2026 Q1 Portfolio Activity
In 2026 Q1, Independence Wealth Advisors, LLC maintained a portfolio of 95 distinct positions. The most significant new addition was VANGUARD INTL EQUITY INDEX F, now representing 0.57% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 1084.0%. The fund also reduced its exposure to SPDR SERIES TRUST by 72.5%.
Position History
hover any row below to update
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Total Positions
95
Quarter
2026 Q1
Top Holding
SPTS (17.9%)
Top 10 Concentration
65.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 95
Independence Wealth Advisors, LLC Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPTS
SPDR SERIES TRU...
|
ETF | 17.92% | 1.60% |
#1
17
Prev: #18
|
9.0 |
—
|
1,054,677 | 1084.0% |
P
S
|
1,151,974 | $33,614,612 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
CTA
SIMPLIFY EXCHAN...
|
Unknown | 15.33% | 13.65% |
#2
1
Prev: #1
|
7.5 |
—
|
61,423 | 6.9% |
P
S
|
951,474 | $28,753,530 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 10.51% | 11.19% |
#3
1
Prev: #2
|
7.0 |
—
|
10,104 | 7.3% |
P
S
|
148,307 | $19,709,968 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XLY
SELECT SECTOR S...
|
Unknown | 4.45% | 4.78% |
#4
1
Prev: #5
|
4.3 |
—
|
5,514 | 7.8% |
P
S
|
76,651 | $8,353,466 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
GLD
SPDR GOLD TR
|
ETF | 3.64% | 5.31% |
#5
2
Prev: #3
|
2.0 |
—
|
-7,952 | -33.4% |
P
S
|
15,855 | $6,822,101 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPYI
NEOS ETF TRUST
|
ETF | 2.80% | 3.04% |
#6
3
Prev: #9
|
1.6 |
—
|
3,696 | 3.6% |
P
S
|
106,485 | $5,257,157 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 2.78% | 2.65% |
#7
4
Prev: #11
|
3.6 |
—
|
19,585 | 22.8% |
P
S
|
105,528 | $5,209,905 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BCI
ABRDN ETFS
|
ETF | 2.65% | 2.45% |
#8
4
Prev: #12
|
1.6 |
—
|
-18,588 | -8.3% |
P
S
|
204,596 | $4,969,637 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XLP
SELECT SECTOR S...
|
Unknown | 2.62% | 2.80% |
#9
1
Prev: #10
|
1.5 |
—
|
-4,037 | -6.3% |
P
S
|
59,980 | $4,917,167 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 2.30% | 0.65% |
#10
21
Prev: #31
|
3.9 |
—
|
44,570 | 172.9% |
P
S
|
70,349 | $4,309,567 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
QQQI
NEOS ETF TRUST
|
ETF | 2.27% | 2.22% |
#11
3
Prev: #14
|
2.9 |
—
|
12,529 | 17.1% |
P
S
|
85,652 | $4,256,069 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 1.84% | 4.54% |
#12
6
Prev: #6
|
0.7 |
—
|
-28,482 | -54.7% |
P
S
|
23,609 | $3,461,382 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 1.75% | 1.73% |
#13
4
Prev: #17
|
2.7 |
—
|
3,549 | 13.6% |
P
S
|
29,642 | $3,286,069 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IWM
ISHARES TR
|
ETF | 1.64% | 2.11% |
#14
1
Prev: #15
|
1.2 |
—
|
-2,811 | -18.4% |
P
S
|
12,443 | $3,085,905 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XLI
SELECT SECTOR S...
|
Unknown | 1.42% | 1.42% |
#15
4
Prev: #19
|
1.1 |
—
|
197 | 1.2% |
P
S
|
16,417 | $2,655,129 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 1.26% | 5.06% |
#16
12
Prev: #4
|
0.5 |
—
|
-81,304 | -72.5% |
P
S
|
30,780 | $2,355,915 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IWMI
NEOS ETF TRUST
|
ETF | 1.21% | 1.21% |
#17
3
Prev: #20
|
2.5 |
—
|
3,604 | 8.2% |
P
S
|
47,753 | $2,263,512 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
EEM
ISHARES TR
|
ETF | 0.94% | 2.41% |
#18
5
Prev: #13
|
0.4 |
—
|
-47,181 | -60.3% |
P
S
|
31,093 | $1,765,766 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AAPL
APPLE INC
|
Technology | 0.94% | 1.06% |
#19
4
Prev: #23
|
1.4 |
—
|
no change | no change |
P
S
|
6,945 | $1,762,687 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.90% | 1.17% |
#20
1
Prev: #21
|
0.9 |
—
|
-759 | -11.4% |
P
S
|
5,897 | $1,695,606 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
EFA
ISHARES TR
|
ETF | 0.90% | 1.77% |
#21
5
Prev: #16
|
0.4 |
—
|
-15,489 | -47.2% |
P
S
|
17,332 | $1,683,422 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.89% | 0.77% |
#22
4
Prev: #26
|
2.9 |
—
|
552 | 27.5% |
P
S
|
2,557 | $1,663,216 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.84% | 1.04% |
#23
1
Prev: #24
|
2.3 |
—
|
413 | 10.8% |
P
S
|
4,251 | $1,573,579 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.69% | 0.70% |
#24
4
Prev: #28
|
0.8 |
—
|
-250 | -6.1% |
P
S
|
3,842 | $1,298,404 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.66% | 0.72% |
#25
2
Prev: #27
|
2.3 |
—
|
219 | 11.3% |
P
S
|
2,154 | $1,232,135 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPTI
SPDR SERIES TRU...
|
ETF | 0.64% | 3.93% |
#26
19
Prev: #7
|
0.3 |
—
|
-200,445 | -82.7% |
P
S
|
42,019 | $1,204,273 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
V
VISA INC
|
Financial Services | 0.64% | 0.68% |
#27
2
Prev: #29
|
2.3 |
—
|
515 | 14.9% |
P
S
|
3,978 | $1,202,455 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.60% | 0.66% |
#28
2
Prev: #30
|
2.2 |
—
|
316 | 6.2% |
P
S
|
5,415 | $1,127,782 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.57% | 0.52% |
#29
5
Prev: #34
|
2.7 |
—
|
770 | 25.9% |
P
S
|
3,741 | $1,073,217 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VGK
VANGUARD INTL E...
|
ETF | 0.57% | — |
#30
Prev: #—
|
3.7 |
—
|
12,864 | — |
NEW
|
12,864 | $1,060,387 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
EWJ
ISHARES INC
|
ETF | 0.56% | 0.91% |
#31
6
Prev: #25
|
0.2 |
—
|
-7,665 | -38.2% |
P
S
|
12,391 | $1,046,296 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
TLT
ISHARES TR
|
ETF | 0.55% | 0.45% |
#32
6
Prev: #38
|
2.7 |
—
|
2,856 | 31.3% |
P
S
|
11,993 | $1,039,673 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BOXX
EA SERIES TRUST
|
Unknown | 0.55% | 0.44% |
#33
6
Prev: #39
|
2.7 |
—
|
2,122 | 31.2% |
P
S
|
8,918 | $1,037,074 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 0.54% | 0.57% |
#34
1
Prev: #33
|
2.7 |
—
|
50 | 26.5% |
P
S
|
239 | $1,006,661 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.51% | 0.64% |
#35
3
Prev: #32
|
0.7 |
—
|
-65 | -3.3% |
P
S
|
1,925 | $961,629 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.49% | 0.48% |
#36
1
Prev: #35
|
2.2 |
—
|
1,254 | 14.6% |
P
S
|
9,865 | $927,077 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XLB
SELECT SECTOR S...
|
Unknown | 0.43% | 0.47% |
#37
Prev: #37
|
0.7 |
—
|
-2,371 | -12.8% |
P
S
|
16,092 | $804,122 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 0.42% | 0.40% |
#38
2
Prev: #40
|
0.7 |
—
|
357 | 2.1% |
P
S
|
17,087 | $784,135 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.40% | 0.30% |
#39
7
Prev: #46
|
0.7 |
—
|
79 | 3.8% |
P
S
|
2,176 | $743,770 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.38% | 1.14% |
#40
18
Prev: #22
|
0.2 |
—
|
-2,054 | -62.5% |
P
S
|
1,232 | $711,094 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.36% | 0.24% |
#41
10
Prev: #51
|
3.1 |
—
|
1,424 | 53.2% |
P
S
|
4,101 | $678,059 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.35% | 0.21% |
#42
12
Prev: #54
|
3.1 |
—
|
622 | 83.8% |
P
S
|
1,364 | $653,629 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XLRE
SELECT SECTOR S...
|
ETF | 0.32% | 0.37% |
#43
2
Prev: #41
|
0.6 |
—
|
-1,609 | -9.9% |
P
S
|
14,572 | $594,990 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IQV
IQVIA HLDGS INC
|
Healthcare | 0.31% | 0.47% |
#44
8
Prev: #36
|
0.6 |
—
|
-271 | -7.3% |
P
S
|
3,462 | $590,409 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
FEPI
ETF OPPORTUNITI...
|
ETF | 0.31% | 0.36% |
#45
3
Prev: #42
|
2.1 |
—
|
815 | 5.9% |
P
S
|
14,721 | $583,963 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.29% | 0.23% |
#46
6
Prev: #52
|
2.6 |
—
|
558 | 43.1% |
P
S
|
1,852 | $544,784 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
COR
CENCORA INC
|
Healthcare | 0.29% | 0.34% |
#47
3
Prev: #44
|
0.6 |
—
|
-71 | -4.0% |
P
S
|
1,722 | $540,893 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AIPI
ETF OPPORTUNITI...
|
ETF | 0.28% | 0.33% |
#48
3
Prev: #45
|
2.1 |
—
|
1,105 | 7.5% |
P
S
|
15,869 | $533,845 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IYR
ISHARES TR
|
ETF | 0.28% | 0.29% |
#49
1
Prev: #48
|
0.6 |
—
|
193 | 3.6% |
P
S
|
5,600 | $529,549 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IVV
ISHARES TR
|
ETF | 0.24% | 0.35% |
#50
7
Prev: #43
|
0.1 |
—
|
-208 | -23.0% |
P
S
|
696 | $454,634 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 |
Showing 1-50 of 95 holdings