Q2 2026 13F · SEC CIK 2001765

Independence Wealth Advisors, LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $199.3M
Reported positions: 85
Holdings vs S&P 500, 3 yrs: —
Assets under management: $210.3M

Independence Wealth Advisors, LLC is a wealth manager that reported 85 positions worth $199.3M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were State Street Technology Select Sector Sp (XLK, 12.9%), Simplify Managed Futures Strategy ETF (CTA, 12.7%), Spdr Series Trust (SPTS, 5.9%).

Independence Wealth Advisors, LLC holdings largest 50 of 85 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Independence Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
XLKState Street Technology Select Sector Sp	12.9%	10.5%	134,615	-9.2%	$25.6M
CTASimplify Managed Futures Strategy ETF	12.7%	15.3%	973,762	+2.3%	$25.3M
SPTSSpdr Series Trust	5.9%	17.9%	405,465	-64.8%	$11.8M
XLFSelect Sector Spdr Tr	5.3%	2.8%	198,303	+87.9%	$10.6M
SPLGSpdr Series Trust	5.0%	1.3%	113,481	+268.7%	$10.0M
BCIAbrdn Etfs	4.6%	2.6%	413,098	+101.9%	$9.2M
XLVSelect Sector Spdr Tr	4.3%	1.8%	53,394	+126.2%	$8.5M
SPTLSpdr Series Trust	3.7%	—	279,912	—	$7.3M
SPYINeos ETF Trust	3.0%	2.8%	114,083	+7.1%	$6.1M
QQQInvesco Qqq Tr	2.9%	0.4%	7,789	+532.2%	$5.7M
QQQINeos ETF Trust	2.7%	2.3%	94,227	+10.0%	$5.4M
EEMIshares	2.4%	0.9%	69,860	+124.7%	$4.8M
IWMIshares	2.1%	1.6%	13,886	+11.6%	$4.2M
XLEState Street Energy Select Sector Spdr E	2.0%	2.3%	76,512	+8.8%	$4.1M
XLYConsumer Discretionary Select S	2.0%	4.5%	33,650	-56.1%	$3.9M
XLCSelect Sector Spdr Tr	1.7%	1.8%	31,379	+5.9%	$3.4M
EFAiShs MSCI EAFE	1.7%	0.9%	32,350	+86.6%	$3.4M
GLDSpdr Gold Shares	1.6%	3.6%	8,624	-45.6%	$3.2M
IWMINeos ETF Trust	1.5%	1.2%	54,710	+14.6%	$2.9M
XLISelect Sector Spdr Tr	1.4%	1.4%	15,281	-6.9%	$2.8M
SPYSpdr S&p 500 ETF Tr	1.0%	0.9%	2,799	+9.5%	$2.1M
AAPLApple Inc	1.0%	0.9%	6,986	+0.6%	$2.0M
TSMTaiwan Semiconductor Manufac	0.8%	0.7%	3,464	-9.8%	$1.7M
XLPState Street Consumer Staples Select Sec	0.8%	2.6%	19,843	-66.9%	$1.6M
MSFTMicrosoft Corp	0.8%	0.8%	4,360	+2.6%	$1.6M
AMATApplied Matls Inc	0.7%	0.4%	1,970	-9.5%	$1.4M
VVisa Inc Com Cl A	0.7%	0.6%	3,968	-0.3%	$1.4M
AMZNAmazon Com Inc Com	0.6%	0.6%	5,334	-1.5%	$1.3M
EWJIshares Inc	0.6%	0.6%	13,446	+8.5%	$1.3M
METAMeta Platforms Inc Class A	0.6%	0.7%	2,219	+3.0%	$1.2M
BOXXEa Series Trust	0.6%	0.6%	10,505	+17.8%	$1.2M
TLTIshares 20 Year Treasury Bond ETF	0.6%	0.6%	14,135	+17.9%	$1.2M
BKNGBooking Holdings Inc Com	0.6%	0.5%	6,496	+2618.0%	$1.2M
IYRiShares US Real Estate ETF	0.5%	0.3%	10,601	+89.3%	$1.1M
MAMastercard Inc.	0.5%	0.5%	1,816	-5.7%	$933K
SCHWSchwab Charles Corp	0.5%	0.5%	9,927	+0.6%	$916K
XLBSelect Sector Spdr Tr	0.4%	0.4%	15,843	-1.5%	$805K
PMPhilip Morris Intl Inc Com	0.4%	0.4%	4,354	+6.2%	$788K
XLUSpdr	0.4%	0.4%	17,308	+1.3%	$785K
BRK-BBerkshire Hathaway Inc Del	0.4%	0.3%	1,566	+14.8%	$784K
JPMJpmorgan Chase & Co	0.3%	0.3%	2,036	+9.9%	$666K
FEPIETF Opportunities Trust	0.3%	0.3%	15,236	+3.5%	$657K
XLRESelect Sector Spdr Tr	0.3%	0.3%	14,244	-2.3%	$627K
AIPIETF Opportunities Trust	0.3%	0.3%	16,493	+3.9%	$613K
IQVIqvia Holdings Inc	0.3%	0.3%	3,025	-12.6%	$584K
ELVElevance Health Inc Formerly	0.3%	—	1,485	—	$574K
IVVIshares Core S&p 500 ETF	0.3%	0.2%	696	+0.0%	$521K
CORCencora Inc Com	0.2%	0.3%	1,705	-1.0%	$483K
VUGVanguard Indx Fd	0.2%	—	5,468	—	$471K
ADIAnalog Devices Inc	0.2%	—	1,106	—	$439K

What Independence Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$199.3M	85
Q1 2026	$187.6M	90
Q4 2025	$177.8M	83

Questions about Independence Wealth Advisors, LLC's portfolio

What stocks does Independence Wealth Advisors, LLC own?

Independence Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 85 positions worth $199.3M. The largest are State Street Technology Select Sector Sp (XLK) at 12.9%, Simplify Managed Futures Strategy ETF (CTA) at 12.7%, Spdr Series Trust (SPTS) at 5.9%, Select Sector Spdr Tr (XLF) at 5.3% and Spdr Series Trust (SPLG) at 5.0%.

What did Independence Wealth Advisors, LLC buy last quarter?

In Q2 2026, Independence Wealth Advisors, LLC added Booking Holdings Inc Com (BKNG) (+2618.0% shares), Invesco Qqq Tr (QQQ) (+532.2% shares) and Spdr Series Trust (SPLG) (+268.7% shares), compared with its Q1 2026 filing.

What did Independence Wealth Advisors, LLC sell last quarter?

In Q2 2026, Independence Wealth Advisors, LLC cut from its top 50 Alphabet Inc (GOOGL), cut from its top 50 State Street ETF/USA (SPTI), cut from its top 50 Alphabet Inc (GOOG), cut from its top 50 Vanguard Intl Equity Index F (VGK), State Street Consumer Staples Select Sec (XLP) (-66.9% shares), Spdr Series Trust (SPTS) (-64.8% shares) and Consumer Discretionary Select S (XLY) (-56.1% shares), compared with its Q1 2026 filing.

When is Independence Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Independence Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Independence Wealth Advisors, LLC manage?

Independence Wealth Advisors, LLC reported $210.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $199.3M.