account_balance
Investment manager · 13F filer · SEC CIK 2001765
Independence Wealth Advisors, LLC
Reported value$211Mas of Sep 30, 2026
Positions87 8 new, 6 sold out
Top 10 weight59.9%SPTS alone is 13%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPTSSPDR Series Trust
12.5%Added +127%
XLKSelect Sector SPDR Tr
12.3%
CTASimplify Exchange Traded Fun
11.4%Trimmed −14%
SPYMSPDR Series Trust
4.9%
XLVSelect Sector SPDR Tr
4.3%
DBMFIm Global Partner Funds
3.3%New
BCIAbrdn Etfs
3.2%Trimmed −36%
SPYINeos ETF Trust
2.8%Trimmed −2%
QQQINeos ETF Trust
2.6%Added +4%
XLPSelect Sector SPDR Tr
2.5%Added +229%
XLFSelect Sector SPDR Tr
2.5%Trimmed −50%
GLDSPDR Gold Trust
2.3%Added +48%
SPTSSPDR Series Trust
12.5%Added +127%
XLKSelect Sector SPDR Tr
12.3%
CTASimplify Exchange Traded Fun
11.4%Trimmed −14%
SPYMSPDR Series Trust
4.9%
XLVSelect Sector SPDR Tr
4.3%
DBMFIm Global Partner Funds
3.3%
BCI3.2%
SPYI2.8%
QQQI
XLP2.5%
XLF2.5%
GLDBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPTS SPDR Series Trust 12.5% Added +127%
XLK Select Sector SPDR Tr 12.3% Held
CTA Simplify Exchange Traded Fun 11.4% Trimmed −14%
SPYM SPDR Series Trust 4.9% Held
XLV Select Sector SPDR Tr 4.3% Held
DBMF Im Global Partner Funds 3.3% New
BCI Abrdn Etfs 3.2% Trimmed −36%
SPYI Neos ETF Trust 2.8% Trimmed −2%
QQQI Neos ETF Trust 2.6% Added +4%
XLP Select Sector SPDR Tr 2.5% Added +229%
XLF Select Sector SPDR Tr 2.5% Trimmed −50%
GLD SPDR Gold Trust 2.3% Added +48%What changed
Biggest moves since Jun 30, 2026
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