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Disclosed positions
Independence Wealth Advisors, LLC: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- SELECT SECTOR SPDR TR
- Ticker
- XLK
- Class
- ST STR TECHN ETF
- Reported value
- $25,640,063
- Reported amount
- 134,615
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002085853-26-001015Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $25,640,063 | 134,615 | SH | None |
| SIMPLIFY EXCHANGE TRADED FUN | CTA | MANAGED FUTURES | $25,261,985 | 973,762 | SH | None |
| SPDR SERIES TRUST | SPTS | ST SHO TREAS ETF | $11,762,550 | 405,465 | SH | None |
| SELECT SECTOR SPDR TR | XLF | ST STR FINL ETF | $10,630,732 | 198,303 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $9,972,651 | 113,481 | SH | None |
| ABRDN ETFS | BCI | BBRG ALL COMD K1 | $9,228,649 | 413,098 | SH | None |
| SELECT SECTOR SPDR TR | XLV | ST STR CARE ETF | $8,470,952 | 53,394 | SH | None |
| SPDR SERIES TRUST | SPTL | ST LON TREAS ETF | $7,342,087 | 279,912 | SH | None |
| NEOS ETF TRUST | SPYI | NEOS S&P 500 HI | $6,056,661 | 114,083 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $5,726,595 | 7,789 | SH | None |
| NEOS ETF TRUST | QQQI | NASDAQ 100 HIGH | $5,351,144 | 94,227 | SH | None |
| ISHARES TR | EEM | MSCI EMG MKT ETF | $4,779,130 | 69,860 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $4,167,590 | 13,886 | SH | None |
| SELECT SECTOR SPDR TR | XLE | ST STR ENERG ETF | $4,064,038 | 76,512 | SH | None |
| SELECT SECTOR SPDR TR | XLY | ST STR DISCR ETF | $3,946,256 | 33,650 | SH | None |
| SELECT SECTOR SPDR TR | XLC | ST STR SVC ETF | $3,361,745 | 31,379 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $3,360,464 | 32,350 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $3,179,058 | 8,624 | SH | None |
| NEOS ETF TRUST | IWMI | RUSS 2000 HI ETF | $2,928,061 | 54,710 | SH | None |
| SELECT SECTOR SPDR TR | XLI | ST STR INDL ETF | $2,830,149 | 15,281 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $2,089,416 | 2,799 | SH | None |
| APPLE INC | AAPL | COM | $2,021,463 | 6,986 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $1,654,302 | 3,464 | SH | None |
| SELECT SECTOR SPDR TR | XLP | ST STR STAPL ETF | $1,648,279 | 19,843 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,626,220 | 4,360 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $1,424,387 | 1,970 | SH | None |
| VISA INC | V | COM CL A | $1,361,294 | 3,968 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,271,306 | 5,334 | SH | None |
| ISHARES INC | EWJ | MSCI JAPAN ETF | $1,254,049 | 13,446 | SH | None |
| META PLATFORMS INC | META | CL A | $1,249,753 | 2,219 | SH | None |
| EA SERIES TRUST | BOXX | ALPHA ARCH 1-3 | $1,230,030 | 10,505 | SH | None |
| ISHARES TR | TLT | 20 YR TR BD ETF | $1,221,547 | 14,135 | SH | None |
| BOOKING HOLDINGS INC | BKNG | COM | $1,157,760 | 6,496 | SH | None |
| ISHARES TR | IYR | U.S. REAL ES ETF | $1,083,913 | 10,601 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $932,868 | 1,816 | SH | None |
| SCHWAB CHARLES CORP | SCHW | COM | $915,943 | 9,927 | SH | None |
| SELECT SECTOR SPDR TR | XLB | ST STR MATER ETF | $805,303 | 15,843 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $787,682 | 4,354 | SH | None |
| SELECT SECTOR SPDR TR | XLU | ST STR UTIL ETF | $784,771 | 17,308 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $783,611 | 1,566 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $666,444 | 2,036 | SH | None |
| ETF OPPORTUNITIES TRUST | FEPI | REX FA IN EQ ETF | $656,985 | 15,236 | SH | None |
| SELECT SECTOR SPDR TR | XLRE | ST STR REAL ETF | $627,150 | 14,244 | SH | None |
| ETF OPPORTUNITIES TRUST | AIPI | REX AI EQUIT ETF | $613,220 | 16,493 | SH | None |
| IQVIA HLDGS INC | IQV | COM | $584,491 | 3,025 | SH | None |
| ELEVANCE HEALTH INC FORMERLY | ELV | COM | $574,288 | 1,485 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $521,227 | 696 | SH | None |
| CENCORA INC | COR | COM | $482,622 | 1,705 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $471,010 | 5,468 | SH | None |
| ANALOG DEVICES INC | ADI | COM | $439,270 | 1,106 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.