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CIK: 0002001765
Total reported value
$199.3M
$199.3M
90 檔
48.8%
At the close of Q1 2026, Independence Wealth Advisors, LLC disclosed equity holdings valued at approximately $199.3M, spread across 90 reported holdings.
In Q1 2026, Independence Wealth Advisors, LLC displayed an active expansion posture, initiating 12 new positions and adding to 34 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 17.92% | -12.02% | +1083.98% | |
| 2 | CTA | Simplify Managed Futures St | ETF-Other | 15.33% | -2.66% | +6.90% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 10.51% | +2.35% | +7.31% | |
| 4 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 4.45% | -2.47% | +7.75% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 3.64% | -2.05% | -33.40% | |
| 6 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 2.80% | +0.24% | +3.60% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 2.78% | +2.55% | +22.79% | |
| 8 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 2.65% | +1.98% | -8.33% | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.62% | -1.79% | -6.31% | |
| 10 | XLE | Ss Energy Select Sector | ETF-Other | 2.30% | -0.26% | +172.89% | |
| 11 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 2.27% | +0.41% | +17.13% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 1.84% | +2.41% | -54.68% | |
| 13 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.75% | -0.06% | +13.60% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.64% | +0.45% | -18.43% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-Other | 1.42% | — | +1.21% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | +3.74% | -72.54% | |
| 17 | IWMI | Neos Russell 2000 High Inc | ETF-Small Cap | 1.21% | +0.26% | +8.16% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.94% | +1.46% | -60.28% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.94% | +0.07% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | -0.90% | EXIT | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.90% | +0.79% | -47.19% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | +0.16% | +27.53% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.02% | +10.76% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.69% | +0.14% | -6.11% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.03% | +11.32% | |
| 26 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.64% | -0.51% | -82.67% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | +0.04% | +14.87% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.04% | +6.20% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | -0.57% | EXIT | |
| 30 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.57% | -0.57% | EXIT | |
| 31 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.56% | +0.07% | -38.22% | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.55% | +0.06% | +31.26% | |
| 33 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.55% | +0.07% | +31.22% | |
| 34 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.54% | +0.04% | +26.45% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | -0.04% | -3.27% | |
| 36 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.49% | -0.03% | +14.56% | |
| 37 | XLB | Ss Materials Select Sector | ETF-Other | 0.43% | -0.03% | -12.84% | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.42% | -0.03% | +2.13% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.40% | +0.31% | +3.77% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | +2.49% | -62.51% | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.36% | +0.04% | +53.19% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | +0.04% | +83.83% | |
| 43 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.32% | -0.01% | -9.94% | |
| 44 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.31% | -0.02% | -7.26% | |
| 45 | FEPI | Rex Fang Innov Prem Inc ETF | ETF-Other | 0.31% | +0.02% | +5.86% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | +0.04% | +43.12% | |
| 47 | COR | Cencora Inc | Stock-Healthcare | 0.29% | -0.05% | -3.96% | |
| 48 | AIPI | Rex Ai Equity Prem Inc ETF | ETF-Other | 0.28% | +0.03% | +7.48% | |
| 49 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.28% | +0.26% | +3.57% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | +0.02% | -23.01% |
According to official SEC Form 13F filings, Independence Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $199.3M across 90 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPTS, CTA, XLK) accounted for 48.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
VGK
市值: $1.1M
Top Position Liquidated / Trimmed
SPTL
前期市值: $6.6M
During Q1 2026, Independence Wealth Advisors, LLC's top holdings by market value included SPTS (17.9%)、CTA (15.3%)、XLK (10.5%). The largest single position, SPTS, represented 17.9% of total portfolio value.
In Q1 2026, Independence Wealth Advisors, LLC made 78 total portfolio adjustments, initiating 12 new buys, adding to 34 positions, trimming 27 holdings, and fully liquidating 5 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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