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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, FTEC, FELV, TIP, IEI, and represent 45.07% of Independence Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: FTEC, FELG, PFF, TIP, FELV, FMAT, IEI, ICVT, IJJ, FDIS.
Started 2 new stock positions in Exxon Mobil Corp, T.
Reduced shares in these 10 stocks: IEF, FNCL, , IUSV, FUTY, IUSG, SHY, INTC, FHLC, MSFT.
Sold out of its positions in XOM, INTC.
Independence Financial Advisors was a net buyer of stock by $17M.
Independence Financial Advisors has $398M in assets under management (AUM), dropping by 3.33%.
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 September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Covington Trust Enhanced Large (FELG)	15.8	$63M	+4%	1.4M	45.09	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	11.3	$45M	+6%	151k	300.06	View chart
Fidelity Covington Trust Enhanced Large (FELV)	7.3	$29M	+4%	700k	41.37	View chart
Ishares Tr Tips Bd Etf (TIP)	5.4	$21M	+6%	205k	104.04	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	5.3	$21M	+5%	185k	113.44	View chart
Ishares Tr Pfd And Incm Sec (PFF)	4.4	$18M	+9%	593k	29.50	View chart
Ishares Tr Conv Bd Etf (ICVT)	4.2	$17M	+5%	150k	112.93	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	3.6	$14M	+3%	236k	60.73	View chart
Spdr Gold Tr Gold Shs (GLD)	3.5	$14M	+4%	37k	380.84	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	3.5	$14M	+4%	193k	72.01	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	3.5	$14M	+4%	345k	39.91	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	3.2	$13M	+4%	142k	88.58	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	3.1	$13M	+9%	224k	55.74	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	3.1	$13M	+6%	132k	94.71	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	2.5	$10M	+8%	72k	137.71	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.9	$7.6M	+8%	59k	128.10	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	1.9	$7.6M	+4%	160k	47.25	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.9	$7.4M	+6%	46k	160.33	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	1.8	$7.3M	+5%	316k	23.00	View chart
Ishares Tr Faln Angls Usd (FALN)	1.8	$7.2M	+8%	279k	25.93	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.8	$7.0M	+8%	69k	102.18	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.6	$6.5M	-8%	59k	110.28	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.3	$5.4M	-4%	28k	193.75	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.3	$5.0M	+3%	46k	109.61	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.9	$3.5M		9.5k	374.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.9M		2.7k	700.82	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M		4.0k	330.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$933k		4.0k	233.33	View chart
Microsoft Corporation (MSFT)	0.2	$841k		1.6k	512.82	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.2	$813k	-11%	9.9k	81.70	View chart
Apple (AAPL)	0.2	$758k		2.3k	332.95	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$752k	-24%	9.3k	81.20	View chart
Exxonmobil Holdings Corp Com Shs	0.2	$702k	NEW	4.3k	162.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$654k		1.3k	498.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$647k		3.1k	208.00	View chart
M&T Bank Corporation (MTB)	0.1	$589k		2.7k	217.61	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$585k	-54%	6.6k	89.31	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$575k		8.0k	71.50	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$476k		4.0k	117.53	View chart
Independent Bank (INDB)	0.1	$448k		5.8k	77.65	View chart
CRH Ord (CRH)	0.1	$447k		5.4k	82.79	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$430k	-51%	8.4k	51.05	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$374k		14k	27.18	View chart
Home Depot (HD)	0.1	$368k		1.3k	284.52	View chart
Ge Aerospace Com New (GE)	0.1	$338k	+4%	1.1k	312.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$308k		416.00	740.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$306k		898.00	340.71	View chart
Raytheon Technologies Corp (RTX)	0.1	$293k		1.6k	185.70	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$290k	-67%	3.8k	75.73	View chart
Ge Vernova (GEV)	0.1	$269k	+4%	283.00	949.53	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$266k		2.7k	99.70	View chart
Travelers Companies (TRV)	0.1	$237k		665.00	356.30	View chart
At&t (T)	0.1	$215k	NEW	8.8k	24.40	View chart
Tesla Motors (TSLA)	0.1	$209k		590.00	354.81	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$201k		2.1k	95.01	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 Q3 filed Oct. 8, 2026
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

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