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IWAO
Independence Wealth Advisors (Ohio) Portfolio holdings
AUM
$199M
This Fund
S&P 500
This Quarter
Est. Return
+1.8%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$178M
AUM Growth
–
Cap. Flow
+$177M
Cap. Flow
% of AUM
99.8%
Top 10 Holdings %
Top 10 Hldgs %
58.01%
Holding
83
New
83
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Simplify Managed Futures Strategy ETF
CTA
|
+$24.4M |
| 2 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$20M |
| 3 |
SPDR Gold Trust
GLD
|
+$9.09M |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$8.91M |
| 5 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$8.43M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.51% |
| 2 | Communication Services | 2.7% |
| 3 | Financials | 2.41% |
| 4 | Consumer Discretionary | 1.7% |
| 5 | Healthcare | 1.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Philip Morris
PM
$296B
| $429K | 0.24% |
+2,677
| New | +$415K |
|
52
JPMorgan Chase
JPM
$950B
| $417K | 0.23% |
+1,294
| New | +$401K |
|
53
Salesforce
CRM
$169B
| $375K | 0.21% |
+1,417
| New | +$352K |
|
54
Berkshire Hathaway Class B
BRK.B
$1.07T
| $373K | 0.21% |
+742
| New | +$369K |
|
55
Qualcomm
QCOM
$170B
| $352K | 0.2% |
+2,060
| New | +$353K |
|
56
Starbucks
SBUX
$120B
| $352K | 0.2% |
+4,179
| New | +$353K |
|
57
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
| $343K | 0.19% |
+4,143
| New | +$343K |
|
58
Check Point Software Technologies
CHKP
$13.5B
| $318K | 0.18% |
+1,715
| New | +$332K |
|
59
Autodesk
ADSK
$53.1B
| $311K | 0.18% |
+1,052
| New | +$318K |
|
60
iShares Russell 1000 Growth ETF
IWF
$126B
| $298K | 0.17% |
+2,520
| New | +$298K |
|
61
Procter & Gamble
PG
$336B
| $297K | 0.17% |
+2,073
| New | +$306K |
|
62
Simplify Hedged Equity ETF
HEQT
$303M
| $297K | 0.17% |
+9,257
| New | +$293K |
|
63
IBM
IBM
$223B
| $296K | 0.17% |
+999
| New | +$299K |
|
64
Schwab Fundamental US Large Company Index ETF
FNDX
$27.6B
| $294K | 0.17% |
+10,800
| New | +$289K |
|
65
Eli Lilly
LLY
$1.14T
| $289K | 0.16% |
+269
| New | +$257K |
|
66
Broadcom
AVGO
$1.72T
| $283K | 0.16% |
+818
| New | +$293K |
|
67
Oracle
ORCL
$414B
| $281K | 0.16% |
+1,444
| New | +$344K |
|
68
Wells Fargo
WFC
$260B
| $281K | 0.16% |
+3,014
| New | +$262K |
|
69
Pacer US Cash Cows 100 ETF
COWZ
$20B
| $279K | 0.16% |
+4,637
| New | +$273K |
|
70
Adobe
ADBE
$108B
| $278K | 0.16% |
+794
| New | +$270K |
|
|
CEPI
71
REX Crypto Equity Premium Income ETF
CEPI
$112M
| $272K | 0.15% |
+8,081
| New | +$308K |
|
72
Johnson & Johnson
JNJ
$659B
| $256K | 0.14% |
+1,237
| New | +$245K |
|
73
Sherwin-Williams
SHW
$85.8B
| $252K | 0.14% |
+778
| New | +$260K |
|
74
CarMax
KMX
$8.37B
| $252K | 0.14% |
+6,520
| New | +$261K |
|
75
Vanguard Morningstar Value ETF
VTV
$194B
| $252K | 0.14% |
+1,319
| New | +$248K |
|
Similar funds
CTC
SFC
ASI
RCA
RWM
S
PMIA
Independence Wealth Advisors (Ohio)'s Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Independence Wealth Advisors (Ohio), which disclosed 83 positions worth $178M. Its ten largest holdings account for 58% of the portfolio.
Its largest position is Simplify Managed Futures Strategy ETF: 890,051 shares worth $24.3M.
By sector, the portfolio is most concentrated in Technology at 4.5% of assets, followed by Communication Services and Financials.
- Independence Wealth Advisors (Ohio)'s largest Q4 2025 buy was Simplify Managed Futures Strategy ETF: 890,051 shares worth $24.3M.
- Independence Wealth Advisors (Ohio)'s ten largest holdings make up 58% of its $178M portfolio in Q4 2025.
- Independence Wealth Advisors (Ohio) disclosed 83 positions in Q4 2025, its first 13F filing on record.
Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q4 2025, filed 9 Jan 2026.