13F-HR filed by Independence Wealth Advisors, LLC
Independence Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-09, with 83 holding rows worth $177,779,898.
- Accession
- 0002085853-26-000025
- Filer
- CIK 2001765
- Filed
- 2026-01-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 83 entries on the cover page, a total value of $177,779,898 stated on the cover page (in dollars after the unit check, H1), rows summing to $177,779,898 with VALUE read as dollars as filed, 13F file number 028-25906. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | MANAGED FUTURES | 890,051 | $24,262,780 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 138,203 | $19,897,020 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 23,807 | $9,434,817 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 112,084 | $8,991,349 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 71,137 | $8,494,446 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 52,091 | $8,063,760 | dollars as filed | |
| SPDR SERIES TRUST | 78464A672 | ST INTER ETF | 242,464 | $6,992,652 | dollars as filed | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 249,946 | $6,616,077 | dollars as filed | |
| NEOS ETF TRUST | 78433H303 | NEOS S&P 500 HI | 102,789 | $5,399,484 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 64,017 | $4,972,870 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 85,943 | $4,707,095 | dollars as filed | |
| ABRDN ETFS | 003261104 | BBRG ALL COMD K1 | 223,184 | $4,358,784 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 78,274 | $4,282,366 | dollars as filed | |
| NEOS ETF TRUST | 78433H675 | NASDAQ 100 HIGH | 73,123 | $3,938,403 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 15,254 | $3,754,953 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 32,821 | $3,151,766 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 26,093 | $3,071,688 | dollars as filed | |
| SPDR SER TR | 78468R101 | PORTFOLIO SH TSR | 97,297 | $2,848,857 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 16,220 | $2,515,981 | dollars as filed | |
| NEOS ETF TRUST | 78433H634 | RUSS 2000 HI ETF | 44,149 | $2,149,171 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 6,656 | $2,083,447 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 3,286 | $2,018,628 | dollars as filed | |
| Apple Inc | 037833100 | COM | 6,945 | $1,888,040 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,838 | $1,856,302 | dollars as filed | |
| iShares MSCI Japan ETF | 46434G822 | SHS | 20,056 | $1,619,321 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,005 | $1,367,474 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,935 | $1,276,958 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 4,092 | $1,243,518 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,463 | $1,214,595 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 5,099 | $1,176,951 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 25,779 | $1,152,582 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,990 | $1,136,314 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 189 | $1,012,577 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,971 | $932,380 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 8,611 | $860,279 | dollars as filed | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 3,733 | $841,456 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 18,463 | $837,288 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 9,137 | $796,411 | dollars as filed | |
| EA SERIES TRUST | 02072L565 | ALPHA ARCH 1-3 | 6,796 | $782,220 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 16,730 | $714,184 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 16,181 | $652,899 | dollars as filed | |
| ETF OPPORTUNITIES TRUST | 26923N744 | REX FA IN EQ ETF | 13,906 | $633,438 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 904 | $619,186 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 1,793 | $605,490 | dollars as filed | |
| ETF OPPORTUNITIES TRUST | 26923N538 | REX AI EQUIT ETF | 14,764 | $591,315 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 2,097 | $538,933 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 4,502 | $512,164 | dollars as filed | |
| ISHARES TR | 464287739 | U.S. REAL ES ETF | 5,407 | $507,673 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 1,348 | $472,703 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 922 | $449,908 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 2,677 | $429,391 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,294 | $416,953 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,417 | $375,491 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 742 | $372,966 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 2,060 | $352,445 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 4,179 | $351,912 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 4,143 | $343,124 | dollars as filed | |
| CHECK POINT SOFTWARE TECH LTD ORD | M22465104 | Stock | 1,715 | $318,235 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 1,052 | $311,403 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 630 | $298,179 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,073 | $297,090 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N764 | HEDGED EQUITY | 9,257 | $296,687 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 999 | $295,914 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 10,800 | $293,868 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 269 | $289,089 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 818 | $283,110 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,444 | $281,450 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 3,014 | $280,858 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 4,637 | $278,984 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 794 | $277,892 | dollars as filed | |
| ETF OPPORTUNITIES TRUST | 26923N439 | REX CRYP EQU ETF | 8,081 | $272,077 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,237 | $255,997 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 778 | $252,146 | dollars as filed | |
| CARMAX INC COM | 143130102 | Stock | 6,520 | $251,933 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,319 | $251,916 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 1,738 | $239,618 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 1,739 | $236,017 | dollars as filed | |
| ETF SER SOLUTIONS | 26922A420 | DEFIA QUANT ETF | 2,075 | $227,545 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 896 | $221,223 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524763 | FUNDAMENTAL US S | 6,800 | $214,268 | dollars as filed | |
| DIAGEO PLC SPON ADR NEW | 25243Q205 | ADR | 2,449 | $211,297 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 1,672 | $200,997 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 1,803 | $200,870 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002085853-26-000025 | this filing | 2026-01-09 | acceptance time not in the bulk data set |