Independence Wealth Advisors, LLC: 13F holdings
CIK 20017652026Q2
| Positions | 85 |
|---|
| Reported value | $199.3m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 85 (-5 vs prior quarter) |
|---|
| Reported value | $199.3m (+6.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| XLK SELECT SECTOR SPDR TR | 134,615 | $25.6m | 12.9% |
| CTA SIMPLIFY EXCHANGE TRADED FUN | 973,762 | $25.3m | 12.7% |
| SPTS SPDR SERIES TRUST | 405,465 | $11.8m | 5.9% |
| XLF SELECT SECTOR SPDR TR | 198,303 | $10.6m | 5.3% |
| SPYM SPDR SERIES TRUST | 113,481 | $10.0m | 5.0% |
| BCI ABRDN ETFS | 413,098 | $9.2m | 4.6% |
| XLV SELECT SECTOR SPDR TR | 53,394 | $8.5m | 4.2% |
| SPTL SPDR SERIES TRUST | 279,912 | $7.3m | 3.7% |
| SPYI NEOS ETF TRUST | 114,083 | $6.1m | 3.0% |
| QQQ INVESCO QQQ TR | 7,789 | $5.7m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2001765")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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