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Independence Wealth Advisors, LLC Quarterly 13F Portfolio Update (Q2 2026)
Independence Wealth Advisors, LLCCIK: 0002001765
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$199.3M
Reporting period: 2026-06-30 · Number of holdings: 85
Independence Wealth Advisors, LLC disclosed 85 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $199.3M and a quarterly turnover rate of 51.5%.
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Personality snowflake
- Concentration
- 21.33
- Portfolio Stability
- 51.52
- Momentum
- 100
- Sector conviction
- 61.67
- Diversification
- 100
- Sizing Uniformity
- 81.1
Independence Wealth Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.053 — mathematically equivalent to about 19 equally-sized positions, well below its 85 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.89), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 12% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim SPTS
-64.8% -$21.9M
Add SPYM
+268.7% $7.6M
New buy SPTL
Trim CTA
+2.3% -$3.5M
Add XLF
+87.9% $5.4M
Add QQQ
+532.2% $5.0M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 12.86% | +2.35% | -9.23% | |
| 2 | CTA | Simplify Managed Futures St | ETF-Other | 12.67% | -2.66% | +2.34% | |
| 3 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 5.90% | -12.02% | -64.80% | |
| 4 | XLF | Ss Financial Select Sector | ETF-Other | 5.33% | +2.55% | +87.92% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.00% | +3.74% | +268.68% | |
| 6 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 4.63% | +1.98% | +101.91% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 4.25% | +2.41% | +126.16% | |
| 8 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 3.68% | +3.68% | NEW | |
| 9 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 3.04% | +0.24% | +7.14% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.87% | +2.49% | +532.22% | |
| 11 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 2.68% | +0.41% | +10.01% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.40% | +1.46% | +124.68% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.09% | +0.45% | +11.60% | |
| 14 | XLE | Ss Energy Select Sector | ETF-Other | 2.04% | -0.26% | +8.76% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.98% | -2.47% | -56.10% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.69% | -0.06% | +5.86% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.69% | +0.79% | +86.65% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.59% | -2.05% | -45.61% | |
| 19 | IWMI | Neos Russell 2000 High Inc | ETF-Small Cap | 1.47% | +0.26% | +14.57% | |
| 20 | XLI | Ss Industrial Select Sector | ETF-Other | 1.42% | — | -6.92% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | +0.16% | +9.46% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.01% | +0.07% | +0.59% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.83% | +0.14% | -9.84% | |
| 24 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.83% | -1.79% | -66.92% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | -0.02% | +2.56% | |
| 26 | AMAT | Applied Materials Inc | Stock-Tech | 0.71% | +0.31% | -9.47% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | +0.04% | -0.25% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | +0.04% | -1.50% | |
| 29 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.63% | +0.07% | +8.51% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.03% | +3.02% | |
| 31 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.62% | +0.07% | +17.80% | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.61% | +0.06% | +17.86% | |
| 33 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.58% | +0.04% | +2617.99% | |
| 34 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.54% | +0.26% | +89.30% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | -0.04% | -5.66% | |
| 36 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.46% | -0.03% | +0.63% | |
| 37 | XLB | Ss Materials Select Sector | ETF-Other | 0.40% | -0.03% | -1.55% | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.40% | +0.04% | +6.17% | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.39% | -0.03% | +1.29% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | +0.04% | +14.81% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | +0.04% | +9.94% | |
| 42 | FEPI | Rex Fang Innov Prem Inc ETF | ETF-Other | 0.33% | +0.02% | +3.50% | |
| 43 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.31% | -0.01% | -2.25% | |
| 44 | AIPI | Rex Ai Equity Prem Inc ETF | ETF-Other | 0.31% | +0.03% | +3.93% | |
| 45 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.29% | -0.02% | -12.62% | |
| 46 | ELV | Elevance Health Inc | Stock-Healthcare | 0.29% | +0.06% | -0.67% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.02% | — | |
| 48 | COR | Cencora Inc | Stock-Healthcare | 0.24% | -0.05% | -0.99% | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.24% | +0.03% | +493.06% | |
| 50 | ADI | Analog Devices Inc | Stock-Tech | 0.22% | +0.06% | +14.49% |
1–50 of 85
Portfolio Performance
Performance for Q3 2026
+1.1%
Performance Last 4 Quarters
+6.7%
- Stdev
- +14.6%
- Beta
- +0.76
- Alpha
- -4.9%
- Max Drawdown
- -1.9%
- Annualized Perf
- +13.9%
- Batting Avg vs S&P
- +50%
- Sortino
- +2.08
- Stutzer
- +0.31
- Treynor
- +0.18
- Sterling
- —
- Calmar
- +7.23
- Information Ratio
- -1.98
- Tracking Error
- +5.4%
- Stdev Down
- +6.7%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.34
- Sharpe
- +0.96
- Stdev Sectors
- +10.2%
- Skewness
- +0.28
- Kurtosis
- -0.8
- Upside Potential
- +3.94
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
Independence Wealth Advisors, LLC's most significant position changes for 2026-06-30: New buy: Ss Spdr Pf Lng Trm Tsy E-usd (SPTL); Sold out: Alphabet Inc-cl A (GOOGL); Sold out: Alphabet Inc-cl C (GOOG); Sold out: Vanguard Ftse Europe ETF (VGK); New buy: Intel CORP (INTC).
1–50 of 96
Filing History
FAQ
What is Independence Wealth Advisors, LLC and what type of investor is it?
Independence Wealth Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $199.3M, spread across 85 disclosed positions.
What are Independence Wealth Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Independence Wealth Advisors, LLC's top holdings by market value are:
1. Ss Technology Select Sector (XLK) — $25.6M (12.9%)
2. Simplify Managed Futures St (CTA) — $25.3M (12.7%)
3. Ss Spdr P St Term Tsy ETF (SPTS) — $11.8M (5.9%)
4. Ss Financial Select Sector (XLF) — $10.6M (5.3%)
5. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $10.0M (5.0%)
What changes did Independence Wealth Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Independence Wealth Advisors, LLC made 93 notable position adjustments: 6 new positions were initiated, 51 existing holdings were added to, 25 positions were partially reduced, and 11 were completely exited. The largest of these moves: New buy: Ss Spdr Pf Lng Trm Tsy E-usd (SPTL); Sold out: Alphabet Inc-cl A (GOOGL); Sold out: Alphabet Inc-cl C (GOOG); Sold out: Vanguard Ftse Europe ETF (VGK); New buy: Intel CORP (INTC)
What sectors does Independence Wealth Advisors, LLC focus on?
Independence Wealth Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 34.9%
• Financials: 19.3%
• Health Care: 14.8%
• Consumer Discretionary: 11.1%
• Communication Services: 8.8%
• Consumer Staples: 5.6%
Investment Profile
Independence Wealth Advisors, LLC returned an annualized 13.9% over the trailing 6 months — underperforming the S&P 500 by 4.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.76 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 34.9% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 52 over the past 2 quarters — a shift toward more active trading.
It has added to its XLF position over the past two quarters (+$5.9M, now $10.6M), while trimming SPTI over the same stretch (-$6.7M, still holding $264.4K).
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