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Ashley Celeste Kabalan

Independence Wealth Advisors, Llc

Assets Managed
$187.615M
Holdings
90
Last Quarter
2026 - Q1
Filed Date
2mo 4d ago
Growth Rate
5.54%(2Q avg: 2.77%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Independence Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 90 positions.

Assets under management

The assets under management (AUM) of Independence Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 187.615M in assets, with a quarterly growth rate of 5.54% and a 2-quarter average growth rate of 2.77%. The portfolio is managed by Ashley Celeste Kabalan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Increased 1083.98%
17.92%
$33.615M
1.152M shares@ $29.19 avg price
CTA
Simplify Managed Futures St
Recent Activity
Increased 6.91%
15.33%
$28.754M
951,474 shares@ $30.22 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 7.32%
10.51%
$19.71M
148,307 shares@ $132.9 avg price
XLY
Consumer Discretionary Selt
Recent Activity
Increased 7.76%
4.46%
$8.353M
76,651 shares@ $108.99 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -33.4%
3.64%
$6.822M
15,855 shares@ $430.29 avg price
SPYI
Neos S&p 500 High Income Etf
Recent Activity
Increased 3.6%
2.81%
$5.257M
106,485 shares@ $49.37 avg price
XLF
Financial Select Sector Spdr
Recent Activity
Increased 22.79%
2.78%
$5.21M
105,528 shares@ $49.37 avg price
BCI
Abrdn Bloomberg All Commodit
Recent Activity
Decreased -8.32%
2.65%
$4.97M
204,596 shares@ $24.3 avg price
XLP
Consumer Staples Spdr
Recent Activity
Decreased -6.3%
2.63%
$4.917M
59,980 shares@ $81.99 avg price
XLE
Energy Select Sector Spdr
Recent Activity
Increased 172.9%
2.3%
$4.31M
70,349 shares@ $61.26 avg price

1-10 of 90