Independence Asset Advisors, LLC Top Holdings and 13F Report (2026) About Independence Asset Advisors, LLCInvestment ActivityIndependence Asset Advisors, LLC has $276.60 million in total holdings as of March 31, 2026.Independence Asset Advisors, LLC owns shares of 24 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 35.26% of the portfolio was purchased this quarter.About 0.27% of the portfolio was sold this quarter.This quarter, Independence Asset Advisors, LLC has purchased 18 new stocks and bought additional shares in 11 stocks.Independence Asset Advisors, LLC sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings VanEck CLO ETF $98,202,522Invesco S&P 500 Quality ETF $73,855,610VANECK ETF TRUST $45,574,711Vanguard Total Stock Market ETF $15,808,805J P MORGAN EXCHANGE TRADED F $15,022,807 Largest New Holdings this Quarter 46137V241 - Invesco S&P 500 Quality ETF $73,855,610 Holding922908538 - Vanguard Mid-Cap Growth ETF $856,057 Holding922908595 - Vanguard Small-Cap Growth ETF $682,060 Holding922031687 - VANGUARD FIXED INCOME SECS F $374,357 Holding922020722 - VANGUARD MALVERN FDS $337,643 Holding Largest Purchases this Quarter Invesco S&P 500 Quality ETF 982,253 shares (about $73.86M)VanEck CLO ETF 273,532 shares (about $14.41M)JPMorgan International Research Enhanced Equity ETF 21,464 shares (about $1.63M)Vanguard Total Stock Market ETF 4,309 shares (about $1.38M)Vanguard Real Estate ETF 14,123 shares (about $1.25M) Largest Sales this Quarter Vanguard Intermediate-Term Corporate Bond ETF 6,011 shares (about $497.41K)Pacer Pacific Asset Floating Rate High Income ETF 585 shares (about $27.09K)J P MORGAN EXCHANGE TRADED F 75 shares (about $4.03K) 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$98,202,522$14,414,939 ▲17.2%1,863,45135.5%ETFSPHQInvesco S&P 500 Quality ETF$73,855,610$73,855,610 ▲New Holding982,25326.7%ETFVANECK ETF TRUST$45,574,711$811,602 ▲1.8%911,77316.5%AA BB CLO ETFVTIVanguard Total Stock Market ETF$15,808,805$1,382,364 ▲9.6%49,2785.7%ETFJ P MORGAN EXCHANGE TRADED F$15,022,807$4,033 ▼0.0%279,3905.4%ACTIVE BOND ETFIWDiShares Russell 1000 Value ETF$7,959,2080.0%37,2502.9%ETFFLRTPacer Pacific Asset Floating Rate High Income ETF$3,220,339$27,091 ▼-0.8%69,5391.2%ETFVNQVanguard Real Estate ETF$3,141,805$1,252,695 ▲66.3%35,4211.1%ETFVFMVVanguard U.S. Minimum Volatility ETF$2,470,2080.0%18,5410.9%ETFJIREJPMorgan International Research Enhanced Equity ETF$2,096,312$1,625,668 ▲345.4%27,6780.8%ETFJAVAJPMorgan Active Value ETF$1,629,538$919,490 ▲129.5%22,7110.6%ETFJEPIJPMorgan Equity Premium Income ETF$1,213,656$264,674 ▲27.9%21,4600.4%ETFLSGRNatixis Loomis Sayles Focused Growth ETF$1,033,9880.0%26,2500.4%ETFVOTVanguard Mid-Cap Growth ETF$856,057$856,057 ▲New Holding3,3260.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$740,033$497,410 ▼-40.2%8,9430.3%ETFJPREJPMorgan Realty Income ETF$698,299$2,115 ▲0.3%14,5270.3%ETFVBKVanguard Small-Cap Growth ETF$682,060$682,060 ▲New Holding2,2570.2%ETFVYMIVanguard International High Dividend Yield ETF$463,425$157,082 ▲51.3%4,9180.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$396,050$9,328 ▲2.4%7,1330.1%ETFVANGUARD FIXED INCOME SECS F$374,357$374,357 ▲New Holding5,0310.1%HIGH-YIELD ACTVVANGUARD MALVERN FDS$337,643$337,643 ▲New Holding6,6290.1%MULTI SECTORJPIEJPMorgan Income ETF$283,791$283,791 ▲New Holding6,1600.1%ETFSIHYHarbor Scientific Alpha High-Yield ETF$278,871$38,725 ▲16.1%6,2580.1%ETFVIGVanguard Dividend Appreciation ETF$257,972$257,972 ▲New Holding1,2000.1%ETFAAPLApple$0$209,547 ▼-100.0%00.0%Computer and TechnologyShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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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