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Independence Wealth Advisors, LLC

13F filer · CIK 0002001765
Reported Aug 14, 2026
13F portfolio value$199MU.S. long equity reported on 13F
Positions464 new · Not reported closed
Net flow last quarterNot reportedBuys minus sells
Top 10 positions weight16.1%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 14, 202646 positions
SPTSSports Media Inc$11.8M5.90%Not reported-64.8%Q4 2025
QQQInvesco QQQ Trust, Series 1$5.73M2.87%Not reported+532.2%Q4 2025
GLDSPDR Gold Trust$3.18M1.59%0.00%-45.6%Q4 2025
SPYSPDR S&P 500 ETF Trust$2.09M1.05%Not reported+9.5%Q4 2025
AAPLApple Inc.$2.02M1.01%0.00%+0.6%Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$1.65M0.83%0.00%-9.8%Q4 2025
MSFTMicrosoft Corp$1.63M0.82%0.00%+2.6%Q4 2025
AMATApplied Materials Inc$1.42M0.71%0.00%-9.5%Q4 2025
VVisa Inc.$1.36M0.68%0.00%-0.3%Q4 2025
AMZNAmazon Com Inc$1.27M0.64%0.00%-1.5%Q4 2025
METAMeta Platforms, Inc.$1.25M0.63%Not reported+3.0%Q4 2025
BKNGBooking Holdings Inc.$1.16M0.58%0.00%+8.7%Q4 2025
MAMastercard Inc$933K0.47%0.00%-5.7%Q4 2025
SCHWSchwab Charles Corp$916K0.46%0.00%+0.6%Q4 2025
PMPhilip Morris International Inc.$788K0.40%0.00%+6.2%Q4 2025
BRK.BBerkshire Hathaway Inc$784K0.39%Not reported+14.8%Q4 2025
JPMJPMorgan Chase & Co$666K0.33%0.00%+9.9%Q4 2025
FEPIDirect Investment Holdings Group, Inc.$657K0.33%1.44%+3.5%Q4 2025
IQVIqvia Holdings Inc.$584K0.29%0.00%-12.6%Q4 2025
ELVElevance Health, Inc.$574K0.29%0.00%-0.7%Q4 2025
CORCencora, Inc.$483K0.24%0.00%-1.0%Q4 2025
ADIAnalog Devices Inc$439K0.22%0.00%+14.5%Q1 2026
WFCWells Fargo & Company$423K0.21%0.00%+12.6%Q4 2025
NVSNovartis AG$420K0.21%0.00%+10.6%Q4 2025
GDGeneral Dynamics Corp$379K0.19%0.00%+15.0%Q1 2026
COPConocophillips$359K0.18%0.00%+16.2%Q1 2026
DISWalt Disney Co$355K0.18%0.00%-12.5%Q4 2025
INTCIntel Corp$341K0.17%0.00%NewQ2 2026
XOMExxonMobil Holdings Corp$337K0.17%0.00%+16.0%Q1 2026
JNJJohnson & Johnson$325K0.16%0.00%+3.6%Q4 2025
LLYELI LILLY & Co$323K0.16%0.00%Not reportedQ4 2025
QTUMQuantum Group Inc$318K0.16%Not reported-7.4%Q4 2025
PGPROCTER & GAMBLE Co$300K0.15%0.00%-1.3%Q4 2025
BDXBecton Dickinson & Co$298K0.15%0.00%+34.7%Q1 2026
MDTMedtronic plc$292K0.15%0.00%+44.0%Q1 2026
ICEIntercontinental Exchange, Inc.$289K0.14%0.00%NewQ2 2026
ORCLOracle Corp$288K0.14%0.00%+6.5%Q4 2025
IBMInternational Business Machines Corp$281K0.14%0.00%Not reportedQ4 2025
CMCSAComcast Corp$260K0.13%0.00%+20.3%Q1 2026
ULUnilever PLC$255K0.13%0.00%+18.5%Q1 2026
QCOMQualcomm Inc$251K0.13%0.00%-31.0%Q4 2025
OMCOmnicom Group Inc.$244K0.12%0.00%+17.0%Q1 2026
MCKMckesson Corp$237K0.12%0.00%+14.2%Q1 2026
AIQAlliance HealthCare Services, Inc$226K0.11%0.03%NewQ2 2026
APDAir Products & Chemicals, Inc.$219K0.11%0.00%-8.0%Q4 2025
ABNBAirbnb, Inc.$210K0.11%Not reportedNot reportedQ4 2025
Q1 2026Reported Apr 20, 202652 positions
SPTSSports Media Inc$33.6M17.92%Not reported+1084.0%Q4 2025
GLDSPDR Gold Trust$6.82M3.64%0.00%-33.4%Q4 2025
AAPLApple Inc.$1.76M0.94%0.00%Not reportedQ4 2025
GOOGLAlphabet Inc.$1.7M0.90%0.00%-11.4%Q4 2025
SPYSPDR S&P 500 ETF Trust$1.66M0.89%Not reported+27.5%Q4 2025
MSFTMicrosoft Corp$1.57M0.84%0.00%+10.8%Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$1.3M0.69%0.00%-6.1%Q4 2025
METAMeta Platforms, Inc.$1.23M0.66%Not reported+11.3%Q4 2025
VVisa Inc.$1.2M0.64%0.00%+14.9%Q4 2025
AMZNAmazon Com Inc$1.13M0.60%0.00%+6.2%Q4 2025
GOOGAlphabet Inc.$1.07M0.57%Not reported+25.9%Q4 2025
BKNGBooking Holdings Inc.$1.01M0.54%0.00%+26.5%Q4 2025
MAMastercard Inc$962K0.51%0.00%-3.3%Q4 2025
SCHWSchwab Charles Corp$927K0.49%0.00%+14.6%Q4 2025
AMATApplied Materials Inc$744K0.40%0.00%+3.8%Q4 2025
QQQInvesco QQQ Trust, Series 1$711K0.38%Not reported-62.5%Q4 2025
PMPhilip Morris International Inc.$678K0.36%0.00%+53.2%Q4 2025
BRK.BBerkshire Hathaway Inc$654K0.35%Not reported+83.8%Q4 2025
IQVIqvia Holdings Inc.$590K0.31%0.00%-7.3%Q4 2025
FEPIDirect Investment Holdings Group, Inc.$584K0.31%1.39%+5.9%Q4 2025
JPMJPMorgan Chase & Co$545K0.29%0.00%+43.1%Q4 2025
CORCencora, Inc.$541K0.29%0.00%-4.0%Q4 2025
ELVElevance Health, Inc.$438K0.23%0.00%+10.9%Q4 2025
DISWalt Disney Co$406K0.22%0.00%-6.4%Q4 2025
COPConocophillips$392K0.21%0.00%NewQ1 2026
NVSNovartis AG$370K0.20%0.00%+39.4%Q4 2025
WFCWells Fargo & Company$362K0.19%0.00%+50.7%Q4 2025
XOMExxonMobil Holdings Corp$361K0.19%0.00%NewQ1 2026
GDGeneral Dynamics Corp$319K0.17%0.00%NewQ1 2026
SBUXStarbucks Corp$318K0.17%0.00%-15.1%Q4 2025
ADIAnalog Devices Inc$307K0.16%0.00%NewQ1 2026
JNJJohnson & Johnson$302K0.16%0.00%Not reportedQ4 2025
PGPROCTER & GAMBLE Co$299K0.16%0.00%Not reportedQ4 2025
ORCLOracle Corp$272K0.14%0.00%+27.9%Q4 2025
QCOMQualcomm Inc$253K0.14%0.00%-4.5%Q4 2025
AVGOBroadcom Inc.$253K0.13%0.00%Not reportedQ4 2025
CRMSalesforce, Inc.$253K0.13%0.00%-4.3%Q4 2025
CMCSAComcast Corp$253K0.13%0.00%NewQ1 2026
SHWSherwin Williams Co$249K0.13%0.00%Not reportedQ4 2025
LLYELI LILLY & Co$247K0.13%0.00%Not reportedQ4 2025
BNYBank of New York Mellon Corp$244K0.13%0.00%NewQ1 2026
IBMInternational Business Machines Corp$242K0.13%0.00%Not reportedQ4 2025
MCKMckesson Corp$238K0.13%0.00%NewQ1 2026
APDAir Products & Chemicals, Inc.$236K0.13%0.00%-9.3%Q4 2025
ADSKAutodesk, Inc.$234K0.12%0.00%-7.2%Q4 2025
BDXBecton Dickinson & Co$230K0.12%0.00%NewQ1 2026
CHKPCheck Point Software Technologies Ltd$225K0.12%0.00%-8.1%Q4 2025
MDTMedtronic plc$225K0.12%0.00%NewQ1 2026
WMTWalmart Inc.$224K0.12%0.00%Not reportedQ4 2025
QTUMQuantum Group Inc$223K0.12%Not reportedNot reportedQ4 2025
Q4 2025Reported Jan 9, 202645 positions
GLDSPDR Gold Trust$9.43M5.31%0.01%NewQ4 2025
SPTSSports Media Inc$2.85M1.60%Not reportedNewQ4 2025
GOOGLAlphabet Inc.$2.08M1.17%0.00%NewQ4 2025
QQQInvesco QQQ Trust, Series 1$2.02M1.14%Not reportedNewQ4 2025
AAPLApple Inc.$1.89M1.06%0.00%NewQ4 2025
MSFTMicrosoft Corp$1.86M1.04%0.00%NewQ4 2025
SPYSPDR S&P 500 ETF Trust$1.37M0.77%Not reportedNewQ4 2025
METAMeta Platforms, Inc.$1.28M0.72%Not reportedNewQ4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$1.24M0.70%0.00%NewQ4 2025
VVisa Inc.$1.21M0.68%0.00%NewQ4 2025
AMZNAmazon Com Inc$1.18M0.66%0.00%NewQ4 2025
MAMastercard Inc$1.14M0.64%0.00%NewQ4 2025
BKNGBooking Holdings Inc.$1.01M0.57%0.00%NewQ4 2025
GOOGAlphabet Inc.$932K0.52%Not reportedNewQ4 2025
SCHWSchwab Charles Corp$860K0.48%0.00%NewQ4 2025
IQVIqvia Holdings Inc.$841K0.47%0.00%NewQ4 2025
FEPIDirect Investment Holdings Group, Inc.$633K0.36%1.31%NewQ4 2025
CORCencora, Inc.$605K0.34%0.00%NewQ4 2025
AMATApplied Materials Inc$539K0.30%0.00%NewQ4 2025
DISWalt Disney Co$512K0.29%0.00%NewQ4 2025
ELVElevance Health, Inc.$473K0.27%0.00%NewQ4 2025
PMPhilip Morris International Inc.$429K0.24%0.00%NewQ4 2025
JPMJPMorgan Chase & Co$417K0.23%0.00%NewQ4 2025
CRMSalesforce, Inc.$375K0.21%0.00%NewQ4 2025
BRK.BBerkshire Hathaway Inc$373K0.21%Not reportedNewQ4 2025
QCOMQualcomm Inc$352K0.20%0.00%NewQ4 2025
SBUXStarbucks Corp$352K0.20%0.00%NewQ4 2025
CHKPCheck Point Software Technologies Ltd$318K0.18%0.00%NewQ4 2025
ADSKAutodesk, Inc.$311K0.18%0.00%NewQ4 2025
PGPROCTER & GAMBLE Co$297K0.17%0.00%NewQ4 2025
IBMInternational Business Machines Corp$296K0.17%0.00%NewQ4 2025
LLYELI LILLY & Co$289K0.16%0.00%NewQ4 2025
AVGOBroadcom Inc.$283K0.16%0.00%NewQ4 2025
ORCLOracle Corp$281K0.16%0.00%NewQ4 2025
WFCWells Fargo & Company$281K0.16%0.00%NewQ4 2025
ADBEAdobe Inc.$278K0.16%0.00%NewQ4 2025
JNJJohnson & Johnson$256K0.14%0.00%NewQ4 2025
SHWSherwin Williams Co$252K0.14%0.00%NewQ4 2025
KMXCarmax Inc$252K0.14%0.00%NewQ4 2025
NVSNovartis AG$240K0.13%0.00%NewQ4 2025
ABNBAirbnb, Inc.$236K0.13%Not reportedNewQ4 2025
QTUMQuantum Group Inc$228K0.13%Not reportedNewQ4 2025
APDAir Products & Chemicals, Inc.$221K0.12%0.00%NewQ4 2025
DEODiageo PLC$211K0.12%0.00%NewQ4 2025
WMTWalmart Inc.$201K0.11%0.00%NewQ4 2025
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