Investor
Independence Wealth Advisors, LLC
CIK 0002001765 · filed 2026-04-20 · SEC filing
13F book
$187.6M
Positions
90
12 new · 5 sold
Largest name
17.9%
Spdr Series Trust
Est. mark
−$1.25M
Price effect on 78 names still held. Flow $11.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr Series Trust | — | 1.15M | $33.6M | 17.9% | −$9.73K | Added$30.8M |
| Simplify Exchange Traded Fun | — | 951.5K | $28.8M | 15.3% | $2.63M | Added$4.49M |
| Select Sector Spdr Tr | — | 148.3K | $19.7M | 10.5% | −$1.53M | Added−$187.1K |
| Select Sector Spdr Tr | — | 76.7K | $8.35M | 4.5% | −$741.9K | Added−$141K |
| Spdr Gold Tr | — | 15.9K | $6.82M | 3.6% | $538.7K | Cut−$2.61M |
| Neos Etf Trust | — | 106.5K | $5.26M | 2.8% | −$324.8K | Added−$142.3K |
| Select Sector Spdr Tr | — | 105.5K | $5.21M | 2.8% | −$464.1K | Added$502.8K |
| Abrdn Etfs | — | 204.6K | $4.97M | 2.6% | $973.9K | Cut$610.9K |
| Select Sector Spdr Tr | — | 60K | $4.92M | 2.6% | $257.9K | Cut−$55.7K |
| Select Sector Spdr Tr | — | 70.3K | $4.31M | 2.3% | $426.6K | Added$3.16M |
| Neos Etf Trust | — | 85.7K | $4.26M | 2.3% | −$304.9K | Added$317.7K |
| Select Sector Spdr Tr | — | 23.6K | $3.46M | 1.8% | −$193.3K | Cut−$4.6M |
| Select Sector Spdr Tr | — | 29.6K | $3.29M | 1.8% | −$179.1K | Added$214.4K |
| Ishares Tr | — | 12.4K | $3.09M | 1.6% | $22.9K | Cut−$669K |
| Select Sector Spdr Tr | — | 16.4K | $2.66M | 1.4% | $107.3K | Added$139.1K |
| Spdr Series Trust | — | 30.8K | $2.36M | 1.3% | −$113.2K | Cut−$6.64M |
| Neos Etf Trust | — | 47.8K | $2.26M | 1.2% | −$56.5K | Added$114.3K |
| Ishares Tr | — | 31.1K | $1.77M | 0.9% | $64.7K | Cut−$2.52M |
| Apple Inc. | AAPL | 6.95K | $1.76M | 0.9% | −$125.4K | Held |
| Alphabet Inc | — | 5.9K | $1.7M | 0.9% | −$150.3K | Cut−$387.8K |
| Ishares Tr | — | 17.3K | $1.68M | 0.9% | $19K | Cut−$1.47M |
| Spdr S&P 500 Etf Tr | — | 2.56K | $1.66M | 0.9% | −$63.3K | Added$295.7K |
| Microsoft Corp | MSFT | 4.25K | $1.57M | 0.8% | −$435.6K | Added−$282.7K |
| Taiwan Semiconductor Mfg Ltd | — | 3.84K | $1.3M | 0.7% | $130.9K | Cut$54.9K |
| Meta Platforms, Inc. | META | 2.15K | $1.23M | 0.7% | −$170.1K | Added−$44.8K |
| Spdr Series Trust | — | 42K | $1.2M | 0.6% | −$7.55K | Cut−$5.79M |
| Visa Inc. | V | 3.98K | $1.2M | 0.6% | −$167.8K | Added−$12.1K |
| Amazon Com Inc | AMZN | 5.42K | $1.13M | 0.6% | −$115K | Added−$49.2K |
| Alphabet Inc | — | 3.74K | $1.07M | 0.6% | −$80.1K | Added$140.8K |
| Vanguard Intl Equity Index F | — | 12.9K | $1.06M | 0.6% | — | New |
| Ishares Inc | — | 12.4K | $1.05M | 0.6% | $45.8K | Cut−$573K |
| Ishares Tr | — | 12K | $1.04M | 0.6% | −$4.32K | Added$243.3K |
| Ea Series Trust | — | 8.92K | $1.04M | 0.6% | $8.09K | Added$254.9K |
| Booking Holdings Inc. | BKNG | 239 | $1.01M | 0.5% | −$216.5K | Added−$5.92K |
| Mastercard Inc | MA | 1.93K | $961.6K | 0.5% | −$137.6K | Cut−$174.7K |
| Schwab Charles Corp | — | 9.87K | $927.1K | 0.5% | −$51K | Added$66.8K |
| Select Sector Spdr Tr | — | 16.1K | $804.1K | 0.4% | $74.4K | Cut−$33.2K |
| Select Sector Spdr Tr | — | 17.1K | $784.1K | 0.4% | $53.6K | Added$70K |
| Applied Matls Inc | — | 2.18K | $743.8K | 0.4% | $177.8K | Added$204.8K |
| Invesco Qqq Tr | — | 1.23K | $711.1K | 0.4% | −$45.7K | Cut−$1.31M |
| Philip Morris Intl Inc | — | 4.1K | $678.1K | 0.4% | $13.2K | Added$248.7K |
| Berkshire Hathaway Inc Del | — | 1.36K | $653.6K | 0.3% | −$17.4K | Added$280.7K |
| Select Sector Spdr Tr | — | 14.6K | $595K | 0.3% | $7.01K | Cut−$57.9K |
| Iqvia Hldgs Inc | — | 3.46K | $590.4K | 0.3% | −$190K | Cut−$251K |
| Etf Opportunities Trust | — | 14.7K | $584K | 0.3% | −$81.8K | Added−$49.5K |
| Jpmorgan Chase & Co. | — | 1.85K | $544.8K | 0.3% | −$36.3K | Added$127.8K |
| Cencora, Inc. | COR | 1.72K | $540.9K | 0.3% | −$40.6K | Cut−$64.6K |
| Etf Opportunities Trust | — | 15.9K | $533.8K | 0.3% | −$94.6K | Added−$57.5K |
| Ishares Tr | — | 5.6K | $529.5K | 0.3% | $3.63K | Added$21.9K |
| Ishares Tr | — | 696 | $454.6K | 0.2% | −$22.1K | Cut−$164.6K |
| Elevance Health Inc Formerly | — | 1.5K | $437.6K | 0.2% | −$78.1K | Added−$35.1K |
| Disney Walt Co | — | 4.21K | $406.1K | 0.2% | −$73.2K | Cut−$106.1K |
| Vanguard Growth Etf | — | 922 | $402.9K | 0.2% | −$47K | Held |
| Conocophillips | COP | 2.97K | $391.9K | 0.2% | — | New |
| Novartis Ag | — | 2.42K | $370.1K | 0.2% | $25.9K | Added$130.5K |
| Wells Fargo Co New | — | 4.54K | $361.6K | 0.2% | −$40.9K | Added$80.8K |
| Exxon Mobil Corp | — | 2.13K | $361K | 0.2% | — | New |
| Ishares Tr | — | 4.09K | $337.9K | 0.2% | −$1.02K | Cut−$5.25K |
| General Dynamics Corp | GD | 930 | $319.2K | 0.2% | — | New |
| Starbucks Corp | SBUX | 3.55K | $317.9K | 0.2% | $19.1K | Cut−$34K |
| Analog Devices Inc | ADI | 966 | $307.3K | 0.2% | — | New |
| Johnson & Johnson | JNJ | 1.24K | $302.4K | 0.2% | $46.4K | Held |
| Schwab Strategic Tr | — | 10.8K | $300.8K | 0.2% | $6.91K | Held |
| Procter And Gamble Co | PG | 2.07K | $299.5K | 0.2% | $2.37K | Held |
| Simplify Exchange Traded Fun | — | 9.26K | $291.6K | 0.2% | −$5.09K | Held |
| Pacer Fds Tr | — | 4.64K | $290.1K | 0.2% | $11.1K | Held |
| Oracle Corp | — | 1.85K | $271.7K | 0.1% | −$69K | Added−$9.74K |
| Ishares Tr | — | 630 | $268.6K | 0.1% | −$29.5K | Held |
| Vanguard Index Fds | — | 1.32K | $258.8K | 0.1% | $6.87K | Held |
| Qualcomm Inc | — | 1.97K | $253.4K | 0.1% | −$83.2K | Cut−$99.1K |
| Broadcom Inc. | AVGO | 818 | $253.2K | 0.1% | −$29.9K | Held |
| Salesforce, Inc. | CRM | 1.36K | $253K | 0.1% | −$106.3K | Cut−$122.5K |
| Comcast Corp New | — | 8.81K | $252.8K | 0.1% | — | New |
| Etf Opportunities Trust | — | 8.8K | $250.5K | 0.1% | −$42K | Added−$21.6K |
| Sherwin Williams Co | SHW | 778 | $249.4K | 0.1% | −$2.71K | Held |
| Eli Lilly & Co | LLY | 269 | $247.4K | 0.1% | −$41.7K | Held |
| Bank New York Mellon Corp | — | 2.06K | $244.3K | 0.1% | — | New |
| International Business Machs | — | 999 | $242.1K | 0.1% | −$53.8K | Held |
| Mckesson Corp | MCK | 275 | $238K | 0.1% | — | New |
| Air Prods & Chems Inc | — | 813 | $236.1K | 0.1% | $35.4K | Cut$14.9K |
| Autodesk, Inc. | ADSK | 976 | $233.7K | 0.1% | −$55.3K | Cut−$77.7K |
| Becton Dickinson & Co | BDX | 1.46K | $230K | 0.1% | — | New |
| Check Point Software Tech Lt | — | 1.58K | $225.3K | 0.1% | −$67.4K | Cut−$93K |
| Medtronic Plc | MDT | 2.59K | $224.5K | 0.1% | — | New |
| Walmart Inc. | WMT | 1.8K | $224.1K | 0.1% | $23.2K | Held |
| Etf Ser Solutions | — | 2.08K | $222.6K | 0.1% | −$4.9K | Held |
| Schwab Strategic Tr | — | 6.8K | $220.5K | 0.1% | $6.26K | Held |
| Omnicom Group Inc. | OMC | 2.86K | $215.2K | 0.1% | — | New |
| Ishares Tr | — | 1.67K | $207.9K | 0.1% | $6.91K | Held |
| Unilever Plc | — | 3.57K | $203.6K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.