Independence Wealth Advisors, LLC has recently submitted its 13F-HR filing, reporting a total of $210.8 million in assets under management as of September 30, 2026. This filing is significant as it reflects the firm’s ongoing growth and strategy in the investment advisory sector.

Independence Wealth Advisors, based in Independence, Ohio, is categorized as an investment advisory firm. The company operates under the Central Index Key (CIK) number 0002001765. In addition to its recent filing, the firm has submitted several other 13F-HR reports in 2026, including filings on August 14 and April 20.

The latest 13F-HR filing indicates that Independence Wealth Advisors holds a diverse portfolio, including substantial investments in major companies. Among its top holdings are:

  • Alphabet Inc. - 5,501 shares valued at approximately $1.89 million
  • Amazon.com Inc. - 5,400 shares valued at approximately $1.35 million
  • Apple Inc. - 6,771 shares valued at approximately $2.26 million

According to the filing, the firm has a total of 87 positions across various sectors, showcasing a strategic approach to asset management. The filing also highlights the firm’s investment discretion, indicating that it has sole discretion over the management of these assets.

This filing may impact various stakeholders, including clients, competitors, and the broader investment advisory industry. Clients may view the firm’s growth as a positive sign of its capabilities and expertise in managing investments. Competitors may take note of the firm’s strategies and portfolio choices as they navigate their own investment decisions.

Looking ahead, the filing does not specify what actions Independence Wealth Advisors will take next. However, the firm’s consistent reporting and asset management practices suggest a commitment to transparency and strategic growth in the investment advisory landscape.