Independence Wealth Advisors
Independence Wealth Advisors reported 87 stocks worth $211M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SPTS (12.5%), XLK (12.3%) and CTA (11.4%). Compared with Q2 2026, the fund opened new positions in DBMF, GOOGL and GOOG, added to SPTS, SPYM and XLV, trimmed XLK, CTA and BCI and sold out of SPTL, FNDX and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPTS Spdr Series Trust | $26.4M | 12.5% | 922K | +516K (+127%) | 4 of 4 | |
| 2 |  XLK Select Sector Spdr TR | $26M | 12.3% | 133K | −1,655 (−1%) | 4 of 4 | |
| 3 |  CTA Simplify Exchange Traded Fun | $24M | 11.4% | 833K | −141K (−14%) | 4 of 4 | |
| 4 |  SPYM Spdr Series Trust | $10.4M | 4.9% | 116K | +2,057 (+2%) | 4 of 4 | |
| 5 |  XLV State Street | $9.1M | 4.3% | 54K | +688 (+1%) | 4 of 4 | |
| 6 |  DBMF Litman Gregory Fds TR | $6.9M | 3.3% | 211K | New position | 1 of 4 | |
| 7 |  BCI Abrdn Bloomberg All Commodity Strategy K-1 Free ETF | $6.8M | 3.3% | 265K | −148K (−36%) | 4 of 4 | |
| 8 |  SPYI Neos ETF Trust | $5.9M | 2.8% | 111K | −2,653 (−2%) | 4 of 4 | |
| 9 |  QQQI Neos ETF Trust | $5.4M | 2.6% | 98K | +3,344 (+4%) | 4 of 4 | |
| 10 |  XLP State Street | $5.3M | 2.5% | 65K | +46K (+229%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SPTL Spdr Series Trust | $7.3M | 280K |
 FNDX Schwab Fundamental U.s. Large Company ETF | $345K | 11K |
 XOM Exxon Mobil Corp | $337K | 2,468 |
 IWF Ishares TR | $313K | 2,520 |
 FNDA Schwab Fundamental U.s. Small Company ETF | $262K | 6,887 |
🔒 Free account: see all 6.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Independence Wealth Advisors 13F FAQ
What does Independence Wealth Advisors own?
Independence Wealth Advisors reported 87 stocks worth $211M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SPTS (12.5%), XLK (12.3%) and CTA (11.4%). The table above lists every position in the filing (the top 10 without an account).
What did Independence Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 25 added to, 44 trimmed and 6 sold out. New positions include DBMF, GOOGL and GOOG. It sold all of SPTL, FNDX and XOM.
When will Independence Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Independence Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $211M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.