Independence Wealth Advisors, LLC
Filing Date
Global Rank
#7,288
/ 8,586
▲ 37
Top Industry
Internet Content & Information
11.8%
3Y Alpha vs SPY
-38.5%
Period ended 3 months ago
Filed Apr 20, 2026 · 57d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-0.2%
SPY
+11.2%
Annualised alpha
-38.1%
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, 2025Top 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 |
|---|---|---|
| Unclassified | 27.1% | $9,196,251 |
| Technology | 21.9% | $7,418,024 |
| Financial Services | 14.4% | $4,895,606 |
| Communication Services | 11.2% | $3,802,212 |
| Healthcare | 9.4% | $3,181,433 |
| Consumer Cyclical | 7.2% | $2,451,913 |
| Consumer Defensive | 4.1% | $1,405,169 |
| Energy | 2.2% | $752,944 |
| Basic Materials | 1.4% | $485,555 |
| Industrials | 0.9% | $319,194 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
2 positions ·
$485,555 total
· Basic Materials only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 813 | $236,168 | 48.64% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 778 | $249,387 | 51.36% |