Independence Wealth Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Chief Compliance Officer Ashley Celeste Kabalan, lists 87 separate positions held by the firm.
The portfolio includes a mix of individual equities and exchange-traded funds (ETFs). Among the largest individual stock positions are Microsoft Corporation, with 2,213,115 shares; Alphabet Inc., Class C shares, with 1,317,729 shares; and Amazon.com Inc., with 1,345,410 shares. Other notable individual holdings include Apple Inc., with 2,255,043 shares; Berkshire Hathaway Inc., Class B, with 776,802 shares; and Visa Inc., Class A, with 1,422,205 shares.
The filing also lists significant exposure to sector-specific exchange-traded funds. The Select Sector SPDR Trust funds represent a substantial portion of the portfolio, with the Technology ETF holding 26,026,970 shares, the Financials ETF holding 5,242,014 shares, and the Energy ETF holding 4,737,488 shares. Additionally, the firm holds substantial positions in broad market ETFs, including the iShares Core S&P 500 ETF (523,076 shares) and the iShares MSCI Emerging Markets ETF (1,128,403 shares).
