Independence Wealth Advisors, LLC
86 holdingsFiling period: 2026-06-30Current AUM: $207.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | 134.6K | $25.6M | $24.7M | 11.92% | -13,692 | 2026-06-30 |
| 2 | CTA | SIMPLIFY EXCHANGE TRADED FUN | 973.8K | $25.3M | $30.2M | 14.55% | +22.3K | 2026-06-30 |
| 3 | SPTS | SPDR SERIES TRUST | 405.5K | $11.8M | $11.6M | 5.61% | -746,509 | 2026-06-30 |
| 4 | XLF | SELECT SECTOR SPDR TR | 198.3K | $10.6M | $11.3M | 5.43% | +92.8K | 2026-06-30 |
| 5 | SPYM | SPDR SERIES TRUST | 113.5K | $10.0M | $10.1M | 4.86% | +82.7K | 2026-06-30 |
| 6 | BCI | ABRDN ETFS | 413.1K | $9.2M | $11.1M | 5.33% | +208.5K | 2026-06-30 |
| 7 | XLV | SELECT SECTOR SPDR TR | 53.4K | $8.5M | $9.0M | 4.32% | +29.8K | 2026-06-30 |
| 8 | SPTL | SPDR SERIES TRUST | 279.9K | $7.3M | $6.9M | 3.33% | -- | 2026-06-30 |
| 9 | SPYI | NEOS ETF TRUST | 114.1K | $6.1M | $6.1M | 2.93% | +7.6K | 2026-06-30 |
| 10 | QQQ | INVESCO QQQ TR | 7.8K | $5.7M | $5.5M | 2.64% | +6.6K | 2026-06-30 |
| 11 | QQQI | NEOS ETF TRUST | 94.2K | $5.4M | $5.1M | 2.45% | +8.6K | 2026-06-30 |
| 12 | EEM | ISHARES TR | 69.9K | $4.8M | $4.6M | 2.21% | +38.8K | 2026-06-30 |
| 13 | IWM | ISHARES TR | 13.9K | $4.2M | $4.0M | 1.91% | +1.4K | 2026-06-30 |
| 14 | XLE | SELECT SECTOR SPDR TR | 76.5K | $4.1M | $5.0M | 2.43% | +6.2K | 2026-06-30 |
| 15 | XLY | SELECT SECTOR SPDR TR | 33.6K | $3.9M | $3.7M | 1.80% | -43,001 | 2026-06-30 |
| 16 | XLC | SELECT SECTOR SPDR TR | 31.4K | $3.4M | $3.6M | 1.72% | +1.7K | 2026-06-30 |
| 17 | EFA | ISHARES TR | 32.4K | $3.4M | $3.4M | 1.64% | +15.0K | 2026-06-30 |
| 18 | GLD | SPDR GOLD TR | 8.6K | $3.2M | $3.4M | 1.64% | -7,231 | 2026-06-30 |
| 19 | IWMI | NEOS ETF TRUST | 54.7K | $2.9M | $2.8M | 1.34% | +7.0K | 2026-06-30 |
| 20 | XLI | SELECT SECTOR SPDR TR | 15.3K | $2.8M | $2.6M | 1.24% | -1,136 | 2026-06-30 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | 2.8K | $2.1M | $2.1M | 1.02% | +242 | 2026-06-30 |
| 22 | AAPL | APPLE INC | 7.0K | $2.0M | $2.3M | 1.12% | +41 | 2026-06-30 |
| 23 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.5K | $1.7M | $1.4M | 0.69% | -378 | 2026-06-30 |
| 24 | XLP | SELECT SECTOR SPDR TR | 19.8K | $1.6M | $1.7M | 0.80% | -40,137 | 2026-06-30 |
| 25 | MSFT | MICROSOFT CORP | 4.4K | $1.6M | $2.2M | 1.04% | +109 | 2026-06-30 |
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