13F HOLDINGS REPORT
Independence Wealth Advisors, LLC
Quarter ended Q4 2025 · Filed January 9, 2026 · Accession 0002085853-26-000025
Total Value
$177.8M
Positions
83
Other Managers
0
Confidential Omitted
No
Holdings (83)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | 890,051 | $24.3M | 13.65% |
| 2 | SELECT SECTOR SPDR TR | 81369Y803 | 138,203 | $19.9M | 11.19% |
| 3 | SPDR GOLD TR | GLD | 23,807 | $9.4M | 5.31% |
| 4 | SPDR SERIES TRUST | 78464A854 | 112,084 | $9.0M | 5.06% |
| 5 | SELECT SECTOR SPDR TR | 81369Y407 | 71,137 | $8.5M | 4.78% |
| 6 | SELECT SECTOR SPDR TR | 81369Y209 | 52,091 | $8.1M | 4.54% |
| 7 | SPDR SERIES TRUST | 78464A672 | 242,464 | $7.0M | 3.93% |
| 8 | SPDR SERIES TRUST | 78464A664 | 249,946 | $6.6M | 3.72% |
| 9 | NEOS ETF TRUST | 78433H303 | 102,789 | $5.4M | 3.04% |
| 10 | SELECT SECTOR SPDR TR | 81369Y308 | 64,017 | $5.0M | 2.80% |
| 11 | SELECT SECTOR SPDR TR | 81369Y605 | 85,943 | $4.7M | 2.65% |
| 12 | ABRDN ETFS | 003261104 | 223,184 | $4.4M | 2.45% |
| 13 | ISHARES TR | 464287234 | 78,274 | $4.3M | 2.41% |
| 14 | NEOS ETF TRUST | 78433H675 | 73,123 | $3.9M | 2.22% |
| 15 | ISHARES TR | 464287655 | 15,254 | $3.8M | 2.11% |
| 16 | ISHARES TR | 464287465 | 32,821 | $3.2M | 1.77% |
| 17 | SELECT SECTOR SPDR TR | 81369Y852 | 26,093 | $3.1M | 1.73% |
| 18 | SPDR SERIES TRUST | 78468R101 | 97,297 | $2.8M | 1.60% |
| 19 | SELECT SECTOR SPDR TR | 81369Y704 | 16,220 | $2.5M | 1.42% |
| 20 | NEOS ETF TRUST | 78433H634 | 44,149 | $2.1M | 1.21% |
| 21 | ALPHABET INC | GOOG | 6,656 | $2.1M | 1.17% |
| 22 | INVESCO QQQ TR | IVZ | 3,286 | $2.0M | 1.14% |
| 23 | APPLE INC | AAPL | 6,945 | $1.9M | 1.06% |
| 24 | MICROSOFT CORP | MSFT | 3,838 | $1.9M | 1.04% |
| 25 | ISHARES INC | 46434G822 | 20,056 | $1.6M | 0.91% |
| 26 | SPDR S&P 500 ETF TR | SPY | 2,005 | $1.4M | 0.77% |
| 27 | META PLATFORMS INC | META | 1,935 | $1.3M | 0.72% |
| 28 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 4,092 | $1.2M | 0.70% |
| 29 | VISA INC | V | 3,463 | $1.2M | 0.68% |
| 30 | AMAZON COM INC | AMZN | 5,099 | $1.2M | 0.66% |
| 31 | SELECT SECTOR SPDR TR | 81369Y506 | 25,779 | $1.2M | 0.65% |
| 32 | MASTERCARD INCORPORATED | MA | 1,990 | $1.1M | 0.64% |
| 33 | BOOKING HOLDINGS INC | BKNG | 189 | $1.0M | 0.57% |
| 34 | ALPHABET INC | GOOG | 2,971 | $932,380 | 0.52% |
| 35 | SCHWAB CHARLES CORP | SCHW-PJ | 8,611 | $860,279 | 0.48% |
| 36 | IQVIA HLDGS INC | IQV | 3,733 | $841,456 | 0.47% |
| 37 | SELECT SECTOR SPDR TR | 81369Y100 | 18,463 | $837,288 | 0.47% |
| 38 | ISHARES TR | 464287432 | 9,137 | $796,411 | 0.45% |
| 39 | EA SERIES TRUST | 02072L565 | 6,796 | $782,220 | 0.44% |
| 40 | SELECT SECTOR SPDR TR | 81369Y886 | 16,730 | $714,184 | 0.40% |
| 41 | SELECT SECTOR SPDR TR | 81369Y860 | 16,181 | $652,899 | 0.37% |
| 42 | ETF OPPORTUNITIES TRUST | 26923N744 | 13,906 | $633,438 | 0.36% |
| 43 | ISHARES TR | 464287200 | 904 | $619,186 | 0.35% |
| 44 | CENCORA INC | COR | 1,793 | $605,490 | 0.34% |
| 45 | ETF OPPORTUNITIES TRUST | 26923N538 | 14,764 | $591,315 | 0.33% |
| 46 | APPLIED MATLS INC | 038222105 | 2,097 | $538,933 | 0.30% |
| 47 | DISNEY WALT CO | 254687106 | 4,502 | $512,164 | 0.29% |
| 48 | ISHARES TR | 464287739 | 5,407 | $507,673 | 0.29% |
| 49 | ELEVANCE HEALTH INC FORMERLY | ELV | 1,348 | $472,703 | 0.27% |
| 50 | VANGUARD INDEX FDS | 922908736 | 922 | $449,908 | 0.25% |
| 51 | PHILIP MORRIS INTL INC | 718172109 | 2,677 | $429,391 | 0.24% |
| 52 | JPMORGAN CHASE & CO. | VYLD | 1,294 | $416,953 | 0.23% |
| 53 | SALESFORCE INC | CRM | 1,417 | $375,491 | 0.21% |
| 54 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 742 | $372,966 | 0.21% |
| 55 | QUALCOMM INC | QCOM | 2,060 | $352,445 | 0.20% |
| 56 | STARBUCKS CORP | SBUX | 4,179 | $351,912 | 0.20% |
| 57 | ISHARES TR | 464287457 | 4,143 | $343,124 | 0.19% |
| 58 | CHECK POINT SOFTWARE TECH LT | M22465104 | 1,715 | $318,235 | 0.18% |
| 59 | AUTODESK INC | ADSK | 1,052 | $311,403 | 0.18% |
| 60 | ISHARES TR | 464287614 | 630 | $298,179 | 0.17% |
| 61 | PROCTER AND GAMBLE CO | 742718109 | 2,073 | $297,090 | 0.17% |
| 62 | SIMPLIFY EXCHANGE TRADED FUN | 82889N764 | 9,257 | $296,687 | 0.17% |
| 63 | INTERNATIONAL BUSINESS MACHS | INTR | 999 | $295,914 | 0.17% |
| 64 | SCHWAB STRATEGIC TR | 808524771 | 10,800 | $293,868 | 0.17% |
| 65 | ELI LILLY & CO | LLY | 269 | $289,089 | 0.16% |
| 66 | BROADCOM INC | AVGO | 818 | $283,110 | 0.16% |
| 67 | ORACLE CORP | ORCL-PD | 1,444 | $281,450 | 0.16% |
| 68 | WELLS FARGO CO NEW | 949746101 | 3,014 | $280,858 | 0.16% |
| 69 | PACER FDS TR | 69374H881 | 4,637 | $278,984 | 0.16% |
| 70 | ADOBE INC | ADBE | 794 | $277,892 | 0.16% |
| 71 | ETF OPPORTUNITIES TRUST | 26923N439 | 8,081 | $272,077 | 0.15% |
| 72 | JOHNSON & JOHNSON | JNJ | 1,237 | $255,997 | 0.14% |
| 73 | SHERWIN WILLIAMS CO | SHW | 778 | $252,146 | 0.14% |
| 74 | CARMAX INC | KMX | 6,520 | $251,933 | 0.14% |
| 75 | VANGUARD INDEX FDS | 922908744 | 1,319 | $251,916 | 0.14% |
| 76 | NOVARTIS AG | NVSEF | 1,738 | $239,618 | 0.13% |
| 77 | AIRBNB INC | ABNB | 1,739 | $236,017 | 0.13% |
| 78 | ETF SER SOLUTIONS | 26922A420 | 2,075 | $227,545 | 0.13% |
| 79 | AIR PRODS & CHEMS INC | AIIR | 896 | $221,223 | 0.12% |
| 80 | SCHWAB STRATEGIC TR | 808524763 | 6,800 | $214,268 | 0.12% |
| 81 | DIAGEO PLC | DGEAF | 2,449 | $211,297 | 0.12% |
| 82 | ISHARES TR | 464287804 | 1,672 | $200,997 | 0.11% |
| 83 | WALMART INC | WMT | 1,803 | $200,870 | 0.11% |