Independence Wealth Advisors, LLCETFConcentrated trader

CIK: 0002001765 | INDEPENDENCE, OH

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	87	$210.8M	2026-10-29	SEC ↗
Q2 2026	13F-HR	85	$199.3M	2026-08-14	SEC ↗
Q1 2026	13F-HR	90	$187.6M	2026-04-20	SEC ↗
Q4 2025	13F-HR	83	$177.8M	2026-01-09	SEC ↗