Independence Wealth Advisors, LLC

CIK 0002001765 · Q2 2026

13F Equity AUM

$199.3M

+6.2% QoQ

Positions

-5 QoQ

AUM Rank

#6,277

Top 71%

Skill Alpha (FF)

—

Building track record (2q)

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 41.8%Top 10: 60.3%Top 20: 79.3%

XLK12.9%

CTA12.7%

SPTS5.9%

XLF5.3%

SPYM5.0%

BCI4.6%

XLV4.3%

SPTL3.7%

SPYI3.0%

NDQ2.9%

Others (75)39.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services90.2%

Technology4.2%

Other5.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 85Median: 0.31%Avg: 1.18%

0–0.5%

51(10.5%)

0.5–1%

12(8.1%)

1–3%

13(24.0%)

3–5%

4(15.6%)

5%+

5(41.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 85vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New6Increased51Decreased25Exited11

New Positions

SPTL3.7%

+280K

INTC0.2%

+2K

ICE0.1%

+2K

ABNB0.1%

+1K

AIQ0.1%

+3K

LRNZ0.1%

+3K

Increased

BCI4.6%

+209K(+102%)

XLF5.3%

+93K(+88%)

SPYM5.0%

+83K(+269%)

EEM2.4%

+39K(+125%)

XLV4.3%

+30K(+126%)

CTA12.7%

+22K(+2%)

EFA1.7%

+15K(+87%)

QQQI2.7%

+9K(+10%)

SPYI3.0%

+8K(+7%)

IWMI1.5%

+7K(+15%)

Decreased

SPTS5.9%

-746,509(-65%)

XLY2.0%

-43,001(-56%)

XLP0.8%

-40,137(-67%)

SPTI0.1%

-32,707(-78%)

XLK12.9%

-13,692(-9%)

GQ91.6%

-7,231(-46%)

XLI1.4%

-1,136(-7%)

SHY0.1%

-681(-17%)

QCOM0.1%

-610(-31%)

DIS0.2%

-528(-13%)

Exited

-5,897

-3,741

-12,864

-3,548

-1,356

-2,059

-818

-778

-976

-1,803

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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