Independence Wealth Advisors, LLC
All 13F Filings
- Location
- Independence, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 199,323
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 85 | 199,323 | 13F-HR | Independence Wealth Advisors, LLC |
| Q1 2026 | 4/20/2026 | 90 | 187,615 | 13F-HR | Independence Wealth Advisors, LLC |
| Q4 2025 | 1/9/2026 | 83 | 177,780 | 13F-HR | Independence Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 35.55 K | 17.8% | 3.472 K | 0 | 3.472 K |
| ETFs | 163.8 K | 82.2% | 8.233 K | 0 | 8.233 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
199,323
Holdings
85
QoQ value change ($000)
11,708
(6.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.