TRUST$228,630$228,630 ▲New Holding6,4530.1%ELECTRIFICATIONJ P MORGAN EXCHANGE TRADED F$221,719$476 ▲0.2%4,6600.1%MUNICIPAL ETFCOHEN & STEERS ETF TRUST$216,747$216,747 ▲New Holding8,1180.1%REAL EST ACT ETFShowing largest 100 holdings. 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