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CIK: 0002001765
Total reported value
$199.3M
$199.3M
83 檔
35.7%
During the Q4 2025 filing period, Independence Wealth Advisors, LLC (CIK: 0002001765) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $199.3M across 83 reported positions.
During Q4 2025, Independence Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CTA | Simplify Managed Futures St | ETF-Other | 13.65% | -2.66% | — | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 11.19% | +2.35% | — | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 5.31% | -2.05% | — | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.06% | +3.74% | — | |
| 5 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 4.78% | -2.47% | — | |
| 6 | XLV | Ss Health Care Select Sector | ETF-Other | 4.54% | +2.41% | — | |
| 7 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.93% | -0.51% | — | |
| 8 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 3.72% | +3.68% | NEW | |
| 9 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 3.04% | +0.24% | — | |
| 10 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.80% | -1.79% | — | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 2.65% | +2.55% | — | |
| 12 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 2.45% | +1.98% | — | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.41% | +1.46% | — | |
| 14 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 2.22% | +0.41% | — | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.11% | +0.45% | — | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.77% | +0.79% | — | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.73% | -0.06% | — | |
| 18 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.60% | -12.02% | — | |
| 19 | XLI | Ss Industrial Select Sector | ETF-Other | 1.42% | — | — | |
| 20 | IWMI | Neos Russell 2000 High Inc | ETF-Small Cap | 1.21% | +0.26% | — | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | -0.90% | EXIT | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.14% | +2.49% | — | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.06% | +0.07% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.02% | — | |
| 25 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.91% | +0.07% | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | +0.16% | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.03% | — | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.70% | +0.14% | — | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | +0.04% | — | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.04% | — | |
| 31 | XLE | Ss Energy Select Sector | ETF-Other | 0.65% | -0.26% | — | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.64% | -0.04% | — | |
| 33 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.57% | +0.04% | — | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | -0.57% | EXIT | |
| 35 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.48% | -0.03% | — | |
| 36 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.47% | -0.02% | — | |
| 37 | XLB | Ss Materials Select Sector | ETF-Other | 0.47% | -0.03% | — | |
| 38 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.45% | +0.06% | — | |
| 39 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.44% | +0.07% | — | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.40% | -0.03% | — | |
| 41 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.37% | -0.01% | — | |
| 42 | FEPI | Rex Fang Innov Prem Inc ETF | ETF-Other | 0.36% | +0.02% | — | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.02% | — | |
| 44 | COR | Cencora Inc | Stock-Healthcare | 0.34% | -0.05% | — | |
| 45 | AIPI | Rex Ai Equity Prem Inc ETF | ETF-Other | 0.33% | +0.03% | — | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 0.30% | +0.31% | — | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.29% | -0.04% | — | |
| 48 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.29% | +0.26% | — | |
| 49 | ELV | Elevance Health Inc | Stock-Healthcare | 0.27% | +0.06% | — | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.25% | +0.03% | — |
According to official SEC Form 13F filings, Independence Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $199.3M across 83 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including CTA, XLK, GLD) accounted for 35.7% of total reported equity market value during Q4 2025.
During Q4 2025, Independence Wealth Advisors, LLC's top holdings by market value included CTA (13.7%)、XLK (11.2%)、GLD (5.3%). The largest single position, CTA, represented 13.7% of total portfolio value.
In Q4 2025, Independence Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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