Independence Asset Advisors, LLC Top Holdings and 13F Report (2026) About Independence Asset Advisors, LLCInvestment ActivityIndependence Asset Advisors, LLC has $383.87 million in total holdings as of June 30, 2026.Independence Asset Advisors, LLC owns shares of 25 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 23.16% of the portfolio was purchased this quarter.About 0.49% of the portfolio was sold this quarter.This quarter, Independence Asset Advisors, LLC has purchased 24 new stocks and bought additional shares in 17 stocks.Independence Asset Advisors, LLC sold shares of 2 stocks and completely divested from 2 stocks this quarter.Largest Holdings VanEck CLO ETF $100,610,271Vanguard Total Stock Market ETF $90,666,409Invesco S&P 500 Quality ETF $88,528,405VANECK ETF TRUST $46,940,617J P MORGAN EXCHANGE TRADED F $14,948,480 Largest New Holdings this Quarter 084670702 - Berkshire Hathaway $2,009,066 Holding46641Q647 - JPMorgan Municipal ETF $235,546 Holding037833100 - Apple $223,447 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 195,740 shares (about $72.43M)JPMorgan Income ETF 199,532 shares (about $9.19M)Berkshire Hathaway 4,015 shares (about $2.01M)VanEck CLO ETF 36,677 shares (about $1.94M)VANECK ETF TRUST 17,534 shares (about $885.67K) Largest Sales this Quarter VANGUARD MALVERN FDS 968 shares (about $49.57K)Vanguard International High Dividend Yield ETF 474 shares (about $46.54K) 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 PortfolioSectorCLOIVanEck CLO ETF$100,610,271$1,942,018 â–²2.0%1,900,12826.2%ETFVTIVanguard Total Stock Market ETF$90,666,409$72,431,588 â–²397.2%245,01823.6%ETFSPHQInvesco S&P 500 Quality ETF$88,528,405$27,390 â–²0.0%982,55723.1%ETFVANECK ETF TRUST$46,940,617$885,667 â–²1.9%929,30712.2%AA BB CLO ETFJ P MORGAN EXCHANGE TRADED F$14,948,480$1,123 â–²0.0%279,4113.9%ACTIVE BOND ETFJPIEJPMorgan Income ETF$9,472,117$9,188,449 â–²3,239.2%205,6922.5%ETFIWDiShares Russell 1000 Value ETF$9,030,5180.0%37,2502.4%ETFFLRTPacer Pacific Asset Floating Rate High Income ETF$3,600,330$357,743 â–²11.0%77,2110.9%ETFVNQVanguard Real Estate ETF$3,540,518$124,877 â–²3.7%36,7160.9%ETFVFMVVanguard U.S. Minimum Volatility ETF$2,583,9310.0%18,5410.7%ETFJAVAJPMorgan Active Value ETF$2,359,284$555,794 â–²30.8%29,7100.6%ETFJIREJPMorgan International Research Enhanced Equity ETF$2,324,381$41,245 â–²1.8%28,1780.6%ETFBRK.BBerkshire Hathaway$2,009,066$2,009,066 â–²New Holding4,0150.5%FinanceJEPIJPMorgan Equity Premium Income ETF$1,345,470$135,691 â–²11.2%23,8670.4%ETFVOTVanguard Mid-Cap Growth ETF$1,020,165$1,531 â–²0.2%3,3310.3%ETFVANGUARD FIXED INCOME SECS F$935,550$558,950 â–²148.4%12,4980.2%HIGH-YIELD ACTVVBKVanguard Small-Cap Growth ETF$826,070$731 â–²0.1%2,2590.2%ETFJPREJPMorgan Realty Income ETF$762,110$4,070 â–²0.5%14,6050.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$450,104$11,738 â–²2.7%7,3240.1%ETFVIGVanguard Dividend Appreciation ETF$447,806$163,935 â–²57.8%1,8930.1%ETFVYMIVanguard International High Dividend Yield ETF$436,371$46,544 â–¼-9.6%4,4440.1%ETFVANGUARD MALVERN FDS$289,907$49,573 â–¼-14.6%5,6610.1%MULTI SECTORSIHYHarbor Scientific Alpha High-Yield ETF$283,8320.0%6,2580.1%ETFJMUBJPMorgan Municipal ETF$235,546$235,546 â–²New Holding4,6500.1%ETFAAPLApple$223,447$223,447 â–²New Holding7720.1%Computer and TechnologyLSGRNatixis Loomis Sayles Focused Growth ETF$0$1,033,988 â–¼-100.0%00.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$0$740,033 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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