Independence Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Independence Wealth Advisors, LLCInvestment ActivityIndependence Wealth Advisors, LLC has $199.32 million in total holdings as of June 30, 2026.Independence Wealth Advisors, LLC owns shares of 85 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 23.07% of the portfolio was purchased this quarter.About 21.62% of the portfolio was sold this quarter.This quarter, Independence Wealth Advisors, LLC has purchased 90 new stocks and bought additional shares in 51 stocks.Independence Wealth Advisors, LLC sold shares of 25 stocks and completely divested from 11 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $25,640,063Simplify Managed Futures Strategy ETF $25,261,985SPDR Portfolio Short Term Treasury ETF $11,762,550Financial Select Sector SPDR Fund $10,630,732SPDR Portfolio S&P 500 ETF $9,972,651 Largest New Holdings this Quarter 78464A664 - SPDR Portfolio Long Term Treasury ETF $7,342,087 Holding458140100 - Intel $341,039 Holding45866F104 - Intercontinental Exchange $288,939 Holding37954Y632 - Global X Artificial Intelligence & Technology ETF $225,830 Holding009066101 - Airbnb $210,071 Holding Largest Purchases this Quarter SPDR Portfolio Long Term Treasury ETF 279,912 shares (about $7.34M)SPDR Portfolio S&P 500 ETF 82,701 shares (about $7.27M)Financial Select Sector SPDR Fund 92,775 shares (about $4.97M)Invesco QQQ 6,557 shares (about $4.82M)Health Care Select Sector SPDR Fund 29,785 shares (about $4.73M) Largest Sales this Quarter SPDR Portfolio Short Term Treasury ETF 746,509 shares (about $21.66M)Consumer Discretionary Select Sector SPDR Fund 43,001 shares (about $5.04M)Consumer Staples Select Sector SPDR Fund 40,137 shares (about $3.33M)SPDR Gold Shares 7,231 shares (about $2.67M)Technology Select Sector SPDR Fund 13,692 shares (about $2.61M) 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 PortfolioSectorXLKTechnology Select Sector SPDR Fund$25,640,063$2,607,910 â–¼-9.2%134,61512.9%ETFCTASimplify Managed Futures Strategy ETF$25,261,985$578,210 â–²2.3%973,76212.7%ETFSPTSSPDR Portfolio Short Term Treasury ETF$11,762,550$21,656,245 â–¼-64.8%405,4655.9%ETFXLFFinancial Select Sector SPDR Fund$10,630,732$4,973,531 â–²87.9%198,3035.3%ETFSPLGSPDR Portfolio S&P 500 ETF$9,972,651$7,267,721 â–²268.7%113,4815.0%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$9,228,649$4,657,955 â–²101.9%413,0984.6%ETFXLVHealth Care Select Sector SPDR Fund$8,470,952$4,725,387 â–²126.2%53,3944.2%ETFSPTLSPDR Portfolio Long Term Treasury ETF$7,342,087$7,342,087 â–²New Holding279,9123.7%ETFSPYINEOS S&P 500 High Income ETF$6,056,661$403,377 â–²7.1%114,0833.0%ETFQQQInvesco QQQ$5,726,595$4,820,809 â–²532.2%7,7892.9%ETFNEOS ETF TRUST$5,351,144$486,974 â–²10.0%94,2272.7%NASDAQ 100 HIGHEEMiShares MSCI Emerging Markets ETF$4,779,130$2,652,055 â–²124.7%69,8602.4%ETFIWMiShares Russell 2000 ETF$4,167,590$433,086 â–²11.6%13,8862.1%ETFXLEEnergy Select Sector SPDR Fund$4,064,038$327,356 â–²8.8%76,5122.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$3,946,256$5,042,881 â–¼-56.1%33,6502.0%ETFXLCCommunication Services Select Sector SPDR Fund$3,361,745$186,091 â–²5.9%31,3791.7%ETFEFAiShares MSCI EAFE ETF$3,360,464$1,560,045 â–²86.6%32,3501.7%ETFGLDSPDR Gold Shares$3,179,058$2,665,558 â–¼-45.6%8,6241.6%ETFNEOS ETF TRUST$2,928,061$372,336 â–²14.6%54,7101.5%RUSS 2000 HI ETFXLIIndustrial Select Sector SPDR Fund$2,830,149$210,395 â–¼-6.9%15,2811.4%ETFSPYSPDR S&P 500 ETF Trust$2,089,416$180,650 â–²9.5%2,7991.0%ETFAAPLApple$2,021,463$11,864 â–²0.6%6,9861.0%TechnologyTSMTaiwan Semiconductor Manufacturing$1,654,302$180,521 â–¼-9.8%3,4640.8%TechnologyXLPConsumer Staples Select Sector SPDR Fund$1,648,279$3,334,021 â–¼-66.9%19,8430.8%ETFMSFTMicrosoft$1,626,220$40,656 â–²2.6%4,3600.8%TechnologyAMATApplied Materials$1,424,387$148,946 â–¼-9.5%1,9700.7%TechnologyVVisa$1,361,294$3,431 â–¼-0.3%3,9680.7%FinanceAMZNAmazon.com$1,271,306$19,306 â–¼-1.5%5,3340.6%Consumer DiscretionaryEWJiShares MSCI Japan ETF$1,254,049$98,395 â–²8.5%13,4460.6%ETFMETAMeta Platforms$1,249,753$36,608 â–²3.0%2,2190.6%Communication ServicesBOXXAlpha Architect 1-3 Month Box ETF$1,230,030$185,822 â–²17.8%10,5050.6%ETFTLTiShares 20+ Year Treasury Bond ETF$1,221,547$185,112 â–²17.9%14,1350.6%ETFBKNGBooking$1,157,760$1,115,164 â–²2,618.0%6,4960.6%Consumer DiscretionaryIYRiShares U.S. Real Estate ETF$1,083,913$511,334 â–²89.3%10,6010.5%ETFMAMastercard$932,868$55,993 â–¼-5.7%1,8160.5%FinanceSCHWCharles Schwab$915,943$5,721 â–²0.6%9,9270.5%FinanceXLBMaterials Select Sector SPDR Fund$805,303$12,657 â–¼-1.5%15,8430.4%ETFPMPhilip Morris International$787,682$45,770 â–²6.2%4,3540.4%Consumer StaplesXLUUtilities Select Sector SPDR Fund$784,771$10,020 â–²1.3%17,3080.4%ETFBRK.BBerkshire Hathaway$783,611$101,079 â–²14.8%1,5660.4%FinanceJPMJPMorgan Chase & Co.$666,444$60,229 â–²9.9%2,0360.3%FinanceETF OPPORTUNITIES TRUST$656,985$22,207 â–²3.5%15,2360.3%REX FA IN EQ ETFXLREReal Estate Select Sector SPDR Fund$627,150$14,442 â–¼-2.3%14,2440.3%ETFETF OPPORTUNITIES TRUST$613,220$23,201 â–²3.9%16,4930.3%REX AI EQUIT ETFIQVIQVIA$584,491$84,437 â–¼-12.6%3,0250.3%HealthcareELVElevance Health$574,288$3,867 â–¼-0.7%1,4850.3%HealthcareIVViShares Core S&P 500 ETF$521,2270.0%6960.3%ETFCORCencora$482,622$4,812 â–¼-1.0%1,7050.2%HealthcareVUGVanguard Growth ETF$471,010$391,590 â–²493.1%5,4680.2%ETFADIAnalog Devices$439,270$55,604 â–²14.5%1,1060.2%TechnologyWFCWells Fargo & Company$422,745$47,348 â–²12.6%5,1160.2%FinanceNVSNovartis$419,853$40,120 â–²10.6%2,6790.2%HealthcareGDGeneral Dynamics$378,683$49,239 â–²14.9%1,0690.2%IndustrialsCOPConocoPhillips$358,652$50,003 â–²16.2%3,4500.2%EnergyDISWalt Disney$354,695$50,822 â–¼-12.5%3,6850.2%Communication ServicesFNDXSchwab Fundamental U.S. Large Company ETF$345,366$9,486 â–²2.8%11,1050.2%ETFINTCIntel$341,039$341,039 â–²New Holding2,4420.2%TechnologyXOMExxonMobil$337,365$46,477 â–²16.0%2,4680.2%EnergyJNJJohnson & Johnson$325,283$11,173 â–²3.6%1,2810.2%HealthcareLLYEli Lilly and Company$322,6470.0%2690.2%HealthcareETF SER SOLUTIONS$317,695$25,469 â–¼-7.4%1,9210.2%DEFIA QUANT ETFIWFiShares Russell 1000 Growth ETF$312,908$234,681 â–²300.0%2,5200.2%ETFHEQTSimplify Hedged Equity ETF$310,816$335 â–²0.1%9,2670.2%ETFETF OPPORTUNITIES TRUST$309,925$11,925 â–²4.0%9,1480.2%REX CRYP EQU ETFPGProcter & Gamble$300,100$3,812 â–¼-1.3%2,0470.2%Consumer StaplesBDXBecton, Dickinson and Company$298,271$76,876 â–²34.7%1,9710.1%HealthcareMDTMedtronic$291,876$89,182 â–²44.0%3,7310.1%HealthcareICEIntercontinental Exchange$288,939$288,939 â–²New Holding2,3470.1%FinanceORCLOracle$288,264$17,586 â–²6.5%1,9670.1%TechnologyVTVVanguard Value ETF$282,219$5,230 â–¼-1.8%1,2950.1%ETFIBMInternational Business Machines$280,9290.0%9990.1%TechnologySHYiShares 1-3 Year Treasury Bond ETF$280,077$55,917 â–¼-16.6%3,4110.1%ETFCOWZPacer US Cash Cows 100 ETF$272,203$16,235 â–¼-5.6%4,3760.1%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$264,366$928,546 â–¼-77.8%9,3120.1%ETFFNDASchwab Fundamental U.S. Small Company ETF$262,119$3,311 â–²1.3%6,8870.1%ETFCMCSAComcast$260,107$43,920 â–²20.3%10,5950.1%Communication ServicesUNILEVER PLC$254,668$39,799 â–²18.5%4,2360.1%SPON ADR NEWQCOMQualcomm$250,825$112,751 â–¼-31.0%1,3570.1%TechnologyIJRiShares Core S&P Small-Cap ETF$248,050$148 â–²0.1%1,6730.1%ETFOMCOmnicom Group$243,616$35,468 â–²17.0%3,3450.1%Communication ServicesMCKMcKesson$237,258$29,468 â–²14.2%3140.1%HealthcareAIQGlobal X Artificial Intelligence & Technology ETF$225,830$225,830 â–²New Holding3,4420.1%ETFAPDAir Products and Chemicals$219,234$19,051 â–¼-8.0%7480.1%MaterialsABNBAirbnb$210,071$210,071 â–²New Holding1,4680.1%Consumer DiscretionaryELEVATION SERIES TRUST$204,940$204,940 â–²New Holding3,1760.1%TRUESHS TECH AIGOOGLAlphabet$0$1,695,606 â–¼-100.0%00.0%Communication ServicesGOOGAlphabet$0$1,073,217 â–¼-100.0%00.0%Communication ServicesVGKVanguard FTSE Europe ETF$0$1,060,387 â–¼-100.0%00.0%ETFSBUXStarbucks$0$317,890 â–¼-100.0%00.0%Consumer DiscretionaryAVGOBroadcom$0$253,179 â–¼-100.0%00.0%TechnologyCRMSalesforce$0$253,040 â–¼-100.0%00.0%TechnologySHWSherwin-Williams$0$249,438 â–¼-100.0%00.0%MaterialsBANK NEW YORK MELLON CORP$0$244,259 â–¼-100.0%00.0%COMADSKAutodesk$0$233,654 â–¼-100.0%00.0%TechnologyCHKPCheck Point Software Technologies$0$225,274 â–¼-100.0%00.0%TechnologyWALMART INC$0$224,101 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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