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Kyle Bubeck

Independence Asset Advisors, Llc

Assets Managed
$383.871M
Holdings
25
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
38.79%(2Q avg: 45.62%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Independence Asset Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 25 positions.

Assets under management

The assets under management (AUM) of Independence Asset Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 383.871M in assets, with a quarterly growth rate of 38.79% and a 2-quarter average growth rate of 45.62%. The portfolio is managed by Kyle Bubeck, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CLOI
Vaneck Clo Etf
Recent Activity
Increased 1.97%
26.21%
$100.61M
1.9M shares@ $52.95 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 397.22%
23.62%
$90.666M
245,018 shares@ $370.04 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Increased 0.04%
23.07%
$88.528M
982,557 shares@ $90.11 avg price
CLOB
Vaneck Aa-bb Clo Etf
Recent Activity
Increased 1.93%
12.23%
$46.941M
929,307 shares@ $50.52 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 0.01%
3.9%
$14.948M
279,411 shares@ $53.5 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 3239.16%
2.47%
$9.472M
205,692 shares@ $46.06 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
2.36%
$9.031M
37,250 shares@ $242.44 avg price
FLRT
Pacer Pacific Asset Floating
Recent Activity
Increased 11.04%
0.94%
$3.6M
77,211 shares@ $46.63 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 3.66%
0.93%
$3.541M
36,716 shares@ $96.43 avg price
VFMV
Vanguard Us Minimum Volatili
Recent Activity
0.68%
$2.584M
18,541 shares@ $139.37 avg price

1-10 of 25