Independence Financial Advisors

Independence Financial Advisors as of Dec. 31, 2025

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