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Kyle Bubeck

Independence Asset Advisors, Llc

Assets Managed
$276.598M
Holdings
24
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
52.46%(2Q avg: 14.72%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Independence Asset Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 24 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 276.598M in assets, with a quarterly growth rate of 52.46% and a 2-quarter average growth rate of 14.72%. The portfolio is managed by Kyle Bubeck, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CLOI
Vaneck Clo Etf
Recent Activity
Increased 17.21%
35.51%
$98.203M
1.863M shares@ $52.7 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
New Position
26.71%
$73.856M
982,253 shares@ $75.2 avg price
CLOB
Vaneck Aa-bb Clo Etf
Recent Activity
Increased 1.82%
16.48%
$45.575M
911,773 shares@ $49.99 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 9.59%
5.72%
$15.809M
49,278 shares@ $320.81 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Decreased -0.02%
5.44%
$15.023M
279,390 shares@ $53.78 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
2.88%
$7.959M
37,250 shares@ $213.68 avg price
FLRT
Pacer Pacific Asset Floating
Recent Activity
Decreased -0.83%
1.17%
$3.22M
69,539 shares@ $46.31 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 66.32%
1.14%
$3.142M
35,421 shares@ $88.7 avg price
VFMV
Vanguard Us Minimum Volatili
Recent Activity
0.9%
$2.47M
18,541 shares@ $133.23 avg price
JIRE
Jpmorgan Int Res Enh Eqty
Recent Activity
Increased 345.42%
0.76%
$2.096M
27,678 shares@ $75.74 avg price

1-10 of 24