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Independence Financial Advisors

Latest statistics and disclosures from Independence Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are FELG, FELV, LQD, IEF, IEI, and represent 35.95% of Independence Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: FUTY (+$11M), ICVT (+$8.4M), FALN (+$8.0M), IEF (+$6.8M), IEI (+$6.7M), LQD (+$6.2M), FDVV (+$6.2M), FTEC, FIDU, PFF.
Started 4 new stock positions in RTX, TSLA, VGT, GOOG.
Reduced shares in these 10 stocks: ISTB (-$5.9M), FELG, IUSG, , IUSV, SHY, STIP, , FHLC, MSFT.
Sold out of its positions in ANSS, V.
Independence Financial Advisors was a net buyer of stock by $57M.
Independence Financial Advisors has $328M in assets under management (AUM), dropping by 27.69%.
Central Index Key (CIK): 0002066080

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Positions held by Independence Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Independence Financial Advisors

Independence Financial Advisors holds 53 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Covington Trust Enhanced Large (FELG)	9.7	$32M	-6%	775k	41.12	View chart
Fidelity Covington Trust Enhanced Large (FELV)	9.4	$31M	+4%	916k	33.53	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	5.7	$19M	+49%	168k	111.47	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	5.6	$19M	+58%	192k	96.46	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	5.6	$18M	+57%	153k	119.51	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	5.3	$17M	+31%	78k	222.17	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	4.8	$16M	+63%	285k	55.71	View chart
Ishares Tr Tips Bd Etf (TIP)	3.9	$13M	+4%	114k	111.22	View chart
Ishares Tr Faln Angls Usd (FALN)	3.8	$13M	+175%	451k	27.78	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	3.6	$12M	-4%	120k	99.95	View chart
Ishares Tr Conv Bd Etf (ICVT)	3.6	$12M	+244%	118k	100.05	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	3.5	$11M	+9%	160k	70.97	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	3.4	$11M		146k	76.34	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	3.3	$11M	+2625%	193k	56.47	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	3.3	$11M	+58%	133k	81.94	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	3.3	$11M	-12%	65k	164.54	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	3.2	$11M		297k	35.28	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	2.3	$7.4M	-44%	152k	48.84	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	2.2	$7.1M	-4%	86k	82.96	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	1.9	$6.1M		60k	102.87	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.9	$6.1M	+5%	64k	95.89	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	1.8	$6.0M	+6%	249k	24.02	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.8	$5.8M	+82%	184k	31.62	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.2	$4.0M	+4%	28k	141.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$3.1M		9.3k	328.18	View chart
Apple (AAPL)	0.5	$1.7M		6.6k	254.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.6M		2.6k	612.35	View chart
Microsoft Corporation (MSFT)	0.4	$1.3M	-5%	2.6k	517.95	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.4	$1.3M	-7%	19k	66.87	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.0M		2.8k	355.47	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$850k	-4%	3.9k	215.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$726k		1.4k	502.58	View chart
Broadcom (AVGO)	0.2	$700k		2.1k	329.91	View chart
Home Depot (HD)	0.2	$655k		1.6k	405.27	View chart
Exxon Mobil Corporation (XOM)	0.2	$652k		5.8k	112.74	View chart
CRH Ord (CRH)	0.2	$638k		5.3k	119.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$562k		3.0k	189.67	View chart
M&T Bank Corporation (MTB)	0.2	$536k	-4%	2.7k	197.59	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$515k		8.0k	64.69	View chart
NVIDIA Corporation (NVDA)	0.1	$487k		2.6k	186.58	View chart
Independent Bank (INDB)	0.1	$389k		5.6k	69.17	View chart
Ge Aerospace Com New (GE)	0.1	$379k		1.3k	300.84	View chart
Wal-Mart Stores (WMT)	0.1	$367k	-6%	3.6k	103.06	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$324k		4.0k	79.95	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$315k		11k	27.81	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$278k	-48%	2.7k	103.38	View chart
Tesla Motors (TSLA)	0.1	$271k	NEW	609.00	444.72	View chart
At&t (T)	0.1	$263k		9.3k	28.24	View chart
JPMorgan Chase & Co. (JPM)	0.1	$261k	+9%	828.00	315.36	View chart
Verizon Communications (VZ)	0.1	$240k		5.5k	43.95	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$221k	NEW	296.00	746.93	View chart
Raytheon Technologies Corp (RTX)	0.1	$211k	NEW	1.3k	167.38	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$206k	NEW	846.00	243.45	View chart

Past Filings by Independence Financial Advisors

SEC 13F filings are viewable for Independence Financial Advisors going back to 2025

Independence Financial Advisors 2025 Q3 filed Oct. 24, 2025
Independence Financial Advisors 2025 Q2 filed Aug. 8, 2025
Independence Financial Advisors 2025 Q1 filed May 8, 2025

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