Independence Asset Advisors, LLC
Q3 2026 13F filing
Updated 13 days ago31 disclosed positions worth $425.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $133.3M | 356.1K | 31.35% | Added(+45.4%) |
| 2 | H VANECK ETF TRUST | $100.8M | 1.90M | 23.72% | Added(+0.2%) |
| 3 | E INVESCO EXCHANGE TRADED FD T | $83M | 986.9K | 19.52% | Added(+0.5%) |
| 4 | ? N/A VANECK ETF TRUST | $47.3M | 937.8K | 11.11% | Added(+0.9%) |
| 5 | ? N/A J P MORGAN EXCHANGE TRADED F | $14.3M | 279.9K | 3.37% | Added(+0.2%) |
| 6 | J J P MORGAN EXCHANGE TRADED F | $9.3M | 206.2K | 2.18% | Added(+0.3%) |
| 7 | E ISHARES TR | $9.2M | 37.3K | 2.17% | Unchanged |
| 8 | Q PACER FDS TR | $3.4M | 74.0K | 0.81% | Trimmed(-4.2%) |
| 9 | V VANGUARD INDEX FDS | $3.2M | 35.3K | 0.74% | Trimmed(-3.9%) |
| 10 | ? N/A J P MORGAN EXCHANGE TRADED F | $3M | 37.3K | 0.70% | Added(+25.5%) |
| 11 | ? N/A VANGUARD WELLINGTON FD | $2.6M | 18.5K | 0.62% | Unchanged |
| 12 | J J P MORGAN EXCHANGE TRADED F | $2.6M | 31.8K | 0.61% | Added(+12.9%) |
| 13 | B BERKSHIRE HATHAWAY INC DEL | $2.4M | 4.9K | 0.57% | Added(+21.0%) |
| 14 | ? N/A VANGUARD FIXED INCOME SECS F | $1.4M | 19.6K | 0.33% | Added(+56.8%) |
| 15 | V VANGUARD WHITEHALL FDS | $1.2M | 11.9K | 0.28% | Added(+168.9%) |
| 16 | V VANGUARD INDEX FDS | $974K | 3.3K | 0.23% | Added(+0.1%) |
| 17 | ? N/A J P MORGAN EXCHANGE TRADED F | $962K | 16.5K | 0.23% | — |
| 18 | J J P MORGAN EXCHANGE TRADED F | $906K | 16.1K | 0.21% | Trimmed(-32.5%) |
| 19 | T VANGUARD INDEX FDS | $764K | 2.3K | 0.18% | Added(+0.1%) |
| 20 | J J P MORGAN EXCHANGE TRADED F | $693K | 14.0K | 0.16% | Trimmed(-3.9%) |
| 21 | N JANUS DETROIT STR TR | $601K | 11.9K | 0.14% | — |
| 22 | ? N/A J P MORGAN EXCHANGE TRADED F | $564K | 7.7K | 0.13% | — |
| 23 | J J P MORGAN EXCHANGE TRADED F | $463K | 7.6K | 0.11% | Added(+3.1%) |
| 24 | B VANGUARD SPECIALIZED FUNDS | $452K | 1.9K | 0.11% | Added(+2.4%) |
| 25 | ? N/A HARBOR ETF TRUST | $329K | 7.5K | 0.08% | Added(+19.2%) |
| 26 | L LAZARD ACTIVE ETF TR | $306K | 8.7K | 0.07% | — |
| 27 | A APPLE INC | $257K | 773 | 0.06% | Added(+0.1%) |
| 28 | ? N/A VANGUARD MALVERN FDS | $245K | 4.9K | 0.06% | Trimmed(-12.7%) |
| 29 | ? N/A TEMA ETF TRUST | $229K | 6.5K | 0.05% | — |
| 30 | J J P MORGAN EXCHANGE TRADED F | $222K | 4.7K | 0.05% | Added(+0.2%) |
| 31 | U COHEN & STEERS ETF TRUST | $217K | 8.1K | 0.05% | — |