Independence Wealth Advisors, LLC
91 holdingsFiling period: 2026-03-31Current AUM: $199.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPTS | SPDR SERIES TRUST | 1.15M | $33.6M | $33.3M | 16.76% | +1.05M | 2026-03-31 |
| 2 | CTA | SIMPLIFY EXCHANGE TRADED FUN | 951.5K | $28.8M | $25.8M | 12.98% | +61.4K | 2026-03-31 |
| 3 | XLK | SELECT SECTOR SPDR TR | 148.3K | $19.7M | $26.0M | 13.07% | +10.1K | 2026-03-31 |
| 4 | XLY | SELECT SECTOR SPDR TR | 76.7K | $8.4M | $8.9M | 4.47% | +5.5K | 2026-03-31 |
| 5 | GLD | SPDR GOLD TR | 15.9K | $6.8M | $5.9M | 2.96% | -7,952 | 2026-03-31 |
| 6 | SPYI | NEOS ETF TRUST | 106.5K | $5.3M | $5.6M | 2.83% | +3.7K | 2026-03-31 |
| 7 | XLF | SELECT SECTOR SPDR TR | 105.5K | $5.2M | $6.0M | 3.02% | +19.6K | 2026-03-31 |
| 8 | BCI | ABRDN ETFS | 204.6K | $5.0M | $4.9M | 2.46% | -18,588 | 2026-03-31 |
| 9 | XLP | SELECT SECTOR SPDR TR | 60.0K | $4.9M | $5.1M | 2.56% | -4,037 | 2026-03-31 |
| 10 | XLE | SELECT SECTOR SPDR TR | 70.3K | $4.3M | $4.2M | 2.10% | +44.6K | 2026-03-31 |
| 11 | QQQI | NEOS ETF TRUST | 85.7K | $4.3M | $4.5M | 2.28% | +12.5K | 2026-03-31 |
| 12 | XLV | SELECT SECTOR SPDR TR | 23.6K | $3.5M | $3.8M | 1.93% | -28,482 | 2026-03-31 |
| 13 | XLC | SELECT SECTOR SPDR TR | 29.6K | $3.3M | $3.2M | 1.61% | +3.5K | 2026-03-31 |
| 14 | IWM | ISHARES TR | 12.4K | $3.1M | $3.6M | 1.82% | -2,811 | 2026-03-31 |
| 15 | XLI | SELECT SECTOR SPDR TR | 16.4K | $2.7M | $3.0M | 1.48% | +197 | 2026-03-31 |
| 16 | SPYM | SPDR SERIES TRUST | 30.8K | $2.4M | $2.7M | 1.36% | -81,304 | 2026-03-31 |
| 17 | IWMI | NEOS ETF TRUST | 47.8K | $2.3M | $2.5M | 1.24% | +3.6K | 2026-03-31 |
| 18 | EEM | ISHARES TR | 31.1K | $1.8M | $2.0M | 1.00% | -47,181 | 2026-03-31 |
| 19 | AAPL | APPLE INC | 6.9K | $1.8M | $2.1M | 1.08% | -- | 2026-03-31 |
| 20 | GOOGL | ALPHABET INC | 5.9K | $1.7M | $2.1M | 1.05% | -759 | 2026-03-31 |
| 21 | EFA | ISHARES TR | 17.3K | $1.7M | $1.8M | 0.92% | -15,489 | 2026-03-31 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | 2.6K | $1.7M | $1.9M | 0.96% | +552 | 2026-03-31 |
| 23 | MSFT | MICROSOFT CORP | 4.3K | $1.6M | $2.0M | 0.99% | +413 | 2026-03-31 |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.8K | $1.3M | $1.6M | 0.78% | -250 | 2026-03-31 |
| 25 | META | META PLATFORMS INC | 2.2K | $1.2M | $1.2M | 0.60% | +219 | 2026-03-31 |
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