Independence Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Independence Wealth Advisors, LLCInvestment ActivityIndependence Wealth Advisors, LLC has $187.61 million in total holdings as of March 31, 2026.Independence Wealth Advisors, LLC owns shares of 90 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 24.95% of the portfolio was purchased this quarter.About 18.95% of the portfolio was sold this quarter.This quarter, Independence Wealth Advisors, LLC has purchased 83 new stocks and bought additional shares in 34 stocks.Independence Wealth Advisors, LLC sold shares of 27 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Portfolio Short Term Treasury ETF $33,614,612Simplify Managed Futures Strategy ETF $28,753,530Technology Select Sector SPDR Fund $19,709,968Consumer Discretionary Select Sector SPDR Fund $8,353,466SPDR Gold Shares $6,822,101 Largest New Holdings this Quarter 922042874 - Vanguard FTSE Europe ETF $1,060,387 Holding20825C104 - ConocoPhillips $391,850 Holding30231G102 - ExxonMobil $361,036 Holding369550108 - General Dynamics $319,195 Holding032654105 - Analog Devices $307,323 Holding Largest Purchases this Quarter SPDR Portfolio Short Term Treasury ETF 1,054,677 shares (about $30.78M)Energy Select Sector SPDR Fund 44,570 shares (about $2.73M)Simplify Managed Futures Strategy ETF 61,423 shares (about $1.86M)Technology Select Sector SPDR Fund 10,104 shares (about $1.34M)Vanguard FTSE Europe ETF 12,864 shares (about $1.06M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 81,304 shares (about $6.22M)SPDR Portfolio Intermediate Term Treasury ETF 200,445 shares (about $5.74M)Health Care Select Sector SPDR Fund 28,482 shares (about $4.18M)SPDR Gold Shares 7,952 shares (about $3.42M)iShares MSCI Emerging Markets ETF 47,181 shares (about $2.68M) 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$33,614,612$30,775,485 â–²1,084.0%1,151,97417.9%ETFCTASimplify Managed Futures Strategy ETF$28,753,530$1,856,202 â–²6.9%951,47415.3%ETFXLKTechnology Select Sector SPDR Fund$19,709,968$1,342,819 â–²7.3%148,30710.5%ETFXLYConsumer Discretionary Select Sector SPDR Fund$8,353,466$600,919 â–²7.8%76,6514.5%FinanceGLDSPDR Gold Shares$6,822,101$3,421,592 â–¼-33.4%15,8553.6%FinanceSPYINEOS S&P 500 High Income ETF$5,257,157$182,471 â–²3.6%106,4852.8%ETFXLFFinancial Select Sector SPDR Fund$5,209,905$966,909 â–²22.8%105,5282.8%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$4,969,637$451,503 â–¼-8.3%204,5962.6%ETFXLPConsumer Staples Select Sector SPDR Fund$4,917,167$330,954 â–¼-6.3%59,9802.6%ETFXLEEnergy Select Sector SPDR Fund$4,309,567$2,730,350 â–²172.9%70,3492.3%ETFNEOS ETF TRUST$4,256,069$622,569 â–²17.1%85,6522.3%NASDAQ 100 HIGHXLVHealth Care Select Sector SPDR Fund$3,461,382$4,175,826 â–¼-54.7%23,6091.8%ETFXLCCommunication Services Select Sector SPDR Fund$3,286,069$393,437 â–²13.6%29,6421.8%ETFIWMiShares Russell 2000 ETF$3,085,905$697,137 â–¼-18.4%12,4431.6%FinanceXLIIndustrial Select Sector SPDR Fund$2,655,129$31,861 â–²1.2%16,4171.4%ETFSPLGSPDR Portfolio S&P 500 ETF$2,355,915$6,223,045 â–¼-72.5%30,7801.3%ETFNEOS ETF TRUST$2,263,512$170,831 â–²8.2%47,7531.2%RUSSELL 2000 HIGEEMiShares MSCI Emerging Markets ETF$1,765,766$2,679,401 â–¼-60.3%31,0930.9%FinanceAAPLApple$1,762,6870.0%6,9450.9%Computer and TechnologyGOOGLAlphabet$1,695,606$218,241 â–¼-11.4%5,8970.9%Computer and TechnologyEFAiShares MSCI EAFE ETF$1,683,422$1,504,415 â–¼-47.2%17,3320.9%FinanceSPYSPDR S&P 500 ETF Trust$1,663,216$359,052 â–²27.5%2,5570.9%FinanceMSFTMicrosoft$1,573,579$152,879 â–²10.8%4,2510.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,298,404$84,488 â–¼-6.1%3,8420.7%Computer and TechnologyMETAMeta Platforms$1,232,135$125,273 â–²11.3%2,1540.7%Computer and TechnologySPTISPDR Portfolio Intermediate Term Treasury ETF$1,204,273$5,744,794 â–¼-82.7%42,0190.6%ETFVVisa$1,202,455$155,672 â–²14.9%3,9780.6%Business ServicesAMZNAmazon.com$1,127,782$65,813 â–²6.2%5,4150.6%Retail/WholesaleGOOGAlphabet$1,073,217$220,897 â–²25.9%3,7410.6%Computer and TechnologyVGKVanguard FTSE Europe ETF$1,060,387$1,060,387 â–²New Holding12,8640.6%ETFEWJiShares MSCI Japan ETF$1,046,296$647,233 â–¼-38.2%12,3910.6%ETFTLTiShares 20+ Year Treasury Bond ETF$1,039,673$247,587 â–²31.3%11,9930.6%ETFBOXXAlpha Architect 1-3 Month Box ETF$1,037,074$246,767 â–²31.2%8,9180.6%ETFBKNGBooking$1,006,661$210,599 â–²26.5%2390.5%Retail/WholesaleMAMastercard$961,629$32,471 â–¼-3.3%1,9250.5%Business ServicesSCHWCharles Schwab$927,077$117,846 â–²14.6%9,8650.5%FinanceXLBMaterials Select Sector SPDR Fund$804,122$118,480 â–¼-12.8%16,0920.4%ETFXLUUtilities Select Sector SPDR Fund$784,135$16,383 â–²2.1%17,0870.4%ETFAMATApplied Materials$743,770$27,003 â–²3.8%2,1760.4%Computer and TechnologyQQQInvesco QQQ$711,094$1,185,541 â–¼-62.5%1,2320.4%FinancePMPhilip Morris International$678,059$235,444 â–²53.2%4,1010.4%Consumer StaplesBRK.BBerkshire Hathaway$653,629$298,062 â–²83.8%1,3640.3%FinanceXLREReal Estate Select Sector SPDR Fund$594,990$65,697 â–¼-9.9%14,5720.3%ETFIQVIQVIA$590,409$46,216 â–¼-7.3%3,4620.3%MedicalETF OPPORTUNITIES TRUST$583,963$32,330 â–²5.9%14,7210.3%REX FANG & INNOVJPMJPMorgan Chase & Co.$544,784$164,141 â–²43.1%1,8520.3%FinanceCORCencora$540,893$22,302 â–¼-4.0%1,7220.3%MedicalETF OPPORTUNITIES TRUST$533,845$37,173 â–²7.5%15,8690.3%REX AI EQUITY PRIYRiShares U.S. Real Estate ETF$529,549$18,251 â–²3.6%5,6000.3%ETFIVViShares Core S&P 500 ETF$454,634$135,868 â–¼-23.0%6960.2%ETFELVElevance Health$437,604$43,029 â–²10.9%1,4950.2%MedicalDISWalt Disney$406,068$27,855 â–¼-6.4%4,2130.2%Consumer DiscretionaryVUGVanguard Growth ETF$402,8590.0%9220.2%ETFCOPConocoPhillips$391,850$391,850 â–²New Holding2,9690.2%EnergyNVSNovartis$370,113$104,634 â–²39.4%2,4230.2%MedicalWFCWells Fargo & Company$361,628$121,710 â–²50.7%4,5430.2%FinanceXOMExxonMobil$361,036$361,036 â–²New Holding2,1280.2%EnergySHYiShares 1-3 Year Treasury Bond ETF$337,877$4,211 â–¼-1.2%4,0920.2%ManufacturingGDGeneral Dynamics$319,195$319,195 â–²New Holding9300.2%AerospaceSBUXStarbucks$317,890$56,536 â–¼-15.1%3,5480.2%Retail/WholesaleADIAnalog Devices$307,323$307,323 â–²New Holding9660.2%Computer and TechnologyJNJJohnson & Johnson$302,3720.0%1,2370.2%MedicalFNDXSchwab Fundamental U.S. Large Company ETF$300,7800.0%10,8000.2%ETFPGProcter & Gamble$299,4640.0%2,0730.2%Consumer StaplesHEQTSimplify Hedged Equity ETF$291,5960.0%9,2570.2%ETFCOWZPacer US Cash Cows 100 ETF$290,0950.0%4,6370.2%ETFORCLOracle$271,712$59,285 â–²27.9%1,8470.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$268,6320.0%6300.1%ETFVTVVanguard Value ETF$258,7880.0%1,3190.1%ETFQCOMQualcomm$253,356$11,979 â–¼-4.5%1,9670.1%Computer and TechnologyAVGOBroadcom$253,1790.0%8180.1%Computer and TechnologyCRMSalesforce$253,040$11,383 â–¼-4.3%1,3560.1%Computer and TechnologyCMCSAComcast$252,820$252,820 â–²New Holding8,8060.1%Consumer DiscretionaryETF OPPORTUNITIES TRUST$250,451$20,358 â–²8.8%8,7960.1%REX CRYPTO EQUITSHWSherwin-Williams$249,4380.0%7780.1%Basic MaterialsLLYEli Lilly and Company$247,4180.0%2690.1%MedicalBANK NEW YORK MELLON CORP$244,259$244,259 â–²New Holding2,0590.1%COMIBMInternational Business Machines$242,1480.0%9990.1%Computer and TechnologyMCKMcKesson$237,974$237,974 â–²New Holding2750.1%MedicalAPDAir Products and Chemicals$236,132$24,107 â–¼-9.3%8130.1%Basic MaterialsADSKAutodesk$233,654$18,194 â–¼-7.2%9760.1%Computer and TechnologyBDXBecton, Dickinson and Company$230,027$230,027 â–²New Holding1,4630.1%MedicalCHKPCheck Point Software Technologies$225,274$19,713 â–¼-8.0%1,5770.1%Computer and TechnologyMDTMedtronic$224,510$224,510 â–²New Holding2,5910.1%MedicalWALMART INC$224,1010.0%1,8030.1%COMETF SER SOLUTIONS$222,6480.0%2,0750.1%DEFIANCE QUANTUMFNDASchwab Fundamental U.S. Small Company ETF$220,5240.0%6,8000.1%ETFOMCOmnicom Group$215,236$215,236 â–²New Holding2,8580.1%Business ServicesIJRiShares Core S&P Small-Cap ETF$207,9060.0%1,6720.1%ETFUNILEVER PLC$203,611$203,611 â–²New Holding3,5740.1%SPON ADR NEWSPTLSPDR Portfolio Long Term Treasury ETF$0$6,616,077 â–¼-100.0%00.0%ETFADBEAdobe$0$277,892 â–¼-100.0%00.0%Computer and TechnologyKMXCarMax$0$251,933 â–¼-100.0%00.0%Retail/WholesaleABNBAirbnb$0$236,017 â–¼-100.0%00.0%Consumer DiscretionaryDEODiageo$0$211,297 â–¼-100.0%00.0%Consumer StaplesShowing 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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