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Independence Asset Advisors, LLC

Q2 2026 13F Holdings

  • Location
    wynnewood,, PA
  • Num holdings

    25

  • Value ($000)

    $383,871

  • Date Filed
    07/15/2026
  • Form type
    13F-HR
  • CIK
    0002010929
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CLOI

VANECK ETF TRUST

CLO ETF
92189H748
$100.61M
26 %

1,900,128

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$90.67M
24 %

245,018

S
SPHQ

INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY
46137V241
$88.53M
23 %

982,557

---

VANECK ETF TRUST

AA BB CLO ETF
92189H656
$46.94M
12 %

929,307

J
JBND

J P MORGAN EXCHANGE TRADED F

ACTIVE BOND ETF
46654Q716
$14.95M
4 %

279,411

J
JPIE

J P MORGAN EXCHANGE TRADED F

INCOME ETF
46641Q159
$9.47M
3 %

205,692

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$9.03M
2 %

37,250

F
FLRT

PACER FDS TR

ARIST HIGH ETF
69374H428
$3.6M
1 %

77,211

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$3.54M
1 %

36,716

V
VFMV

VANGUARD WELLINGTON FD

US MINIMUM
921935409
$2.58M
1 %

18,541

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