Independence Wealth Advisors, LLC
•CIK: 2001765•Filing: Q4 2025
**Independence Wealth Advisors, LLC** manages $178M across a diversified portfolio of 83 positions. The firm exhibits a notable allocation to systematic and sector-specific strategies, highlighted by a $24.3M position in CTA and significant exposure to technology via XLK ($19.9M). Further concentration is visible in consumer and defensive sectors, including GQ9 ($9.4M), SPYM ($9.0M), and XLY ($8.5M). This structure suggests a tactical approach balancing broad market exposure with targeted sector overweighting.
Total AUM
$177.8M
QoQ Performance
N/A
Positions
54
Top 10 Concentration
58.0%
Latest Filing
Q4 2025
Top Holdings Allocation
CTA
XLK
GQ9
SPYM
CTA13.6%
XLK11.2%
GQ95.3%
SPYM5.1%
XLY4.8%
XLV4.5%
SPTI3.9%
SPTL3.7%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other88.4%
Technology5.6%
Financial2.4%
Consumer1.7%
ETF1.1%
Healthcare0.3%
Communication0.3%
Materials0.3%