Institutional Fund
Independence Wealth Advisors, LLC
Independence, OHCIK 20017652 filings on record
Portfolio Value
$187.61M
Q1 2026
Holdings
90
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+5.5%
from $177.78M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust17.9%
- Simplify Exchange Traded Fun15.3%
- Select Sector Spdr Tr10.5%
- Select Sector Spdr Tr4.5%
- Spdr Gold Tr3.6%
- Neos ETF Trust2.8%
- Other45.4%
Portfolio Holdings
90 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 1.15M | $33.61M | 17.9% | +1.05M | Added |
| 2 | Simplify Exchange Traded Fun | 951.5K | $28.75M | 15.3% | +61.4K | Added |
| 3 | Select Sector Spdr Tr | 148.3K | $19.71M | 10.5% | +10.1K | Added |
| 4 | Select Sector Spdr Tr | 76.7K | $8.35M | 4.5% | +5.5K | Added |
| 5 | Spdr Gold Tr | 15.9K | $6.82M | 3.6% | −8.0K | Reduced |
| 6 | Neos ETF Trust | 106.5K | $5.26M | 2.8% | +3.7K | Added |
| 7 | Select Sector Spdr Tr | 105.5K | $5.21M | 2.8% | +19.6K | Added |
| 8 | Abrdn Etfs | 204.6K | $4.97M | 2.6% | −18.6K | Reduced |
| 9 | Select Sector Spdr Tr | 60.0K | $4.92M | 2.6% | −4.0K | Reduced |
| 10 | Select Sector Spdr Tr | 70.3K | $4.31M | 2.3% | +44.6K | Added |
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