Independence Wealth Advisors, LLC
CIK: 0002001765SEC EDGAR →
Portfolio Value
$177.8M
Holdings
83
As of
Q4 2025
New Positions
83
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SIMPLIFY EXCHANGE TRADED FUN | 890,051 | $24.3M | 13.65% |
| 2 | SELECT SECTOR SPDR TR | 138,203 | $19.9M | 11.19% |
| 3 | SPDR GOLD TR | 23,807 | $9.4M | 5.31% |
| 4 | SPDR SERIES TRUST | 112,084 | $9.0M | 5.06% |
| 5 | SELECT SECTOR SPDR TR | 71,137 | $8.5M | 4.78% |
| 6 | SELECT SECTOR SPDR TR | 52,091 | $8.1M | 4.54% |
| 7 | SPDR SERIES TRUST | 242,464 | $7.0M | 3.93% |
| 8 | SPDR SERIES TRUST | 249,946 | $6.6M | 3.72% |
| 9 | NEOS ETF TRUST | 102,789 | $5.4M | 3.04% |
| 10 | SELECT SECTOR SPDR TR | 64,017 | $5.0M | 2.80% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $140.5M | 79.1% |
| Unknown | 7 | $17.7M | 10.0% |
| Technology | 12 | $8.0M | 4.5% |
| Communication Services | 4 | $4.8M | 2.7% |
| Consumer Cyclical | 6 | $3.6M | 2.0% |
| Healthcare | 4 | $1.9M | 1.0% |
| Consumer Defensive | 3 | $708K | 0.4% |
| Basic Materials | 2 | $473K | 0.3% |