Independence Wealth Advisors, LLC
CIK 2001765 · Holdings on Sep 30, 2026 · First reported Oct 29, 2026
Top ten holdings
Q3 2026- SPTS12.53%
- XLK12.35%
- CTA11.39%
- SPYM4.92%
- XLV4.32%
- DBMF3.25%
- BCI3.25%
- SPYI2.81%
- QQQI2.57%
- XLP2.50%
Share classes counted separately59.89%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPTSWeight increased · +6.63 pp5.90% → 12.53%Shares +516.24K (+127.32%)
- XLFWeight decreased · -2.84 pp5.33% → 2.49%Shares -100.14K (-50.50%)
- XLPWeight increased · +1.67 pp0.83% → 2.50%Shares +45.53K (+229.45%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPTSSS SPDR P ST TERM TSY ETFST SHO TREAS ETF View history and evidence | $26.43M | 12.53% | 921.70K shares | 5.90% → 12.53%+6.63 pp +516.24K (+127.32%) | Added | ↗▾ |
| 02 | XLKSS TECHNOLOGY SELECT SECTORST STR TECHN ETF View history and evidence | $26.03M | 12.35% | 132.96K shares | 12.86% → 12.35%-0.51 pp -1.66K (-1.23%) | Reduced | ↗▾ |
| 03 | CTASIMPLIFY MANAGED FUTURES STMANAGED FUTURES View history and evidence | $24.02M | 11.39% | 832.78K shares | 12.67% → 11.39%-1.28 pp -140.98K (-14.48%) | Reduced | ↗▾ |
| 04 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $10.37M | 4.92% | 115.54K shares | 5.00% → 4.92%-0.08 pp +2.06K (+1.81%) | Added | ↗▾ |
| 05 | XLVSS HEALTH CARE SELECT SECTORST STR CARE ETF View history and evidence | $9.11M | 4.32% | 54.08K shares | 4.25% → 4.32%+0.07 pp +688 (+1.29%) | Added | ↗▾ |
| 06 | DBMFIMGP DBI MFT STR ETF-USD INCIMGP DBI MAN ETF View history and evidence | $6.86M | 3.25% | 210.80K shares | Prior unavailable +210.80K | New | ↗▾ |
| 07 | BCIABRDN BLOOMBERG ALL COMMODITBBRG ALL COMD K1 View history and evidence | $6.85M | 3.25% | 264.66K shares | 4.63% → 3.25%-1.38 pp -148.43K (-35.93%) | Reduced | ↗▾ |
| 08 | SPYINEOS S&P 500 HIGH INCOME ETFNEOS S&P 500 HI View history and evidence | $5.92M | 2.81% | 111.43K shares | 3.04% → 2.81%-0.23 pp -2.65K (-2.33%) | Reduced | ↗▾ |
| 09 | QQQINEOS NASDAQ-100 HIGH INC ETFNASDAQ 100 HIGH View history and evidence | $5.42M | 2.57% | 97.57K shares | 2.68% → 2.57%-0.11 pp +3.34K (+3.55%) | Added | ↗▾ |
| 10 | XLPSS CONSUMER STAPLES SEL SECTST STR STAPL ETF View history and evidence | $5.27M | 2.50% | 65.37K shares | 0.83% → 2.50%+1.67 pp +45.53K (+229.45%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPTL SS SPDR PF LNG TRM TSY E-USD | Non-derivative | -279,912 | -$7.34M | SEC filing ↗ | SEC filing ↗ |
| FNDX SCHWAB FNDMNTL US LRG CO ETF | Non-derivative | -11,105 | -$345.37K | SEC filing ↗ | SEC filing ↗ |
| EXMOC EXXON MOBIL CORP | Non-derivative | -2,468 | -$337.37K | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2001765 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 29, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 210820711
}Research all 87 reported holdings.
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