Independence Asset Advisors
$384M 13F equity value
27 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Independence Asset Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CLOI | VANECK ETF TRUST | 1,900,128 | $101M | 26.2% |
| VTI | VANGUARD INDEX FDS | 245,018 | $91M | 23.6% |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 982,557 | $89M | 23.1% |
| CLOB | VANECK ETF TRUST | 929,307 | $47M | 12.2% |
| JBND | J P MORGAN EXCHANGE TRADED F | 279,411 | $15M | 3.9% |
| JPIE | J P MORGAN EXCHANGE TRADED F | 205,692 | $9M | 2.5% |
| IWD | ISHARES TR | 37,250 | $9M | 2.4% |
| FLRT | PACER FDS TR | 77,211 | $4M | 0.9% |
| VNQ | VANGUARD INDEX FDS | 36,716 | $4M | 0.9% |
| VFMV | VANGUARD WELLINGTON FD | 18,541 | $3M | 0.7% |
Track Independence Asset Advisors's 13F portfolio: $384M in reported holdings, 27 positions. Top holdings and quarterly changes on SentiSense.
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