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Independence Wealth Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    independence, OH
  • CIK
    0002001765
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

90

$187.62M
KRE, CTA, XLK, XLY
13F-HR
Apr 20, 2026
000208585326000421

83

$177.78M
CTA, XLK, GQ9, KRE
13F-HR
Jan 8, 2026
000208585326000025