Independence Financial Advisors, Llc Portfolio Stock Holdings
Independence Financial Advisors, Llc disclosed 51 stock positions valued at approximately $333.2 million in its latest SEC 13F filing. The largest holdings include FIDELITY COVINGTON TRUST, FIDELITY COVINGTON TRUST, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 51
- Portfolio Value
- $333.2M
Holdings by Sector
Independence Financial Advisors, Llc Portfolio Holdings in Q1 2026
51 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | FELG | Other | 14.33% | 1,273,476 | -37,260 | -2.84% | $47,742,616 |
| FIDELITY COVINGTON TRUST | FELV | Other | 10.41% | 993,502 | +44,378 | +4.68% | $34,683,140 |
| ISHARES TR | IEF | Other | 5.88% | 205,401 | +5,766 | +2.89% | $19,603,438 |
| ISHARES TR | IEI | Other | 5.81% | 163,298 | +3,786 | +2.37% | $19,367,103 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 5.05% | 304,360 | +9,210 | +3.12% | $16,812,827 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 4.67% | 74,828 | -5,491 | -6.84% | $15,568,052 |
| ISHARES TR | TIP | Other | 4.02% | 121,374 | +2,755 | +2.32% | $13,394,830 |
| ISHARES TR | ICVT | Other | 3.79% | 124,181 | +875 | +0.71% | $12,640,351 |
| SPDR GOLD TR | GLD | Other | 3.71% | 28,743 | +25,915 | +916.37% | $12,367,825 |
| FIDELITY COVINGTON TRUST | FCOM | Other | 3.48% | 170,404 | +5,765 | +3.50% | $11,607,938 |
| FIDELITY COVINGTON TRUST | FUTY | Other | 3.44% | 194,038 | -6,056 | -3.03% | $11,461,818 |
| FIDELITY COVINGTON TRUST | FNCL | Other | 3.43% | 162,602 | +11,645 | +7.71% | $11,414,679 |
| FIDELITY COVINGTON TRUST | FENI | Other | 3.39% | 303,763 | -3,608 | -1.17% | $11,299,968 |
| FIDELITY COVINGTON TRUST | FIDU | Other | 3.38% | 130,313 | -6,390 | -4.67% | $11,274,649 |
| FIDELITY COVINGTON TRUST | FENY | Other | 3.24% | 317,691 | +317,691 | +100.00% | $10,807,856 |
| ISHARES TR | IUSV | Other | 2.85% | 92,953 | -25,762 | -21.70% | $9,504,440 |
| ISHARES TR | ISTB | Other | 2.27% | 156,225 | +2,201 | +1.43% | $7,570,651 |
| ISHARES TR | SHY | Other | 2.25% | 90,911 | +2,462 | +2.78% | $7,506,546 |
| ISHARES TR | IJK | Other | 2.02% | 67,012 | +1,042 | +1.58% | $6,742,703 |
| FIDELITY COVINGTON TRUST | FDIS | Other | 1.91% | 68,136 | +6,297 | +10.18% | $6,354,346 |
| FRANKLIN TEMPLETON ETF TR | FLBL | Other | 1.90% | 274,667 | +12,165 | +4.63% | $6,317,342 |
| ISHARES TR | IUSG | Other | 1.86% | 40,022 | -24,426 | -37.90% | $6,207,781 |
| ISHARES TR | IJT | Other | 1.33% | 30,547 | +1,098 | +3.73% | $4,420,414 |
| VANGUARD INDEX FDS | VTI | Other | 0.91% | 9,408 | +30 | +0.32% | $3,018,255 |
| VANGUARD INDEX FDS | VOO | Other | 0.48% | 2,655 | +8 | +0.30% | $1,586,662 |
| FIDELITY COVINGTON TRUST | FHLC | Other | 0.39% | 18,313 | +6 | +0.03% | $1,288,497 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.35% | 3,967 | -312 | -7.29% | $1,166,874 |
| EXXON MOBIL CORP | XOM | Energy | 0.28% | 5,419 | +518 | +10.57% | $919,465 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.26% | 3,966 | +15 | +0.38% | $852,933 |
| APPLE INC | AAPL | Technology | 0.25% | 3,333 | -1,999 | -37.49% | $845,822 |
| MICROSOFT CORP | MSFT | Technology | 0.25% | 2,245 | -368 | -14.08% | $830,874 |
| BROADCOM INC | AVGO | Technology | 0.19% | 2,045 | -77 | -3.63% | $633,006 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.19% | 1,313 | -55 | -4.02% | $629,358 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.18% | 3,085 | +113 | +3.80% | $592,104 |
| CRH PLC | CRH | Other | 0.17% | 5,340 | - | - | $561,346 |
| M & T BK CORP | MTB | Financial Services | 0.17% | 2,710 | +2 | +0.07% | $560,260 |
| JOHN HANCOCK EXCHANGE TRADED | JHMM | Other | 0.16% | 8,005 | - | - | $537,265 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.13% | 1,330 | -291 | -17.95% | $437,361 |
| INDEPENDENT BK CORP MASS | INDB | Financial Services | 0.13% | 5,698 | +35 | +0.62% | $428,562 |
| WALMART INC | WMT | Consumer Defensive | 0.12% | 3,243 | -336 | -9.39% | $402,984 |
| TORONTO DOMINION BK ONT | TD | Financial Services | 0.11% | 4,046 | - | - | $377,532 |
| GE AEROSPACE | GE | Industrials | 0.11% | 1,285 | +24 | +1.90% | $364,587 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.09% | 6,170 | +759 | +14.03% | $309,724 |
| FIDELITY COVINGTON TRUST | FREL | Other | 0.09% | 11,345 | +3 | +0.03% | $305,306 |
| RTX CORPORATION | RTX | Industrials | 0.09% | 1,574 | +311 | +24.62% | $303,642 |
| AT&T INC | T | Communication Services | 0.09% | 10,135 | +912 | +9.89% | $293,812 |
| GE VERNOVA INC | GEV | Utilities | 0.08% | 322 | +7 | +2.22% | $280,661 |
| ISHARES TR | STIP | Other | 0.08% | 2,615 | - | - | $270,460 |
| ALPHABET INC | GOOG | Communication Services | 0.08% | 897 | +51 | +6.03% | $257,254 |
| INVESCO QQQ TR | QQQ | Other | 0.07% | 416 | +416 | +100.00% | $240,082 |
| TESLA INC | TSLA | Consumer Cyclical | 0.07% | 590 | -4 | -0.67% | $219,333 |