Holdings
Independence Wealth Advisors, LLC
As of Jun 30, 2026, Independence Wealth Advisors, LLC reported 38 positions worth US$24.3M. Largest: Apple Inc, Taiwan Semiconductor Manufacturing Co., Ltd. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 6,986 | US$2.02M | +41 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3,464 | US$1.65M | −378 | Jun 30, 2026 |
| Microsoft Corp. | 4,360 | US$1.63M | +109 | Jun 30, 2026 |
| Applied Materials, Inc. | 1,970 | US$1.42M | −206 | Jun 30, 2026 |
| Visa Inc. | 3,968 | US$1.36M | −10 | Jun 30, 2026 |
| Amazon.com, Inc. | 5,334 | US$1.27M | −81 | Jun 30, 2026 |
| Meta Platforms, Inc. | 2,219 | US$1.25M | +65 | Jun 30, 2026 |
| Booking Holdings Inc. Common Stock | 6,496 | US$1.16M | +6,257 | Jun 30, 2026 |
| Mastercard Incorporated | 1,816 | US$933K | −109 | Jun 30, 2026 |
| Charles Schwab Corporation (the) | 9,927 | US$916K | +62 | Jun 30, 2026 |