Independence Asset Advisors, LLC: 13F holdings

CIK 20109292026Q2

Positions25
Reported value$383.9m
Filed2026-07-15

Top 10 holdings

SecuritySharesValueWeight
VANECK ETF TRUST1,900,128$100.6m26.2%
VTI VANGUARD INDEX FDS245,018$90.7m23.6%
SPHQ INVESCO EXCHANGE TRADED FD T982,557$88.5m23.1%
VANECK ETF TRUST929,307$46.9m12.2%
J P MORGAN EXCHANGE TRADED F279,411$14.9m3.9%
JPIE J P MORGAN EXCHANGE TRADED F205,692$9.5m2.5%
IWD ISHARES TR37,250$9.0m2.4%
PACER FDS TR77,211$3.6m0.9%
VNQ VANGUARD INDEX FDS36,716$3.5m0.9%
VANGUARD WELLINGTON FD18,541$2.6m0.7%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2010929")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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