Independence Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
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
Q4 2025 83 177,779 CTA, XLK, GLD, SPLG 13F-HR 1/8/2026 000208585326000025