Independence Asset Advisors, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $236 Billion distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck ETF Tr with a value of $83.5B, Ishares Russell 1000 Val ETF with a value of $69.9B, Vaneck ETF Trust with a value of $45B, Vanguard Total Stock Market Et with a value of $14.7B, and Pacer Fds Tr Pacific Asset Flt with a value of $3.32B.

Examining the 13F form we can see an increase of $74.9B in the current position value, from $161B to 236B.

Independence Asset Advisors, LLC is based out at Wynnewood,, PA

Below you can find more details about Independence Asset Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $236 Billion
ETFs: $182 Billion
Industrials: $4.37 Billion
Healthcare: $2.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $236 Billion
  • Prior Value $161 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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