Independence Wealth Advisors, LLC holds a focused book of 85 stocks worth $199.3M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR PF LNG TRM Tsy E-Usd and trimmed SS Technology Select Sector. Their largest long position is SS Technology Select Sector at 13% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Independence Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $443.3B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $131.3B |
| ROYAL BANK OF CANADA | 79 / 80 | $123.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $16.1B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $16.0B |
| CWM, LLC | 79 / 80 | $7.4B |
| Steward Partners Investment Advisory, LLC | 79 / 80 | $5.1B |
| Farther Finance Advisors, LLC | 79 / 80 | $2.4B |
Ranked by how many of Independence Wealth Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Select Sector SPDR TR ST STR TECHN ETF | $25.6M | 134.6K | 12.9% | ▼−9.2% Reduced · −14K sh | |
| 2 | Simplify Exchange Traded Fun MANAGED FUTURES | $25.3M | 973.8K | 12.7% | ▲+2.3% Added · +22K sh | |
| 3 | SPDR Series Trust ST SHO TREAS ETF | $11.8M | 405.5K | 5.9% | ▼−65% Reduced · −747K sh | |
| 4 | Select Sector SPDR TR ST STR FINL ETF | $10.6M | 198.3K | 5.3% | ▲+88% Added · +93K sh | |
| 5 | SPDR Series Trust ST STR P500ETF | $10.0M | 113.5K | 5.0% | ▲+269% Added · +83K sh | |
| 6 | Abrdn Etfs BBRG ALL COMD K1 | $9.2M | 413.1K | 4.6% | ▲+102% Added · +209K sh | |
| 7 | Select Sector SPDR TR ST STR CARE ETF | $8.5M | 53.4K | 4.2% | ▲+126% Added · +30K sh | |
| 8 | SPDR Series Trust ST LON TREAS ETF | $7.3M | 279.9K | 3.7% | ▲New New position | |
| 9 | NEOS ETF Trust NEOS S&P 500 HI | $6.1M | 114.1K | 3.0% | ▲+7.1% Added · +8K sh | |
| 10 | Invesco QQQ TR UNIT SER 1 | $5.7M | 7.8K | 2.9% | ▲+532% Added · +7K sh | |
| 11 | NEOS ETF Trust NASDAQ 100 HIGH | $5.4M | 94.2K | 2.7% | ▲+10% Added · +9K sh | |
| 12 | Ishares TR MSCI EMG MKT ETF | $4.8M | 69.9K | 2.4% | ▲+125% Added · +39K sh | |
| 13 | Ishares TR RUSSELL 2000 ETF | $4.2M | 13.9K | 2.1% | ▲+12% Added · +1K sh | |
| 14 | Select Sector SPDR TR ST STR ENERG ETF | $4.1M | 76.5K | 2.0% | ▲+8.8% Added · +6K sh | |
| 15 | Select Sector SPDR TR ST STR DISCR ETF | $3.9M | 33.6K | 2.0% | ▼−56% Reduced · −43K sh | |
| 16 | Select Sector SPDR TR ST STR SVC ETF | $3.4M | 31.4K | 1.7% | ▲+5.8% Added · +2K sh | |
| 17 | Ishares TR MSCI EAFE ETF | $3.4M | 32.4K | 1.7% | ▲+87% Added · +15K sh | |
| 18 | SPDR Gold TR GOLD SHS | $3.2M | 8.6K | 1.6% | ▼−46% Reduced · −7K sh | |
| 19 | NEOS ETF Trust RUSS 2000 HI ETF | $2.9M | 54.7K | 1.5% | ▲+15% Added · +7K sh | |
| 20 | Select Sector SPDR TR ST STR INDL ETF | $2.8M | 15.3K | 1.4% | ▼−6.9% Reduced · −1K sh | |
| 21 | State STR SPDR S&P 500 ETF T TR UNIT | $2.1M | 2.8K | 1.0% | ▲+9.5% Added · +242 sh | |
| 22 | Apple Inc COM | $2.0M | 7.0K | 1.0% | ▲+0.6% Added · +41 sh | |
| 23 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.7M | 3.5K | 0.8% | ▼−9.8% Reduced · −378 sh | |
| 24 | Select Sector SPDR TR ST STR STAPL ETF | $1.6M | 19.8K | 0.8% | ▼−67% Reduced · −40K sh | |
| 25 | Microsoft Corp COM | $1.6M | 4.4K | 0.8% | ▲+2.6% Added · +109 sh | |
| 26 | Applied Matls Inc COM | $1.4M | 2.0K | 0.7% | ▼−9.5% Reduced · −206 sh | |
| 27 | Visa Inc COM CL A | $1.4M | 4.0K | 0.7% | ▼−0.3% Reduced · −10 sh | |
| 28 | Amazon Com Inc COM | $1.3M | 5.3K | 0.6% | ▼−1.5% Reduced · −81 sh | |
| 29 | Ishares Inc MSCI JAPAN ETF | $1.3M | 13.4K | 0.6% | ▲+8.5% Added · +1K sh | |
| 30 | Meta Platforms Inc CL A | $1.2M | 2.2K | 0.6% | ▲+3.0% Added · +65 sh | |
| 31 | Ea Series Trust ALPHA ARCH 1-3 | $1.2M | 10.5K | 0.6% | ▲+18% Added · +2K sh | |
| 32 | Ishares TR 20 YR TR BD ETF | $1.2M | 14.1K | 0.6% | ▲+18% Added · +2K sh | |
| 33 | Booking Holdings Inc COM | $1.2M | 6.5K | 0.6% | ▲27× Added · +6K sh | |
| 34 | Ishares TR U.S. REAL ES ETF | $1.1M | 10.6K | 0.5% | ▲+89% Added · +5K sh | |
| 35 | Mastercard Incorporated CL A | $933K | 1.8K | 0.5% | ▼−5.7% Reduced · −109 sh | |
| 36 | Schwab Charles Corp COM | $916K | 9.9K | 0.5% | ▲+0.6% Added · +62 sh | |
| 37 | Select Sector SPDR TR ST STR MATER ETF | $805K | 15.8K | 0.4% | ▼−1.5% Reduced · −249 sh | |
| 38 | Philip Morris Intl Inc COM | $788K | 4.4K | 0.4% | ▲+6.2% Added · +253 sh | |
| 39 | Select Sector SPDR TR ST STR UTIL ETF | $785K | 17.3K | 0.4% | ▲+1.3% Added · +221 sh | |
| 40 | Berkshire Hathaway Inc Del CL B NEW | $784K | 1.6K | 0.4% | ▲+15% Added · +202 sh | |
| 41 | JPMorgan Chase & Co COM | $666K | 2.0K | 0.3% | ▲+9.9% Added · +184 sh | |
| 42 | ETF Opportunities Trust REX FA IN EQ ETF | $657K | 15.2K | 0.3% | ▲+3.5% Added · +515 sh | |
| 43 | Select Sector SPDR TR ST STR REAL ETF | $627K | 14.2K | 0.3% | ▼−2.3% Reduced · −328 sh | |
| 44 | ETF Opportunities Trust REX AI EQUIT ETF | $613K | 16.5K | 0.3% | ▲+3.9% Added · +624 sh | |
| 45 | Iqvia Hldgs Inc COM | $584K | 3.0K | 0.3% | ▼−13% Reduced · −437 sh | |
| 46 | Elevance Health Inc Formerly COM | $574K | 1.5K | 0.3% | ▼−0.7% Reduced · −10 sh | |
| 47 | Ishares TR CORE S&P500 ETF | $521K | 696 | 0.3% | —Held | |
| 48 | Cencora Inc COM | $483K | 1.7K | 0.2% | ▼−1.0% Reduced · −17 sh | |
| 49 | Vanguard Index FDS GROWTH ETF | $471K | 5.5K | 0.2% | ▲+493% Added · +5K sh | |
| 50 | Analog Devices Inc COM | $439K | 1.1K | 0.2% | ▲+14% Added · +140 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2001765/holdings"
Use Arkolith to show Independence Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.