Independence Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Independence, OH
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$187,615
Net value change ($000)
+9,835 (5.5%)
New positions
12
Sold out positions
5
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPTS 30,766 1079.9%
CTA 4,491 18.5%
XLE 3,157 273.8%
VGK 1,060 NEW
BCI 611 14.0%
XLF 503 10.7%
COP 392 NEW
XOM 361 NEW
GD 319 NEW
QQQI 318 8.1%
Top Reduces (Value $000, Stocks/ETFs)
SPYM -6,635 -73.8%
SPTL -6,616 -100.0%
SPTI -5,789 -82.8%
XLV -4,603 -57.1%
GLD -2,613 -27.7%
EEM -2,516 -58.8%
EFA -1,469 -46.6%
QQQ -1,308 -64.8%
IWM -669 -17.8%
EWJ -573 -35.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type