Independence Wealth Advisors, LLC
Independence Wealth Advisors, LLC reported 85 holdings worth US$199M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Independence Wealth Advisors, LLC reported 85 holdings worth US$199M as of Jun 30, 2026. Largest: Apple Inc, Taiwan Semiconductor Manufacturing Co., Ltd. and Microsoft Corp. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 85
- Value as reported
- US$199M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 6,986 | US$2.02M | 1.0% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3,464 | US$1.65M | 0.83% |
| Microsoft Corp. | 4,360 | US$1.63M | 0.82% |
| Applied Materials, Inc. | 1,970 | US$1.42M | 0.71% |
| Visa Inc. | 3,968 | US$1.36M | 0.68% |
| Amazon.com, Inc. | 5,334 | US$1.27M | 0.64% |
| Meta Platforms, Inc. | 2,219 | US$1.25M | 0.63% |
| Booking Holdings Inc. Common Stock | 6,496 | US$1.16M | 0.58% |
| Mastercard Incorporated | 1,816 | US$933K | 0.47% |
| Charles Schwab Corporation (the) | 9,927 | US$916K | 0.46% |
| Philip Morris International Inc | 4,354 | US$788K | 0.40% |
| Berkshire Hathaway Inc. | 1,566 | US$784K | 0.39% |
| Jp Morgan Chase & Co. | 2,036 | US$666K | 0.33% |
| Iqvia Holdings, Inc. | 3,025 | US$584K | 0.29% |
| Elevance Health, Inc. | 1,485 | US$574K | 0.29% |
| Cencora, Inc. | 1,705 | US$483K | 0.24% |
| Analog Devices, Inc. | 1,106 | US$439K | 0.22% |
| Wells Fargo & Company | 5,116 | US$423K | 0.21% |
| Novartis Ag | 2,679 | US$420K | 0.21% |
| General Dynamics Corporation | 1,069 | US$379K | 0.19% |
| Conocophillips | 3,450 | US$359K | 0.18% |
| Walt Disney Company (the) | 3,685 | US$355K | 0.18% |
| Intel Corporation | 2,442 | US$341K | 0.17% |
| Exxon Mobil Corporation | 2,468 | US$337K | 0.17% |
| Johnson & Johnson | 1,281 | US$325K | 0.16% |
| Eli Lilly And Company | 269 | US$323K | 0.16% |
| Procter & Gamble Company (the) | 2,047 | US$300K | 0.15% |
| Becton, Dickinson And Company | 1,971 | US$298K | 0.15% |
| Intercontinental Exchange Inc. | 2,347 | US$289K | 0.14% |
| Oracle Corporation | 1,967 | US$288K | 0.14% |
| International Business Machines Corporation | 999 | US$281K | 0.14% |
| Comcast Corporation | 10,595 | US$260K | 0.13% |
| Unilever Plc | 4,236 | US$255K | 0.13% |
| Qualcomm Incorporated | 1,357 | US$251K | 0.13% |
| Omnicom Group Inc. | 3,345 | US$244K | 0.12% |
| Mckesson Corporation | 314 | US$237K | 0.12% |
| Air Products And Chemicals, Inc. | 748 | US$219K | 0.11% |
| Airbnb, Inc. | 1,468 | US$210K | 0.11% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Sherwin-williams Company (the) | 0 | US$0 | 0.00% |
| Starbucks Corporation | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |
| Autodesk, Inc. | 0 | US$0 | 0.00% |
| The Bank Of New York Mellon Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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