Long-term investor
Independence Wealth Advisors, LLC @independencewealthadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002001765).
Record
- Tracked since 2025-12-31 (257 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +4.4%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- XLK · 12.9% · long · since 2025-12-31
- CTA · 12.7% · long · since 2025-12-31
- SPTS · 5.9% · long · since 2025-12-31
- XLF · 5.3% · long · since 2025-12-31
- SPYM · 5.0% · long · since 2025-12-31
- BCI · 4.6% · long · since 2025-12-31
- XLV · 4.2% · long · since 2025-12-31
- SPTL · 3.7% · long · since 2025-12-31
- SPYI · 3.0% · long · since 2025-12-31
- 46090E103 · 2.9% · long · since 2025-12-31
- QQQI · 2.7% · long · since 2025-12-31
- EEM · 2.4% · long · since 2025-12-31