StockDriftsStockDriftsTop 50 Independence Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 12.86% | 134.6K | $25.6M | -9.23%(-13.69K) | $142.18(+33.64%) | 2026-06-30 | |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 12.67% | 973.8K | $25.3M | +2.34%(+22.29K) | $27.70(-1.84%) | 2026-06-30 | |
| SPTS | SPDR SERIES TRUST | 5.9% | 405.5K | $11.8M | -64.80%(-746.51K) | $29.24(-0.91%) | 2026-06-30 | |
| XLF | SELECT SECTOR SPDR TR | 5.33% | 198.3K | $10.6M | +87.92%(+92.78K) | $52.54(+10.70%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 5% | 113.5K | $10.0M | +268.68%(+82.70K) | $80.63(+13.35%) | 2026-06-30 | |
| BCI | ABRDN ETFS | 4.63% | 413.1K | $9.2M | +101.91%(+208.50K) | $21.94(+11.92%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 4.25% | 53.4K | $8.5M | +126.16%(+29.79K) | $149.36(+12.06%) | 2026-06-30 | |
| SPTL | SPDR SERIES TRUST | 3.68% | 279.9K | $7.3M | new | $26.66(-5.97%) | 2026-06-30 | |
| SPYI | NEOS ETF TRUST | 3.04% | 114.1K | $6.1M | +7.14%(+7.60K) | $52.24(+4.11%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.87% | 7.8K | $5.7M | +532.22%(+6.56K) | $641.01(+14.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.39% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.93% |
Independence Wealth Advisors LLC reports $199.32M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are XLK (12.9%), CTA (12.7%) and SPTS (5.9%). The top 20 holdings account for 79.28% of reported assets. Its disclosed equity book has returned +5.39% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Independence Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2001765). View Independence Wealth Advisors LLC’s 13F filings on SEC