Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Independence Financial Advisors

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

Top 5 stock holdings are FELG, FTEC, FELV, TIP, IEI, and represent 43.47% of Independence Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: FTEC (+$19M), PFF (+$17M), FMAT (+$12M), IJJ (+$9.8M), TIP (+$7.7M), IJS (+$7.4M), FALN (+$7.0M), LQD (+$6.9M), FDIS (+$5.7M), FELG.
Started 9 new stock positions in INTC, TRV, PFF, IJJ, IJS, IXUS, FMAT, LQD, FALN.
Reduced shares in these 10 stocks: IEF (-$18M), FELV (-$13M), FNCL (-$12M), FENY (-$11M), FUTY (-$10M), SHY (-$6.5M), FDVV, IUSV, IJK, IUSG.
Sold out of its positions in T, AVGO, FENY, VZ, WMT.
Independence Financial Advisors was a net buyer of stock by $21M.
Independence Financial Advisors has $386M in assets under management (AUM), dropping by 15.70%.
Central Index Key (CIK): 0002066080

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Independence Financial Advisors

Independence Financial Advisors holds 55 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Covington Trust Enhanced Large (FELG)	15.2	$59M	+5%	1.3M	43.75	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	10.5	$40M	+88%	141k	285.58	View chart
Fidelity Covington Trust Enhanced Large (FELV)	7.0	$27M	-32%	671k	40.09	View chart
Ishares Tr Tips Bd Etf (TIP)	5.5	$21M	+58%	192k	109.43	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	5.4	$21M	+7%	176k	117.45	View chart
Ishares Tr Conv Bd Etf (ICVT)	4.5	$17M	+13%	141k	121.74	View chart
Ishares Tr Pfd And Incm Sec (PFF)	4.3	$17M	NEW	543k	30.49	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	3.6	$14M	-25%	228k	60.29	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	3.5	$14M	+4%	136k	99.61	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	3.4	$13M	+8%	329k	40.13	View chart
Spdr Gold Tr Gold Shs (GLD)	3.4	$13M	+22%	35k	368.38	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	3.3	$13M	+8%	185k	69.48	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	3.3	$13M	+81%	124k	102.84	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	3.1	$12M	NEW	205k	58.51	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	2.5	$9.8M	NEW	66k	147.73	View chart
Ishares Tr S&P SML 600 GWT (IJT)	2.0	$7.7M	+41%	43k	178.60	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.9	$7.4M	NEW	54k	136.68	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	1.9	$7.4M	-2%	153k	48.25	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.8	$7.0M	-31%	64k	110.15	View chart
Ishares Tr Faln Angls Usd (FALN)	1.8	$7.0M	NEW	257k	27.24	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.8	$6.9M	NEW	64k	109.07	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	1.8	$6.9M	+8%	299k	22.92	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.4	$5.5M	-27%	29k	188.09	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.3	$5.2M	-34%	44k	117.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$3.5M		9.4k	370.04	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.8M		2.7k	686.80	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$1.4M	-93%	14k	94.57	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M		4.0k	327.32	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.3	$1.0M	-91%	17k	58.42	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$1.0M	-86%	12k	82.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$942k		4.0k	236.63	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$899k	-92%	12k	76.56	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.2	$869k	-38%	11k	77.25	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$659k		3.1k	212.77	View chart
Apple (AAPL)	0.2	$658k	-31%	2.3k	289.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$657k		1.3k	500.52	View chart
M&T Bank Corporation (MTB)	0.2	$645k		2.7k	238.05	View chart
Microsoft Corporation (MSFT)	0.2	$620k	-25%	1.7k	373.03	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$602k		8.0k	74.96	View chart
Exxon Mobil Corporation (XOM)	0.2	$589k	-20%	4.3k	136.73	View chart
CRH Ord (CRH)	0.1	$575k		5.4k	106.99	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$491k		4.0k	121.43	View chart
Independent Bank (INDB)	0.1	$480k		5.7k	83.72	View chart
Home Depot (HD)	0.1	$462k		1.3k	352.57	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$400k	+20%	14k	29.30	View chart
Ge Aerospace Com New (GE)	0.1	$387k	-19%	1.0k	373.72	View chart
Ge Vernova (GEV)	0.1	$319k	-15%	272.00	1173.24	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$317k		897.00	353.46	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$306k		416.00	736.32	View chart
Raytheon Technologies Corp (RTX)	0.1	$299k		1.6k	189.78	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$272k		2.7k	102.16	View chart
Tesla Motors (TSLA)	0.1	$248k		590.00	420.60	View chart
Travelers Companies (TRV)	0.1	$220k	NEW	665.00	330.16	View chart
Intel Corporation (INTC)	0.1	$209k	NEW	1.5k	139.63	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$202k	NEW	2.1k	95.46	View chart

Past Filings by Independence Financial Advisors

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

Independence Financial Advisors 2026 Q2 filed July 9, 2026
Independence Financial Advisors 2026 Q1 filed April 15, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z