2026 Q3 Portfolio Activity
In 2026 Q3, Independence Wealth Advisors, LLC maintained a portfolio of 93 distinct positions. The most significant new addition was IM GLOBAL PARTNER FUNDS, now representing 3.25% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 127.3%. Conversely, Independence Wealth Advisors, LLC completely exited their position in SPDR SERIES TRUST.
Position History
hover any row below to update
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Total Positions
93
Quarter
2026 Q3
Top Holding
SPTS (12.5%)
Top 10 Concentration
59.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 93
Independence Wealth Advisors, LLC Full Holdings List — 2026 Q3
| 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 | 12.53% | 5.90% |
#1
2
Prev: #3
|
9.0 |
—
|
516,235 | 127.3% |
P
S
|
921,700 | $26,425,138 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 12.35% | 12.86% |
#2
1
Prev: #1
|
6.0 |
—
|
-1,655 | -1.2% |
P
S
|
132,960 | $26,026,970 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
CTA
SIMPLIFY EXCHAN...
|
Unknown | 11.39% | 12.67% |
#3
1
Prev: #2
|
5.5 |
—
|
-140,980 | -14.5% |
P
S
|
832,782 | $24,017,435 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 4.92% | 5.00% |
#4
1
Prev: #5
|
3.0 |
—
|
2,057 | 1.8% |
P
S
|
115,538 | $10,370,675 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
XLV
SELECT SECTOR S...
|
ETF | 4.32% | 4.25% |
#5
2
Prev: #7
|
2.7 |
—
|
688 | 1.3% |
P
S
|
54,082 | $9,108,568 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
DBMF
IM GLOBAL PARTN...
|
ETF | 3.25% | — |
#6
Prev: #—
|
4.8 |
—
|
210,799 | — |
NEW
|
210,799 | $6,857,286 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
BCI
ABRDN ETFS
|
ETF | 3.25% | 4.63% |
#7
1
Prev: #6
|
1.3 |
—
|
-148,434 | -35.9% |
P
S
|
264,664 | $6,846,846 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
SPYI
NEOS ETF TRUST
|
ETF | 2.81% | 3.04% |
#8
1
Prev: #9
|
1.6 |
—
|
-2,653 | -2.3% |
P
S
|
111,430 | $5,924,735 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
QQQI
NEOS ETF TRUST
|
ETF | 2.57% | 2.68% |
#9
2
Prev: #11
|
1.5 |
—
|
3,344 | 3.5% |
P
S
|
97,571 | $5,420,087 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
XLP
SELECT SECTOR S...
|
ETF | 2.50% | 0.83% |
#10
14
Prev: #24
|
4.0 |
—
|
45,529 | 229.4% |
P
S
|
65,372 | $5,268,946 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
XLF
SELECT SECTOR S...
|
ETF | 2.49% | 5.33% |
#11
7
Prev: #4
|
1.0 |
—
|
-100,138 | -50.5% |
P
S
|
98,165 | $5,242,014 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
GLD
SPDR GOLD TR
|
ETF | 2.31% | 1.59% |
#12
6
Prev: #18
|
3.4 |
—
|
4,149 | 48.1% |
P
S
|
12,773 | $4,864,293 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
XLE
SELECT SECTOR S...
|
ETF | 2.25% | 2.04% |
#13
1
Prev: #14
|
1.4 |
—
|
520 | 0.7% |
P
S
|
77,032 | $4,737,488 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
XLY
SELECT SECTOR S...
|
ETF | 1.81% | 1.98% |
#14
1
Prev: #15
|
1.2 |
—
|
1,399 | 4.2% |
P
S
|
35,049 | $3,814,690 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.80% | 2.87% |
#15
5
Prev: #10
|
0.7 |
—
|
-2,656 | -34.1% |
P
S
|
5,133 | $3,797,429 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IWM
ISHARES TR
|
ETF | 1.74% | 2.09% |
#16
3
Prev: #13
|
1.2 |
—
|
-709 | -5.1% |
P
S
|
13,177 | $3,661,660 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 1.72% | 1.69% |
#17
1
Prev: #16
|
1.2 |
—
|
1,389 | 4.4% |
P
S
|
32,768 | $3,636,277 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
EFA
ISHARES TR
|
ETF | 1.64% | 1.69% |
#18
1
Prev: #17
|
1.2 |
—
|
938 | 2.9% |
P
S
|
33,288 | $3,458,254 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
EWJ
ISHARES INC
|
ETF | 1.41% | 0.63% |
#19
10
Prev: #29
|
3.6 |
—
|
17,025 | 126.6% |
P
S
|
30,471 | $2,969,737 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IWMI
NEOS ETF TRUST
|
ETF | 1.37% | 1.47% |
#20
1
Prev: #19
|
2.5 |
—
|
4,461 | 8.2% |
P
S
|
59,171 | $2,897,579 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
XLI
SELECT SECTOR S...
|
ETF | 1.32% | 1.42% |
#21
1
Prev: #20
|
2.5 |
—
|
1,332 | 8.7% |
P
S
|
16,613 | $2,773,974 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
AAPL
APPLE INC
|
Technology | 1.07% | 1.01% |
#22
Prev: #22
|
0.9 |
—
|
-215 | -3.1% |
P
S
|
6,771 | $2,255,043 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.05% | 0.82% |
#23
2
Prev: #25
|
0.9 |
—
|
-45 | -1.0% |
P
S
|
4,315 | $2,213,115 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.92% | 1.05% |
#24
3
Prev: #21
|
0.9 |
—
|
-266 | -9.5% |
P
S
|
2,533 | $1,931,435 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.90% | — |
#25
Prev: #—
|
3.9 |
—
|
5,501 | — |
NEW
|
5,501 | $1,892,745 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.75% | 0.63% |
#26
4
Prev: #30
|
0.8 |
—
|
-46 | -2.1% |
P
S
|
2,173 | $1,575,611 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
V
VISA INC
|
Financial Services | 0.67% | 0.68% |
#27
Prev: #27
|
0.8 |
—
|
-10 | -0.3% |
P
S
|
3,958 | $1,422,205 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.64% | 0.64% |
#28
Prev: #28
|
0.8 |
—
|
66 | 1.2% |
P
S
|
5,400 | $1,345,410 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.63% | — |
#29
Prev: #—
|
3.8 |
—
|
3,867 | — |
NEW
|
3,867 | $1,317,729 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.62% | 0.83% |
#30
7
Prev: #23
|
0.7 |
—
|
-580 | -16.7% |
P
S
|
2,884 | $1,315,652 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
BOXX
EA SERIES TRUST
|
Unknown | 0.56% | 0.62% |
#31
Prev: #31
|
0.7 |
—
|
-590 | -5.6% |
P
S
|
9,915 | $1,173,837 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
EEM
ISHARES TR
|
ETF | 0.54% | 2.40% |
#32
20
Prev: #12
|
0.2 |
—
|
-52,965 | -75.8% |
P
S
|
16,895 | $1,128,403 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
TLT
ISHARES TR
|
ETF | 0.50% | 0.61% |
#33
1
Prev: #32
|
0.7 |
—
|
-557 | -3.9% |
P
S
|
13,578 | $1,056,099 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 0.49% | 0.58% |
#34
1
Prev: #33
|
0.7 |
—
|
-171 | -2.6% |
P
S
|
6,325 | $1,030,387 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
SCHW
CHARLES SCHWAB ...
|
Financial Services | 0.47% | 0.46% |
#35
1
Prev: #36
|
0.7 |
—
|
310 | 3.1% |
P
S
|
10,237 | $1,000,524 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.47% | 0.47% |
#36
1
Prev: #35
|
0.7 |
—
|
-3 | -0.2% |
P
S
|
1,813 | $1,000,030 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.41% | 0.71% |
#37
11
Prev: #26
|
0.7 |
—
|
-271 | -13.8% |
P
S
|
1,699 | $868,892 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IYR
ISHARES TR
|
ETF | 0.39% | 0.54% |
#38
4
Prev: #34
|
0.7 |
—
|
-1,877 | -17.7% |
P
S
|
8,724 | $829,095 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.39% | 0.40% |
#39
1
Prev: #38
|
0.7 |
—
|
-52 | -1.2% |
P
S
|
4,302 | $820,838 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IQV
IQVIA HLDGS INC
|
Healthcare | 0.38% | 0.29% |
#40
5
Prev: #45
|
0.7 |
—
|
-23 | -0.8% |
P
S
|
3,002 | $807,088 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
XLU
SELECT SECTOR S...
|
ETF | 0.38% | 0.39% |
#41
2
Prev: #39
|
2.2 |
—
|
2,815 | 16.3% |
P
S
|
20,123 | $793,665 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
XLB
SELECT SECTOR S...
|
ETF | 0.38% | 0.40% |
#42
5
Prev: #37
|
0.7 |
—
|
400 | 2.5% |
P
S
|
16,243 | $791,011 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.37% | 0.39% |
#43
3
Prev: #40
|
0.6 |
—
|
-6 | -0.4% |
P
S
|
1,560 | $776,802 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.32% | 0.33% |
#44
3
Prev: #41
|
0.6 |
—
|
-10 | -0.5% |
P
S
|
2,026 | $670,346 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
FEPI
ETF OPPORTUNITI...
|
ETF | 0.32% | 0.33% |
#45
3
Prev: #42
|
0.6 |
—
|
302 | 2.0% |
P
S
|
15,538 | $665,627 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
XLRE
SELECT SECTOR S...
|
ETF | 0.31% | 0.31% |
#46
3
Prev: #43
|
2.1 |
—
|
1,569 | 11.0% |
P
S
|
15,813 | $646,893 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
AIPI
ETF OPPORTUNITI...
|
ETF | 0.30% | 0.31% |
#47
3
Prev: #44
|
0.6 |
—
|
222 | 1.3% |
P
S
|
16,715 | $625,310 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
ELV
ELEVANCE HEALTH...
|
Healthcare | 0.27% | 0.29% |
#48
2
Prev: #46
|
0.6 |
—
|
-15 | -1.0% |
P
S
|
1,470 | $571,625 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IVV
ISHARES TR
|
ETF | 0.25% | 0.26% |
#49
2
Prev: #47
|
0.6 |
—
|
-13 | -1.9% |
P
S
|
683 | $523,076 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
COR
CENCORA INC
|
Healthcare | 0.24% | 0.24% |
#50
2
Prev: #48
|
0.6 |
—
|
-25 | -1.5% |
P
S
|
1,680 | $504,291 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 |
Showing 1-50 of 93 holdings