DOSSIER · 13F-HR · Q1 2026
Independence Asset Advisors, LLC
Independence Asset's family office based in Boston, MA — $277M in tracked AUM across 24 positions as of Q1 2026.
IA
Independence Asset·Boston, MA·Family Office
CIK 0002010929 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Independence Asset Advisors, LLC
1. Portfolio Overview
Independence Asset Advisors, LLC manages a highly concentrated portfolio totaling approximately $140.96 million as of the report date September 30, 2025. The firm’s strategy is characterized by extreme concentration in specific asset classes rather than broad diversification, with the top three positions constituting over 93% of the total portfolio value. The portfolio saw a significant reducti...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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