Independence Financial Advisors

Independence Financial Advisors as of Sept. 30, 2026

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