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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 %
99.8%
Top 10 Hldgs %
58.01%
Holding
83
New
83
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$24.4M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$20M
3
GLD icon
SPDR Gold Trust
GLD
+$9.09M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$8.91M
5
XLY icon
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
NVS icon
76
Novartis
NVS
$305B
$240K 0.13%
+1,738
New +$228K
ABNB icon
77
Airbnb
ABNB
$110B
$236K 0.13%
+1,739
New +$217K
QTUM icon
78
Defiance Quantum ETF
QTUM
$5.53B
$228K 0.13%
+2,075
New +$229K
APD icon
79
Air Products & Chemicals
APD
$67.5B
$221K 0.12%
+896
New +$227K
FNDA icon
80
Schwab Fundamental US Small Company Index ETF
FNDA
$9.27B
$214K 0.12%
+6,800
New +$212K
DEO icon
81
Diageo
DEO
$51.6B
$211K 0.12%
+2,449
New +$226K
IJR icon
82
iShares Core S&P Small-Cap ETF
IJR
$112B
$201K 0.11%
+1,672
New +$200K
WMT icon
83
Walmart Inc
WMT
$910B
$201K 0.11%
+1,803
New +$194K
1 2 3
4

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RCA
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RWM
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S
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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.