Independence Financial Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 24, 2025), Independence Financial Advisors, LLC reported 53 stock positions worth $328.3 million. Its top holding was Fidelity Enh LRG Cap GWTH (FELG) at 9.7% of the portfolio, followed by Fidelity Enh LRG Cap Val ETF (FELV, 9.4%) and Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 5.7%). Compared with Q2 2025, it opened 4 new positions, sold out of 2, added to 33 and reduced 12. The biggest buy was Fidelity MSCI US Utilities (FUTY, shares +2626%) and the biggest sale iShares Core 1-5 Year Usd Bo (ISTB, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKLIN, NH
- CIK
- 0002066080
- Portfolio Value
- $328.3M (Q3 2025)
- SEC Filing
- 0002066080-25-000005 ↗ filed Oct 24, 2025
Holdings Value
Holdings 53 stocks · $328.3M
| FELG Fidelity Enh LRG Cap GWTH | 9.70% | 774,768 | $31.9M | Reduce -6.7% |
| FELV Fidelity Enh LRG Cap Val ETF | 9.36% | 916,296 | $30.7M | Add +4.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 5.69% | 167,706 | $18.7M | Add +49.5% |
| IEF iShares 7-10 Year Treasury B | 5.63% | 191,564 | $18.5M | Add +58.8% |
| IEI iShares 3-7 Year Treasury Bo | 5.57% | 152,913 | $18.3M | Add +57.6% |
| FTEC Fidelity MSCI Info Tech Indx | 5.28% | 78,035 | $17.3M | Add +31.6% |
| FDVV Fidelity High Dividend ETF | 4.84% | 285,386 | $15.9M | Add +63.5% |
| TIP iShares Tips Bond ETF | 3.87% | 114,232 | $12.7M | Add +4.5% |
| FALN iShares Fallen Angels ETF | 3.82% | 451,249 | $12.5M | Add +175.1% |
| IUSV iShares Core S&P U.S. Value | 3.64% | 119,689 | $12.0M | Reduce -4.9% |
| ICVT iShares Convertible Bond ETF | 3.60% | 118,255 | $11.8M | Add +244.1% |
| FCOM Fidelity MSCI Comm Serv Indx | 3.47% | 160,321 | $11.4M | Add +9.5% |
| FNCL Fidelity MSCI Financial Indx | 3.40% | 146,296 | $11.2M | Add +1.3% |
| FUTY Fidelity MSCI US Utilities | 3.32% | 192,868 | $10.9M | Add +2625.7% |
| FIDU Fidelity MSCI Indust Indx | 3.31% | 132,727 | $10.9M | Add +58.1% |
| IUSG iShares Core S&P U.S. Growth | 3.27% | 65,217 | $10.7M | Reduce -12.1% |
| FENI Fidelity Enhanced Intl ETF | 3.19% | 296,478 | $10.5M | Add +1.5% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.26% | 151,705 | $7.4M | Reduce -44.2% |
| SHY iShares 1-3 Year Treasury Bo | 2.16% | 85,525 | $7.1M | Reduce -4.9% |
| FDIS Fidelity MSCI Cons Discr Ind | 1.86% | 59,497 | $6.1M | Add +1.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.86% | 63,635 | $6.1M | Add +5.4% |
| FLBL Franklin Senior Loan ETF | 1.82% | 248,551 | $6.0M | Add +6.8% |
| PFF iShares Preferred & Income S | 1.77% | 183,828 | $5.8M | Add +82.0% |
| IJT iShares S&P Small-Cap 600 GR | 1.22% | 28,339 | $4.0M | Add +4.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.93% | 9,326 | $3.1M | Add +0.3% |
| AAPL Apple Inc. | 0.51% | 6,556 | $1.7M | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 0.49% | 2,632 | $1.6M | Add +0.3% |
| MSFT Microsoft Corp. | 0.41% | 2,599 | $1.3M | Reduce -5.7% |
| FHLC Fidelity MSCI Health Care | 0.39% | 19,073 | $1.3M | Reduce -7.8% |
| GLD SPDR Gold Shares | 0.31% | 2,828 | $1.0M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 3,938 | $850K | Reduce -4.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 1,444 | $726K | No change |
| AVGO Broadcom Inc. | 0.21% | 2,123 | $700K | Add +0.2% |
| HD Home Depot Inc. | 0.20% | 1,617 | $655K | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.20% | 5,782 | $652K | Add +0.3% |
| CRH CRH PLC | 0.19% | 5,325 | $638K | Add +0.3% |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 2,961 | $562K | Add +0.4% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.16% | 2,711 | $536K | Reduce -4.1% |
| JHMM John Hancock Multi Fact Mid | 0.16% | 7,960 | $515K | No change |
| NVDA Nvidia Corp. | 0.15% | 2,610 | $487K | Add +0.1% |
| INDB Independent Bank Corp. | 0.12% | 5,626 | $389K | Add +0.7% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 1,259 | $379K | Add +0.1% |
| WMT Walmart Inc. | 0.11% | 3,560 | $367K | Reduce -6.2% |
| TD Toronto-Dominion Bank | 0.10% | 4,046 | $323K | No change |
| FREL Fidelity MSCI RL Est Indx | 0.10% | 11,339 | $315K | Add +0.0% |
| STIP iShares 0-5 Year Tips Bond E | 0.08% | 2,692 | $278K | Reduce -48.5% |
| TSLA Tesla Inc. | 0.08% | 609 | $271K | New |
| T AT&T Inc. | 0.08% | 9,295 | $262K | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.08% | 828 | $261K | Add +9.5% |
| VZ Verizon Communications Inc. | 0.07% | 5,457 | $240K | Add +0.4% |
| VGT Vanguard Info Tech ETF | 0.07% | 296 | $221K | New |
| RTX RTX Corp. | 0.06% | 1,261 | $211K | New |
| GOOG Alphabet Inc. Class C | 0.06% | 846 | $206K | New |
Portfolio Sells Q2 2025 → Q3 2025
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -44.2% | 2.26% | −2.89 |
| FELG Fidelity Enh LRG Cap GWTH | Reduce -6.7% | 9.70% | −2.26 |
| IUSG iShares Core S&P U.S. Growth | Reduce -12.1% | 3.27% | −1.07 |
| IUSV iShares Core S&P U.S. Value | Reduce -4.9% | 3.64% | −0.99 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -4.9% | 2.16% | −0.74 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.33 |
| FHLC Fidelity MSCI Health Care | Reduce -7.8% | 0.39% | −0.13 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -48.5% | 0.08% | −0.12 |
| MSFT Microsoft Corp. | Reduce -5.7% | 0.41% | −0.12 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.08 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.4% | 0.26% | −0.07 |
| MTB M & T Bank Corp. | Reduce -4.1% | 0.16% | −0.05 |
| WMT Walmart Inc. | Reduce -6.2% | 0.11% | −0.03 |
| AAPL Apple Inc. | Reduce -0.7% | 0.51% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| FUTY Fidelity MSCI US Utilities | Add +2625.7% | 3.32% | +3.17 |
| ICVT iShares Convertible Bond ETF | Add +244.1% | 3.60% | +2.40 |
| FALN iShares Fallen Angels ETF | Add +175.1% | 3.82% | +2.09 |
| FDVV Fidelity High Dividend ETF | Add +63.5% | 4.84% | +1.31 |
| IEF iShares 7-10 Year Treasury B | Add +58.8% | 5.63% | +1.13 |
| IEI iShares 3-7 Year Treasury Bo | Add +57.6% | 5.57% | +1.07 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +49.5% | 5.69% | +0.91 |
| FIDU Fidelity MSCI Indust Indx | Add +58.1% | 3.31% | +0.78 |
| FTEC Fidelity MSCI Info Tech Indx | Add +31.6% | 5.28% | +0.73 |
| PFF iShares Preferred & Income S | Add +82.0% | 1.77% | +0.57 |
| TSLA Tesla Inc. | New | 0.08% | +0.08 |
| VGT Vanguard Info Tech ETF | New | 0.07% | +0.07 |
| RTX RTX Corp. | New | 0.06% | +0.06 |
| GOOG Alphabet Inc. Class C | New | 0.06% | +0.06 |
| CRH CRH PLC | Add +0.3% | 0.19% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +9.5% | 0.08% | −0.01 |
| GE General Electric | Add +0.1% | 0.12% | −0.01 |
| NVDA Nvidia Corp. | Add +0.1% | 0.15% | −0.01 |
| AVGO Broadcom Inc. | Add +0.2% | 0.21% | −0.01 |
| INDB Independent Bank Corp. | Add +0.7% | 0.12% | −0.02 |
| VZ Verizon Communications Inc. | Add +0.4% | 0.07% | −0.02 |
| FREL Fidelity MSCI RL Est Indx | Add +0.0% | 0.10% | −0.02 |
| T AT&T Inc. | Add +0.5% | 0.08% | −0.02 |
| HD Home Depot Inc. | Add +0.2% | 0.20% | −0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +0.4% | 0.17% | −0.04 |
| XOM Exxon Mobil Corp. | Add +0.3% | 0.20% | −0.04 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.49% | −0.09 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.93% | −0.17 |
| IJT iShares S&P Small-Cap 600 GR | Add +4.6% | 1.22% | −0.18 |
| FCOM Fidelity MSCI Comm Serv Indx | Add +9.5% | 3.47% | −0.23 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +5.4% | 1.86% | −0.28 |
| FDIS Fidelity MSCI Cons Discr Ind | Add +1.5% | 1.86% | −0.28 |
| FLBL Franklin Senior Loan ETF | Add +6.8% | 1.82% | −0.37 |
| FENI Fidelity Enhanced Intl ETF | Add +1.5% | 3.19% | −0.59 |
| FNCL Fidelity MSCI Financial Indx | Add +1.3% | 3.40% | −0.76 |
| TIP iShares Tips Bond ETF | Add +4.5% | 3.87% | −0.81 |
| FELV Fidelity Enh LRG Cap Val ETF | Add +4.9% | 9.36% | −1.44 |
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 |