2026 Q2 Portfolio Activity
In 2026 Q2, Independence Wealth Advisors, LLC maintained a portfolio of 96 distinct positions. The most significant new addition was SPDR SERIES TRUST, now representing 3.68% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 268.7%. The fund also reduced its exposure to SPDR SERIES TRUST by 64.8%.
Position History
hover any row below to update
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Total Positions
96
Quarter
2026 Q2
Top Holding
XLK (12.9%)
Top 10 Concentration
60.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 96
Independence Wealth Advisors, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
XLK
SELECT SECTOR S...
|
ETF | 12.86% | 10.51% |
#1
2
Prev: #3
|
6.5 |
—
|
-13,692 | -9.2% |
P
S
|
134,615 | $25,640,063 |
$142.88
+26.8%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
CTA
SIMPLIFY EXCHAN...
|
Unknown | 12.67% | 15.33% |
#2
Prev: #2
|
6.0 |
—
|
22,288 | 2.3% |
P
S
|
973,762 | $25,261,985 |
$26.56
+5.0%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
SPTS
SPDR SERIES TRU...
|
ETF | 5.90% | 17.92% |
#3
2
Prev: #1
|
3.4 |
—
|
-746,509 | -64.8% |
P
S
|
405,465 | $11,762,550 |
$28.72
+0.9%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
XLF
SELECT SECTOR S...
|
ETF | 5.33% | 2.78% |
#4
3
Prev: #7
|
5.6 |
—
|
92,775 | 87.9% |
P
S
|
198,303 | $10,630,732 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 5.00% | 1.26% |
#5
11
Prev: #16
|
5.5 |
—
|
82,701 | 268.7% |
P
S
|
113,481 | $9,972,651 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BCI
ABRDN ETFS
|
ETF | 4.63% | 2.65% |
#6
2
Prev: #8
|
4.9 |
—
|
208,502 | 101.9% |
P
S
|
413,098 | $9,228,649 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XLV
SELECT SECTOR S...
|
ETF | 4.25% | 1.84% |
#7
5
Prev: #12
|
4.7 |
—
|
29,785 | 126.2% |
P
S
|
53,394 | $8,470,952 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPTL
SPDR SERIES TRU...
|
ETF | 3.68% | — |
#8
Prev: #—
|
5.0 |
—
|
279,912 | — |
NEW
|
279,912 | $7,342,087 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPYI
NEOS ETF TRUST
|
ETF | 3.04% | 2.80% |
#9
3
Prev: #6
|
3.2 |
—
|
7,598 | 7.1% |
P
S
|
114,083 | $6,056,661 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.87% | 0.38% |
#10
30
Prev: #40
|
4.1 |
—
|
6,557 | 532.2% |
P
S
|
7,789 | $5,726,595 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QQQI
NEOS ETF TRUST
|
ETF | 2.68% | 2.27% |
#11
Prev: #11
|
3.1 |
—
|
8,575 | 10.0% |
P
S
|
94,227 | $5,351,144 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EEM
ISHARES TR
|
ETF | 2.40% | 0.94% |
#12
6
Prev: #18
|
4.0 |
—
|
38,767 | 124.7% |
P
S
|
69,860 | $4,779,130 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IWM
ISHARES TR
|
ETF | 2.09% | 1.64% |
#13
1
Prev: #14
|
2.8 |
—
|
1,443 | 11.6% |
P
S
|
13,886 | $4,167,590 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XLE
SELECT SECTOR S...
|
ETF | 2.04% | 2.30% |
#14
4
Prev: #10
|
2.8 |
—
|
6,163 | 8.8% |
P
S
|
76,512 | $4,064,038 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XLY
SELECT SECTOR S...
|
ETF | 1.98% | 4.45% |
#15
11
Prev: #4
|
0.8 |
—
|
-43,001 | -56.1% |
P
S
|
33,650 | $3,946,256 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 1.69% | 1.75% |
#16
3
Prev: #13
|
2.7 |
—
|
1,737 | 5.9% |
P
S
|
31,379 | $3,361,745 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EFA
ISHARES TR
|
ETF | 1.69% | 0.90% |
#17
4
Prev: #21
|
3.7 |
—
|
15,018 | 86.6% |
P
S
|
32,350 | $3,360,464 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLD
SPDR GOLD TR
|
ETF | 1.59% | 3.64% |
#18
13
Prev: #5
|
0.6 |
—
|
-7,231 | -45.6% |
P
S
|
8,624 | $3,179,058 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IWMI
NEOS ETF TRUST
|
ETF | 1.47% | 1.21% |
#19
2
Prev: #17
|
2.6 |
—
|
6,957 | 14.6% |
P
S
|
54,710 | $2,928,061 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XLI
SELECT SECTOR S...
|
ETF | 1.42% | 1.42% |
#20
5
Prev: #15
|
1.1 |
—
|
-1,136 | -6.9% |
P
S
|
15,281 | $2,830,149 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.05% | 0.89% |
#21
1
Prev: #22
|
2.4 |
—
|
242 | 9.5% |
P
S
|
2,799 | $2,089,416 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAPL
APPLE INC
|
Technology | 1.01% | 0.94% |
#22
3
Prev: #19
|
0.9 |
—
|
41 | 0.6% |
P
S
|
6,986 | $2,021,463 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.83% | 0.69% |
#23
1
Prev: #24
|
0.8 |
—
|
-378 | -9.8% |
P
S
|
3,464 | $1,654,302 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XLP
SELECT SECTOR S...
|
ETF | 0.83% | 2.62% |
#24
15
Prev: #9
|
0.3 |
—
|
-40,137 | -66.9% |
P
S
|
19,843 | $1,648,279 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.82% | 0.84% |
#25
2
Prev: #23
|
0.8 |
—
|
109 | 2.6% |
P
S
|
4,360 | $1,626,220 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.71% | 0.40% |
#26
13
Prev: #39
|
0.8 |
—
|
-206 | -9.5% |
P
S
|
1,970 | $1,424,387 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
V
VISA INC
|
Financial Services | 0.68% | 0.64% |
#27
Prev: #27
|
0.8 |
—
|
-10 | -0.3% |
P
S
|
3,968 | $1,361,294 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.64% | 0.60% |
#28
Prev: #28
|
0.8 |
—
|
-81 | -1.5% |
P
S
|
5,334 | $1,271,306 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EWJ
ISHARES INC
|
ETF | 0.63% | 0.56% |
#29
2
Prev: #31
|
2.3 |
—
|
1,055 | 8.5% |
P
S
|
13,446 | $1,254,049 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.63% | 0.66% |
#30
5
Prev: #25
|
0.8 |
—
|
65 | 3.0% |
P
S
|
2,219 | $1,249,753 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BOXX
EA SERIES TRUST
|
Unknown | 0.62% | 0.55% |
#31
2
Prev: #33
|
2.2 |
—
|
1,587 | 17.8% |
P
S
|
10,505 | $1,230,030 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TLT
ISHARES TR
|
ETF | 0.61% | 0.55% |
#32
Prev: #32
|
2.2 |
—
|
2,142 | 17.9% |
P
S
|
14,135 | $1,221,547 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 0.58% | 0.54% |
#33
1
Prev: #34
|
3.2 |
—
|
6,257 | 2618.0% |
P
S
|
6,496 | $1,157,760 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IYR
ISHARES TR
|
ETF | 0.54% | 0.28% |
#34
15
Prev: #49
|
3.2 |
—
|
5,001 | 89.3% |
P
S
|
10,601 | $1,083,913 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.47% | 0.51% |
#35
Prev: #35
|
0.7 |
—
|
-109 | -5.7% |
P
S
|
1,816 | $932,868 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.46% | 0.49% |
#36
Prev: #36
|
0.7 |
—
|
62 | 0.6% |
P
S
|
9,927 | $915,943 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XLB
SELECT SECTOR S...
|
ETF | 0.40% | 0.43% |
#37
Prev: #37
|
0.7 |
—
|
-249 | -1.5% |
P
S
|
15,843 | $805,303 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.40% | 0.36% |
#38
3
Prev: #41
|
2.2 |
—
|
253 | 6.2% |
P
S
|
4,354 | $787,682 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XLU
SELECT SECTOR S...
|
ETF | 0.39% | 0.42% |
#39
1
Prev: #38
|
0.7 |
—
|
221 | 1.3% |
P
S
|
17,308 | $784,771 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.39% | 0.35% |
#40
2
Prev: #42
|
2.2 |
—
|
202 | 14.8% |
P
S
|
1,566 | $783,611 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.33% | 0.29% |
#41
5
Prev: #46
|
2.1 |
—
|
184 | 9.9% |
P
S
|
2,036 | $666,444 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FEPI
ETF OPPORTUNITI...
|
ETF | 0.33% | 0.31% |
#42
3
Prev: #45
|
0.6 |
—
|
515 | 3.5% |
P
S
|
15,236 | $656,985 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XLRE
SELECT SECTOR S...
|
ETF | 0.31% | 0.32% |
#43
Prev: #43
|
0.6 |
—
|
-328 | -2.3% |
P
S
|
14,244 | $627,150 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AIPI
ETF OPPORTUNITI...
|
ETF | 0.31% | 0.28% |
#44
4
Prev: #48
|
0.6 |
—
|
624 | 3.9% |
P
S
|
16,493 | $613,220 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IQV
IQVIA HLDGS INC
|
Healthcare | 0.29% | 0.31% |
#45
1
Prev: #44
|
0.6 |
—
|
-437 | -12.6% |
P
S
|
3,025 | $584,491 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ELV
ELEVANCE HEALTH...
|
Healthcare | 0.29% | 0.23% |
#46
5
Prev: #51
|
0.6 |
—
|
-10 | -0.7% |
P
S
|
1,485 | $574,288 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IVV
ISHARES TR
|
ETF | 0.26% | 0.24% |
#47
3
Prev: #50
|
1.1 |
—
|
no change | no change |
P
S
|
696 | $521,227 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COR
CENCORA INC
|
Healthcare | 0.24% | 0.29% |
#48
1
Prev: #47
|
0.6 |
—
|
-17 | -1.0% |
P
S
|
1,705 | $482,622 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.24% | 0.21% |
#49
4
Prev: #53
|
3.1 |
—
|
4,546 | 493.1% |
P
S
|
5,468 | $471,010 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 0.22% | 0.16% |
#50
11
Prev: #61
|
2.1 |
—
|
140 | 14.5% |
P
S
|
1,106 | $439,270 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 96 holdings