# Independence Wealth Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2001765. Source: https://holderbook.com/funds/2001765-independence-wealth-advisors-llc/

- Reported value: $199.3M
- Positions: 85
- Weight of the ten largest: 60.3%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $25.6M | 134,615 | 12.9% | 3 |
| SIMPLIFY EXCHANGE TRADED FUN | [CTA](https://holderbook.com/stocks/CTA/) | $25.3M | 973,762 | 12.7% | 3 |
| SPDR SERIES TRUST | [SPTS](https://holderbook.com/stocks/SPTS/) | $11.8M | 405,465 | 5.9% | 3 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $10.6M | 198,303 | 5.3% | 3 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $10.0M | 113,481 | 5.0% | 3 |
| ABRDN ETFS | [BCI](https://holderbook.com/stocks/BCI/) | $9.2M | 413,098 | 4.6% | 3 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $8.5M | 53,394 | 4.2% | 3 |
| SPDR SERIES TRUST | [SPTL](https://holderbook.com/stocks/SPTL/) | $7.3M | 279,912 | 3.7% | 1 |
| NEOS ETF TRUST | [SPYI](https://holderbook.com/stocks/SPYI/) | $6.1M | 114,083 | 3.0% | 3 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $5.7M | 7,789 | 2.9% | 3 |
| NEOS ETF TRUST | [QQQI](https://holderbook.com/stocks/QQQI/) | $5.4M | 94,227 | 2.7% | 3 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $4.8M | 69,860 | 2.4% | 3 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $4.2M | 13,886 | 2.1% | 3 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $4.1M | 76,512 | 2.0% | 3 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $3.9M | 33,650 | 2.0% | 3 |
| SELECT SECTOR SPDR TR | [XLC](https://holderbook.com/stocks/XLC/) | $3.4M | 31,379 | 1.7% | 3 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $3.4M | 32,350 | 1.7% | 3 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $3.2M | 8,624 | 1.6% | 3 |
| NEOS ETF TRUST | [IWMI](https://holderbook.com/stocks/IWMI/) | $2.9M | 54,710 | 1.5% | 3 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $2.8M | 15,281 | 1.4% | 3 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.1M | 2,799 | 1.0% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.0M | 6,986 | 1.0% | 3 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.7M | 3,464 | 0.8% | 3 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $1.6M | 19,843 | 0.8% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.6M | 4,360 | 0.8% | 3 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $1.4M | 1,970 | 0.7% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.4M | 3,968 | 0.7% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.3M | 5,334 | 0.6% | 3 |
| ISHARES INC | [EWJ](https://holderbook.com/stocks/EWJ/) | $1.3M | 13,446 | 0.6% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.2M | 2,219 | 0.6% | 3 |
| EA SERIES TRUST | [BOXX](https://holderbook.com/stocks/BOXX/) | $1.2M | 10,505 | 0.6% | 3 |
| ISHARES TR | [TLT](https://holderbook.com/stocks/TLT/) | $1.2M | 14,135 | 0.6% | 3 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $1.2M | 6,496 | 0.6% | 3 |
| ISHARES TR | [IYR](https://holderbook.com/stocks/IYR/) | $1.1M | 10,601 | 0.5% | 3 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $932.9K | 1,816 | 0.5% | 3 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $915.9K | 9,927 | 0.5% | 3 |
| SELECT SECTOR SPDR TR | [XLB](https://holderbook.com/stocks/XLB/) | $805.3K | 15,843 | 0.4% | 3 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $787.7K | 4,354 | 0.4% | 3 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $784.8K | 17,308 | 0.4% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $783.6K | 1,566 | 0.4% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $666.4K | 2,036 | 0.3% | 3 |
| ETF OPPORTUNITIES TRUST | [FEPI](https://holderbook.com/stocks/FEPI/) | $657.0K | 15,236 | 0.3% | 3 |
| SELECT SECTOR SPDR TR | [XLRE](https://holderbook.com/stocks/XLRE/) | $627.1K | 14,244 | 0.3% | 3 |
| ETF OPPORTUNITIES TRUST | [AIPI](https://holderbook.com/stocks/AIPI/) | $613.2K | 16,493 | 0.3% | 3 |
| IQVIA HLDGS INC | [IQV](https://holderbook.com/stocks/IQV/) | $584.5K | 3,025 | 0.3% | 3 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $574.3K | 1,485 | 0.3% | 3 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $521.2K | 696 | 0.3% | 3 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $482.6K | 1,705 | 0.2% | 3 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $471.0K | 5,468 | 0.2% | 3 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $439.3K | 1,106 | 0.2% | 2 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $422.7K | 5,116 | 0.2% | 3 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $419.9K | 2,679 | 0.2% | 3 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $378.7K | 1,069 | 0.2% | 2 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $358.7K | 3,450 | 0.2% | 2 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $354.7K | 3,685 | 0.2% | 3 |
| SCHWAB STRATEGIC TR | [FNDX](https://holderbook.com/stocks/FNDX/) | $345.4K | 11,105 | 0.2% | 3 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $341.0K | 2,442 | 0.2% | 1 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $337.4K | 2,468 | 0.2% | 2 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $325.3K | 1,281 | 0.2% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $322.6K | 269 | 0.2% | 3 |
| ETF SER SOLUTIONS | [QTUM](https://holderbook.com/stocks/QTUM/) | $317.7K | 1,921 | 0.2% | 3 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $312.9K | 2,520 | 0.2% | 3 |
| SIMPLIFY EXCHANGE TRADED FUN | [HEQT](https://holderbook.com/stocks/HEQT/) | $310.8K | 9,267 | 0.2% | 3 |
| ETF OPPORTUNITIES TRUST | [CEPI](https://holderbook.com/stocks/CEPI/) | $309.9K | 9,148 | 0.2% | 3 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $300.1K | 2,047 | 0.2% | 3 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $298.3K | 1,971 | 0.1% | 2 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $291.9K | 3,731 | 0.1% | 2 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $288.9K | 2,347 | 0.1% | 1 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $288.3K | 1,967 | 0.1% | 3 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $282.2K | 1,295 | 0.1% | 3 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $280.9K | 999 | 0.1% | 3 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $280.1K | 3,411 | 0.1% | 3 |
| PACER FDS TR | [COWZ](https://holderbook.com/stocks/COWZ/) | $272.2K | 4,376 | 0.1% | 3 |
| SPDR SERIES TRUST | [SPTI](https://holderbook.com/stocks/SPTI/) | $264.4K | 9,312 | 0.1% | 3 |
| SCHWAB STRATEGIC TR | [FNDA](https://holderbook.com/stocks/FNDA/) | $262.1K | 6,887 | 0.1% | 3 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $260.1K | 10,595 | 0.1% | 2 |
| UNILEVER PLC | [UL](https://holderbook.com/stocks/UL/) | $254.7K | 4,236 | 0.1% | 2 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $250.8K | 1,357 | 0.1% | 3 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $248.1K | 1,673 | 0.1% | 3 |
| OMNICOM GROUP INC | [OMC](https://holderbook.com/stocks/OMC/) | $243.6K | 3,345 | 0.1% | 2 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $237.3K | 314 | 0.1% | 2 |
| GLOBAL X FDS | [AIQ](https://holderbook.com/stocks/AIQ/) | $225.8K | 3,442 | 0.1% | 1 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $219.2K | 748 | 0.1% | 3 |
| AIRBNB INC | [ABNB](https://holderbook.com/stocks/ABNB/) | $210.1K | 1,468 | 0.1% | 1 |
| ELEVATION SERIES TRUST | [LRNZ](https://holderbook.com/stocks/LRNZ/) | $204.9K | 3,176 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +6.0% | +14.8% | -8.8% | 100% |
| Q1 2026 | -0.9% | -4.6% | +3.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $199.3M | 85 |
| Q1 2026 | $187.6M | 90 |
| Q4 2025 | $177.8M | 83 |