Independence Wealth Advisors, LLC reported 43 positions worth $33.63M for the quarter ended Sep 30, 2026, up 21.0% on the prior quarter. It opened 4 new positions, added to 7, trimmed 29 and exited 1. Its largest holding is Spdr Gold Trust at 14.5% 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.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOGL Alphabet Inc. | +5,501 | – | $1.89M | 5.63% |
| GLD Spdr Gold Trust | +4,149 | +48.1% | $1.58M | 14.47% |
| GOOG Alphabet Inc. | +3,867 | – | $1.32M | 3.92% |
| SPCX Space Exploration Technologies Corp | +2,209 | – | $333.17K | 0.991% |
| CRM Salesforce, Inc. | +1,239 | – | $284.51K | 0.846% |
| ICE Intercontinental Exchange, Inc. | +554 | +23.6% | $84.22K | 1.31% |
| LLY ELI LILLY & Co | +40 | +14.9% | $46.28K | 1.06% |
| SCHW Schwab Charles Corp | +310 | +3.1% | $30.30K | 2.98% |
| MCK Mckesson Corp | +31 | +9.9% | $26.47K | 0.876% |
| AMZN Amazon Com Inc | +66 | +1.2% | $16.44K | 4% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -2,468 | -100.0% | $337.37K | Exited |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -580 | -16.7% | $264.59K | 3.91% |
| AMAT Applied Materials Inc | -271 | -13.8% | $138.59K | 2.58% |
| NVS Novartis Ag | -753 | -28.1% | $107.36K | 0.817% |
| AAPL Apple Inc. | -215 | -3.1% | $71.60K | 6.71% |
| GD General Dynamics Corp | -184 | -17.2% | $61.06K | 0.873% |
| PG PROCTER & GAMBLE Co | -318 | -15.5% | $46.20K | 0.747% |
| META Meta Platforms, Inc. | -46 | -2.1% | $33.35K | 4.69% |
| BKNG Booking Holdings Inc. | -171 | -2.6% | $27.86K | 3.06% |
| MSFT Microsoft Corp | -45 | -1.0% | $23.08K | 6.58% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -2,468 | $337.37K | 1.21% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GLD Spdr Gold Trust | Financial Services | 12.8K | $4.86M | 14.47% | +4,149 | +48.1% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 6,771 | $2.26M | 6.71% | -215 | -3.1% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 4,315 | $2.21M | 6.58% | -45 | -1.0% | Reduced | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 5,501 | $1.89M | 5.63% | +5,501 | – | New | 0% |
| 5 | META Meta Platforms, Inc. | Technology | 2,173 | $1.58M | 4.69% | -46 | -2.1% | Reduced | 0% |
| 6 | V Visa Inc. | Financial Services | 3,958 | $1.42M | 4.23% | -10 | -0.3% | Reduced | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 5,400 | $1.35M | 4% | +66 | +1.2% | Added | 0% |
| 8 | GOOG Alphabet Inc. | Technology | 3,867 | $1.32M | 3.92% | +3,867 | – | New | 0% |
| 9 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 2,884 | $1.32M | 3.91% | -580 | -16.7% | Reduced | 0% |
| 10 | BKNG Booking Holdings Inc. | Technology | 6,325 | $1.03M | 3.06% | -171 | -2.6% | Reduced | 0% |
| 11 | SCHW Schwab Charles Corp | Financial Services | 10.2K | $1.00M | 2.98% | +310 | +3.1% | Added | 0% |
| 12 | MA Mastercard Inc | Financial Services | 1,813 | $1.00M | 2.97% | -3 | -0.2% | Reduced | 0% |
| 13 | AMAT Applied Materials Inc | Technology | 1,699 | $868.89K | 2.58% | -271 | -13.8% | Reduced | 0% |
| 14 | PM Philip Morris International Inc. | Consumer Staples | 4,302 | $820.84K | 2.44% | -52 | -1.2% | Reduced | 0% |
| 15 | IQV Iqvia Holdings Inc. | Healthcare | 3,002 | $807.09K | 2.4% | -23 | -0.8% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Independence Wealth Advisors.
As of its Q3 2026 13F filing, Independence Wealth Advisors, LLC’s five largest positions were Spdr Gold Trust (GLD) at 14.5%, Apple Inc. (AAPL) at 6.7%, Microsoft Corp (MSFT) at 6.6%, Alphabet Inc. (GOOGL) at 5.6%, Meta Platforms, Inc. (META) at 4.7% of the reported portfolio.
Independence Wealth Advisors, LLC reported a 13F portfolio worth $33.63M across 43 positions for Q3 2026. That is up 21.0% from the previous quarter.
Its largest purchases by value were Alphabet Inc. ($1.89M), Spdr Gold Trust ($1.58M), Alphabet Inc. ($1.32M). It opened 4 new positions.
Its largest sales by value were ExxonMobil Holdings Corp ($337.37K), Taiwan Semiconductor Manufacturing Co Ltd ($264.59K), Applied Materials Inc ($138.59K). It exited 1 positions entirely.
From the Form 13F-HR reports Independence Wealth 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.