What does Independence Wealth Advisors, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Independence Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SPDR SERIES TRUST

$34M1.2M17.9%

SIMPLIFY EXCHANGE TRADED FUN

$29M951K15.3%

SELECT SECTOR SPDR TR

$20M148K10.5%

SELECT SECTOR SPDR TR

$8M77K4.5%

SPDR GOLD TR

$7M16K3.6%

NEOS ETF TRUST

$5M106K2.8%

SELECT SECTOR SPDR TR

$5M106K2.8%

ABRDN ETFS

$5M205K2.6%

SELECT SECTOR SPDR TR

$5M60K2.6%

SELECT SECTOR SPDR TR

$4M70K2.3%

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