DOSSIER · 13F-HR · Q3 2026
Independence Asset Advisors, LLC
$425M in tracked AUM across 31 positions as of Q3 2026.
IA
CIK 0002010929 · last filed Sep 30, 2026
AI Analysis · Q3 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...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.