Independence Wealth Advisors, LLC
Files via
PARAMETRIC PORTFOLIO ASSOCIATES LLC
Filing Date
Global Rank
#7,259
/ 8,517
▲ 412
Top Industry
Semiconductors
10.9%
3Y Alpha vs SPY
+157.8%
Period ended 47 days ago
Filed Aug 14, 2026 · 2d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+69.3%
SPY
+13.9%
Annualised alpha
+156.4%
Max drawdown
−10.5%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
45 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
15.4%
−3.3 pts
Top 5
39.3%
−0.6 pts
Top 10
57.9%
+2.0 pts
HHI
523
Diversified−57
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 34.1% | $12,727,331 |
| Technology | 22.3% | $8,326,644 |
| Financial Services | 14.4% | $5,371,820 |
| Healthcare | 9.5% | $3,536,502 |
| Consumer Cyclical | 7.1% | $2,639,222 |
| Communication Services | 5.6% | $2,108,344 |
| Consumer Defensive | 3.6% | $1,342,522 |
| Energy | 1.9% | $696,086 |
| Industrials | 1.0% | $378,682 |
| Basic Materials | 0.6% | $219,298 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | +6,557 | 7,789 | $5,735,819 | |
| BKNG | Booking Holdings Inc. | +6,257 | 6,496 | $1,157,847 | |
| CMCSA | Comcast Corp | +1,789 | 10,595 | $260,107 | |
| MDT | Medtronic plc | +1,140 | 3,731 | $291,876 | |
| UL | Unilever PLC | +662 | 4,236 | $254,668 | |
| WFC | Wells Fargo & Company/Mn | +573 | 5,116 | $422,786 | |
| FEPI | REX FANG & Innovation Equity Premium Income ETF | +515 | 15,236 | $656,976 | |
| BDX | Becton Dickinson & Co | +508 | 1,971 | $298,271 | |
| OMC | Omnicom Group Inc. | +487 | 3,345 | $243,616 | |
| COP | Conocophillips | +481 | 3,450 | $358,662 | |
| XOM | ExxonMobil Holdings Corp | +340 | 2,468 | $337,424 | |
| NVS | Novartis AG | +256 | 2,679 | $419,852 | |
| PM | Philip Morris International Inc. | +253 | 4,354 | $787,682 | |
| SPY | Spdr S&P 500 ETF Trust | +242 | 2,799 | $2,090,209 | |
| BRK-B | Berkshire Hathaway Inc | +202 | 1,566 | $783,610 | |
| JPM | Jpmorgan Chase & Co | +184 | 2,036 | $666,443 | |
| ADI | Analog Devices Inc | +140 | 1,106 | $439,270 | |
| GD | General Dynamics Corp | +139 | 1,069 | $378,682 | |
| ORCL | Oracle Corp | +120 | 1,967 | $288,263 | |
| MSFT | Microsoft Corp | +109 | 4,360 | $1,626,367 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +87 | 6,887 | $262,119 | |
| META | Meta Platforms, Inc. | +65 | 2,219 | $1,249,940 | |
| SCHW | Schwab Charles Corp | +62 | 9,927 | $915,964 | |
| JNJ | Johnson & Johnson | +44 | 1,281 | $325,335 | |
| AAPL | Apple Inc. | +41 | 6,986 | $2,021,468 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLD | Spdr Gold Trust | −7,231 | 8,624 | $3,176,909 | |
| QCOM | Qualcomm Inc/De | −610 | 1,357 | $250,760 | |
| DIS | Walt Disney Co | −528 | 3,685 | $354,681 | |
| IQV | Iqvia Holdings Inc. | −437 | 3,025 | $584,490 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −378 | 3,464 | $1,654,302 | |
| XLB | State Street Materials Select Sector SPDR ETF | −249 | 15,843 | $805,299 | |
| AMAT | Applied Materials Inc /De | −206 | 1,970 | $1,424,310 | |
| MA | Mastercard Inc | −109 | 1,816 | $932,697 | |
| AMZN | Amazon Com Inc | −81 | 5,334 | $1,271,305 | |
| APD | Air Products & Chemicals, Inc. | −65 | 748 | $219,298 | |
| PG | PROCTER & GAMBLE Co | −26 | 2,047 | $300,172 | |
| COR | Cencora, Inc. | −17 | 1,705 | $482,480 | |
| V | Visa Inc. | −10 | 3,968 | $1,361,381 | |
| ELV | Elevance Health, Inc. | −10 | 1,485 | $574,294 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GOOGL | Alphabet Inc. | 9,638 | $2,768,884 | |
| SBUX | Starbucks Corp | 3,548 | $317,865 | |
| AVGO | Broadcom Inc. | 818 | $253,179 | |
| CRM | Salesforce, Inc. | 1,356 | $253,124 | |
| SHW | Sherwin Williams Co | 778 | $249,387 | |
| BNY | Bank of New York Mellon Corp | 2,059 | $244,259 | |
| ADSK | Autodesk, Inc. | 976 | $233,654 | |
| CHKP | Check Point Software Technologies Ltd | 1,577 | $225,274 | |
| WMT | Walmart Inc. | 1,803 | $224,076 | |
| No positions match the current search. | ||||
45 tracked positions ·
$37,346,451 total
· filing declares
85 positions · $199,322,798
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 7,789 | $5,735,819 | 15.36% | |
| GLD |
Spdr Gold Trust
|
Reduced | 8,624 | $3,176,909 | 8.51% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,799 | $2,090,209 | 5.60% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,986 | $2,021,468 | 5.41% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 3,464 | $1,654,302 | 4.43% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,360 | $1,626,367 | 4.35% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,970 | $1,424,310 | 3.81% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 3,968 | $1,361,381 | 3.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 5,334 | $1,271,305 | 3.40% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,219 | $1,249,940 | 3.35% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 6,496 | $1,157,847 | 3.10% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,816 | $932,697 | 2.50% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 9,927 | $915,964 | 2.45% | |
| XLB |
State Street Materials Select Sector SPDR ETF
|
Reduced | 15,843 | $805,299 | 2.16% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 4,354 | $787,682 | 2.11% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,566 | $783,610 | 2.10% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,036 | $666,443 | 1.78% | |
| FEPI |
REX FANG & Innovation Equity Premium Income ETF
|
Added | 15,236 | $656,976 | 1.76% | |
| IQV |
Iqvia Holdings Inc.
Healthcare
|
Reduced | 3,025 | $584,490 | 1.57% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Reduced | 1,485 | $574,294 | 1.54% | |
| COR |
Cencora, Inc.
Healthcare
|
Reduced | 1,705 | $482,480 | 1.29% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 1,106 | $439,270 | 1.18% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 5,116 | $422,786 | 1.13% | |
| NVS |
Novartis AG
Healthcare
|
Added | 2,679 | $419,852 | 1.12% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 1,069 | $378,682 | 1.01% | |
| COP |
Conocophillips
Energy
|
Added | 3,450 | $358,662 | 0.96% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 3,685 | $354,681 | 0.95% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,442 | $340,976 | 0.91% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,468 | $337,424 | 0.90% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,281 | $325,335 | 0.87% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 269 | $322,646 | 0.86% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 2,047 | $300,172 | 0.80% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Added | 1,971 | $298,271 | 0.80% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 3,731 | $291,876 | 0.78% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
NEW | 2,347 | $288,939 | 0.77% | |
| ORCL |
Oracle Corp
Technology
|
Added | 1,967 | $288,263 | 0.77% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 999 | $280,928 | 0.75% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 6,887 | $262,119 | 0.70% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 10,595 | $260,107 | 0.70% | |
| UL |
Unilever PLC
Consumer Defensive
|
Added | 4,236 | $254,668 | 0.68% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 1,357 | $250,760 | 0.67% | |
| OMC |
Omnicom Group Inc.
Communication Services
|
Added | 3,345 | $243,616 | 0.65% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 314 | $237,258 | 0.64% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 748 | $219,298 | 0.59% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
NEW | 1,468 | $210,070 | 0.56% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.