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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% |
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.