Independence Financial Advisors

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

  • Top 5 stock holdings are FELG, FELV, IEF, IEI, FDVV, and represent 41.48% of Independence Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: GLD (+$11M), FENY (+$11M), FELV, FNCL, FDIS, IEF, FDVV, IEI, FCOM, TIP.
  • Started 2 new stock positions in FENY, QQQ.
  • Reduced shares in these 10 stocks: LQD (-$19M), FALN (-$13M), PFF (-$6.0M), IUSG, IUSV, FELG, FTEC, FIDU, AAPL, NVDA.
  • Sold out of its positions in LQD, PFF, FALN, NVDA, VGT, V.
  • Independence Financial Advisors was a net seller of stock by $-22M.
  • Independence Financial Advisors has $333M in assets under management (AUM), dropping by -8.42%.
  • Central Index Key (CIK): 0002066080

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Portfolio Holdings for Independence Financial Advisors

Independence Financial Advisors holds 51 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Covington Trust Enhanced Large (FELG) 14.3 $48M -2% 1.3M 37.49
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Fidelity Covington Trust Enhanced Large (FELV) 10.4 $35M +4% 994k 34.91
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 5.9 $20M +2% 205k 95.44
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Ishares Tr 3 7 Yr Treas Bd (IEI) 5.8 $19M +2% 163k 118.60
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Fidelity Covington Trust High Divid Etf (FDVV) 5.0 $17M +3% 304k 55.24
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Fidelity Covington Trust Msci Info Tech I (FTEC) 4.7 $16M -6% 75k 208.05
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Ishares Tr Tips Bd Etf (TIP) 4.0 $13M +2% 121k 110.36
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Ishares Tr Conv Bd Etf (ICVT) 3.8 $13M 124k 101.79
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Spdr Gold Tr Gold Shs (GLD) 3.7 $12M +916% 29k 430.29
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Fidelity Covington Trust Msci Commntn Svc (FCOM) 3.5 $12M +3% 170k 68.12
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Fidelity Covington Trust Msci Utils Index (FUTY) 3.4 $12M -3% 194k 59.07
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Fidelity Covington Trust Msci Finls Idx (FNCL) 3.4 $11M +7% 163k 70.20
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Fidelity Covington Trust Enhanced Intl (FENI) 3.4 $11M 304k 37.20
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Fidelity Covington Trust Msci Indl Indx (FIDU) 3.4 $11M -4% 130k 86.52
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Fidelity Covington Trust Msci Energy Idx (FENY) 3.2 $11M NEW 318k 34.02
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Ishares Tr Core S&p Us Vlu (IUSV) 2.9 $9.5M -21% 93k 102.25
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Ishares Tr Core 1 5 Yr Usd (ISTB) 2.3 $7.6M 156k 48.46
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Ishares Tr 1 3 Yr Treas Bd (SHY) 2.3 $7.5M +2% 91k 82.57
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Ishares Tr S&p Mc 400gr Etf (IJK) 2.0 $6.7M 67k 100.62
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Fidelity Covington Trust Msci Consm Dis (FDIS) 1.9 $6.4M +10% 68k 93.26
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Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 1.9 $6.3M +4% 275k 23.00
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Ishares Tr Core S&p Us Gwt (IUSG) 1.9 $6.2M -37% 40k 155.11
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Ishares Tr S&P SML 600 GWT (IJT) 1.3 $4.4M +3% 31k 144.71
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Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $3.0M 9.4k 320.82
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.6M 2.7k 597.61
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.4 $1.3M 18k 70.36
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JPMorgan Chase & Co. (JPM) 0.4 $1.2M -7% 4.0k 294.15
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Exxon Mobil Corporation (XOM) 0.3 $920k +10% 5.4k 169.67
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $853k 4.0k 215.06
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Apple (AAPL) 0.3 $846k -37% 3.3k 253.77
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Microsoft Corporation (MSFT) 0.2 $831k -14% 2.2k 370.10
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Broadcom (AVGO) 0.2 $633k -3% 2.0k 309.54
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $629k -4% 1.3k 479.33
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $592k +3% 3.1k 191.93
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CRH Ord (CRH) 0.2 $561k 5.3k 105.12
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M&T Bank Corporation (MTB) 0.2 $560k 2.7k 206.74
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John Hancock Exchange Traded Multifactor Mi (JHMM) 0.2 $537k 8.0k 67.12
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Home Depot (HD) 0.1 $437k -17% 1.3k 328.84
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Independent Bank (INDB) 0.1 $429k 5.7k 75.21
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Wal-Mart Stores (WMT) 0.1 $403k -9% 3.2k 124.26
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Toronto Dominion Bk Ont Com New (TD) 0.1 $378k 4.0k 93.31
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Ge Aerospace Com New (GE) 0.1 $365k 1.3k 283.73
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Verizon Communications (VZ) 0.1 $310k +14% 6.2k 50.20
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $305k 11k 26.91
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Raytheon Technologies Corp (RTX) 0.1 $304k +24% 1.6k 192.91
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At&t (T) 0.1 $294k +9% 10k 28.99
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Ge Vernova (GEV) 0.1 $281k +2% 322.00 871.62
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $271k 2.6k 103.43
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Alphabet Cap Stk Cl C (GOOG) 0.1 $257k +6% 897.00 286.79
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $240k NEW 416.00 577.12
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Tesla Motors (TSLA) 0.1 $219k 590.00 371.75
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Past Filings by Independence Financial Advisors

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