Independence Wealth Advisors, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationindependence, OH
- CIK0002001765
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
83 | $177.78 M | CTA, XLK, GQ9, KRE | 13F-HR | Jan 8, 2026 | 000208585326000025 |