Independence Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Independence Wealth Advisors, LLCInvestment ActivityIndependence Wealth Advisors, LLC has $210.82 million in total holdings as of September 30, 2026.Independence Wealth Advisors, LLC owns shares of 87 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 16.63% of the portfolio was purchased this quarter.About 14.07% of the portfolio was sold this quarter.This quarter, Independence Wealth Advisors, LLC has purchased 85 new stocks and bought additional shares in 25 stocks.Independence Wealth Advisors, LLC sold shares of 46 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR Portfolio Short Term Treasury ETF $26,425,138Technology Select Sector SPDR Fund $26,026,970Simplify Managed Futures Strategy ETF $24,017,435SPDR Portfolio S&P 500 ETF $10,370,675Health Care Select Sector SPDR Fund $9,108,568 Largest New Holdings this Quarter 53700T827 - iMGP DBi Managed Futures Strategy ETF $6,857,286 Holding02079K305 - Alphabet $1,892,745 Holding02079K107 - Alphabet $1,317,729 Holding78464A805 - SPDR Portfolio S&P 1500 Composite Stock Market ETF $384,549 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $333,174 Holding Largest Purchases this Quarter SPDR Portfolio Short Term Treasury ETF 516,235 shares (about $14.80M)iMGP DBi Managed Futures Strategy ETF 210,799 shares (about $6.86M)Consumer Staples Select Sector SPDR Fund 45,529 shares (about $3.67M)Alphabet 5,501 shares (about $1.89M)iShares MSCI Japan ETF 17,025 shares (about $1.66M) Largest Sales this Quarter Financial Select Sector SPDR Fund 100,138 shares (about $5.35M)Simplify Managed Futures Strategy ETF 140,980 shares (about $4.07M)abrdn Bloomberg All Commodity Strategy K-1 Free ETF 148,434 shares (about $3.84M)iShares MSCI Emerging Markets ETF 52,965 shares (about $3.54M)Invesco QQQ 2,656 shares (about $1.96M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependence Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPTSSPDR Portfolio Short Term Treasury ETF$26,425,138$14,800,457 ▲127.3%921,70012.5%ETFXLKTechnology Select Sector SPDR Fund$26,026,970$323,967 ▼-1.2%132,96012.3%ETFCTASimplify Managed Futures Strategy ETF$24,017,435$4,065,864 ▼-14.5%832,78211.4%ETFSPLGSPDR Portfolio S&P 500 ETF$10,370,675$184,636 ▲1.8%115,5384.9%ETFXLVHealth Care Select Sector SPDR Fund$9,108,568$115,874 ▲1.3%54,0824.3%ETFDBMFiMGP DBi Managed Futures Strategy ETF$6,857,286$6,857,286 ▲New Holding210,7993.3%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$6,846,846$3,839,981 ▼-35.9%264,6643.2%ETFSPYINEOS S&P 500 High Income ETF$5,924,735$141,060 ▼-2.3%111,4302.8%ETFNEOS ETF TRUST$5,420,087$185,760 ▲3.5%97,5712.6%NASDAQ 100 HIGHXLPConsumer Staples Select Sector SPDR Fund$5,268,946$3,669,611 ▲229.4%65,3722.5%ETFXLFFinancial Select Sector SPDR Fund$5,242,014$5,347,372 ▼-50.5%98,1652.5%ETFGLDSPDR Gold Shares$4,864,293$1,580,048 ▲48.1%12,7732.3%ETFXLEEnergy Select Sector SPDR Fund$4,737,488$31,980 ▲0.7%77,0322.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$3,814,690$152,265 ▲4.2%35,0491.8%ETFQQQInvesco QQQ$3,797,429$1,964,927 ▼-34.1%5,1331.8%ETFIWMiShares Russell 2000 ETF$3,661,660$197,019 ▼-5.1%13,1771.7%ETFXLCCommunication Services Select Sector SPDR Fund$3,636,277$154,138 ▲4.4%32,7681.7%ETFEFAiShares MSCI EAFE ETF$3,458,254$97,448 ▲2.9%33,2881.6%ETFEWJiShares MSCI Japan ETF$2,969,737$1,659,275 ▲126.6%30,4711.4%ETFNEOS ETF TRUST$2,897,579$218,453 ▲8.2%59,1711.4%RUSS 2000 HI ETFXLIIndustrial Select Sector SPDR Fund$2,773,974$222,412 ▲8.7%16,6131.3%ETFAAPLApple$2,255,043$71,605 ▼-3.1%6,7711.1%TechnologyMSFTMicrosoft$2,213,115$23,080 ▼-1.0%4,3151.0%TechnologySPYSPDR S&P 500 ETF Trust$1,931,435$202,827 ▼-9.5%2,5330.9%ETFGOOGLAlphabet$1,892,745$1,892,745 ▲New Holding5,5010.9%Communication ServicesMETAMeta Platforms$1,575,611$33,354 ▼-2.1%2,1730.7%Communication ServicesVVisa$1,422,205$3,593 ▼-0.3%3,9580.7%FinanceAMZNAmazon.com$1,345,410$16,444 ▲1.2%5,4000.6%Consumer DiscretionaryGOOGAlphabet$1,317,729$1,317,729 ▲New Holding3,8670.6%Communication ServicesTSMTaiwan Semiconductor Manufacturing$1,315,652$264,590 ▼-16.7%2,8840.6%TechnologyBOXXAlpha Architect 1-3 Month Box ETF$1,173,837$69,850 ▼-5.6%9,9150.6%ETFEEMiShares MSCI Emerging Markets ETF$1,128,403$3,537,488 ▼-75.8%16,8950.5%ETFTLTiShares 20+ Year Treasury Bond ETF$1,056,099$43,324 ▼-3.9%13,5780.5%ETFBKNGBooking$1,030,387$27,857 ▼-2.6%6,3250.5%Consumer DiscretionarySCHWCharles Schwab$1,000,524$30,298 ▲3.1%10,2370.5%FinanceMAMastercard$1,000,030$1,655 ▼-0.2%1,8130.5%FinanceAMATApplied Materials$868,892$138,593 ▼-13.8%1,6990.4%TechnologyIYRiShares U.S. Real Estate ETF$829,095$178,383 ▼-17.7%8,7240.4%ETFPMPhilip Morris International$820,838$9,922 ▼-1.2%4,3020.4%Consumer StaplesIQVIQVIA$807,088$6,184 ▼-0.8%3,0020.4%HealthcareXLUUtilities Select Sector SPDR Fund$793,665$111,026 ▲16.3%20,1230.4%ETFXLBMaterials Select Sector SPDR Fund$791,011$19,479 ▲2.5%16,2430.4%ETFBRK.BBerkshire Hathaway$776,802$2,988 ▼-0.4%1,5600.4%FinanceJPMJPMorgan Chase & Co.$670,346$3,309 ▼-0.5%2,0260.3%FinanceETF OPPORTUNITIES TRUST$665,627$12,937 ▲2.0%15,5380.3%REX FA IN EQ ETFXLREReal Estate Select Sector SPDR Fund$646,893$64,186 ▲11.0%15,8130.3%ETFETF OPPORTUNITIES TRUST$625,310$8,305 ▲1.3%16,7150.3%REX AI EQUIT ETFELVElevance Health$571,625$5,833 ▼-1.0%1,4700.3%HealthcareIVViShares Core S&P 500 ETF$523,076$9,956 ▼-1.9%6830.2%ETFCORCencora$504,291$7,504 ▼-1.5%1,6800.2%HealthcareVUGVanguard Growth ETF$491,961$721 ▼-0.1%5,4600.2%ETFICEIntercontinental Exchange$441,039$84,225 ▲23.6%2,9010.2%FinanceADIAnalog Devices$431,224$7,537 ▼-1.7%1,0870.2%TechnologyCOPConocoPhillips$425,381$6,383 ▼-1.5%3,3990.2%EnergyWFCWells Fargo & Company$404,212$5,283 ▼-1.3%5,0500.2%FinanceDISWalt Disney$385,058$1,468 ▼-0.4%3,6710.2%Communication ServicesSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$384,549$384,549 ▲New Holding4,1780.2%ETFBDXBecton, Dickinson and Company$363,907$11,098 ▲3.1%2,0330.2%HealthcareLLYEli Lilly and Company$357,538$46,283 ▲14.9%3090.2%HealthcareJNJJohnson & Johnson$339,2620.0%1,2810.2%HealthcareSPACE EXPLORATION TECHN CORP$333,174$333,174 ▲New Holding2,2090.2%CLASS A COM STKMDTMedtronic$315,390$6,558 ▼-2.0%3,6550.1%HealthcareMCKMcKesson$294,564$26,468 ▲9.9%3450.1%HealthcareGDGeneral Dynamics$293,670$61,057 ▼-17.2%8850.1%IndustrialsINTCIntel$293,6560.0%2,4420.1%TechnologyHEQTSimplify Hedged Equity ETF$292,700$25,327 ▼-8.0%8,5290.1%ETFCOWZPacer US Cash Cows 100 ETF$292,004$134 ▼0.0%4,3740.1%ETFETF SER SOLUTIONS$291,2620.0%1,9210.1%DEFIA QUANT ETFETF OPPORTUNITIES TRUST$289,687$6,501 ▲2.3%9,3580.1%REX CRYP EQU ETFCRMSalesforce$284,506$284,506 ▲New Holding1,2390.1%TechnologyVTVVanguard Value ETF$279,8240.0%1,2950.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$276,9730.0%3,4110.1%ETFNVSNovartis$274,590$107,355 ▼-28.1%1,9260.1%HealthcareNEOS ETF TRUST$274,466$274,466 ▲New Holding8,1320.1%BITC HIG INC ETFORCLOracle$268,971$1,098 ▼-0.4%1,9590.1%TechnologyUNILEVER PLC$255,430$1,822 ▼-0.7%4,2060.1%SPON ADR NEWSPTISPDR Portfolio Intermediate Term Treasury ETF$253,885$136 ▼-0.1%9,3070.1%ETFPGProcter & Gamble$251,193$46,200 ▼-15.5%1,7290.1%Consumer StaplesQCOMQualcomm$247,108$2,576 ▼-1.0%1,3430.1%TechnologyOMCOmnicom Group$243,863$2,430 ▼-1.0%3,3120.1%Communication ServicesABNBAirbnb$226,035$9,800 ▼-4.2%1,4070.1%Consumer DiscretionaryAIQGlobal X Artificial Intelligence & Technology ETF$224,2810.0%3,4420.1%ETFELEVATION SERIES TRUST$219,8560.0%3,1760.1%TRUESHS TECH AICMCSAComcast$219,732$10,815 ▼-4.7%10,0980.1%Communication ServicesIBMInternational Business Machines$219,7100.0%9990.1%TechnologyAPDAir Products and Chemicals$206,133$1,947 ▼-0.9%7410.1%MaterialsSKYYFirst Trust Cloud Computing ETF$201,052$201,052 ▲New Holding1,2260.1%ETFSPTLSPDR Portfolio Long Term Treasury ETF$0$7,342,087 ▼-100.0%00.0%ETFFNDXSchwab Fundamental U.S. Large Company ETF$0$345,366 ▼-100.0%00.0%ETFXOMExxonMobil$0$337,365 ▼-100.0%00.0%EnergyIWFiShares Russell 1000 Growth ETF$0$312,908 ▼-100.0%00.0%ETFFNDASchwab Fundamental U.S. Small Company ETF$0$262,119 ▼-100.0%00.0%ETFIJRiShares Core S&P Small-Cap ETF$0$248,050 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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