Independence Wealth Advisors, LLC Portfolio Holdings

Independence Wealth Advisors, LLC

  • $178 Billion
  • Q4 2025

Independence Wealth Advisors, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $178 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Simplify Exch Traded Fds Simpl with a value of $24.3B, Technology Sector Spdr with a value of $19.9B, Spdr Gold Trust with a value of $9.43B, Spdr Portfolio S&P 500 ETF (Ma with a value of $8.99B, and Select Sector Spdr Consumer Di with a value of $8.49B.

Examining the 13F form we can see an increase of $178B in the current position value.

Independence Wealth Advisors, LLC is based out at Independence, OH

Below you can find more details about Independence Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $178 Billion
ETFs: $139 Billion
Technology: $8.02 Billion
Communication Services: $4.8 Billion
Financial Services: $4.28 Billion
Consumer Cyclical: $3.03 Billion
Healthcare: $2.7 Billion
Consumer Defensive: $1.14 Billion
Basic Materials: $473 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.3 Billion 13.65% of portfolio
890,051
Q4 2025 New
$0
$19.9 Billion 11.19% of portfolio
138,203
Q4 2025 New
$130B
$9.43 Billion 5.31% of portfolio
23,807
Q4 2025 New
$0
$8.99 Billion 5.06% of portfolio
112,084
Q4 2025 New
$0
$8.49 Billion 4.78% of portfolio
71,137
Q4 2025 New
$0
$8.06 Billion 4.54% of portfolio
52,091
Q4 2025 New
$0
$6.99 Billion 3.93% of portfolio
242,464
Q4 2025 New
$0
$6.62 Billion 3.72% of portfolio
249,946
Q4 2025 New
-
$5.4 Billion 3.04% of portfolio
-
Q4 2025 New
$0
$4.97 Billion 2.8% of portfolio
64,017
Q4 2025 New
$0
$4.71 Billion 2.65% of portfolio
85,943
Q4 2025 New
$0
$4.36 Billion 2.45% of portfolio
223,184
Q4 2025 New
$0
$4.28 Billion 2.41% of portfolio
78,274
Q4 2025 New
Neos ETF Trust
-
$3.94 Billion 2.22% of portfolio
-
Q4 2025 New
$0
$3.75 Billion 2.11% of portfolio
15,254
Q4 2025 New
$0
$3.15 Billion 1.77% of portfolio
32,821
Q4 2025 New
$0
$2.85 Billion 1.6% of portfolio
97,297
Q4 2025 New
$0
$2.52 Billion 1.42% of portfolio
16,220
Q4 2025 New
Neos ETF Trust
-
$2.15 Billion 1.21% of portfolio
-
Q4 2025 New
$1.65T
$2.08 Billion 1.17% of portfolio
6,656
Q4 2025 New
$0
$2.02 Billion 1.14% of portfolio
3,286
Q4 2025 New
$4.3T
$1.89 Billion 1.06% of portfolio
6,945
Q4 2025 New
$3.78T
$1.86 Billion 1.04% of portfolio
3,838
Q4 2025 New
$0
$1.62 Billion 0.91% of portfolio
20,056
Q4 2025 New
$0
$1.37 Billion 0.77% of portfolio
2,005
Q4 2025 New
$1.37T
$1.28 Billion 0.72% of portfolio
1,935
Q4 2025 New
$1.46T
$1.24 Billion 0.7% of portfolio
4,092
Q4 2025 New
$533B
$1.21 Billion 0.68% of portfolio
3,463
Q4 2025 New
$2.39T
$1.18 Billion 0.66% of portfolio
5,099
Q4 2025 New
$0
$1.15 Billion 0.65% of portfolio
25,779
Q4 2025 New
$512B
$1.14 Billion 0.64% of portfolio
1,990
Q4 2025 New
$191B
$1.01 Billion 0.57% of portfolio
189
Q4 2025 New
$1.74T
$932 Million 0.52% of portfolio
2,971
Q4 2025 New
$167B
$860 Million 0.48% of portfolio
8,611
Q4 2025 New
$41B
$841 Million 0.47% of portfolio
3,733
Q4 2025 New
$0
$837 Million 0.47% of portfolio
18,463
Q4 2025 New
$0
$796 Million 0.45% of portfolio
9,137
Q4 2025 New
Ea Series Trust
-
$782 Million 0.44% of portfolio
-
Q4 2025 New
$0
$714 Million 0.4% of portfolio
16,730
Q4 2025 New
$0
$653 Million 0.37% of portfolio
16,181
Q4 2025 New
ETF Opportunities Trust
-
$633 Million 0.36% of portfolio
-
Q4 2025 New
$0
$619 Million 0.35% of portfolio
904
Q4 2025 New
$38.4B
$605 Million 0.34% of portfolio
1,793
Q4 2025 New
ETF Opportunities Trust
-
$591 Million 0.33% of portfolio
-
Q4 2025 New
$197B
$539 Million 0.3% of portfolio
2,097
Q4 2025 New
$0
$508 Million 0.29% of portfolio
5,407
Q4 2025 New
$193B
$512 Million 0.29% of portfolio
4,502
Q4 2025 New
$78.2B
$473 Million 0.27% of portfolio
1,348
Q4 2025 New
$0
$450 Million 0.25% of portfolio
922
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $178 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 83 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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