Independence Wealth Advisors, LLC

CIK

2001765

Location

INDEPENDENCE, OH

Portfolio Value

Micro $33,908,301

Diversification

Diversified

Filing Date

Global Rank

#6,937 / 8,232 ▲ 157

Top Industry

Internet Content & Information 11.8%

3Y Alpha vs SPY

-33.9%

Period ended 2 months ago

Filed Apr 20, 2026 · 55d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-1.1%

SPY

+9.1%

Annualised alpha

-33.6%

Max drawdown

−10.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

48 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.1%

−5.8 pts

Top 5

39.9%

−7.7 pts

Top 10

57.2%

−7.7 pts

HHI

624

Diversified−279

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	27.1%	$9,196,251	3
Technology	21.9%	$7,418,024	12
Financial Services	14.4%	$4,895,606	7
Communication Services	11.2%	$3,802,212	5
Healthcare	9.4%	$3,181,433	9
Consumer Cyclical	7.2%	$2,451,913	3
Consumer Defensive	4.1%	$1,405,169	4
Energy	2.2%	$752,944	2
Basic Materials	1.4%	$485,555	2
Industrials	0.9%	$319,194	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
WFC	Wells Fargo & Company/Mn	+1,529	4,543	$361,668
PM	Philip Morris International Inc.	+1,424	4,101	$678,059
SCHW	Schwab Charles Corp	+1,254	9,865	$927,112
NVS	Novartis AG	+685	2,423	$370,113
BRK-B	Berkshire Hathaway Inc	+622	1,364	$653,628
JPM	Jpmorgan Chase & Co	+558	1,852	$544,784
SPY	Spdr S&P 500 ETF Trust	+552	2,557	$1,662,919
V	Visa Inc.	+515	3,978	$1,202,310
MSFT	Microsoft Corp	+413	4,251	$1,573,592
ORCL	Oracle Corp	+403	1,847	$271,712
AMZN	Amazon Com Inc	+316	5,415	$1,127,782
META	Meta Platforms, Inc.	+219	2,154	$1,232,368
ELV	Elevance Health, Inc.	+147	1,495	$437,661
AMAT	Applied Materials Inc /De	+79	2,176	$743,735
BKNG	Booking Holdings Inc.	+50	239	$1,006,266
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	−7,952	15,855	$6,822,247
QQQ	Invesco Qqq Trust, Series 1	−2,054	1,232	$711,085
GOOGL	Alphabet Inc.	−759	5,897	$1,695,741
SBUX	Starbucks Corp	−631	3,548	$317,865
DIS	Walt Disney Co	−289	4,213	$406,048
IQV	Iqvia Holdings Inc.	−271	3,462	$590,409
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−250	3,842	$1,298,403
CHKP	Check Point Software Technologies Ltd	−138	1,577	$225,274
QCOM	Qualcomm Inc/De	−93	1,967	$253,310
APD	Air Products & Chemicals, Inc.	−83	813	$236,168
ADSK	Autodesk, Inc.	−76	976	$233,654
COR	Cencora, Inc.	−71	1,722	$540,949
MA	Mastercard Inc	−65	1,925	$961,845
CRM	Salesforce, Inc.	−61	1,356	$253,124
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
COP	Conocophillips	2,969	$391,908
XOM	Exxon Mobil Corp	2,128	$361,036
GD	General Dynamics Corp	930	$319,194
ADI	Analog Devices Inc	966	$307,323
CMCSA	Comcast Corp	8,806	$252,820
BNY	Bank of New York Mellon Corp	2,059	$244,259
MCK	Mckesson Corp	275	$237,974
BDX	Becton Dickinson & Co	1,463	$230,027
MDT	Medtronic plc	2,591	$224,510
OMC	Omnicom Group Inc.	2,858	$215,235
UL	Unilever PLC	3,574	$203,610
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	794	$277,892
KMX	Carmax Inc	6,520	$251,932
ABNB	Airbnb, Inc.	1,739	$236,017
DEO	Diageo PLC	2,449	$211,275
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

48 positions · $33,908,301 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	Reduced	15,855	-7,952	$6,822,247	−27.7%	20.12%
AAPL	Apple Inc. Technology	Held	6,945	0	$1,762,571	−6.6%	5.20%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,897	-759	$1,695,741	−18.6%	5.00%
SPY	Spdr S&P 500 ETF Trust	Added	2,557	+552	$1,662,919	+21.6%	4.90%
MSFT	Microsoft Corp Technology	Added	4,251	+413	$1,573,592	−15.2%	4.64%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	3,842	-250	$1,298,403	+4.4%	3.83%
META	Meta Platforms, Inc. Communication Services	Added	2,154	+219	$1,232,368	−3.5%	3.63%
V	Visa Inc. Financial Services	Added	3,978	+515	$1,202,310	−1.0%	3.55%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,415	+316	$1,127,782	−4.2%	3.33%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	239	+50	$1,006,266	−0.6%	2.97%
MA	Mastercard Inc Financial Services	Reduced	1,925	-65	$961,845	−15.3%	2.84%
SCHW	Schwab Charles Corp Financial Services	Added	9,865	+1,254	$927,112	+7.8%	2.73%
AMAT	Applied Materials Inc /De Technology	Added	2,176	+79	$743,735	+38.0%	2.19%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,232	-2,054	$711,085	−64.8%	2.10%
PM	Philip Morris International Inc. Consumer Defensive	Added	4,101	+1,424	$678,059	+57.9%	2.00%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,364	+622	$653,628	+75.3%	1.93%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	3,462	-271	$590,409	−29.8%	1.74%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,852	+558	$544,784	+30.7%	1.61%
COR	Cencora, Inc. Healthcare	Reduced	1,722	-71	$540,949	−10.7%	1.60%
ELV	Elevance Health, Inc. Healthcare	Added	1,495	+147	$437,661	−7.4%	1.29%
DIS	Walt Disney Co Communication Services	Reduced	4,213	-289	$406,048	−20.7%	1.20%
COP	Conocophillips Energy	NEW	2,969	NEW	$391,908	NEW	1.16%
NVS	Novartis AG Healthcare	Added	2,423	+685	$370,113	+54.5%	1.09%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,543	+1,529	$361,668	+28.8%	1.07%
XOM	Exxon Mobil Corp Energy	NEW	2,128	NEW	$361,036	NEW	1.06%
GD	General Dynamics Corp Industrials	NEW	930	NEW	$319,194	NEW	0.94%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	3,548	-631	$317,865	−9.7%	0.94%
ADI	Analog Devices Inc Technology	NEW	966	NEW	$307,323	NEW	0.91%
JNJ	Johnson & Johnson Healthcare	Held	1,237	0	$302,372	+18.1%	0.89%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	2,073	0	$299,424	+0.8%	0.88%
ORCL	Oracle Corp Technology	Added	1,847	+403	$271,712	−3.5%	0.80%
QCOM	Qualcomm Inc/De Technology	Reduced	1,967	-93	$253,310	−28.1%	0.75%
AVGO	Broadcom Inc. Technology	Held	818	0	$253,179	−10.6%	0.75%
CRM	Salesforce, Inc. Technology	Reduced	1,356	-61	$253,124	−32.6%	0.75%
CMCSA	Comcast Corp Communication Services	NEW	8,806	NEW	$252,820	NEW	0.75%
SHW	Sherwin Williams Co Basic Materials	Held	778	0	$249,387	−1.1%	0.74%
LLY	ELI LILLY & Co Healthcare	Held	269	0	$247,418	−14.4%	0.73%
BNY	Bank of New York Mellon Corp Financial Services	NEW	2,059	NEW	$244,259	NEW	0.72%
IBM	International Business Machines Corp Technology	Held	999	0	$242,147	−18.2%	0.71%
MCK	Mckesson Corp Healthcare	NEW	275	NEW	$237,974	NEW	0.70%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	813	-83	$236,168	+6.7%	0.70%
ADSK	Autodesk, Inc. Technology	Reduced	976	-76	$233,654	−25.0%	0.69%
BDX	Becton Dickinson & Co Healthcare	NEW	1,463	NEW	$230,027	NEW	0.68%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	1,577	-138	$225,274	−29.2%	0.66%
MDT	Medtronic plc Healthcare	NEW	2,591	NEW	$224,510	NEW	0.66%
WMT	Walmart Inc. Consumer Defensive	Held	1,803	0	$224,076	+11.6%	0.66%
OMC	Omnicom Group Inc. Communication Services	NEW	2,858	NEW	$215,235	NEW	0.63%
UL	Unilever PLC Consumer Defensive	NEW	3,574	NEW	$203,610	NEW	0.60%