Filed: 1/9/2026ACC: 0002085853-26-000025
📋 What this filing means
INDEPENDENCE WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $177.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$177.78M
Total AUM (reported)
2.94M
Total Shares
Allocation by class
STATE STREET SPD$25.45M14.3%
MANAGED FUTURES$24.26M13.6%
STATE STREET TEC$19.90M11.2%
COM$15.19M8.5%
STATE STREET CON$13.47M7.6%
GOLD SHS$9.43M5.3%
STATE STREET HEA$8.06M4.5%
Portfolio Concentration
Top 3$53.59M30.1%
4–10$49.53M27.9%
11–25$44.24M24.9%
Rest$30.41M17.1%
Top 3 weight
30.1%
Top 10 weight
58.0%
Voting Authority Distribution
Total shares with voting rights: 2.94M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.94M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole83
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings83
Rows:
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares890.05K
TypeSH
Market value$24.26M
13.65%
Sole
0.00
Shared
0.00
None
890.05K
SELECT SECTOR SPDR TR
SOLEShares138.20K
TypeSH
Market value$19.90M
11.19%
Sole
0.00
Shared
0.00
None
138.20K
SPDR GOLD TR
SOLEShares23.81K
TypeSH
Market value$9.43M
5.31%
Sole
0.00
Shared
0.00
None
23.81K
SPDR SERIES TRUST
SOLEShares112.08K
TypeSH
Market value$8.99M
5.06%
Sole
0.00
Shared
0.00
None
112.08K
SELECT SECTOR SPDR TR
SOLEShares71.14K
TypeSH
Market value$8.49M
4.78%
Sole
0.00
Shared
0.00
None
71.14K
SELECT SECTOR SPDR TR
SOLEShares52.09K
TypeSH
Market value$8.06M
4.54%
Sole
0.00
Shared
0.00
None
52.09K
SPDR SERIES TRUST
SOLEShares242.46K
TypeSH
Market value$6.99M
3.93%
Sole
0.00
Shared
0.00
None
242.46K
SPDR SERIES TRUST
SOLEShares249.95K
TypeSH
Market value$6.62M
3.72%
Sole
0.00
Shared
0.00
None
249.95K
NEOS ETF TRUST
SOLEShares102.79K
TypeSH
Market value$5.40M
3.04%
Sole
0.00
Shared
0.00
None
102.79K
SELECT SECTOR SPDR TR
SOLEShares64.02K
TypeSH
Market value$4.97M
2.80%
Sole
0.00
Shared
0.00
None
64.02K
SELECT SECTOR SPDR TR
SOLEShares85.94K
TypeSH
Market value$4.71M
2.65%
Sole
0.00
Shared
0.00
None
85.94K
ABRDN ETFS
SOLEShares223.18K
TypeSH
Market value$4.36M
2.45%
Sole
0.00
Shared
0.00
None
223.18K
ISHARES TR
SOLEShares78.27K
TypeSH
Market value$4.28M
2.41%
Sole
0.00
Shared
0.00
None
78.27K
NEOS ETF TRUST
SOLEShares73.12K
TypeSH
Market value$3.94M
2.22%
Sole
0.00
Shared
0.00
None
73.12K
ISHARES TR
SOLEShares15.25K
TypeSH
Market value$3.75M
2.11%
Sole
0.00
Shared
0.00
None
15.25K
ISHARES TR
SOLEShares32.82K
TypeSH
Market value$3.15M
1.77%
Sole
0.00
Shared
0.00
None
32.82K
SELECT SECTOR SPDR TR
SOLEShares26.09K
TypeSH
Market value$3.07M
1.73%
Sole
0.00
Shared
0.00
None
26.09K
SPDR SERIES TRUST
SOLEShares97.30K
TypeSH
Market value$2.85M
1.60%
Sole
0.00
Shared
0.00
None
97.30K
SELECT SECTOR SPDR TR
SOLEShares16.22K
TypeSH
Market value$2.52M
1.42%
Sole
0.00
Shared
0.00
None
16.22K
NEOS ETF TRUST
SOLEShares44.15K
TypeSH
Market value$2.15M
1.21%
Sole
0.00
Shared
0.00
None
44.15K
ALPHABET INC
SOLEShares6.66K
TypeSH
Market value$2.08M
1.17%
Sole
0.00
Shared
0.00
None
6.66K
INVESCO QQQ TR
SOLEShares3.29K
TypeSH
Market value$2.02M
1.14%
Sole
0.00
Shared
0.00
None
3.29K
APPLE INC
SOLEShares6.95K
TypeSH
Market value$1.89M
1.06%
Sole
0.00
Shared
0.00
None
6.95K
MICROSOFT CORP
SOLEShares3.84K
TypeSH
Market value$1.86M
1.04%
Sole
0.00
Shared
0.00
None
3.84K
ISHARES INC
SOLEShares20.06K
TypeSH
Market value$1.62M
0.91%
Sole
0.00
Shared
0.00
None
20.06K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SIMPLIFY EXCHANGE TRADED FUNSOLE | MANAGED FUTURES | 890.05K | SH | $24.26M 13.65% | 0.00 | 0.00 | 890.05K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 138.20K | SH | $19.90M 11.19% | 0.00 | 0.00 | 138.20K |
SPDR GOLD TRSOLE | GOLD SHS | 23.81K | SH | $9.43M 5.31% | 0.00 | 0.00 | 23.81K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 112.08K | SH | $8.99M 5.06% | 0.00 | 0.00 | 112.08K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 71.14K | SH | $8.49M 4.78% | 0.00 | 0.00 | 71.14K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 52.09K | SH | $8.06M 4.54% | 0.00 | 0.00 | 52.09K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 242.46K | SH | $6.99M 3.93% | 0.00 | 0.00 | 242.46K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 249.95K | SH | $6.62M 3.72% | 0.00 | 0.00 | 249.95K |
NEOS ETF TRUSTSOLE | NEOS S&P 500 HI | 102.79K | SH | $5.40M 3.04% | 0.00 | 0.00 | 102.79K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 64.02K | SH | $4.97M 2.80% | 0.00 | 0.00 | 64.02K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 85.94K | SH | $4.71M 2.65% | 0.00 | 0.00 | 85.94K |
ABRDN ETFSSOLE | BBRG ALL COMD K1 | 223.18K | SH | $4.36M 2.45% | 0.00 | 0.00 | 223.18K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 78.27K | SH | $4.28M 2.41% | 0.00 | 0.00 | 78.27K |
NEOS ETF TRUSTSOLE | NASDAQ 100 HIGH | 73.12K | SH | $3.94M 2.22% | 0.00 | 0.00 | 73.12K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 15.25K | SH | $3.75M 2.11% | 0.00 | 0.00 | 15.25K |
ISHARES TRSOLE | MSCI EAFE ETF | 32.82K | SH | $3.15M 1.77% | 0.00 | 0.00 | 32.82K |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 26.09K | SH | $3.07M 1.73% | 0.00 | 0.00 | 26.09K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 97.30K | SH | $2.85M 1.60% | 0.00 | 0.00 | 97.30K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 16.22K | SH | $2.52M 1.42% | 0.00 | 0.00 | 16.22K |
NEOS ETF TRUSTSOLE | RUSSELL 2000 HIG | 44.15K | SH | $2.15M 1.21% | 0.00 | 0.00 | 44.15K |
ALPHABET INCSOLE | CAP STK CL A | 6.66K | SH | $2.08M 1.17% | 0.00 | 0.00 | 6.66K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.29K | SH | $2.02M 1.14% | 0.00 | 0.00 | 3.29K |
APPLE INCSOLE | COM | 6.95K | SH | $1.89M 1.06% | 0.00 | 0.00 | 6.95K |
MICROSOFT CORPSOLE | COM | 3.84K | SH | $1.86M 1.04% | 0.00 | 0.00 | 3.84K |
ISHARES INCSOLE | MSCI JAPAN ETF | 20.06K | SH | $1.62M 0.91% | 0.00 | 0.00 | 20.06K |
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