Independence Financial Advisors

Independence Financial Advisors as of June 30, 2026

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