Independence Wealth Advisors

INDEPENDENCE, OHfiles as Independence Wealth Advisors, LLC

$199m in 85 US stocks at the end of 30 June 2026. The top 10 are 60.3% of the money. It changed about 25.4% of the portfolio this quarter.

Value

$199m

Stocks

Top 10 share

60.3%

Turnover

25.4%

What changed this quarter

New

Bought for the first time this quarter.

Spdr Series TrustSPTL
3.7% of the fund
IntelINTC
0.2% of the fund
Intercontinental ExchangeICE
0.1% of the fund
Global X FDSAIQ
0.1% of the fund
AirbnbABNB
0.1% of the fund
Elevation Series TrustLRNZ
0.1% of the fund

Added

Bought more of a stock they already held.

Simplify Exchange Traded FUNCTA
12.7% of the fund
+2%
Select Sector Spdr TRXLF
5.3% of the fund
+88%
Spdr Series TrustSPYM
5.0% of the fund
+269%
Abrdn EtfsBCI
4.6% of the fund
+102%
Select Sector Spdr TRXLV
4.2% of the fund
+126%
Neos ETF TrustSPYI
3.0% of the fund
+7%
Invesco QQQ TRQQQ
2.9% of the fund
+532%
Neos ETF TrustQQQI
2.7% of the fund
+10%
Ishares TREEM
2.4% of the fund
+125%
Ishares TRIWM
2.1% of the fund
+12%
Select Sector Spdr TRXLE
2.0% of the fund
+9%
Select Sector Spdr TRXLC
1.7% of the fund
+6%
Ishares TREFA
1.7% of the fund
+87%
Neos ETF TrustIWMI
1.5% of the fund
+15%
State STR Spdr S&P 500 ETF TSPY
1.0% of the fund
+9%
MicrosoftMSFT
0.8% of the fund
+3%
IsharesEWJ
0.6% of the fund
+9%
Meta PlatformsMETA
0.6% of the fund
+3%
EA Series TrustBOXX
0.6% of the fund
+18%
Ishares TRTLT
0.6% of the fund
+18%
Booking HoldingsBKNG
0.6% of the fund
+9%
Ishares TRIYR
0.5% of the fund
+89%
Philip Morris InternationalPM
0.4% of the fund
+6%
Berkshire HathawayBRK-B
0.4% of the fund
+15%
JPMorgan ChaseJPM
0.3% of the fund
+10%

Cut

Sold some of their stake.

Select Sector Spdr TRXLK
12.9% of the fund
-9%
Spdr Series TrustSPTS
5.9% of the fund
-65%
Select Sector Spdr TRXLY
2.0% of the fund
-56%
Spdr Gold TRGLD
1.6% of the fund
-46%
Select Sector Spdr TRXLI
1.4% of the fund
-7%
Taiwan Semiconductor ManufacturingTSM
0.8% of the fund
-10%
Select Sector Spdr TRXLP
0.8% of the fund
-67%
Applied MaterialsAMAT
0.7% of the fund
-9%
MastercardMA
0.5% of the fund
-6%
Select Sector Spdr TRXLRE
0.3% of the fund
-2%
Iqvia HoldingsIQV
0.3% of the fund
-13%
Walt DisneyDIS
0.2% of the fund
-13%
ETF SER SolutionsQTUM
0.2% of the fund
-7%
Ishares TRSHY
0.1% of the fund
-17%
Pacer FDS TRCOWZ
0.1% of the fund
-6%
Spdr Series TrustSPTI
0.1% of the fund
-78%
QualcommQCOM
0.1% of the fund
-31%
Air Products & ChemicalsAPD
0.1% of the fund
-8%

Sold out

Sold their entire stake.

AlphabetGOOGL
-100%
AlphabetGOOG
-100%
Vanguard Intl Equity Index FVGK
-100%
StarbucksSBUX
-100%
BroadcomAVGO
-100%
SalesforceCRM
-100%
Sherwin-WilliamsSHW
-100%
Bank of New York MellonBNY
-100%
AutodeskADSK
-100%
Check Point Software TechnologiesCHKP
-100%
WalmartWMT
-100%

Holdings

Select Sector Spdr TRXLK
Share
12.9%
Value
$26m
Shares
134,615
-9%
Simplify Exchange Traded FUNCTA
Share
12.7%
Value
$25m
Shares
973,762
+2%
Spdr Series TrustSPTS
Share
5.9%
Value
$12m
Shares
405,465
-65%
Select Sector Spdr TRXLF
Share
5.3%
Value
$11m
Shares
198,303
+88%
Spdr Series TrustSPYM
Share
5.0%
Value
$10m
Shares
113,481
+269%
Abrdn EtfsBCI
Share
4.6%
Value
$9m
Shares
413,098
+102%
Select Sector Spdr TRXLV
Share
4.2%
Value
$8m
Shares
53,394
+126%
Spdr Series TrustSPTL
Share
3.7%
Value
$7m
Shares
279,912
New
Neos ETF TrustSPYI
Share
3.0%
Value
$6m
Shares
114,083
+7%
Invesco QQQ TRQQQ
Share
2.9%
Value
$6m
Shares
7,789
+532%
Neos ETF TrustQQQI
Share
2.7%
Value
$5m
Shares
94,227
+10%
Ishares TREEM
Share
2.4%
Value
$5m
Shares
69,860
+125%
Ishares TRIWM
Share
2.1%
Value
$4m
Shares
13,886
+12%
Select Sector Spdr TRXLE
Share
2.0%
Value
$4m
Shares
76,512
+9%
Select Sector Spdr TRXLY
Share
2.0%
Value
$4m
Shares
33,650
-56%
Select Sector Spdr TRXLC
Share
1.7%
Value
$3m
Shares
31,379
+6%
Ishares TREFA
Share
1.7%
Value
$3m
Shares
32,350
+87%
Spdr Gold TRGLD
Share
1.6%
Value
$3m
Shares
8,624
-46%
Neos ETF TrustIWMI
Share
1.5%
Value
$3m
Shares
54,710
+15%
Select Sector Spdr TRXLI
Share
1.4%
Value
$3m
Shares
15,281
-7%
State STR Spdr S&P 500 ETF TSPY
Share
1.0%
Value
$2m
Shares
2,799
+9%
AppleAAPL
Share
1.0%
Value
$2m
Shares
6,986
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.8%
Value
$2m
Shares
3,464
-10%
Select Sector Spdr TRXLP
Share
0.8%
Value
$2m
Shares
19,843
-67%
MicrosoftMSFT
Share
0.8%
Value
$2m
Shares
4,360
+3%
Applied MaterialsAMAT
Share
0.7%
Value
$1m
Shares
1,970
-9%
VisaV
Share
0.7%
Value
$1m
Shares
3,968
Held
Amazon.comAMZN
Share
0.6%
Value
$1m
Shares
5,334
Held
IsharesEWJ
Share
0.6%
Value
$1m
Shares
13,446
+9%
Meta PlatformsMETA
Share
0.6%
Value
$1m
Shares
2,219
+3%
EA Series TrustBOXX
Share
0.6%
Value
$1m
Shares
10,505
+18%
Ishares TRTLT
Share
0.6%
Value
$1m
Shares
14,135
+18%
Booking HoldingsBKNG
Share
0.6%
Value
$1m
Shares
6,496
+9%
Ishares TRIYR
Share
0.5%
Value
$1m
Shares
10,601
+89%
MastercardMA
Share
0.5%
Value
$932,868
Shares
1,816
-6%
Charles SchwabSCHW
Share
0.5%
Value
$915,943
Shares
9,927
Held
Select Sector Spdr TRXLB
Share
0.4%
Value
$805,303
Shares
15,843
Held
Philip Morris InternationalPM
Share
0.4%
Value
$787,682
Shares
4,354
+6%
Select Sector Spdr TRXLU
Share
0.4%
Value
$784,771
Shares
17,308
Held
Berkshire HathawayBRK-B
Share
0.4%
Value
$783,611
Shares
1,566
+15%
JPMorgan ChaseJPM
Share
0.3%
Value
$666,444
Shares
2,036
+10%
ETF Opportunities TrustFEPI
Share
0.3%
Value
$656,985
Shares
15,236
+4%
Select Sector Spdr TRXLRE
Share
0.3%
Value
$627,150
Shares
14,244
-2%
ETF Opportunities TrustAIPI
Share
0.3%
Value
$613,220
Shares
16,493
+4%
Iqvia HoldingsIQV
Share
0.3%
Value
$584,491
Shares
3,025
-13%
Elevance HealthELV
Share
0.3%
Value
$574,288
Shares
1,485
Held
Ishares TRIVV
Share
0.3%
Value
$521,227
Shares
696
Held
CencoraCOR
Share
0.2%
Value
$482,622
Shares
1,705
Held
Vanguard Index FDSVUG
Share
0.2%
Value
$471,010
Shares
5,468
Held
Analog DevicesADI
Share
0.2%
Value
$439,270
Shares
1,106
+14%
Wells Fargo & CompanyWFC
Share
0.2%
Value
$422,745
Shares
5,116
+13%
Novartis AGNVS
Share
0.2%
Value
$419,853
Shares
2,679
+11%
General DynamicsGD
Share
0.2%
Value
$378,683
Shares
1,069
+15%
ConocoPhillipsCOP
Share
0.2%
Value
$358,652
Shares
3,450
+16%
Walt DisneyDIS
Share
0.2%
Value
$354,695
Shares
3,685
-13%
Schwab Strategic TRFNDX
Share
0.2%
Value
$345,366
Shares
11,105
+3%
IntelINTC
Share
0.2%
Value
$341,039
Shares
2,442
New
ExxonMobil HoldingsXOM
Share
0.2%
Value
$337,365
Shares
2,468
+16%
Johnson & JohnsonJNJ
Share
0.2%
Value
$325,283
Shares
1,281
+4%
Eli LillyLLY
Share
0.2%
Value
$322,647
Shares
269
Held
ETF SER SolutionsQTUM
Share
0.2%
Value
$317,695
Shares
1,921
-7%
Ishares TRIWF
Share
0.2%
Value
$312,908
Shares
2,520
Held
Simplify Exchange Traded FUNHEQT
Share
0.2%
Value
$310,816
Shares
9,267
Held
ETF Opportunities TrustCEPI
Share
0.2%
Value
$309,925
Shares
9,148
+4%
Procter & GamblePG
Share
0.2%
Value
$300,100
Shares
2,047
Held
Becton DickinsonBDX
Share
0.1%
Value
$298,271
Shares
1,971
+35%
MedtronicMDT
Share
0.1%
Value
$291,876
Shares
3,731
+44%
Intercontinental ExchangeICE
Share
0.1%
Value
$288,939
Shares
2,347
New
OracleORCL
Share
0.1%
Value
$288,264
Shares
1,967
+7%
Vanguard Index FDSVTV
Share
0.1%
Value
$282,219
Shares
1,295
Held
International Business MachinesIBM
Share
0.1%
Value
$280,929
Shares
999
Held
Ishares TRSHY
Share
0.1%
Value
$280,077
Shares
3,411
-17%
Pacer FDS TRCOWZ
Share
0.1%
Value
$272,203
Shares
4,376
-6%
Spdr Series TrustSPTI
Share
0.1%
Value
$264,366
Shares
9,312
-78%
Schwab Strategic TRFNDA
Share
0.1%
Value
$262,119
Shares
6,887
Held
ComcastCMCSA
Share
0.1%
Value
$260,107
Shares
10,595
+20%
UnileverUL
Share
0.1%
Value
$254,668
Shares
4,236
+19%
QualcommQCOM
Share
0.1%
Value
$250,825
Shares
1,357
-31%
Ishares TRIJR
Share
0.1%
Value
$248,050
Shares
1,673
Held
Omnicom GroupOMC
Share
0.1%
Value
$243,616
Shares
3,345
+17%
MckessonMCK
Share
0.1%
Value
$237,258
Shares
314
+14%
Global X FDSAIQ
Share
0.1%
Value
$225,830
Shares
3,442
New
Air Products & ChemicalsAPD
Share
0.1%
Value
$219,234
Shares
748
-8%
AirbnbABNB
Share
0.1%
Value
$210,071
Shares
1,468
New
Elevation Series TrustLRNZ
Share
0.1%
Value
$204,940
Shares
3,176
New

Company	Share of fund	Value	Shares	Change
Select Sector Spdr TRXLK	12.9%	$26m	134,615	-9%
Simplify Exchange Traded FUNCTA	12.7%	$25m	973,762	+2%
Spdr Series TrustSPTS	5.9%	$12m	405,465	-65%
Select Sector Spdr TRXLF	5.3%	$11m	198,303	+88%
Spdr Series TrustSPYM	5.0%	$10m	113,481	+269%
Abrdn EtfsBCI	4.6%	$9m	413,098	+102%
Select Sector Spdr TRXLV	4.2%	$8m	53,394	+126%
Spdr Series TrustSPTL	3.7%	$7m	279,912	New
Neos ETF TrustSPYI	3.0%	$6m	114,083	+7%
Invesco QQQ TRQQQ	2.9%	$6m	7,789	+532%
Neos ETF TrustQQQI	2.7%	$5m	94,227	+10%
Ishares TREEM	2.4%	$5m	69,860	+125%
Ishares TRIWM	2.1%	$4m	13,886	+12%
Select Sector Spdr TRXLE	2.0%	$4m	76,512	+9%
Select Sector Spdr TRXLY	2.0%	$4m	33,650	-56%
Select Sector Spdr TRXLC	1.7%	$3m	31,379	+6%
Ishares TREFA	1.7%	$3m	32,350	+87%
Spdr Gold TRGLD	1.6%	$3m	8,624	-46%
Neos ETF TrustIWMI	1.5%	$3m	54,710	+15%
Select Sector Spdr TRXLI	1.4%	$3m	15,281	-7%
State STR Spdr S&P 500 ETF TSPY	1.0%	$2m	2,799	+9%
AppleAAPL	1.0%	$2m	6,986	Held
Taiwan Semiconductor ManufacturingTSM	0.8%	$2m	3,464	-10%
Select Sector Spdr TRXLP	0.8%	$2m	19,843	-67%
MicrosoftMSFT	0.8%	$2m	4,360	+3%
Applied MaterialsAMAT	0.7%	$1m	1,970	-9%
VisaV	0.7%	$1m	3,968	Held
Amazon.comAMZN	0.6%	$1m	5,334	Held
IsharesEWJ	0.6%	$1m	13,446	+9%
Meta PlatformsMETA	0.6%	$1m	2,219	+3%
EA Series TrustBOXX	0.6%	$1m	10,505	+18%
Ishares TRTLT	0.6%	$1m	14,135	+18%
Booking HoldingsBKNG	0.6%	$1m	6,496	+9%
Ishares TRIYR	0.5%	$1m	10,601	+89%
MastercardMA	0.5%	$932,868	1,816	-6%
Charles SchwabSCHW	0.5%	$915,943	9,927	Held
Select Sector Spdr TRXLB	0.4%	$805,303	15,843	Held
Philip Morris InternationalPM	0.4%	$787,682	4,354	+6%
Select Sector Spdr TRXLU	0.4%	$784,771	17,308	Held
Berkshire HathawayBRK-B	0.4%	$783,611	1,566	+15%
JPMorgan ChaseJPM	0.3%	$666,444	2,036	+10%
ETF Opportunities TrustFEPI	0.3%	$656,985	15,236	+4%
Select Sector Spdr TRXLRE	0.3%	$627,150	14,244	-2%
ETF Opportunities TrustAIPI	0.3%	$613,220	16,493	+4%
Iqvia HoldingsIQV	0.3%	$584,491	3,025	-13%
Elevance HealthELV	0.3%	$574,288	1,485	Held
Ishares TRIVV	0.3%	$521,227	696	Held
CencoraCOR	0.2%	$482,622	1,705	Held
Vanguard Index FDSVUG	0.2%	$471,010	5,468	Held
Analog DevicesADI	0.2%	$439,270	1,106	+14%
Wells Fargo & CompanyWFC	0.2%	$422,745	5,116	+13%
Novartis AGNVS	0.2%	$419,853	2,679	+11%
General DynamicsGD	0.2%	$378,683	1,069	+15%
ConocoPhillipsCOP	0.2%	$358,652	3,450	+16%
Walt DisneyDIS	0.2%	$354,695	3,685	-13%
Schwab Strategic TRFNDX	0.2%	$345,366	11,105	+3%
IntelINTC	0.2%	$341,039	2,442	New
ExxonMobil HoldingsXOM	0.2%	$337,365	2,468	+16%
Johnson & JohnsonJNJ	0.2%	$325,283	1,281	+4%
Eli LillyLLY	0.2%	$322,647	269	Held
ETF SER SolutionsQTUM	0.2%	$317,695	1,921	-7%
Ishares TRIWF	0.2%	$312,908	2,520	Held
Simplify Exchange Traded FUNHEQT	0.2%	$310,816	9,267	Held
ETF Opportunities TrustCEPI	0.2%	$309,925	9,148	+4%
Procter & GamblePG	0.2%	$300,100	2,047	Held
Becton DickinsonBDX	0.1%	$298,271	1,971	+35%
MedtronicMDT	0.1%	$291,876	3,731	+44%
Intercontinental ExchangeICE	0.1%	$288,939	2,347	New
OracleORCL	0.1%	$288,264	1,967	+7%
Vanguard Index FDSVTV	0.1%	$282,219	1,295	Held
International Business MachinesIBM	0.1%	$280,929	999	Held
Ishares TRSHY	0.1%	$280,077	3,411	-17%
Pacer FDS TRCOWZ	0.1%	$272,203	4,376	-6%
Spdr Series TrustSPTI	0.1%	$264,366	9,312	-78%
Schwab Strategic TRFNDA	0.1%	$262,119	6,887	Held
ComcastCMCSA	0.1%	$260,107	10,595	+20%
UnileverUL	0.1%	$254,668	4,236	+19%
QualcommQCOM	0.1%	$250,825	1,357	-31%
Ishares TRIJR	0.1%	$248,050	1,673	Held
Omnicom GroupOMC	0.1%	$243,616	3,345	+17%
MckessonMCK	0.1%	$237,258	314	+14%
Global X FDSAIQ	0.1%	$225,830	3,442	New
Air Products & ChemicalsAPD	0.1%	$219,234	748	-8%
AirbnbABNB	0.1%	$210,071	1,468	New
Elevation Series TrustLRNZ	0.1%	$204,940	3,176	New

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 12.1% since 31 December 2025.

Where the money is

Technology4.2%

Financial services2.7%

Health care1.8%

Retail & consumer1.3%

Media & telecom1.1%

Everyday goods0.5%

Energy0.3%

Industrials0.2%

Materials0.1%

Other87.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.