Independence Wealth Advisors, LLC
Q1 2026 13F Holdings
- Locationindependence, OH
- Num holdings
90
- Value ($000)
$187,615
- Date Filed 04/20/2026
- Form type13F-HR
- CIK 0002001765
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78468R101 | $33.61M | 18 % | 1,151,974 | ||
SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 82889N699 | $28.75M | 15 % | 951,474 | ||
SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | $19.71M | 11 % | 148,307 | ||
SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 | $8.35M | 5 % | 76,651 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | $6.82M | 4 % | 15,855 | ||
NEOS ETF TRUST | NEOS S&P 500 HI | 78433H303 | $5.26M | 3 % | 106,485 | ||
SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 | $5.21M | 3 % | 105,528 | ||
ABRDN ETFS | BBRG ALL COMD K1 | 003261104 | $4.97M | 3 % | 204,596 | ||
SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y308 | $4.92M | 3 % | 59,980 | ||
SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 | $4.31M | 2 % | 70,349 |
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