Independence Asset Advisors, LLC
All 13F Filings
- Location
- Wynnewood,, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 383,871
- Description
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- Website
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- Founded
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- Chairman
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- 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 | 7/15/2026 | 25 | 383,871 | 13F-HR | Independence Asset Advisors, LLC |
| Q1 2026 | 4/22/2026 | 24 | 276,598 | 13F-HR | Independence Asset Advisors, LLC |
| Q4 2025 | 2/2/2026 | 18 | 181,431 | 13F-HR | Independence Asset Advisors, LLC |
| Q3 2025 | 11/3/2025 | 19 | 235,667 | 13F-HR | Independence Asset Advisors, LLC |
| Q2 2025 | 7/29/2025 | 17 | 160,717 | 13F-HR | Independence Asset Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.232 K | 0.6% | 0 | 988 | -988 |
| ETFs | 366.7 K | 95.5% | 108.3 K | 0 | 108.3 K |
| Debt | 14.95 K | 3.9% | 0 | 75 | -75 |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
383,871
Holdings
25
QoQ value change ($000)
107,273
(38.8%)
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.