Independence Asset Advisors, LLC
Annual return '25
+15.1%
SPY '25
+17.7%
Alpha
-2.6ptsvs SPY
Invested
$276.6M
Holdings
24
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CLOI
VANECK ETF TRUST
Q1 2026: Exited (was 1.59M shares)
35.5%
02
$SPHQ
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
26.7%
03
$CLOB
VANECK ETF TRUST
Q1 2026: Exited (was 895.5k shares)
16.5%
04
$VTI
VANGUARD INDEX FDS
Q1 2026: Sold 97.6% (45.0k → 1.1k shares)
5.7%
05
$JBND
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 279.5k shares)
5.4%
06
$IWD
ISHARES TR
Q1 2026: Exited (was 37.3k shares)
2.9%
07
$FLRT
PACER FDS TR
Q1 2026: Exited (was 70.1k shares)
1.2%
08
$VNQ
VANGUARD INDEX FDS
Q1 2026: Exited (was 21.3k shares)
1.1%
09
$VFMV
VANGUARD WELLINGTON FD
Q1 2026: Exited (was 18.5k shares)
0.9%
10
$JIRE
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 6.2k shares)
0.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:12 UTC.