Q3 2026 13F · SEC CIK 2001765

Independence Wealth Advisors, LLC

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $210.8M
Reported positions: 87
Holdings vs S&P 500, 3 yrs: —
Assets under management: $210.3M

Independence Wealth Advisors, LLC is a wealth manager that reported 87 positions worth $210.8M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Spdr Series Trust (SPTS, 12.5%), Select Sector Spdr Tr (XLK, 12.3%), Simplify Exchange Traded Fun (CTA, 11.4%).

Independence Wealth Advisors, LLC holdings largest 50 of 87 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
SPTSSpdr Series Trust	12.5%	5.9%	921,700	+127.3%	$26.4M
XLKSelect Sector Spdr Tr	12.3%	12.9%	132,960	-1.2%	$26.0M
CTASimplify Exchange Traded Fun	11.4%	12.7%	832,782	-14.5%	$24.0M
SPLGSpdr Series Trust	4.9%	5.0%	115,538	+1.8%	$10.4M
XLVSelect Sector Spdr Tr	4.3%	4.3%	54,082	+1.3%	$9.1M
DBMFIm Global Partner Funds	3.3%	—	210,799	—	$6.9M
BCIAbrdn Etfs	3.2%	4.6%	264,664	-35.9%	$6.8M
SPYINeos ETF Trust	2.8%	3.0%	111,430	-2.3%	$5.9M
QQQINeos ETF Trust	2.6%	2.7%	97,571	+3.5%	$5.4M
XLPSelect Sector Spdr Tr	2.5%	0.8%	65,372	+229.4%	$5.3M
XLFSelect Sector Spdr Tr	2.5%	5.3%	98,165	-50.5%	$5.2M
GLDSpdr Gold Tr	2.3%	1.6%	12,773	+48.1%	$4.9M
XLESelect Sector Spdr Tr	2.2%	2.0%	77,032	+0.7%	$4.7M
XLYSelect Sector Spdr Tr	1.8%	2.0%	35,049	+4.2%	$3.8M
QQQInvesco Qqq Tr	1.8%	2.9%	5,133	-34.1%	$3.8M
IWMIshares Tr	1.7%	2.1%	13,177	-5.1%	$3.7M
XLCSelect Sector Spdr Tr	1.7%	1.7%	32,768	+4.4%	$3.6M
EFAIshares Tr	1.6%	1.7%	33,288	+2.9%	$3.5M
EWJIshares Inc	1.4%	0.6%	30,471	+126.6%	$3.0M
IWMINeos ETF Trust	1.4%	1.5%	59,171	+8.2%	$2.9M
XLISelect Sector Spdr Tr	1.3%	1.4%	16,613	+8.7%	$2.8M
AAPLApple Inc	1.1%	1.0%	6,771	-3.1%	$2.3M
MSFTMicrosoft Corp	1.1%	0.8%	4,315	-1.0%	$2.2M
SPYState Str Spdr S&p 500 ETF T	0.9%	1.0%	2,533	-9.5%	$1.9M
GOOGLAlphabet Inc	0.9%	—	5,501	—	$1.9M
METAMeta Platforms Inc	0.7%	0.6%	2,173	-2.1%	$1.6M
VVisa Inc	0.7%	0.7%	3,958	-0.3%	$1.4M
AMZNAmazon Com Inc	0.6%	0.6%	5,400	+1.2%	$1.3M
GOOGAlphabet Inc	0.6%	—	3,867	—	$1.3M
TSMTaiwan Semiconductor Manufac	0.6%	0.8%	2,884	-16.7%	$1.3M
BOXXEa Series Trust	0.6%	0.6%	9,915	-5.6%	$1.2M
EEMIshares Tr	0.5%	2.4%	16,895	-75.8%	$1.1M
TLTIshares Tr	0.5%	0.6%	13,578	-3.9%	$1.1M
BKNGBooking Holdings Inc	0.5%	0.6%	6,325	-2.6%	$1.0M
SCHWCharles Schwab Corp (the)	0.5%	0.5%	10,237	+3.1%	$1.0M
MAMastercard Incorporated	0.5%	0.5%	1,813	-0.2%	$1.0M
AMATApplied Matls Inc	0.4%	0.7%	1,699	-13.8%	$869K
IYRIshares Tr	0.4%	0.5%	8,724	-17.7%	$829K
PMPhilip Morris Intl Inc	0.4%	0.4%	4,302	-1.2%	$821K
IQVIqvia Hldgs Inc	0.4%	0.3%	3,002	-0.8%	$807K
XLUSelect Sector Spdr Tr	0.4%	0.4%	20,123	+16.3%	$794K
XLBSelect Sector Spdr Tr	0.4%	0.4%	16,243	+2.5%	$791K
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	1,560	-0.4%	$777K
JPMJpmorgan Chase & Co	0.3%	0.3%	2,026	-0.5%	$670K
FEPIETF Opportunities Trust	0.3%	0.3%	15,538	+2.0%	$666K
XLRESelect Sector Spdr Tr	0.3%	0.3%	15,813	+11.0%	$647K
AIPIETF Opportunities Trust	0.3%	0.3%	16,715	+1.3%	$625K
ELVElevance Health Inc Formerly	0.3%	0.3%	1,470	-1.0%	$572K
IVVIshares Tr	0.2%	0.3%	683	-1.9%	$523K
CORCencora Inc	0.2%	0.2%	1,680	-1.5%	$504K

What Independence Wealth Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

Reduced

EEM Ishares Tr-75.8% shares
XLF Select Sector Spdr Tr-50.5% shares
BCI Abrdn Etfs-35.9% shares
QQQ Invesco Qqq Tr-34.1% shares
IYR Ishares Tr-17.7% shares
TSM Taiwan Semiconductor Manufac-16.7% shares
CTA Simplify Exchange Traded Fun-14.5% shares
AMAT Applied Matls Inc-13.8% shares

Left the top 50

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$210.8M	87
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 Q3 2026 and filed Oct 29, 2026, lists 87 positions worth $210.8M. The largest are Spdr Series Trust (SPTS) at 12.5%, Select Sector Spdr Tr (XLK) at 12.3%, Simplify Exchange Traded Fun (CTA) at 11.4%, Spdr Series Trust (SPLG) at 4.9% and Select Sector Spdr Tr (XLV) at 4.3%.

What did Independence Wealth Advisors, LLC buy last quarter?

In Q3 2026, Independence Wealth Advisors, LLC added Select Sector Spdr Tr (XLP) (+229.4% shares), Spdr Series Trust (SPTS) (+127.3% shares) and Ishares Inc (EWJ) (+126.6% shares), compared with its Q2 2026 filing.

What did Independence Wealth Advisors, LLC sell last quarter?

In Q3 2026, Independence Wealth Advisors, LLC cut from its top 50 Spdr Series Trust (SPTL), cut from its top 50 Vanguard Index Fds (VUG), cut from its top 50 Analog Devices Inc (ADI), Ishares Tr (EEM) (-75.8% shares), Select Sector Spdr Tr (XLF) (-50.5% shares) and Abrdn Etfs (BCI) (-35.9% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $210.8M.