Independence Wealth Advisors, LLC
Long book
$187.6M
Q1 2026
Positions
90
Top-10 weight
65%
concentration
Last quarter
+6.3%
SPY +14.8%
Turnover
18%
of book per quarter
Strategy in plain words
auto-generated from filingsIndependence Wealth Advisors, LLC is a wealth-management firm allocating client money, running a $187.6M US long book across 90 positions.
The portfolio is concentrated: the top 10 names carry 65% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: SS SPDR P ST TERM TSY ETF, SIMPLIFY MANAGED FUTURES ST, SS TECHNOLOGY SELECT SECTOR, SS CONSUMER DISC SELECT SECT, SPDR GOLD SHARES.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-0.2%
Q1 2026
+6.3%
Sector allocation
Technology 41%
Financials 13%
Services media 12%
Consumer discretionary 11%
Healthcare 7%
Industrials 6%
Energy 3%
Consumer staples 3%
Long book by quarter
What does Independence Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 6.9K | $1.8M | 0.9% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 5.9K | $1.7M | 0.9% | -11.4% |
| MSFT MICROSOFT CORP | Technology | 4.3K | $1.6M | 0.8% | +10.8% |
| META META PLATFORMS INC-CLASS A | Technology | 2.2K | $1.2M | 0.7% | +11.3% |
| V VISA INC-CLASS A SHARES | Services media | 4.0K | $1.2M | 0.6% | +14.9% |
| AMZN AMAZON.COM INC | Consumer discretionary | 5.4K | $1.1M | 0.6% | +6.2% |
| GOOG ALPHABET INC-CL C | Technology | 3.7K | $1.1M | 0.6% | +25.9% |
| BKNG BOOKING HOLDINGS INC | Industrials | 239 | $1.0M | 0.5% | +26.5% |
| MA MASTERCARD INC - A | Services media | 1.9K | $962K | 0.5% | -3.3% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 9.9K | $927K | 0.5% | +14.6% |
| AMAT APPLIED MATERIALS INC | Technology | 2.2K | $744K | 0.4% | +3.8% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 4.1K | $678K | 0.4% | +53.2% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.4K | $654K | 0.3% | +83.8% |
| IQV IQVIA HOLDINGS INC | Healthcare | 3.5K | $590K | 0.3% | -7.3% |
| JPM JPMORGAN CHASE & CO | Financials | 1.9K | $545K | 0.3% | +43.1% |
| COR CENCORA INC | Consumer discretionary | 1.7K | $541K | 0.3% | -4.0% |
| ELV ELEVANCE HEALTH INC | Financials | 1.5K | $438K | 0.2% | +10.9% |
| DIS WALT DISNEY CO/THE | Services media | 4.2K | $406K | 0.2% | -6.4% |
| COP CONOCOPHILLIPS | Energy | 3.0K | $392K | 0.2% | New |
| WFC WELLS FARGO & CO | Financials | 4.5K | $362K | 0.2% | +50.7% |
| XOM EXXON MOBIL CORP | Energy | 2.1K | $361K | 0.2% | New |
| GD GENERAL DYNAMICS CORP | Industrials | 930 | $319K | 0.2% | New |
| SBUX STARBUCKS CORP | Consumer discretionary | 3.5K | $318K | 0.2% | -15.1% |
| ADI ANALOG DEVICES INC | Technology | 966 | $307K | 0.2% | New |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.2K | $302K | 0.2% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 2.1K | $299K | 0.2% | Held |
| ORCL ORACLE CORP | Technology | 1.8K | $272K | 0.1% | +27.9% |
| QCOM QUALCOMM INC | Technology | 2.0K | $253K | 0.1% | -4.5% |
| AVGO BROADCOM INC | Technology | 818 | $253K | 0.1% | Held |
| CRM SALESFORCE INC | Technology | 1.4K | $253K | 0.1% | -4.3% |
| CMCSA COMCAST CORP-CLASS A | Communications | 8.8K | $253K | 0.1% | New |
| SHW SHERWIN-WILLIAMS CO/THE | Consumer discretionary | 778 | $249K | 0.1% | Held |
| LLY ELI LILLY & CO | Healthcare | 269 | $247K | 0.1% | Held |
| BNY BANK OF NEW YORK MELLON CORP | Financials | 2.1K | $244K | 0.1% | New |
| IBM INTL BUSINESS MACHINES CORP | Technology | 999 | $242K | 0.1% | Held |
| MCK MCKESSON CORP | Consumer discretionary | 275 | $238K | 0.1% | New |
| APD AIR PRODUCTS & CHEMICALS INC | Materials | 813 | $236K | 0.1% | -9.3% |
| ADSK AUTODESK INC | Technology | 976 | $234K | 0.1% | -7.2% |
| BDX BECTON DICKINSON AND CO | Healthcare | 1.5K | $230K | 0.1% | New |
| CPW CHECK POINT SOFTWARE TECH | — | 1.6K | $225K | 0.1% | -8.0% |
| MDT MEDTRONIC PLC | Healthcare | 2.6K | $225K | 0.1% | New |
| WMT WALMART INC | Consumer discretionary | 1.8K | $224K | 0.1% | Held |
| OMC OMNICOM GROUP | Services media | 2.9K | $215K | 0.1% | New |