Independence Asset Advisors
$425M 13F equity value
31 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Independence Asset Advisors covers the quarter ended September 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 |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 356,137 | $133M | 31.3% |
| CLOI | VANECK ETF TRUST | 1,903,727 | $101M | 23.7% |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 986,930 | $83M | 19.5% |
| CLOB | VANECK ETF TRUST | 937,773 | $47M | 11.1% |
| JBND | J P MORGAN EXCHANGE TRADED F | 279,948 | $14M | 3.4% |
| JPIE | J P MORGAN EXCHANGE TRADED F | 206,229 | $9M | 2.2% |
| IWD | ISHARES TR | 37,250 | $9M | 2.2% |
| FLRT | PACER FDS TR | 73,972 | $3M | 0.8% |
| VNQ | VANGUARD INDEX FDS | 35,299 | $3M | 0.7% |
| JAVA | J P MORGAN EXCHANGE TRADED F | 37,291 | $3M | 0.7% |
Track Independence Asset Advisors's 13F portfolio: $425M in reported holdings, 31 positions. Top holdings and quarterly changes on SentiSense.
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