13F Filings History of Independence Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 09 Jan 2026
Value $
$177,779,898
Signature - Title
Ashley Celeste Kabalan - Chief Complaince Officer
Location
Independence, OH
Summary
This page shows a list of all the recent 13F filings made by Independence Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Independence Wealth Advisors, LLC reported 83 stock holdings with total value $177,779,898 as of Q4 2025. Top holdings included CTA, XLK, GLD, SPYM, and XLY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 83 $177,779,898 $0 $0 $0 CTA, XLK, GLD, SPYM, XLY 13F-HR 08 Jan 2026, 17:49