CIK: 0001732846
Total reported value
$44.6M
Reporting period: 2020-12-31 · Number of holdings: 14
Independence Wealth Advisors, Inc. disclosed 14 holdings in its latest 13F filing for the period ending 2020-12-31, with total reported value of $44.6M and a quarterly turnover rate of 14.0%.
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Independence Wealth Advisors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.157 — mathematically equivalent to about 6 equally-sized positions, well below its 14 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.14), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 16.7 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 2% 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.
Trim IVW
+290.1% $790.0K
Add IJH
-2.9% $1.3M
Trim IWF
-0.8% $687.0K
Add IWD
+3.6% $1.0M
Add IJR
-0.7% $462.0K
Add IEFA
+2.1% $800.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 24.67% | -1.69% | +290.07% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 17.70% | +0.78% | -2.95% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 16.43% | -0.70% | -0.76% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 13.64% | +0.54% | +3.56% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 12.28% | +0.21% | +2.15% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.49% | +0.52% | -0.68% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.57% | +0.07% | — | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.16% | -0.02% | -0.07% | |
| 9 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.46% | — | -7.55% | |
| 10 | WPC | Wp Carey INC | Stock-Real Estate | 1.14% | -0.07% | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.04% | — | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 0.67% | -0.09% | — | |
| 13 | LDOS | Leidos Holdings INC | Stock-Tech | 0.55% | +0.02% | — | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.47% | +0.47% | NEW |
Not enough priced holdings yet to compute performance
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2020-12-31 | 14 | $44.6M | 14 | |
| 2020-09-30 | 13 | $38.8M | 24 | |
| 2020-06-30 | 19 | $41.6M | 86 | |
| 2020-03-31 | 22 | $83.2M | 25 | |
| 2019-12-31 | 24 | $103.0M | 11 | |
| 2019-09-30 | 21 | $94.8M | 18 | |
| 2019-06-30 | 25 | $101.4M | 9 | |
| 2019-03-31 | 21 | $92.7M | 31 | |
| 2018-12-31 | 19 | $83.2M | 18 | |
| 2018-09-30 | 19 | $98.7M | 3 | |
| 2018-06-30 | 20 | $96.3M | 16 | |
| 2018-03-31 | 26 | $108.2M | 5 | |
| 2017-12-31 | 26 | $109.3M | 0 |
Independence Wealth Advisors, Inc.'s most significant position changes for 2020-12-31: New buy: Ishares Core Dividend Growth (DGRO); Add: Ishares S&p 500 Growth ETF (IVW) — shares +290.07%; Trim: Ishares Core S&p Midcap ETF (IJH) — shares -2.95%; Trim: Ishares Russell 1000 Growth (IWF) — shares -0.76%; Add: Ishares Russell 1000 Value E (IWD) — shares +3.56%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +0.8% | -2.95% | Trim |
| 2 | IWD | Ishares Russell 1000 Value E | +0.5% | +3.56% | Add |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.5% | -0.68% | Trim |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +2.15% | Add |
| 5 | IEMG | Ishares Core Msci Emerging | +0.1% | — | Unchanged |
| 6 | LDOS | Leidos Holdings INC | 0% | — | Unchanged |
| 7 | SBUX | Starbucks CORP | — | -7.55% | Trim |
| 8 | IVE | Ishares S&p 500 Value ETF | 0% | -0.07% | Trim |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 10 | WPC | Wp Carey INC | -0.1% | — | Unchanged |
| 11 | MUB | Ishares National Muni Bond E | -0.1% | — | Unchanged |
| 12 | IWF | Ishares Russell 1000 Growth | -0.7% | -0.76% | Trim |
| 13 | IVW | Ishares S&p 500 Growth ETF | -1.7% | +290.07% | Add |
| 14 | DGRO | Ishares Core Dividend Growth | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-31 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-13 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-17 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-05 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-25 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-01 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-11 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-07 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-26 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-07 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-03-15 | 13F-HR | View on EDGAR |
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