Independence Financial Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Independence Financial Advisors, LLC reported 51 stock positions worth $257.1 million. Its top holding was Fidelity Enh LRG Cap GWTH (FELG) at 12.0% of the portfolio, followed by Fidelity Enh LRG Cap Val ETF (FELV, 10.8%) and iShares Core 1-5 Year Usd Bo (ISTB, 5.1%). Compared with Q1 2025, it opened 5 new positions, sold out of 1, added to 20 and reduced 20. The biggest buy was Fidelity Enh LRG Cap GWTH (FELG, shares +1399%) and the biggest sale iShares Core S&P U.S. Growth (IUSG, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKLIN, NH
- CIK
- 0002066080
- Portfolio Value
- $257.1M (Q2 2025)
- SEC Filing
- 0002066080-25-000004 ↗ filed Aug 8, 2025
Holdings Value
Holdings 51 stocks · $257.1M
| FELG Fidelity Enh LRG Cap GWTH | 11.96% | 830,356 | $30.7M | Add +1399.4% |
| FELV Fidelity Enh LRG Cap Val ETF | 10.79% | 873,531 | $27.8M | Add +2794.7% |
| ISTB iShares Core 1-5 Year Usd Bo | 5.14% | 271,837 | $13.2M | Add +1.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 4.78% | 112,184 | $12.3M | Add +2.7% |
| TIP iShares Tips Bond ETF | 4.68% | 109,283 | $12.0M | Add +4.7% |
| IUSV iShares Core S&P U.S. Value | 4.63% | 125,915 | $11.9M | Reduce -66.4% |
| FTEC Fidelity MSCI Info Tech Indx | 4.55% | 59,276 | $11.7M | Reduce -3.0% |
| IEI iShares 3-7 Year Treasury Bo | 4.49% | 97,046 | $11.6M | Add +3.3% |
| IEF iShares 7-10 Year Treasury B | 4.49% | 120,669 | $11.6M | Reduce -21.2% |
| IUSG iShares Core S&P U.S. Growth | 4.34% | 74,160 | $11.2M | Reduce -85.0% |
| FNCL Fidelity MSCI Financial Indx | 4.16% | 144,405 | $10.7M | Add +3.4% |
| FENI Fidelity Enhanced Intl ETF | 3.78% | 292,215 | $9.7M | New |
| FCOM Fidelity MSCI Comm Serv Indx | 3.69% | 146,441 | $9.5M | Reduce -8.3% |
| FDVV Fidelity High Dividend ETF | 3.53% | 174,552 | $9.1M | Add +6.6% |
| SHY iShares 1-3 Year Treasury Bo | 2.90% | 89,911 | $7.5M | Reduce -4.8% |
| FIDU Fidelity MSCI Indust Indx | 2.53% | 83,950 | $6.5M | Reduce -4.8% |
| FLBL Franklin Senior Loan ETF | 2.19% | 232,696 | $5.6M | Add +3.1% |
| FDIS Fidelity MSCI Cons Discr Ind | 2.14% | 58,594 | $5.5M | New |
| IJK iShares S&P Mid-Cap 400 Grow | 2.14% | 60,359 | $5.5M | New |
| FALN iShares Fallen Angels ETF | 1.73% | 164,005 | $4.5M | Reduce -63.2% |
| IJT iShares S&P Small-Cap 600 GR | 1.40% | 27,088 | $3.6M | New |
| PFF iShares Preferred & Income S | 1.21% | 100,995 | $3.1M | Reduce -48.2% |
| ICVT iShares Convertible Bond ETF | 1.20% | 34,369 | $3.1M | Add +456.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.10% | 9,298 | $2.8M | No change |
| VOO Vanguard S&P 500 ETF | 0.58% | 2,624 | $1.5M | No change |
| MSFT Microsoft Corp. | 0.53% | 2,755 | $1.4M | Reduce -1.9% |
| AAPL Apple Inc. | 0.53% | 6,600 | $1.4M | Reduce -0.3% |
| FHLC Fidelity MSCI Health Care | 0.51% | 20,684 | $1.3M | Reduce -85.3% |
| GLD SPDR Gold Shares | 0.34% | 2,828 | $862K | Add +4.5% |
| ANSS Ansys Inc. | 0.33% | 2,448 | $860K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.33% | 4,120 | $843K | Add +5.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 1,444 | $701K | No change |
| XOM Exxon Mobil Corp. | 0.24% | 5,766 | $622K | Reduce -1.0% |
| HD Home Depot Inc. | 0.23% | 1,614 | $592K | Add +0.2% |
| AVGO Broadcom Inc. | 0.23% | 2,119 | $584K | Reduce -1.2% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.21% | 2,827 | $548K | Add +0.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.21% | 5,225 | $538K | Reduce -18.8% |
| RSP Invesco S&P 500 Equal Weight | 0.21% | 2,949 | $536K | Add +0.4% |
| CRH CRH PLC | 0.19% | 5,307 | $487K | No change |
| JHMM John Hancock Multi Fact Mid | 0.19% | 7,960 | $487K | Reduce -2.1% |
| NVDA Nvidia Corp. | 0.16% | 2,607 | $412K | Add +0.4% |
| FUTY Fidelity MSCI US Utilities | 0.14% | 7,076 | $372K | Add +0.0% |
| WMT Walmart Inc. | 0.14% | 3,797 | $371K | Reduce -0.9% |
| INDB Independent Bank Corp. | 0.14% | 5,588 | $351K | Add +0.8% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 1,258 | $324K | Reduce -1.9% |
| FREL Fidelity MSCI RL Est Indx | 0.12% | 11,336 | $307K | Add +0.0% |
| TD Toronto-Dominion Bank | 0.12% | 4,046 | $297K | No change |
| T AT&T Inc. | 0.10% | 9,253 | $268K | Reduce -3.1% |
| VZ Verizon Communications Inc. | 0.09% | 5,433 | $235K | Add +0.7% |
| JPM JPMorgan Chase & Co. | 0.09% | 756 | $219K | New |
| V Visa Inc. Class A | 0.08% | 566 | $201K | Reduce -2.9% |
Portfolio Sells Q1 2025 → Q2 2025
| IUSG iShares Core S&P U.S. Growth | Reduce -85.0% | 4.34% | −19.51 |
| IUSV iShares Core S&P U.S. Value | Reduce -66.4% | 4.63% | −8.50 |
| FHLC Fidelity MSCI Health Care | Reduce -85.3% | 0.51% | −3.14 |
| FALN iShares Fallen Angels ETF | Reduce -63.2% | 1.73% | −2.81 |
| PFF iShares Preferred & Income S | Reduce -48.2% | 1.21% | −1.07 |
| IEF iShares 7-10 Year Treasury B | Reduce -21.2% | 4.49% | −1.06 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.09 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -4.8% | 2.90% | −0.07 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -18.8% | 0.21% | −0.04 |
| AAPL Apple Inc. | Reduce -0.3% | 0.53% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -1.0% | 0.24% | −0.02 |
| V Visa Inc. Class A | Reduce -2.9% | 0.08% | +0.00 |
| T AT&T Inc. | Reduce -3.1% | 0.10% | +0.00 |
| JHMM John Hancock Multi Fact Mid | Reduce -2.1% | 0.19% | +0.01 |
| WMT Walmart Inc. | Reduce -0.9% | 0.14% | +0.02 |
| GE General Electric | Reduce -1.9% | 0.13% | +0.03 |
| AVGO Broadcom Inc. | Reduce -1.2% | 0.23% | +0.09 |
| MSFT Microsoft Corp. | Reduce -1.9% | 0.53% | +0.13 |
| FIDU Fidelity MSCI Indust Indx | Reduce -4.8% | 2.53% | +0.23 |
| FCOM Fidelity MSCI Comm Serv Indx | Reduce -8.3% | 3.69% | +0.27 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -3.0% | 4.55% | +0.80 |
Portfolio Buys Q1 2025 → Q2 2025
| FELG Fidelity Enh LRG Cap GWTH | Add +1399.4% | 11.96% | +11.29 |
| FELV Fidelity Enh LRG Cap Val ETF | Add +2794.7% | 10.79% | +10.44 |
| FENI Fidelity Enhanced Intl ETF | New | 3.78% | +3.78 |
| FDIS Fidelity MSCI Cons Discr Ind | New | 2.14% | +2.14 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 2.14% | +2.14 |
| IJT iShares S&P Small-Cap 600 GR | New | 1.40% | +1.40 |
| ICVT iShares Convertible Bond ETF | Add +456.8% | 1.20% | +1.01 |
| FNCL Fidelity MSCI Financial Indx | Add +3.4% | 4.16% | +0.47 |
| FDVV Fidelity High Dividend ETF | Add +6.6% | 3.53% | +0.44 |
| IEI iShares 3-7 Year Treasury Bo | Add +3.3% | 4.49% | +0.28 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +2.7% | 4.78% | +0.27 |
| TIP iShares Tips Bond ETF | Add +4.7% | 4.68% | +0.27 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +1.1% | 5.14% | +0.20 |
| FLBL Franklin Senior Loan ETF | Add +3.1% | 2.19% | +0.13 |
| JPM JPMorgan Chase & Co. | New | 0.09% | +0.09 |
| NVDA Nvidia Corp. | Add +0.4% | 0.16% | +0.05 |
| GLD SPDR Gold Shares | Add +4.5% | 0.34% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +5.0% | 0.33% | +0.04 |
| MTB M & T Bank Corp. | Add +0.1% | 0.21% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +0.4% | 0.21% | +0.01 |
| FUTY Fidelity MSCI US Utilities | Add +0.0% | 0.14% | +0.01 |
| HD Home Depot Inc. | Add +0.2% | 0.23% | +0.01 |
| INDB Independent Bank Corp. | Add +0.8% | 0.14% | +0.00 |
| FREL Fidelity MSCI RL Est Indx | Add +0.0% | 0.12% | +0.00 |
| VZ Verizon Communications Inc. | Add +0.7% | 0.09% | −0.00 |
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 |