Independence Asset Advisors, LLC - Portfolio overview

Independence Asset Advisors, LLC has 29 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Healthcare.

Largest reported holdings by portfolio allocation

1. CLOI - VANECK ETF TRUST, 34.41%
2. SPHQ - INVESCO EXCHANGE TRADED FD T, 25.88%
3. CLOB - VANECK ETF TRUST, 15.97%

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

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