Titelia

Holdings of Independence Wealth Advisors, LLC

79 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 69.3 % of the equity sleeve

Sector breakdown

  • Technology 4.2 %
  • Financials 2.8 %
  • Communication 2.8 %
  • Funds 2.4 %
  • Health care 1.7 %
  • Consumer discretionary 1.4 %
  • Consumer staples 0.8 %
  • Energy 0.4 %
  • Materials 0.3 %
  • Industrials 0.2 %
  • Unattributed 83.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.3 %
  • TW 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US78172M $99.25 %
2TW11.3M $0.75 %

Positions

RankCompanySharesValueWeight
1State Street SPDR Portfolio Short Term Treasury ETF 1,151,97433.6M $
2Simplify Exchange Traded Funds 951,47428.8M $
3SELECT SECTOR SPDR TRUST (THE) 148,30719.7M $
4Select Sector Spdr Trust 76,6518.4M $
5SPDR Gold Shares 15,8556.8M $
6Select Sector Spdr Trust 105,5285.2M $
7abrdn Bloomberg All Commodity Strategy K-1 Free ETF 204,5965M $
8Select Sector Spdr Trust 59,9804.9M $
9Select Sector Spdr Trust 70,3494.3M $
10State Street Health Care Select Sector SPDR ETF 23,6093.5M $
11SELECT SECTOR SPDR TRUST (THE) 29,6423.3M $
12iShares Russell 2000 ETF 12,4433.1M $
13Select Sector Spdr Trust 16,4172.7M $
14SPDR Series Trust 30,7802.4M $
15iShares MSCI Emerging Markets ETF 31,0931.8M $
16Apple Inc 6,9451.8M $
17Alphabet Inc 5,8971.7M $
18iShares MSCI EAFE ETF 17,3321.7M $
19State Street SPDR S&P 500 ETF Trust 2,5571.7M $
20Microsoft Corp 4,2511.6M $
21Taiwan Semiconductor Manufacturing Co Ltd 3,8421.3M $
22Meta Platforms Inc 2,1541.2M $
23State Street SPDR Portfolio Intermediate Term Treasury ETF 42,0191.2M $
24Visa Inc 3,9781.2M $
25Amazon.com Inc 5,4151.1M $
26Alphabet Inc 3,7411.1M $
27Vanguard FTSE Europe ETF 12,8641.1M $
28iShares MSCI Japan ETF 12,3911M $
29iShares Trust 11,9931M $
30Alpha Architect 1-3 Month Box 8,9181M $
31Booking Holdings Inc 2391M $
32Mastercard Inc 1,925961.6K $
33Charles Schwab Corp/The 9,865927.1K $
34State Street Materials Select Sector SPDR ETF 16,092804.1K $
35State Street Utilities Select Sector SPDR ETF 17,087784.1K $
36Applied Materials Inc 2,176743.8K $
37Invesco QQQ Trust Series 1 1,232711.1K $
38Philip Morris International Inc. 4,101678.1K $
39Berkshire Hathaway Inc 1,364653.6K $
40Select Sector Spdr Trust 14,572595K $
41IQVIA Holdings Inc 3,462590.4K $
42JPMorgan Chase & Co 1,852544.8K $
43Cencora Inc 1,722540.9K $
44iShares U.S. Real Estate ETF 5,600529.5K $
45iShares Core S&P 500 ETF 696454.6K $
46Elevance Health Inc 1,495437.6K $
47Walt Disney Co/The 4,213406.1K $
48Vanguard Growth ETF 922402.9K $
49ConocoPhillips 2,969391.9K $
50Novartis AG 2,423370.1K $
51Wells Fargo & Co 4,543361.6K $
52Exxon Mobil Corp 2,128361K $
53iShares Trust 4,092337.9K $
54General Dynamics Corp 930319.2K $
55Starbucks Corp 3,548317.9K $
56Analog Devices Inc 966307.3K $
57Johnson & Johnson 1,237302.4K $
58Schwab Fundamental U.S. Large Company ETF 10,800300.8K $
59Procter & Gamble Co/The 2,073299.5K $
60Pacer Funds Trust 4,637290.1K $
61Oracle Corp 1,847271.7K $
62iShares Russell 1000 Growth ETF 630268.6K $
63Vanguard Value ETF 1,319258.8K $
64QUALCOMM Inc 1,967253.4K $
65Broadcom Inc 818253.2K $
66Salesforce Inc 1,356253K $
67Comcast Corp 8,806252.8K $
68Sherwin-Williams Co/The 778249.4K $
69Eli Lilly & Co 269247.4K $
70Bank of New York Mellon Corp/The 2,059244.3K $
71International Business Machines Corp. 999242.1K $
72McKesson Corp 275238K $
73Air Products and Chemicals Inc 813236.1K $
74Autodesk Inc 976233.7K $
75Becton Dickinson & Co 1,463230K $
76Walmart Inc 1,803224.1K $
77Omnicom Group Inc 2,858215.2K $
78iShares Core S&P Small-Cap ETF 1,672207.9K $
79Unilever PLC 3,574203.6K $