Independence Wealth Advisors, LLC
Q4 2025 13F Holdings
- Locationindependence, OH
- Num holdings
83
- Value ($000)
$177,780
- Date Filed01/08/2026
- Form type13F-HR
- CIK0002001765
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
C SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 82889N699 | $24.26 M | 14 % | 890,051 | ||
X SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | $19.90 M | 11 % | 138,203 | ||
G SPDR GOLD TR | GOLD SHS | 78463V107 | $9.43 M | 5 % | 23,807 | ||
K SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $8.99 M | 5 % | 112,084 | ||
X SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 | $8.49 M | 5 % | 71,137 | ||
X SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 | $8.06 M | 5 % | 52,091 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A672 | $6.99 M | 4 % | 242,464 | ||
K SPDR SERIES TRUST | STATE STREET SPD | 78464A664 | $6.62 M | 4 % | 249,946 | ||
NEOS ETF TRUST | NEOS S&P 500 HI | 78433H303 | $5.40 M | 3 % | 102,789 | ||
X SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y308 | $4.97 M | 3 % | 64,017 |
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