Independence Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Independence Financial Advisors, LLC held in its portfolio 54 assets valued at $363,803,343 (i.e. $363.80M).
The most valuable assets in the portfolio included: FIDELITY COVINGTON TRUST ($87.55M), ISHARES TR ($19.32M), and ISHARES TR ($19.20M).
The chart below shows the top 10 valuable assets, and the table below shows the top 54 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Independence Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FIDELITY COVINGTON TRUST | 2259860 | 87554319 | ENHANCED LARGE |
| ISHARES TR | 175327 | 19319235 | IBOXX INV CP ETF |
| ISHARES TR | 199635 | 19196931 | 7-10 YR TRSY BD |
| ISHARES TR | 159512 | 19037802 | 3 7 YR TREAS BD |
| FIDELITY COVINGTON TRUST | 80319 | 18045325 | MSCI INFO TECH I |
| FIDELITY COVINGTON TRUST | 295150 | 16732067 | HIGH DIVID ETF |
| ISHARES TR | 118619 | 13037456 | TIPS BD ETF |
| ISHARES TR | 476028 | 12995552 | FALN ANGLS USD |
| ISHARES TR | 118715 | 12173068 | CORE S&P US VLU |
| ISHARES TR | 123306 | 12145618 | CONV BD ETF |
| FIDELITY COVINGTON TRUST | 164639 | 12064758 | MSCI COMMNTN SVC |
| FIDELITY COVINGTON TRUST | 150957 | 11735371 | MSCI FINLS IDX |
| FIDELITY COVINGTON TRUST | 136703 | 11275240 | MSCI INDL INDX |
| FIDELITY COVINGTON TRUST | 307371 | 11243641 | ENHANCED INTL |
| FIDELITY COVINGTON TRUST | 200094 | 11049174 | MSCI UTILS INDEX |
| ISHARES TR | 64448 | 10823383 | CORE S&P US GWT |
| ISHARES TR | 154024 | 7508683 | CORE 1 5 YR USD |
| ISHARES TR | 88449 | 7325349 | 1 3 YR TREAS BD |
| ISHARES TR | 65970 | 6391210 | S&P MC 400GR ETF |
| FIDELITY COVINGTON TRUST | 61839 | 6317518 | MSCI CONSM DIS |
| FRANKLIN TEMPLETON ETF TR | 262502 | 6147787 | SENIOR LOAN ETF |
| ISHARES TR | 194422 | 6019311 | PFD AND INCM SEC |
| ISHARES TR | 29449 | 4157031 | S&P SML 600 GWT |
| VANGUARD INDEX FDS | 9378 | 3144278 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 2647 | 1659877 | S&P 500 ETF SHS |
| APPLE INC | 5332 | 1449451 | COM |
| JPMORGAN CHASE & CO. | 4279 | 1378713 | COM |
| FIDELITY COVINGTON TRUST | 18307 | 1359811 | MSCI HLTH CARE I |
| MICROSOFT CORP | 2613 | 1263541 | COM |
| SPDR GOLD TR | 2828 | 1120765 | GOLD SHS |
| VANGUARD SPECIALIZED FUNDS | 3951 | 868360 | DIV APP ETF |
| BROADCOM INC | 2122 | 734389 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1368 | 687567 | CL B NEW |
| CRH PLC | 5340 | 666438 | ORD |
| EXXON MOBIL CORP | 4901 | 589829 | COM |
| INVESCO EXCHANGE TRADED FD T | 2972 | 569358 | S&P500 EQL WGT |
| HOME DEPOT INC | 1621 | 557722 | COM |
| M & T BK CORP | 2708 | 545544 | COM |
| JOHN HANCOCK EXCHANGE TRADED | 8005 | 524138 | MULTIFACTOR MI |
| INDEPENDENT BK CORP MASS | 5663 | 413851 | COM |
| WALMART INC | 3579 | 398736 | COM |
| NVIDIA CORPORATION | 2084 | 388752 | COM |
| GE AEROSPACE | 1261 | 388405 | COM NEW |
| TORONTO DOMINION BK ONT | 4046 | 381133 | COM NEW |
| FIDELITY COVINGTON TRUST | 11342 | 304981 | MSCI RL EST ETF |
| ISHARES TR | 2615 | 267740 | 0-5 YR TIPS ETF |
| TESLA INC | 594 | 267134 | COM |
| ALPHABET INC | 846 | 265540 | CAP STK CL C |
| RTX CORPORATION | 1263 | 231706 | COM |
| AT&T INC | 9223 | 229108 | COM |
| VANGUARD WORLD FD | 296 | 223433 | INF TECH ETF |
| VERIZON COMMUNICATIONS INC | 5411 | 220400 | COM |
| GE VERNOVA INC | 315 | 206136 | COM |
| VISA INC | 572 | 200678 | COM CL A |
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