Independence Financial Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$333.2M
Q ending 2026-03-31
Prior quarter
$363.8M
Q ending 2025-12-31
Change
-8.4% QoQ · +26.7% YoY
Positions
51
reported holdings
Largest positions
All 51 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Fidelity Covington Trust | FELG | Shares | $47.7M | 1.3M |
| Fidelity Covington Trust | FELV | Shares | $34.7M | 994K |
| Ishares Tr | IEF | Shares | $19.6M | 205K |
| Ishares Tr | IEI | Shares | $19.4M | 163K |
| Fidelity Covington Trust | FDVV | Shares | $16.8M | 304K |
| Fidelity Covington Trust | FTEC | Shares | $15.6M | 75K |
| Ishares Tr | TIP | Shares | $13.4M | 121K |
| Ishares Tr | ICVT | Shares | $12.6M | 124K |
| Spdr Gold Tr | GLD | Shares | $12.4M | 29K |
| Fidelity Covington Trust | FCOM | Shares | $11.6M | 170K |
| Fidelity Covington Trust | FUTY | Shares | $11.5M | 194K |
| Fidelity Covington Trust | FNCL | Shares | $11.4M | 163K |
| Fidelity Covington Trust | FENI | Shares | $11.3M | 304K |
| Fidelity Covington Trust | FIDU | Shares | $11.3M | 130K |
| Fidelity Covington Trust | FENY | Shares | $10.8M | 318K |
| Ishares Tr | IUSV | Shares | $9.5M | 93K |
| Ishares Tr | ISTB | Shares | $7.6M | 156K |
| Ishares Tr | SHY | Shares | $7.5M | 91K |
| Ishares Tr | IJK | Shares | $6.7M | 67K |
| Fidelity Covington Trust | FDIS | Shares | $6.4M | 68K |
| Franklin Templeton Etf Tr | FLBL | Shares | $6.3M | 275K |
| Ishares Tr | IUSG | Shares | $6.2M | 40K |
| Ishares Tr | IJT | Shares | $4.4M | 31K |
| Vanguard Index Fds | VTI | Shares | $3.0M | 9K |
| Vanguard Index Fds | VOO | Shares | $1.6M | 3K |
| Fidelity Covington Trust | FHLC | Shares | $1.3M | 18K |
| Jpmorgan Chase & Co | JPM | Shares | $1.2M | 4K |
| Exxon Mobil Corp | XOM | Shares | $919K | 5K |
| Vanguard Specialized Funds | VIG | Shares | $853K | 4K |
| Apple Inc | AAPL | Shares | $846K | 3K |
| Microsoft Corp | MSFT | Shares | $831K | 2K |
| Broadcom Inc | AVGO | Shares | $633K | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $629K | 1K |
| Invesco Exchange Traded Fd T | RSP | Shares | $592K | 3K |
| Crh Plc | Shares | $561K | 5K | |
| M & T Bk Corp | MTB | Shares | $560K | 3K |
| John Hancock Exchange Traded | JHMM | Shares | $537K | 8K |
| Home Depot Inc | HD | Shares | $437K | 1K |
| Independent Bk Corp Mass | INDB | Shares | $429K | 6K |
| Walmart Inc | WMT | Shares | $403K | 3K |
| Toronto Dominion Bk Ont | TD | Shares | $378K | 4K |
| Ge Aerospace | GE | Shares | $365K | 1K |
| Verizon Communications Inc | VZ | Shares | $310K | 6K |
| Fidelity Covington Trust | FREL | Shares | $305K | 11K |
| Rtx Corporation | RTX | Shares | $304K | 2K |
| At&T Inc | T | Shares | $294K | 10K |
| Ge Vernova Inc | GEV | Shares | $281K | 322 |
| Ishares Tr | STIP | Shares | $270K | 3K |
| Alphabet Inc | GOOG | Shares | $257K | 897 |
| Invesco Qqq Tr | QQQ | Shares | $240K | 416 |
| Tesla Inc | TSLA | Shares | $219K | 590 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.