Independence Asset Advisors, LLC Portfolio Holdings

Independence Asset Advisors, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $161 Billion distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Val ETF with a value of $59.5B, Vaneck ETF Tr with a value of $58.2B, Vaneck ETF Trust with a value of $19.8B, Pacer Fds Tr Pacific Asset Flt with a value of $3.56B, and Vanguard Specialized Funds Van with a value of $2.72B.

Examining the 13F form we can see an increase of $130B in the current position value, from $30.8B to 161B.

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.