Independence Financial Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Independence Financial Advisors, LLC reported 55 stock positions worth $385.5 million. Its top holding was Fidelity Enh LRG Cap GWTH (FELG) at 15.2% of the portfolio, followed by Fidelity MSCI Info Tech Indx (FTEC, 10.5%) and Fidelity Enh LRG Cap Val ETF (FELV, 7.0%). Compared with Q1 2026, it opened 9 new positions, sold out of 5, added to 23 and reduced 18. The biggest buy was Fidelity MSCI Info Tech Indx (FTEC, shares +89%) and the biggest sale iShares 7-10 Year Treasury B (IEF, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKLIN, NH
- CIK
- 0002066080
- Portfolio Value
- $385.5M (Q2 2026)
- SEC Filing
- 0002066080-26-000003 ↗ filed Jul 9, 2026
Holdings Value
Holdings 55 stocks · $385.5M
| FELG Fidelity Enh LRG Cap GWTH | 15.21% | 1,340,600 | $58.7M | Add +5.3% |
| FTEC Fidelity MSCI Info Tech Indx | 10.46% | 141,263 | $40.3M | Add +88.8% |
| FELV Fidelity Enh LRG Cap Val ETF | 6.98% | 671,110 | $26.9M | Reduce -32.5% |
| TIP iShares Tips Bond ETF | 5.45% | 192,148 | $21.0M | Add +58.3% |
| IEI iShares 3-7 Year Treasury Bo | 5.36% | 175,850 | $20.7M | Add +7.7% |
| ICVT iShares Convertible Bond ETF | 4.46% | 141,376 | $17.2M | Add +13.8% |
| PFF iShares Preferred & Income S | 4.29% | 543,016 | $16.6M | New |
| FDVV Fidelity High Dividend ETF | 3.57% | 227,992 | $13.7M | Reduce -25.1% |
| FIDU Fidelity MSCI Indust Indx | 3.52% | 136,325 | $13.6M | Add +4.6% |
| FENI Fidelity Enhanced Intl ETF | 3.42% | 328,715 | $13.2M | Add +8.2% |
| GLD SPDR Gold Shares | 3.37% | 35,312 | $13.0M | Add +22.9% |
| FCOM Fidelity MSCI Comm Serv Indx | 3.34% | 185,438 | $12.9M | Add +8.8% |
| FDIS Fidelity MSCI Cons Discr Ind | 3.29% | 123,456 | $12.7M | Add +81.2% |
| FMAT Fidelity MSCI Materials Indx | 3.11% | 204,631 | $12.0M | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 2.54% | 66,323 | $9.8M | New |
| IJT iShares S&P Small-Cap 600 GR | 2.01% | 43,314 | $7.7M | Add +41.8% |
| IJS iShares S&P Small-Cap 600 Va | 1.92% | 54,228 | $7.4M | New |
| ISTB iShares Core 1-5 Year Usd Bo | 1.91% | 152,851 | $7.4M | Reduce -2.2% |
| IUSV iShares Core S&P U.S. Value | 1.82% | 63,795 | $7.0M | Reduce -31.4% |
| FALN iShares Fallen Angels ETF | 1.82% | 256,955 | $7.0M | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.80% | 63,500 | $6.9M | New |
| FLBL Franklin Senior Loan ETF | 1.78% | 298,880 | $6.9M | Add +8.8% |
| IUSG iShares Core S&P U.S. Growth | 1.42% | 29,117 | $5.5M | Reduce -27.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.34% | 43,969 | $5.2M | Reduce -34.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.91% | 9,435 | $3.5M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.47% | 2,663 | $1.8M | Add +0.3% |
| IEF iShares 7-10 Year Treasury B | 0.35% | 14,356 | $1.4M | Reduce -93.0% |
| JPM JPMorgan Chase & Co. | 0.34% | 3,972 | $1.3M | Add +0.1% |
| FUTY Fidelity MSCI US Utilities | 0.26% | 17,228 | $1.0M | Reduce -91.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.26% | 12,245 | $1.0M | Reduce -86.5% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 3,982 | $942K | Add +0.4% |
| FNCL Fidelity MSCI Financial Indx | 0.23% | 11,746 | $899K | Reduce -92.8% |
| FHLC Fidelity MSCI Health Care | 0.23% | 11,255 | $869K | Reduce -38.5% |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 3,097 | $659K | Add +0.4% |
| AAPL Apple Inc. | 0.17% | 2,274 | $658K | Reduce -31.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 1,313 | $657K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.17% | 2,709 | $645K | Reduce -0.0% |
| MSFT Microsoft Corp. | 0.16% | 1,663 | $620K | Reduce -25.9% |
| JHMM John Hancock Multi Fact Mid | 0.16% | 8,036 | $602K | Add +0.4% |
| XOM Exxon Mobil Corp. | 0.15% | 4,307 | $589K | Reduce -20.5% |
| CRH CRH PLC | 0.15% | 5,377 | $575K | Add +0.7% |
| TD Toronto-Dominion Bank | 0.13% | 4,046 | $491K | No change |
| INDB Independent Bank Corp. | 0.12% | 5,734 | $480K | Add +0.6% |
| HD Home Depot Inc. | 0.12% | 1,311 | $462K | Reduce -1.4% |
| FREL Fidelity MSCI RL Est Indx | 0.10% | 13,665 | $400K | Add +20.4% |
| GE General Electric filed as GE AEROSPACE | 0.10% | 1,036 | $387K | Reduce -19.4% |
| GEV GE Vernova Inc. | 0.08% | 272 | $319K | Reduce -15.5% |
| GOOG Alphabet Inc. Class C | 0.08% | 897 | $317K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 416 | $306K | No change |
| RTX RTX Corp. | 0.08% | 1,577 | $299K | Add +0.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.07% | 2,664 | $272K | Add +1.9% |
| TSLA Tesla Inc. | 0.06% | 590 | $248K | No change |
| TRV The Travelers Cos Inc. | 0.06% | 665 | $220K | New |
| INTC Intel Corp. | 0.05% | 1,500 | $209K | New |
| IXUS iShares Core Intl Stock ETF | 0.05% | 2,111 | $202K | New |
Portfolio Sells Q1 2026 → Q2 2026
| IEF iShares 7-10 Year Treasury B | Reduce -93.0% | 0.35% | −5.53 |
| FELV Fidelity Enh LRG Cap Val ETF | Reduce -32.5% | 6.98% | −3.43 |
| FENY Fidelity MSCI Energy Index | Sold out | 0.00% | −3.24 |
| FNCL Fidelity MSCI Financial Indx | Reduce -92.8% | 0.23% | −3.19 |
| FUTY Fidelity MSCI US Utilities | Reduce -91.1% | 0.26% | −3.18 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -86.5% | 0.26% | −1.99 |
| FDVV Fidelity High Dividend ETF | Reduce -25.1% | 3.57% | −1.48 |
| IUSV iShares Core S&P U.S. Value | Reduce -31.4% | 1.82% | −1.03 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -34.4% | 1.34% | −0.68 |
| IUSG iShares Core S&P U.S. Growth | Reduce -27.3% | 1.42% | −0.44 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -2.2% | 1.91% | −0.36 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.19 |
| FHLC Fidelity MSCI Health Care | Reduce -38.5% | 0.23% | −0.16 |
| XOM Exxon Mobil Corp. | Reduce -20.5% | 0.15% | −0.12 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.12 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.09 |
| MSFT Microsoft Corp. | Reduce -25.9% | 0.16% | −0.09 |
| T AT&T Inc. | Sold out | 0.00% | −0.09 |
| AAPL Apple Inc. | Reduce -31.8% | 0.17% | −0.08 |
| HD Home Depot Inc. | Reduce -1.4% | 0.12% | −0.01 |
| GE General Electric | Reduce -19.4% | 0.10% | −0.01 |
| GEV GE Vernova Inc. | Reduce -15.5% | 0.08% | −0.00 |
| MTB M & T Bank Corp. | Reduce -0.0% | 0.17% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| FTEC Fidelity MSCI Info Tech Indx | Add +88.8% | 10.46% | +5.79 |
| PFF iShares Preferred & Income S | New | 4.29% | +4.29 |
| FMAT Fidelity MSCI Materials Indx | New | 3.11% | +3.11 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 2.54% | +2.54 |
| IJS iShares S&P Small-Cap 600 Va | New | 1.92% | +1.92 |
| FALN iShares Fallen Angels ETF | New | 1.82% | +1.82 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 1.80% | +1.80 |
| TIP iShares Tips Bond ETF | Add +58.3% | 5.45% | +1.43 |
| FDIS Fidelity MSCI Cons Discr Ind | Add +81.2% | 3.29% | +1.39 |
| FELG Fidelity Enh LRG Cap GWTH | Add +5.3% | 15.21% | +0.88 |
| IJT iShares S&P Small-Cap 600 GR | Add +41.8% | 2.01% | +0.68 |
| ICVT iShares Convertible Bond ETF | Add +13.8% | 4.46% | +0.67 |
| FIDU Fidelity MSCI Indust Indx | Add +4.6% | 3.52% | +0.14 |
| TRV The Travelers Cos Inc. | New | 0.06% | +0.06 |
| INTC Intel Corp. | New | 0.05% | +0.05 |
| IXUS iShares Core Intl Stock ETF | New | 0.05% | +0.05 |
| FENI Fidelity Enhanced Intl ETF | Add +8.2% | 3.42% | +0.03 |
| FREL Fidelity MSCI RL Est Indx | Add +20.4% | 0.10% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.91% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.47% | −0.00 |
| INDB Independent Bank Corp. | Add +0.6% | 0.12% | −0.00 |
| JHMM John Hancock Multi Fact Mid | Add +0.4% | 0.16% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +0.4% | 0.17% | −0.01 |
| STIP iShares 0-5 Year Tips Bond E | Add +1.9% | 0.07% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.4% | 0.24% | −0.01 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.34% | −0.01 |
| RTX RTX Corp. | Add +0.2% | 0.08% | −0.01 |
| CRH CRH PLC | Add +0.7% | 0.15% | −0.02 |
| FLBL Franklin Senior Loan ETF | Add +8.8% | 1.78% | −0.12 |
| FCOM Fidelity MSCI Comm Serv Indx | Add +8.8% | 3.34% | −0.14 |
| GLD SPDR Gold Shares | Add +22.9% | 3.37% | −0.34 |
| IEI iShares 3-7 Year Treasury Bo | Add +7.7% | 5.36% | −0.46 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $385.5M | FELG, FTEC, FELV, TIP, IEI |
| Q1 2026 | 51 | $333.2M | FELG, FELV, IEF, IEI, FDVV |
| Q4 2025 | 55 | $363.8M | FELG, FELV, LQD, IEF, IEI |
| Q3 2025 | 53 | $328.3M | FELG, FELV, LQD, IEF, IEI |
| Q2 2025 | 51 | $257.1M | FELG, FELV, ISTB, LQD, TIP |
| Q1 2025 | 47 | $263.0M | IUSG, IUSV, IEF, ISTB, FALN |