Independence Wealth Advisors, LLC ETF holdings
Independence, OH
Reported $174.7M in 46 ETFs in its Form 13F for June 30, 2026.
ETF value
$174.7M
ETFs held
46
Change from prior quarter
+8.0%
With price moves
ETFs as a share of its 13F
87.6%
of $199.3M
Top 10 of 46 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| XLK | State Street Technology Select Sector SPDR ETF | $25.6M | 134,615 | −13,692 shares |
| CTA | Simplify Managed Futures Strategy ETF | $25.3M | 973,762 | +22,288 shares |
| SPTS | State Street SPDR Portfolio Short Term Treasury Index ETF | $11.8M | 405,465 | −746,509 shares |
| XLF | State Street Financial Select Sector SPDR ETF | $10.6M | 198,303 | +92,775 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $10.0M | 113,481 | +82,701 shares |
| BCI | abrdn Bloomberg All Commodity Strategy K-1 Free ETF | $9.2M | 413,098 | +208,502 shares |
| XLV | State Street Health Care Select Sector SPDR ETF | $8.5M | 53,394 | +29,785 shares |
| SPTL | State Street SPDR Portfolio Long Term Treasury Index ETF | $7.3M | 279,912 | New position |
| SPYI | Neos S&P 500 High Income ETF | $6.1M | 114,083 | +7,598 shares |
| QQQ | Invesco QQQ Trust | $5.7M | 7,789 | +6,557 shares |
36 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002001765. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Independence Wealth Advisors, LLC own?
Independence Wealth Advisors, LLC reported 46 ETF positions worth $174.7M in its Form 13F for June 30, 2026. The largest was XLK, at $25.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.