Independence Wealth Advisors, LLC

Registered adviser

CIK

2001765

Location

INDEPENDENCE, OH

Portfolio Value

Small $173,158,167

Diversification

Diversified

Files via

PARAMETRIC PORTFOLIO ASSOCIATES LLC

Filing Date

Global Rank

#6,818 / 8,807 ▼ 320

Top Industry

Asset Management 30.2%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

3 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 306236

Roster of Oct 1, 2026

Regulatory AUM

$210,302,903

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$210,302,903	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$162,765,622	Individuals and high net worth (100%)
Jun 2024 to Mar 2025	$127,911,784	Individuals and high net worth (100%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 80.5% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.9 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 85.6%; sector active share 70.3% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

85 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

28.7%

−0.0 pts

Top 5

60.4%

−6.9 pts

Top 10

80.5%

+0.3 pts

HHI

1,190

Diversified−281

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	79.6%	$137,908,024	44
Financial Services	9.2%	$16,002,843	8
Technology	4.8%	$8,326,644	9
Healthcare	2.0%	$3,536,502	9
Consumer Cyclical	1.5%	$2,639,222	3
Communication Services	1.2%	$2,108,344	4
Consumer Defensive	0.8%	$1,342,522	3
Energy	0.4%	$696,086	2
Industrials	0.2%	$378,682	1
Basic Materials	0.1%	$219,298	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BCI	abrdn Bloomberg All Commodity Strategy K-1 Free ETF	+208,502	413,098	$9,228,609
XLF	State Street Corp	+92,775	198,303	$10,631,023
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+82,701	113,481	$9,972,710
EEM	iShares MSCI Emerging Markets ETF	+38,767	69,860	$4,779,122
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	+29,785	53,394	$8,471,492
CTA	EIDP, Inc.	+22,288	973,762	$0
EFA	iShares MSCI EAFE ETF	+15,018	32,350	$3,360,518
QQQI	NEOS Nasdaq-100(R) High Income ETF	+8,575	94,227	$5,351,151
SPYI	NEOS S&P 500(R) High Income ETF	+7,598	114,083	$6,056,666
IWMI	NEOS Russell 2000(R) High Income ETF	+6,957	54,710	$2,928,079
QQQ	Invesco Qqq Trust, Series 1	+6,557	7,789	$5,735,819
BKNG	Booking Holdings Inc.	+6,257	6,496	$1,157,847
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+6,163	76,512	$4,063,552
IYR	iShares U.S. Real Estate ETF	+5,001	10,601	$1,083,952
VUG	VANGUARD GROWTH INDEX FUND	+4,546	5,468	$471,013
TLT	iShares 20+ Year Treasury Bond ETF	+2,142	14,135	$1,221,546
IWF	iShares Russell 1000 Growth ETF	+1,890	2,520	$312,908
CMCSA	Comcast Corp	+1,789	10,595	$260,107
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	+1,737	31,379	$3,361,632
BOXX	Alpha Architect 1-3 Month Box ETF	+1,587	10,505	$1,230,030
IWM	iShares Russell 2000 ETF	+1,443	13,886	$4,172,048
MDT	Medtronic plc	+1,140	3,731	$291,876
EWJ	iShares MSCI Japan ETF	+1,055	13,446	$1,254,108
UL	Unilever PLC	+662	4,236	$254,668
AIPI	REX AI Equity Premium Income ETF	+624	16,493	$0
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−746,509	405,465	$11,762,539
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	−43,001	33,650	$3,946,472
—		−40,137	19,843	$1,648,358
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	−32,707	9,312	$264,367
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−13,692	134,615	$25,646,849
GLD	Spdr Gold Trust	−7,231	8,624	$3,176,909
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	−1,136	15,281	$2,830,499
SHY	iShares 1-3 Year Treasury Bond ETF	−681	3,411	$280,077
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
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	−328	14,244	$627,163
COWZ	Pacer US Cash Cows 100 ETF	−261	4,376	$272,187
—		−249	15,843	$805,299
AMAT	Applied Materials Inc /De	−206	1,970	$1,424,310
—		−154	1,921	$317,694
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
VTV	VANGUARD VALUE INDEX FUND	−24	1,295	$282,219
COR	Cencora, Inc.	−17	1,705	$482,480
ELV	Elevance Health, Inc.	−10	1,485	$574,294
V	Visa Inc.	−10	3,968	$1,361,381
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	279,912	$7,342,091
INTC	Intel Corp	2,442	$340,976
ICE	Intercontinental Exchange, Inc.	2,347	$288,939
AIQ	Global X Artificial Intelligence & Technology ETF	3,442	$225,829
ABNB	Airbnb, Inc.	1,468	$210,070
—		3,176	$204,940
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	5,897	$1,695,741
GOOG	Alphabet Inc.	3,741	$1,073,143
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	12,864	$1,060,379
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.

Portfolio Positions

Compact Export CSV View 13F filing

85 tracked positions · $173,158,167 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

Showing 1–50 of 85 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	134,615	-13,692	$25,646,849	+30.1%	3	—	14.81%
		Reduced	405,465	-746,509	$11,762,539	−65.0%	3	—	6.79%
XLF	State Street Corp Financial Services	Added	198,303	+92,775	$10,631,023	+104.1%	3	—	6.14%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	113,481	+82,701	$9,972,710	+323.3%	3	—	5.76%
BCI	abrdn Bloomberg All Commodity Strategy K-1 Free ETF	Added	413,098	+208,502	$9,228,609	+85.7%	3	—	5.33%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Added	53,394	+29,785	$8,471,492	+144.7%	3	—	4.89%
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	NEW	279,912	NEW	$7,342,091	NEW	1	—	4.24%
SPYI	NEOS S&P 500(R) High Income ETF	Added	114,083	+7,598	$6,056,666	+15.2%	3	—	3.50%
QQQ	Invesco Qqq Trust, Series 1	Added	7,789	+6,557	$5,735,819	+706.6%	3	—	3.31%
QQQI	NEOS Nasdaq-100(R) High Income ETF	Added	94,227	+8,575	$5,351,151	+25.7%	3	—	3.09%
EEM	iShares MSCI Emerging Markets ETF	Added	69,860	+38,767	$4,779,122	+170.7%	3	—	2.76%
IWM	iShares Russell 2000 ETF	Added	13,886	+1,443	$4,172,048	—	3	—	2.41%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	76,512	+6,163	$4,063,552	−5.7%	3	—	2.35%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Reduced	33,650	-43,001	$3,946,472	−52.8%	3	—	2.28%
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	Added	31,379	+1,737	$3,361,632	+2.3%	3	—	1.94%
EFA	iShares MSCI EAFE ETF	Added	32,350	+15,018	$3,360,518	—	3	—	1.94%
GLD	Spdr Gold Trust	Reduced	8,624	-7,231	$3,176,909	−53.4%	3	—	1.83%
IWMI	NEOS Russell 2000(R) High Income ETF	Added	54,710	+6,957	$2,928,079	+29.4%	3	—	1.69%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Reduced	15,281	-1,136	$2,830,499	+6.6%	3	—	1.63%
SPY	Spdr S&P 500 ETF Trust	Added	2,799	+242	$2,090,209	+25.7%	3	—	1.21%
AAPL	Apple Inc. Technology	Added	6,986	+41	$2,021,468	+14.7%	3	—	1.17%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	3,464	-378	$1,654,302	+27.4%	3	—	0.96%
		Reduced	19,843	-40,137	$1,648,358	−66.5%	3	—	0.95%
MSFT	Microsoft Corp Technology	Added	4,360	+109	$1,626,367	+3.4%	3	—	0.94%
AMAT	Applied Materials Inc /De Technology	Reduced	1,970	-206	$1,424,310	+91.5%	3	—	0.82%
V	Visa Inc. Financial Services	Reduced	3,968	-10	$1,361,381	+13.2%	3	—	0.79%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,334	-81	$1,271,305	+12.7%	3	—	0.73%
EWJ	iShares MSCI Japan ETF	Added	13,446	+1,055	$1,254,108	+19.9%	3	—	0.72%
META	Meta Platforms, Inc. Communication Services	Added	2,219	+65	$1,249,940	+1.4%	3	—	0.72%
BOXX	Alpha Architect 1-3 Month Box ETF	Added	10,505	+1,587	$1,230,030	+18.6%	3	—	0.71%
TLT	iShares 20+ Year Treasury Bond ETF	Added	14,135	+2,142	$1,221,546	—	3	—	0.71%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	6,496	+6,257	$1,157,847	+15.1%	3	—	0.67%
IYR	iShares U.S. Real Estate ETF	Added	10,601	+5,001	$1,083,952	—	3	—	0.63%
MA	Mastercard Inc Financial Services	Reduced	1,816	-109	$932,697	−3.0%	3	—	0.54%
SCHW	Schwab Charles Corp Financial Services	Added	9,927	+62	$915,964	−1.2%	3	—	0.53%
		Reduced	15,843	-249	$805,299	+0.1%	3	—	0.47%
PM	Philip Morris International Inc. Consumer Defensive	Added	4,354	+253	$787,682	+16.2%	3	—	0.45%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Added	17,308	+221	$784,744	+0.1%	3	—	0.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,566	+202	$783,610	+19.9%	3	—	0.45%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,036	+184	$666,443	+22.3%	3	—	0.38%
		Added	15,236	+515	$656,976	+12.5%	3	—	0.38%
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	Reduced	14,244	-328	$627,163	+5.4%	3	—	0.36%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	3,025	-437	$584,490	−1.0%	3	—	0.34%
ELV	Elevance Health, Inc. Healthcare	Reduced	1,485	-10	$574,294	+31.2%	3	—	0.33%
IVV	iShares Core S&P 500 ETF	Held	696	0	$521,227	—	3	—	0.30%
COR	Cencora, Inc. Healthcare	Reduced	1,705	-17	$482,480	−10.8%	3	—	0.28%
VUG	VANGUARD GROWTH INDEX FUND	Added	5,468	+4,546	$471,013	+601.7%	3	—	0.27%
ADI	Analog Devices Inc Technology	Added	1,106	+140	$439,270	+42.9%	2	—	0.25%
WFC	Wells Fargo & Company/Mn Financial Services	Added	5,116	+573	$422,786	+16.9%	3	—	0.24%
NVS	Novartis AG Healthcare	Added	2,679	+256	$419,852	+13.4%	3	—	0.24%

Showing the top 50 of 85 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.