Institutional Fund
Independence Asset Advisors, LLC
Wynnewood,, PACIK 20109295 filings on record
Portfolio Value
$276.60M
Q1 2026
Holdings
24
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+52.5%
from $181.43M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vaneck ETF Trust35.5%
- Invesco Exchange Traded Fd T26.7%
- Vaneck ETF Trust16.5%
- Vanguard Index Fds5.7%
- J P Morgan Exchange Traded F5.4%
- Ishares Tr2.9%
- Other7.3%
Portfolio Holdings
24 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vaneck ETF Trust | 1.86M | $98.20M | 35.5% | +273.5K | Added |
| 2 | Invesco Exchange Traded Fd T | 982.3K | $73.86M | 26.7% | +982.3K | New |
| 3 | Vaneck ETF Trust | 911.8K | $45.57M | 16.5% | +16.2K | Added |
| 4 | Vanguard Index Fds | 49.3K | $15.81M | 5.7% | +4.3K | Added |
| 5 | J P Morgan Exchange Traded F | 279.4K | $15.02M | 5.4% | −75 | Reduced |
| 6 | Ishares Tr | 37.3K | $7.96M | 2.9% | 0 | Held |
| 7 | Pacer Fds Tr | 69.5K | $3.22M | 1.2% | −585 | Reduced |
| 8 | Vanguard Index Fds | 35.4K | $3.14M | 1.1% | +14.1K | Added |
| 9 | Vanguard Wellington Fd | 18.5K | $2.47M | 0.9% | 0 | Held |
| 10 | J P Morgan Exchange Traded F | 27.7K | $2.10M | 0.8% | +21.5K | Added |
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