AI Portfolio Summary
In 2025 Q4, Independence Wealth Advisors, LLC maintained a portfolio of 83 distinct positions. The most significant new addition to the portfolio was SIMPLIFY EXCHANGE TR, which now represents 13.65% of the total fund value.
Total Positions
83
Quarter
2025 Q4
Top Holding
CTA (13.6%)
Top 10 Concentration
58.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 83
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CTA
SIMPLIFY EXCHAN...
|
Unknown | 13.65% | — |
#1
Prev: #—
|
7.5 | 890,051 | no change |
NEW
|
890,051 | $24,262,780 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 11.19% | — |
#2
Prev: #—
|
6.5 | 138,203 | no change |
NEW
|
138,203 | $19,897,020 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLD
SPDR GOLD TR
|
ETF | 5.31% | — |
#3
Prev: #—
|
4.1 | 23,807 | no change |
NEW
|
23,807 | $9,434,817 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 5.06% | — |
#4
Prev: #—
|
4.0 | 112,084 | no change |
NEW
|
112,084 | $8,991,349 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLY
SELECT SECTOR S...
|
Unknown | 4.78% | — |
#5
Prev: #—
|
3.9 | 71,137 | no change |
NEW
|
71,137 | $8,494,446 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 4.54% | — |
#6
Prev: #—
|
3.8 | 52,091 | no change |
NEW
|
52,091 | $8,063,760 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPTI
SPDR SERIES TRU...
|
ETF | 3.93% | — |
#7
Prev: #—
|
3.6 | 242,464 | no change |
NEW
|
242,464 | $6,992,652 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPTL
SPDR SERIES TRU...
|
ETF | 3.72% | — |
#8
Prev: #—
|
3.5 | 249,946 | no change |
NEW
|
249,946 | $6,616,077 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPYI
NEOS ETF TRUST
|
ETF | 3.04% | — |
#9
Prev: #—
|
3.2 | 102,789 | no change |
NEW
|
102,789 | $5,399,484 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLP
SELECT SECTOR S...
|
Unknown | 2.80% | — |
#10
Prev: #—
|
3.1 | 64,017 | no change |
NEW
|
64,017 | $4,972,870 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 2.65% | — |
#11
Prev: #—
|
3.1 | 85,943 | no change |
NEW
|
85,943 | $4,707,095 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BCI
ABRDN ETFS
|
ETF | 2.45% | — |
#12
Prev: #—
|
3.0 | 223,184 | no change |
NEW
|
223,184 | $4,358,784 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EEM
ISHARES TR
|
ETF | 2.41% | — |
#13
Prev: #—
|
3.0 | 78,274 | no change |
NEW
|
78,274 | $4,282,366 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQI
NEOS ETF TRUST
|
ETF | 2.22% | — |
#14
Prev: #—
|
2.9 | 73,123 | no change |
NEW
|
73,123 | $3,938,403 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWM
ISHARES TR
|
ETF | 2.11% | — |
#15
Prev: #—
|
2.8 | 15,254 | no change |
NEW
|
15,254 | $3,754,953 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFA
ISHARES TR
|
ETF | 1.77% | — |
#16
Prev: #—
|
2.7 | 32,821 | no change |
NEW
|
32,821 | $3,151,766 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLC
SELECT SECTOR S...
|
ETF | 1.73% | — |
#17
Prev: #—
|
2.7 | 26,093 | no change |
NEW
|
26,093 | $3,071,688 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPTS
SPDR SERIES TRU...
|
ETF | 1.60% | — |
#18
Prev: #—
|
2.6 | 97,297 | no change |
NEW
|
97,297 | $2,848,857 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLI
SELECT SECTOR S...
|
Unknown | 1.42% | — |
#19
Prev: #—
|
2.6 | 16,220 | no change |
NEW
|
16,220 | $2,515,981 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWMI
NEOS ETF TRUST
|
ETF | 1.21% | — |
#20
Prev: #—
|
2.5 | 44,149 | no change |
NEW
|
44,149 | $2,149,171 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.17% | — |
#21
Prev: #—
|
2.5 | 6,656 | no change |
NEW
|
6,656 | $2,083,447 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.14% | — |
#22
Prev: #—
|
2.5 | 3,286 | no change |
NEW
|
3,286 | $2,018,628 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.06% | — |
#23
Prev: #—
|
2.4 | 6,945 | no change |
NEW
|
6,945 | $1,888,040 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.04% | — |
#24
Prev: #—
|
2.4 | 3,838 | no change |
NEW
|
3,838 | $1,856,302 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EWJ
ISHARES INC
|
ETF | 0.91% | — |
#25
Prev: #—
|
2.4 | 20,056 | no change |
NEW
|
20,056 | $1,619,321 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 83 holdings