Independence Wealth Advisors, LLC - Portfolio Stock Holdings
Independence Wealth Advisors, LLC disclosed 92 stock positions in a recent SEC 13F filing. $210,821,216 of stock holdings were filed, with the largest holdings including SPTS, XLK, and CTA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $210,302,903 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
92Est. Stock Holding Value:
$210,821,216Top Stock Holdings By Sector
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Portfolio Stock Holdings - Independence Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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