Independence Wealth Advisors, LLC - Portfolio overview

Independence Wealth Advisors, LLC has 90 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPTS - SPDR SERIES TRUST, 17.92%
2. CTA - SIMPLIFY EXCHANGE TRADED FUN, 15.33%
3. XLK - SELECT SECTOR SPDR TR, 10.51%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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