Independence Asset Advisors, LLC reported 2 positions worth $2.68M for the quarter ended Sep 30, 2026, up 19.9% on the prior quarter. It opened 0 new positions, added to 2, trimmed 0 and exited 0. Its largest holding is Berkshire Hathaway Inc at 90.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were reduced this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 4,858 | $2.42M | 90.38% | +843 | +21.0% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 773 | $257.39K | 9.62% | +1 | +0.1% | Added | 0% |
Tip. Select a row to see that position’s full history at Independence Asset Advisors.
As of its Q3 2026 13F filing, Independence Asset Advisors, LLC’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 90.4%, Apple Inc. (AAPL) at 9.6% of the reported portfolio.
Independence Asset Advisors, LLC reported a 13F portfolio worth $2.68M across 2 positions for Q3 2026. That is up 19.9% from the previous quarter.
Its largest purchases by value were Berkshire Hathaway Inc ($419.77K), Apple Inc. ($332.98). It opened 0 new positions.
From the Form 13F-HR reports Independence Asset Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.