Filed: 4/20/2026ACC: 0002085853-26-000421
📋 What this filing means
INDEPENDENCE WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 90 equity positions with a total reported market value of $187.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
90
Positions
$187.61M
Total AUM (reported)
3.54M
Total Shares
Allocation by class
STATE STREET SPD$37.17M19.8%
MANAGED FUTURES$28.75M15.3%
STATE STREET TEC$19.71M10.5%
COM$16.39M8.7%
STATE STREET CON$13.27M7.1%
GOLD SHS$6.82M3.6%
NEOS S&P 500 HI$5.26M2.8%
Portfolio Concentration
Top 3$82.08M43.7%
4–10$39.84M21.2%
11–25$34.04M18.1%
Rest$31.66M16.9%
Top 3 weight
43.7%
Top 10 weight
65.0%
Voting Authority Distribution
Total shares with voting rights: 3.54M
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
3.54M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole90
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings90
Rows:
SPDR SERIES TRUST
SOLEShares1.15M
TypeSH
Market value$33.61M
17.92%
Sole
0.00
Shared
0.00
None
1.15M
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares951.47K
TypeSH
Market value$28.75M
15.33%
Sole
0.00
Shared
0.00
None
951.47K
SELECT SECTOR SPDR TR
SOLEShares148.31K
TypeSH
Market value$19.71M
10.51%
Sole
0.00
Shared
0.00
None
148.31K
SELECT SECTOR SPDR TR
SOLEShares76.65K
TypeSH
Market value$8.35M
4.45%
Sole
0.00
Shared
0.00
None
76.65K
SPDR GOLD TR
SOLEShares15.86K
TypeSH
Market value$6.82M
3.64%
Sole
0.00
Shared
0.00
None
15.86K
NEOS ETF TRUST
SOLEShares106.48K
TypeSH
Market value$5.26M
2.80%
Sole
0.00
Shared
0.00
None
106.48K
SELECT SECTOR SPDR TR
SOLEShares105.53K
TypeSH
Market value$5.21M
2.78%
Sole
0.00
Shared
0.00
None
105.53K
ABRDN ETFS
SOLEShares204.60K
TypeSH
Market value$4.97M
2.65%
Sole
0.00
Shared
0.00
None
204.60K
SELECT SECTOR SPDR TR
SOLEShares59.98K
TypeSH
Market value$4.92M
2.62%
Sole
0.00
Shared
0.00
None
59.98K
SELECT SECTOR SPDR TR
SOLEShares70.35K
TypeSH
Market value$4.31M
2.30%
Sole
0.00
Shared
0.00
None
70.35K
NEOS ETF TRUST
SOLEShares85.65K
TypeSH
Market value$4.26M
2.27%
Sole
0.00
Shared
0.00
None
85.65K
SELECT SECTOR SPDR TR
SOLEShares23.61K
TypeSH
Market value$3.46M
1.84%
Sole
0.00
Shared
0.00
None
23.61K
SELECT SECTOR SPDR TR
SOLEShares29.64K
TypeSH
Market value$3.29M
1.75%
Sole
0.00
Shared
0.00
None
29.64K
ISHARES TR
SOLEShares12.44K
TypeSH
Market value$3.09M
1.64%
Sole
0.00
Shared
0.00
None
12.44K
SELECT SECTOR SPDR TR
SOLEShares16.42K
TypeSH
Market value$2.66M
1.42%
Sole
0.00
Shared
0.00
None
16.42K
SPDR SERIES TRUST
SOLEShares30.78K
TypeSH
Market value$2.36M
1.26%
Sole
0.00
Shared
0.00
None
30.78K
NEOS ETF TRUST
SOLEShares47.75K
TypeSH
Market value$2.26M
1.21%
Sole
0.00
Shared
0.00
None
47.75K
ISHARES TR
SOLEShares31.09K
TypeSH
Market value$1.77M
0.94%
Sole
0.00
Shared
0.00
None
31.09K
APPLE INC
SOLEShares6.95K
TypeSH
Market value$1.76M
0.94%
Sole
0.00
Shared
0.00
None
6.95K
ALPHABET INC
SOLEShares5.90K
TypeSH
Market value$1.70M
0.90%
Sole
0.00
Shared
0.00
None
5.90K
ISHARES TR
SOLEShares17.33K
TypeSH
Market value$1.68M
0.90%
Sole
0.00
Shared
0.00
None
17.33K
STATE STR SPDR S&P 500 ETF T
SOLEShares2.56K
TypeSH
Market value$1.66M
0.89%
Sole
0.00
Shared
0.00
None
2.56K
MICROSOFT CORP
SOLEShares4.25K
TypeSH
Market value$1.57M
0.84%
Sole
0.00
Shared
0.00
None
4.25K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares3.84K
TypeSH
Market value$1.30M
0.69%
Sole
0.00
Shared
0.00
None
3.84K
META PLATFORMS INC
SOLEShares2.15K
TypeSH
Market value$1.23M
0.66%
Sole
0.00
Shared
0.00
None
2.15K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.15M | SH | $33.61M 17.92% | 0.00 | 0.00 | 1.15M |
SIMPLIFY EXCHANGE TRADED FUNSOLE | MANAGED FUTURES | 951.47K | SH | $28.75M 15.33% | 0.00 | 0.00 | 951.47K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 148.31K | SH | $19.71M 10.51% | 0.00 | 0.00 | 148.31K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 76.65K | SH | $8.35M 4.45% | 0.00 | 0.00 | 76.65K |
SPDR GOLD TRSOLE | GOLD SHS | 15.86K | SH | $6.82M 3.64% | 0.00 | 0.00 | 15.86K |
NEOS ETF TRUSTSOLE | NEOS S&P 500 HI | 106.48K | SH | $5.26M 2.80% | 0.00 | 0.00 | 106.48K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 105.53K | SH | $5.21M 2.78% | 0.00 | 0.00 | 105.53K |
ABRDN ETFSSOLE | BBRG ALL COMD K1 | 204.60K | SH | $4.97M 2.65% | 0.00 | 0.00 | 204.60K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 59.98K | SH | $4.92M 2.62% | 0.00 | 0.00 | 59.98K |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 70.35K | SH | $4.31M 2.30% | 0.00 | 0.00 | 70.35K |
NEOS ETF TRUSTSOLE | NASDAQ 100 HIGH | 85.65K | SH | $4.26M 2.27% | 0.00 | 0.00 | 85.65K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 23.61K | SH | $3.46M 1.84% | 0.00 | 0.00 | 23.61K |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 29.64K | SH | $3.29M 1.75% | 0.00 | 0.00 | 29.64K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 12.44K | SH | $3.09M 1.64% | 0.00 | 0.00 | 12.44K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 16.42K | SH | $2.66M 1.42% | 0.00 | 0.00 | 16.42K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 30.78K | SH | $2.36M 1.26% | 0.00 | 0.00 | 30.78K |
NEOS ETF TRUSTSOLE | RUSSELL 2000 HIG | 47.75K | SH | $2.26M 1.21% | 0.00 | 0.00 | 47.75K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 31.09K | SH | $1.77M 0.94% | 0.00 | 0.00 | 31.09K |
APPLE INCSOLE | COM | 6.95K | SH | $1.76M 0.94% | 0.00 | 0.00 | 6.95K |
ALPHABET INCSOLE | CAP STK CL A | 5.90K | SH | $1.70M 0.90% | 0.00 | 0.00 | 5.90K |
ISHARES TRSOLE | MSCI EAFE ETF | 17.33K | SH | $1.68M 0.90% | 0.00 | 0.00 | 17.33K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.56K | SH | $1.66M 0.89% | 0.00 | 0.00 | 2.56K |
MICROSOFT CORPSOLE | COM | 4.25K | SH | $1.57M 0.84% | 0.00 | 0.00 | 4.25K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 3.84K | SH | $1.30M 0.69% | 0.00 | 0.00 | 3.84K |
META PLATFORMS INCSOLE | CL A | 2.15K | SH | $1.23M 0.66% | 0.00 | 0.00 | 2.15K |
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