Independence Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Independence, OH
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$199,323
Net value change ($000)
+11,708 (6.2%)
New positions
6
Sold out positions
11
Turnover %
7.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPYM 7,617 323.3%
SPTL 7,342 NEW
XLK 5,930 30.1%
XLF 5,421 104.0%
QQQ 5,016 705.5%
XLV 5,010 144.8%
BCI 4,259 85.7%
EEM 3,013 170.6%
EFA 1,677 99.6%
QQQI 1,095 25.7%
Top Reduces (Value $000, Stocks/ETFs)
SPTS -21,852 -65.0%
XLY -4,407 -52.8%
GLD -3,643 -53.4%
CTA -3,492 -12.1%
XLP -3,269 -66.5%
GOOGL -1,696 -100.0%
GOOGL -1,073 -100.0%
VGK -1,060 -100.0%
SPTI -940 -78.1%
SBUX -318 -100.0%
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