Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Independence Wealth Advisors, LLC (CIK 2001765) reported $199.3M across 85 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: XLK ($25.6M, 12.86%), CTA ($25.3M, 12.67%), SPTS ($11.8M, 5.90%), XLF ($10.6M, 5.33%), SPYM ($10.0M, 5.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | $25.6M | 12.86% | 134,615 | Trimmed |
| 2 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $25.3M | 12.67% | 973,762 | Added |
| 3 | SPTS | SPDR SERIES TRUST | $11.8M | 5.90% | 405,465 | Trimmed |
| 4 | XLF | SELECT SECTOR SPDR TR | $10.6M | 5.33% | 198,303 | Added |
| 5 | SPYM | SPDR SERIES TRUST | $10.0M | 5.00% | 113,481 | Added |
| 6 | BCI | ABRDN ETFS | $9.2M | 4.63% | 413,098 | Added |
| 7 | XLV | SELECT SECTOR SPDR TR | $8.5M | 4.25% | 53,394 | Added |
| 8 | SPTL | SPDR SERIES TRUST | $7.3M | 3.68% | 279,912 | New |
| 9 | SPYI | NEOS ETF TRUST | $6.1M | 3.04% | 114,083 | Added |
| 10 | QQQ | INVESCO QQQ TR | $5.7M | 2.87% | 7,789 | Added |
| 11 | QQQI | NEOS ETF TRUST | $5.4M | 2.68% | 94,227 | Added |
| 12 | EEM | ISHARES TR | $4.8M | 2.40% | 69,860 | Added |
| 13 | IWM | ISHARES TR | $4.2M | 2.09% | 13,886 | Added |
| 14 | XLE | SELECT SECTOR SPDR TR | $4.1M | 2.04% | 76,512 | Added |
| 15 | XLY | SELECT SECTOR SPDR TR | $3.9M | 1.98% | 33,650 | Trimmed |
| 16 | EFA | ISHARES TR | $3.4M | 1.69% | 32,350 | Added |
| 17 | XLC | SELECT SECTOR SPDR TR | $3.4M | 1.69% | 31,379 | Added |
| 18 | GLD | SPDR GOLD TR | $3.2M | 1.59% | 8,624 | Trimmed |
| 19 | IWMI | NEOS ETF TRUST | $2.9M | 1.47% | 54,710 | Added |
| 20 | XLI | SELECT SECTOR SPDR TR | $2.8M | 1.42% | 15,281 | Trimmed |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $2.1M | 1.05% | 2,799 | Added |
| 22 | AAPL | APPLE INC | $2.0M | 1.01% | 6,986 | Added |
| 23 | XLP | SELECT SECTOR SPDR TR | $1.6M | 0.83% | 19,843 | Trimmed |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.7M | 0.83% | 3,464 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $1.6M | 0.82% | 4,360 | Added |
Source: SEC Form 13F filings · as of 2026-06-30