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Independence Asset Advisors, LLC

CIK 0002010929 • 6 13F filings • Apr 23, 2025 – Jul 15, 2026

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Filer information

Filed by: Independence Asset Advisors, LLC, Chief Compliance Officer
Address: 308 E. LANCASTER AVENUE, SUITE 305, WYNNEWOOD,, PA, 19096
Phone: 913-239-0100
AUM: $181.4M

AUM over time

$383.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $160.7M17 positionsView on SEC.gov

			% of Portfolio
CVS HEALTH CORP	COM	$2.4M	1.5%	34,478 SH	New
GLOBAL PMTS INC	COM	$2.1M	1.3%	26,179 SH	New
HARBOR ETF TRUST	SCIENTIFIC HIGH	$247K	0.2%	5,389 SH	New
ISHARES TR	MSCI USA MIN VOL	$968K	0.6%	10,311 SH	New
ISHARES TR	RUS 1000 VAL ETF	$59.5M	37.0%Prev: 2.9%	306,319 SH	Increased+269,069 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$550K	0.3%Prev: 0.6%	8,404 SH	Decreased-14,307 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$880K	0.5%Prev: 0.4%	15,517 SH	Decreased-5,943 SH
J P MORGAN EXCHANGE TRADED F	REALTY INCOME ET	$577K	0.4%Prev: 0.3%	12,103 SH	Decreased-2,424 SH
NATIXIS ETF TRUST II	NATIXIS LOOMIS	$1.0M	0.6%Prev: 0.4%	24,292 SH	Decreased-1,958 SH
PACER FDS TR	PAC ASSET FLTG	$3.6M	2.2%	74,698 SH	New
UNITED PARCEL SERVICE INC	CL B	$2.6M	1.6%	26,231 SH	New
VANECK ETF TRUST	AA BB CLO ETF	$19.8M	12.3%Prev: 16.5%	389,057 SH	Decreased-522,716 SH
VANECK ETF TRUST	CLO ETF	$58.2M	36.2%Prev: 35.5%	1,099,620 SH	Decreased-763,831 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.7M	1.7%Prev: 1.1%	30,549 SH	Decreased-4,872 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.8M	1.1%Prev: 0.3%	21,957 SH	Increased+13,014 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.1M	0.7%	13,881 SH	New
VANGUARD WELLINGTON FD	US MINIMUM	$2.7M	1.7%Prev: 0.9%	20,915 SH	Increased+2,374 SH

Sold (vs prior filing)

HARBOR ETF TRUST — $279K
INVESCO EXCHANGE TRADED FD T — $73.9M
J P MORGAN EXCHANGE TRADED F — $15.0M
J P MORGAN EXCHANGE TRADED F — $284K
J P MORGAN EXCHANGE TRADED F — $2.1M
J P MORGAN EXCHANGE TRADED F — $396K
PACER FDS TR — $3.2M
VANGUARD FIXED INCOME SECS F — $374K
VANGUARD INDEX FDS — $856K
VANGUARD INDEX FDS — $682K
VANGUARD INDEX FDS — $15.8M
VANGUARD MALVERN FDS — $338K
VANGUARD SPECIALIZED FUNDS — $258K
VANGUARD WHITEHALL FDS — $463K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 2, 2026	Q4 2025	13F-HR	0001376474-26-000092	$181.4M	View
Nov 3, 2025	Q3 2025	13F-HR	0001376474-25-000889	$235.7M	View
Jul 15, 2026	Q2 2026

Independence Asset Advisors, LLC - 13F Holdings | Jive Data