Independence Wealth Advisors, LLC
13F Portfolio Filings
Most recent 13F
Q2 2026
Location
Independence, OH
CIK
0002001765
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2026
85
199,322
XLK, CTA, SPTS, XLF
13F-HR
8/14/2026
000208585326001015
Q1 2026
90
187,614
SPTS, CTA, XLK, XLY
13F-HR
4/20/2026
000208585326000421
Q4 2025
83
177,779
CTA, XLK, GLD, SPLG
13F-HR
1/8/2026
000208585326000025