Independence Financial Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), Independence Financial Advisors, LLC reported 47 stock positions worth $263.0 million. Its top holding was iShares Core S&P U.S. Growth (IUSG) at 23.9% of the portfolio, followed by iShares Core S&P U.S. Value (IUSV, 13.1%) and iShares 7-10 Year Treasury B (IEF, 5.6%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKLIN, NH
- CIK
- 0002066080
- Portfolio Value
- $263.0M (Q1 2025)
- SEC Filing
- 0002066080-25-000003 ↗ filed May 8, 2025
Holdings Value
Holdings 47 stocks · $263.0M
| IUSG iShares Core S&P U.S. Growth | 23.85% | 493,711 | $62.7M | — |
| IUSV iShares Core S&P U.S. Value | 13.14% | 374,405 | $34.6M | — |
| IEF iShares 7-10 Year Treasury B | 5.56% | 153,215 | $14.6M | — |
| ISTB iShares Core 1-5 Year Usd Bo | 4.94% | 268,805 | $13.0M | — |
| FALN iShares Fallen Angels ETF | 4.54% | 446,140 | $12.0M | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 4.51% | 109,242 | $11.9M | — |
| TIP iShares Tips Bond ETF | 4.41% | 104,420 | $11.6M | — |
| IEI iShares 3-7 Year Treasury Bo | 4.22% | 93,907 | $11.1M | — |
| FTEC Fidelity MSCI Info Tech Indx | 3.75% | 61,128 | $9.9M | — |
| FNCL Fidelity MSCI Financial Indx | 3.69% | 139,669 | $9.7M | — |
| FHLC Fidelity MSCI Health Care | 3.65% | 140,682 | $9.6M | — |
| FCOM Fidelity MSCI Comm Serv Indx | 3.42% | 159,750 | $9.0M | — |
| FDVV Fidelity High Dividend ETF | 3.09% | 163,739 | $8.1M | — |
| SHY iShares 1-3 Year Treasury Bo | 2.97% | 94,421 | $7.8M | — |
| FIDU Fidelity MSCI Indust Indx | 2.30% | 88,231 | $6.0M | — |
| PFF iShares Preferred & Income S | 2.28% | 194,899 | $6.0M | — |
| FLBL Franklin Senior Loan ETF | 2.07% | 225,706 | $5.4M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.97% | 9,298 | $2.6M | — |
| FELG Fidelity Enh LRG Cap GWTH | 0.66% | 55,379 | $1.7M | — |
| AAPL Apple Inc. | 0.56% | 6,619 | $1.5M | — |
| VOO Vanguard S&P 500 ETF | 0.51% | 2,624 | $1.3M | — |
| MSFT Microsoft Corp. | 0.40% | 2,809 | $1.1M | — |
| FELV Fidelity Enh LRG Cap Val ETF | 0.35% | 30,177 | $928K | — |
| GLD SPDR Gold Shares | 0.30% | 2,705 | $779K | — |
| ANSS Ansys Inc. | 0.29% | 2,448 | $775K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 1,444 | $769K | — |
| VIG Vanguard Dividend Apprec ETF | 0.29% | 3,922 | $761K | — |
| XOM Exxon Mobil Corp. | 0.26% | 5,825 | $693K | — |
| STIP iShares 0-5 Year Tips Bond E | 0.25% | 6,436 | $666K | — |
| HD Home Depot Inc. | 0.22% | 1,611 | $590K | — |
| ICVT iShares Convertible Bond ETF | 0.20% | 6,173 | $516K | — |
| RSP Invesco S&P 500 Equal Weight | 0.19% | 2,937 | $509K | — |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.19% | 2,824 | $505K | — |
| CRH CRH PLC | 0.18% | 5,307 | $467K | — |
| JHMM John Hancock Multi Fact Mid | 0.18% | 8,133 | $466K | — |
| FUTY Fidelity MSCI US Utilities | 0.14% | 7,075 | $360K | — |
| AVGO Broadcom Inc. | 0.14% | 2,145 | $359K | — |
| INDB Independent Bank Corp. | 0.13% | 5,541 | $347K | — |
| WMT Walmart Inc. | 0.13% | 3,831 | $336K | — |
| FREL Fidelity MSCI RL Est Indx | 0.12% | 11,332 | $311K | — |
| NVDA Nvidia Corp. | 0.11% | 2,596 | $281K | — |
| T AT&T Inc. | 0.10% | 9,551 | $270K | — |
| GE General Electric filed as GE AEROSPACE | 0.10% | 1,283 | $257K | — |
| VZ Verizon Communications Inc. | 0.09% | 5,397 | $245K | — |
| TSLA Tesla Inc. | 0.09% | 941 | $244K | — |
| TD Toronto-Dominion Bank | 0.09% | 4,046 | $243K | — |
| V Visa Inc. Class A | 0.08% | 583 | $204K | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.
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 |