Independence Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Independence, OH
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$210,821
Net value change ($000)
+11,498 (5.8%)
New positions
8
Sold out positions
6
Turnover %
9.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPTS 14,662 124.6%
DBMF 6,857 NEW
XLP 3,621 219.7%
GOOGL 1,893 NEW
EWJ 1,716 136.8%
GLD 1,685 53.0%
GOOGL 1,318 NEW
XLE 673 16.6%
XLV 638 7.5%
MSFT 587 36.1%
Top Reduces (Value $000, Stocks/ETFs)
SPTL -7,342 -100.0%
XLF -5,389 -50.7%
EEM -3,651 -76.4%
BCI -2,382 -25.8%
QQQ -1,930 -33.7%
CTA -1,245 -4.9%
AMAT -555 -39.0%
IWM -506 -12.1%
FNDX -345 -100.0%
TSM -338 -20.4%
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