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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 39.89% of Independence Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: FELG (+$22M), FELV, JPM, LQD, IEI, IEF, FALN, FDVV, FTEC, ICVT.
Started 2 new stock positions in GEV, V.
Reduced shares in these 10 stocks: AAPL, IUSG, XOM, IUSV, NVDA, FHLC, BRK.B, STIP, TSLA, VZ.
Independence Financial Advisors was a net buyer of stock by $33M.
Independence Financial Advisors has $364M in assets under management (AUM), dropping by 10.80%.
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 55 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Covington Trust Enhanced Large (FELG)	15.0	$55M	+69%	1.3M	41.70	View chart
Fidelity Covington Trust Enhanced Large (FELV)	9.0	$33M	+3%	949k	34.66	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	5.3	$19M	+4%	175k	110.19	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	5.3	$19M	+4%	200k	96.16	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	5.2	$19M	+4%	160k	119.35	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	5.0	$18M	+2%	80k	224.67	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	4.6	$17M	+3%	295k	56.69	View chart
Ishares Tr Tips Bd Etf (TIP)	3.6	$13M	+3%	119k	109.91	View chart
Ishares Tr Faln Angls Usd (FALN)	3.6	$13M	+5%	476k	27.30	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	3.3	$12M		119k	102.54	View chart
Ishares Tr Conv Bd Etf (ICVT)	3.3	$12M	+4%	123k	98.50	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	3.3	$12M	+2%	165k	73.28	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	3.2	$12M	+3%	151k	77.74	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	3.1	$11M	+2%	137k	82.48	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	3.1	$11M	+3%	307k	36.58	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	3.0	$11M	+3%	200k	55.22	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	3.0	$11M		64k	167.94	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	2.1	$7.5M		154k	48.75	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	2.0	$7.3M	+3%	88k	82.82	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.8	$6.4M	+3%	66k	96.88	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	1.7	$6.3M	+3%	62k	102.16	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	1.7	$6.1M	+5%	263k	23.42	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.7	$6.0M	+5%	194k	30.96	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.1	$4.2M	+3%	29k	141.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$3.1M		9.4k	335.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.7M		2.6k	627.08	View chart
Apple (AAPL)	0.4	$1.4M	-18%	5.3k	271.84	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.4M	+416%	4.3k	322.20	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.4	$1.4M	-4%	18k	74.28	View chart
Microsoft Corporation (MSFT)	0.3	$1.3M		2.6k	483.56	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.1M		2.8k	396.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$868k		4.0k	219.78	View chart
Broadcom (AVGO)	0.2	$734k		2.1k	346.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$688k	-5%	1.4k	502.61	View chart
CRH Ord (CRH)	0.2	$666k		5.3k	124.80	View chart
Exxon Mobil Corporation (XOM)	0.2	$590k	-15%	4.9k	120.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$569k		3.0k	191.57	View chart
Home Depot (HD)	0.2	$558k		1.6k	344.06	View chart
M&T Bank Corporation (MTB)	0.1	$546k		2.7k	201.46	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$524k		8.0k	65.48	View chart
Independent Bank (INDB)	0.1	$414k		5.7k	73.08	View chart
Wal-Mart Stores (WMT)	0.1	$399k		3.6k	111.41	View chart
NVIDIA Corporation (NVDA)	0.1	$389k	-20%	2.1k	186.54	View chart
Ge Aerospace Com New (GE)	0.1	$388k		1.3k	308.01	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$381k		4.0k	94.20	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$305k		11k	26.89	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$268k	-2%	2.6k	102.39	View chart
Tesla Motors (TSLA)	0.1	$267k	-2%	594.00	449.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$266k		846.00	313.88	View chart
Raytheon Technologies Corp (RTX)	0.1	$232k		1.3k	183.46	View chart
At&t (T)	0.1	$229k		9.2k	24.84	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$223k		296.00	754.84	View chart
Verizon Communications (VZ)	0.1	$220k		5.4k	40.73	View chart
Ge Vernova (GEV)	0.1	$206k	NEW	315.00	654.40	View chart
Visa Com Cl A (V)	0.1	$201k	NEW	572.00	350.84	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 Q4 filed Jan. 15, 2026
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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