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The Analysis of Independence Wealth Advisors, LLC's Holdings & P&L

Currently, Independence Wealth Advisors, LLC holds 90 types of securities in its portfolio with a total value $187.6M. In the most recent quarter, they have increased their positions in SPTS (+1.1M shares, valued at $30.8M), XLE (+44.6K shares, valued at $2.7M), CTA (+61.4K shares, valued at $1.9M); decreased their positions in SPYM (-81.3K shares, valued at $6.2M), SPTI (-200.4K shares, valued at $5.7M), XLV (-28.5K shares, valued at $4.2M); initiated new positions in VGK (+12.9K shares, valued at $1.1M), COP (+3.0K shares, valued at $391.9K), XOM (+2.1K shares, valued at $361.0K).

1M P&L

+2.6M+1.39%

3M P&L

+2.1M+1.12%

HY P&L

+4.7M+2.60%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A161.1M

88.6%

2Credit Services2.2M

1.2%

3Software - Infrastructure2.1M

1.1%

Top Industries by Stock Count

1N/A43 stocks

53.1%

2Semiconductors3 stocks

3.7%

3Banks - Diversified3 stocks

3.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPTS SPDR SERIES TRUST1.2M shares1083.98%2026-03-312026-04-20

CTA SIMPLIFY EXCHANGE TRADED FUN951.5K shares6.90%2026-03-312026-04-20

XLK SELECT SECTOR SPDR TR148.3K shares7.31%2026-03-312026-04-20

XLY SELECT SECTOR SPDR TR76.7K shares7.75%2026-03-312026-04-20

GLD SPDR GOLD TR15.9K shares-33.40%2026-03-312026-04-20

SPYI NEOS ETF TRUST106.5K shares3.60%2026-03-312026-04-20

XLF SELECT SECTOR SPDR TR105.5K shares22.79%2026-03-312026-04-20

BCI ABRDN ETFS204.6K shares-8.33%2026-03-312026-04-20

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XLP SELECT SECTOR SPDR TR60.0K shares-6.31%2026-03-312026-04-20

XLE SELECT SECTOR SPDR TR70.3K shares172.89%2026-03-312026-04-20

QQQI NEOS ETF TRUST85.7K shares17.13%2026-03-312026-04-20

XLV SELECT SECTOR SPDR TR23.6K shares-54.68%2026-03-312026-04-20

XLC SELECT SECTOR SPDR TR29.6K shares13.60%2026-03-312026-04-20

IWM ISHARES TR12.4K shares-18.43%2026-03-312026-04-20

XLI SELECT SECTOR SPDR TR16.4K shares1.21%2026-03-312026-04-20

SPYM SPDR SERIES TRUST30.8K shares-72.54%2026-03-312026-04-20

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IWMI NEOS ETF TRUST47.8K shares8.16%2026-03-312026-04-20

EEM ISHARES TR31.1K shares-60.28%2026-03-312026-04-20

AAPL APPLE INC6.9K shares0.00%2026-03-312026-04-20

ALPHABET INC ALPHABET INC5.9K shares-11.40%2026-03-312026-04-20

EFA ISHARES TR17.3K shares-47.19%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T2.6K shares27.53%2026-03-312026-04-20

MSFT MICROSOFT CORP4.3K shares10.76%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MANUFAC3.8K shares-6.11%2026-03-312026-04-20

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META META PLATFORMS INC2.2K shares11.32%2026-03-312026-04-20

SPTI SPDR SERIES TRUST42.0K shares-82.67%2026-03-312026-04-20

V VISA INC4.0K shares14.87%2026-03-312026-04-20

AMZN AMAZON COM INC5.4K shares6.20%2026-03-312026-04-20

ALPHABET INC ALPHABET INC3.7K shares25.92%2026-03-312026-04-20

VGK VANGUARD INTL EQUITY INDEX F12.9K sharesnew addition2026-03-312026-04-20

EWJ ISHARES INC12.4K shares-38.22%2026-03-312026-04-20

TLT ISHARES TR12.0K shares31.26%2026-03-312026-04-20

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BOXX EA SERIES TRUST8.9K shares31.22%2026-03-312026-04-20

BKNG BOOKING HOLDINGS INC239 shares26.46%2026-03-312026-04-20

MA MASTERCARD INCORPORATED1.9K shares-3.27%2026-03-312026-04-20

SCHW SCHWAB CHARLES CORP9.9K shares14.56%2026-03-312026-04-20

XLB SELECT SECTOR SPDR TR16.1K shares-12.84%2026-03-312026-04-20

XLU SELECT SECTOR SPDR TR17.1K shares2.13%2026-03-312026-04-20

AMAT APPLIED MATLS INC2.2K shares3.77%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR1.2K shares-62.51%2026-03-312026-04-20

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PM PHILIP MORRIS INTL INC4.1K shares53.19%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares83.83%2026-03-312026-04-20

XLRE SELECT SECTOR SPDR TR14.6K shares-9.94%2026-03-312026-04-20

IQV IQVIA HLDGS INC3.5K shares-7.26%2026-03-312026-04-20

FEPI ETF OPPORTUNITIES TRUST14.7K shares5.86%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO1.9K shares43.12%2026-03-312026-04-20

CENCORA INC CENCORA INC1.7K shares-3.96%2026-03-312026-04-20

AIPI ETF OPPORTUNITIES TRUST15.9K shares7.48%2026-03-312026-04-20

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IYR ISHARES TR5.6K shares3.57%2026-03-312026-04-20

IVV ISHARES TR696 shares-23.01%2026-03-312026-04-20

ELV ELEVANCE HEALTH INC FORMERLY1.5K shares10.91%2026-03-312026-04-20

DIS DISNEY WALT CO4.2K shares-6.42%2026-03-312026-04-20

VUG VANGUARD INDEX FDS922 shares0.00%2026-03-312026-04-20

COP CONOCOPHILLIPS3.0K sharesnew addition2026-03-312026-04-20

NVS NOVARTIS AG2.4K shares39.41%2026-03-312026-04-20

WFC WELLS FARGO & CO4.5K shares50.73%2026-03-312026-04-20

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XOM EXXON MOBIL CORP2.1K sharesnew addition2026-03-312026-04-20

SHY ISHARES TR4.1K shares-1.23%2026-03-312026-04-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP930 sharesnew addition2026-03-312026-04-20

SBUX STARBUCKS CORP3.5K shares-15.10%2026-03-312026-04-20

ADI ANALOG DEVICES INC966 sharesnew addition2026-03-312026-04-20

JNJ JOHNSON & JOHNSON1.2K shares0.00%2026-03-312026-04-20

FNDX SCHWAB STRATEGIC TR10.8K shares0.00%2026-03-312026-04-20

PG PROCTER & GAMBLE CO2.1K shares0.00%2026-03-312026-04-20

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HEQT SIMPLIFY EXCHANGE TRADED FUN9.3K shares0.00%2026-03-312026-04-20

COWZ PACER FDS TR4.6K shares0.00%2026-03-312026-04-20

ORCL ORACLE CORP1.8K shares27.91%2026-03-312026-04-20

IWF ISHARES TR630 shares0.00%2026-03-312026-04-20

VTV VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-04-20

QCOM QUALCOMM INC2.0K shares-4.51%2026-03-312026-04-20

BROADCOM INC BROADCOM INC818 shares0.00%2026-03-312026-04-20

CRM SALESFORCE INC1.4K shares-4.30%2026-03-312026-04-20

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CMCSA COMCAST CORP NEW8.8K sharesnew addition2026-03-312026-04-20

CEPI ETF OPPORTUNITIES TRUST8.8K shares8.85%2026-03-312026-04-20

SHW SHERWIN WILLIAMS CO778 shares0.00%2026-03-312026-04-20

LLY ELI LILLY & CO269 shares0.00%2026-03-312026-04-20

BK BANK NEW YORK MELLON CORP2.1K sharesnew addition2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS999 shares0.00%2026-03-312026-04-20

MCK MCKESSON CORP275 sharesnew addition2026-03-312026-04-20

APD AIR PRODUCTS AND CHEMICALS I813 shares-9.26%2026-03-312026-04-20

Sponsored

ADSK AUTODESK INC976 shares-7.22%2026-03-312026-04-20

BDX BECTON DICKINSON & CO1.5K sharesnew addition2026-03-312026-04-20

CHKP CHECK POINT SOFTWARE TECH LT1.6K shares-8.05%2026-03-312026-04-20

MEDTRONIC PLC MEDTRONIC PLC2.6K sharesnew addition2026-03-312026-04-20

WMT WALMART INC1.8K shares0.00%2026-03-312026-04-20

QTUM ETF SER SOLUTIONS2.1K shares0.00%2026-03-312026-04-20

FNDA SCHWAB STRATEGIC TR6.8K shares0.00%2026-03-312026-04-20

OMC OMNICOM GROUP INC2.9K sharesnew addition2026-03-312026-04-20

Sponsored

IJR ISHARES TR1.7K shares0.00%2026-03-312026-04-20

UNILEVER PLC UNILEVER PLC3.6K sharesnew addition2026-03-312026-04-20

SPTS

SPDR SERIES TRUST

1083.98%

Shares1.2M

Event2026-03-31

Filed2026-04-20

CTA

SIMPLIFY EXCHANGE TRADED FUN

6.90%

Shares951.5K

Event2026-03-31

Filed2026-04-20

XLK

SELECT SECTOR SPDR TR

7.31%

Shares148.3K

Event2026-03-31

Filed2026-04-20

XLY

SELECT SECTOR SPDR TR

7.75%

Shares76.7K

Event2026-03-31

Filed2026-04-20

GLD

SPDR GOLD TR

-33.40%

Shares15.9K

Event2026-03-31

Filed2026-04-20

SPYI

NEOS ETF TRUST

3.60%

Shares106.5K

Event2026-03-31

Filed2026-04-20

XLF

SELECT SECTOR SPDR TR

22.79%

Shares105.5K

Event2026-03-31

Filed2026-04-20

BCI

ABRDN ETFS

-8.33%

Shares204.6K

Event2026-03-31

Filed2026-04-20

XLP

SELECT SECTOR SPDR TR

-6.31%

Shares60.0K

Event2026-03-31

Filed2026-04-20

XLE

SELECT SECTOR SPDR TR

172.89%

Shares70.3K

Event2026-03-31

Filed2026-04-20

QQQI

NEOS ETF TRUST

17.13%

Shares85.7K

Event2026-03-31

Filed2026-04-20

XLV

SELECT SECTOR SPDR TR

-54.68%

Shares23.6K

Event2026-03-31

Filed2026-04-20

XLC

SELECT SECTOR SPDR TR

13.60%

Shares29.6K

Event2026-03-31

Filed2026-04-20

IWM

ISHARES TR

-18.43%

Shares12.4K

Event2026-03-31

Filed2026-04-20

XLI

SELECT SECTOR SPDR TR

1.21%

Shares16.4K

Event2026-03-31

Filed2026-04-20

SPYM

SPDR SERIES TRUST

-72.54%

Shares30.8K

Event2026-03-31

Filed2026-04-20

IWMI

NEOS ETF TRUST

8.16%

Shares47.8K

Event2026-03-31

Filed2026-04-20

EEM

ISHARES TR

-60.28%

Shares31.1K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-11.40%

Shares5.9K

Event2026-03-31

Filed2026-04-20

EFA

ISHARES TR

-47.19%

Shares17.3K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

27.53%

Shares2.6K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

10.76%

Shares4.3K

Event2026-03-31

Filed2026-04-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-6.11%

Shares3.8K

Event2026-03-31

Filed2026-04-20