Independence Wealth Advisors, LLC
CIK 2001765 · Holdings on Dec 31, 2025 · First reported Jan 9, 2026
Top ten holdings
Q4 2025- CTA13.65%
- XLK11.19%
- GLD5.31%
- SPYM5.06%
- XLY4.78%
- XLV4.54%
- SPTI3.93%
- SPTL3.72%
- SPYI3.04%
- XLP2.80%
Share classes counted separately58.02%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CTASIMPLIFY MANAGED FUTURES STMANAGED FUTURES View history and evidence | $24.26M | 13.65% | 890.05K shares | Prior unavailable — | — | ↗▾ |
| 02 | XLKSS TECHNOLOGY SELECT SECTORSTATE STREET TEC View history and evidence | $19.90M | 11.19% | 138.20K shares | Prior unavailable — | — | ↗▾ |
| 03 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $9.43M | 5.31% | 23.81K shares | Prior unavailable — | — | ↗▾ |
| 04 | SPYMSTE STR SPDR PT S&P 500 ETFSTATE STREET SPD View history and evidence | $8.99M | 5.06% | 112.08K shares | Prior unavailable — | — | ↗▾ |
| 05 | XLYSS CONSUMER DISC SELECT SECTSTATE STREET CON View history and evidence | $8.49M | 4.78% | 71.14K shares | Prior unavailable — | — | ↗▾ |
| 06 | XLVSS HEALTH CARE SELECT SECTORSTATE STREET HEA View history and evidence | $8.06M | 4.54% | 52.09K shares | Prior unavailable — | — | ↗▾ |
| 07 | SPTISS SPDR P INT TERM TSY ETFSTATE STREET SPD View history and evidence | $6.99M | 3.93% | 242.46K shares | Prior unavailable — | — | ↗▾ |
| 08 | SPTLSS SPDR PF LNG TRM TSY E-USDSTATE STREET SPD View history and evidence | $6.62M | 3.72% | 249.95K shares | Prior unavailable — | — | ↗▾ |
| 09 | SPYINEOS S&P 500 HIGH INCOME ETFNEOS S&P 500 HI View history and evidence | $5.40M | 3.04% | 102.79K shares | Prior unavailable — | — | ↗▾ |
| 10 | XLPSS CONSUMER STAPLES SEL SECTSTATE STREET CON View history and evidence | $4.97M | 2.80% | 64.02K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2001765 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 177779898
}Research all 83 reported holdings.
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