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Portfolio (Quarterly) Guide ↗

Independence Wealth Advisors, LLC

· CIK 0002001765
13F Portfolio $199M AUM 85 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 14 New 40 Added 27 Reduced 12 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLK SELECT SECTOR SPDR TR 134,615.0 $25.6M 12.86% -4K -2.6% $190.47 -3.8%
2 EEM ISHARES TR 69,860.0 $4.8M 2.40% -8K -10.8% $68.41 -2.4%
3 IWM ISHARES TR 13,886.0 $4.2M 2.09% -1K -9.0% $300.13 -3.2%
4 XLY SELECT SECTOR SPDR TR 33,650.0 $3.9M 1.98% -37K -52.7% $117.27 -2.2%
5 EFA ISHARES TR 32,350.0 $3.4M 1.69% -471.0 -1.4% $103.88 +2.5%
6 GLD SPDR GOLD TR Financial Services 8,624.0 $3.2M 1.59% -15K -63.8% $368.63 +7.9%
7 XLI SELECT SECTOR SPDR TR 15,281.0 $2.8M 1.42% -939.0 -5.8% $185.21 -6.8%
8 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,464.0 $1.7M 0.83% -628.0 -15.3% $477.57 -13.5%
9 XLP SELECT SECTOR SPDR TR 19,843.0 $1.6M 0.83% -44K -69.0% $83.07 +2.8%
10 AMAT APPLIED MATLS INC Technology 1,970.0 $1.4M 0.71% -127.0 -6.1% $723.04 -39.1%
11 EWJ ISHARES INC 13,446.0 $1.3M 0.63% -7K -33.0% $93.27 +2.0%
12 MA MASTERCARD INCORPORATED Financial Services 1,816.0 $933K 0.47% -174.0 -8.7% $513.69 +13.9%
13 XLB SELECT SECTOR SPDR TR 15,843.0 $805K 0.40% -3K -14.2% $50.83 +2.8%
14 XLRE SELECT SECTOR SPDR TR 14,244.0 $627K 0.32% -2K -12.0% $44.03 +0.0%
15 IQVIA HLDGS INC 3,025.0 $584K 0.29% -708.0 -19.0% $193.22
16 IVV ISHARES TR 696.0 $521K 0.26% -208.0 -23.0% $748.89 +2.1%
17 CENCORA INC 1,705.0 $483K 0.24% -88.0 -4.9% $283.06
18 DIS DISNEY WALT CO Communication Services 3,685.0 $355K 0.18% -817.0 -18.1% $96.25 +10.6%
19 QTUM ETF SER SOLUTIONS 1,921.0 $318K 0.16% -154.0 -7.4% $165.38 -12.7%
20 PG PROCTER & GAMBLE CO Consumer Defensive 2,047.0 $300K 0.15% -26.0 -1.2% $146.60 -0.3%
Page 1 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 46.5%
Technology 24.8%
Consumer Cyclical 7.9%
Healthcare 7.4%
Communication Services 6.3%
Consumer Defensive 3.2%
Energy 2.1%
Industrials 1.1%
Basic Materials 0.7%