Independence Financial Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Independence Financial Advisors, LLC reported 55 stock positions worth $363.8 million. Its top holding was Fidelity Enh LRG Cap GWTH (FELG) at 15.0% of the portfolio, followed by Fidelity Enh LRG Cap Val ETF (FELV, 9.0%) and Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 5.3%). Compared with Q3 2025, it opened 2 new positions, added to 36 and reduced 13. The biggest buy was Fidelity Enh LRG Cap GWTH (FELG, shares +69%) and the biggest sale iShares Core S&P U.S. Value (IUSV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKLIN, NH
- CIK
- 0002066080
- Portfolio Value
- $363.8M (Q4 2025)
- SEC Filing
- 0002066080-26-000001 ↗ filed Jan 15, 2026
Holdings Value
Holdings 55 stocks · $363.8M
| FELG Fidelity Enh LRG Cap GWTH | 15.02% | 1,310,736 | $54.7M | Add +69.2% |
| FELV Fidelity Enh LRG Cap Val ETF | 9.04% | 949,124 | $32.9M | Add +3.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 5.31% | 175,327 | $19.3M | Add +4.5% |
| IEF iShares 7-10 Year Treasury B | 5.28% | 199,635 | $19.2M | Add +4.2% |
| IEI iShares 3-7 Year Treasury Bo | 5.23% | 159,512 | $19.0M | Add +4.3% |
| FTEC Fidelity MSCI Info Tech Indx | 4.96% | 80,319 | $18.0M | Add +2.9% |
| FDVV Fidelity High Dividend ETF | 4.60% | 295,150 | $16.7M | Add +3.4% |
| TIP iShares Tips Bond ETF | 3.58% | 118,619 | $13.0M | Add +3.8% |
| FALN iShares Fallen Angels ETF | 3.57% | 476,028 | $13.0M | Add +5.5% |
| IUSV iShares Core S&P U.S. Value | 3.35% | 118,715 | $12.2M | Reduce -0.8% |
| ICVT iShares Convertible Bond ETF | 3.34% | 123,306 | $12.1M | Add +4.3% |
| FCOM Fidelity MSCI Comm Serv Indx | 3.32% | 164,639 | $12.1M | Add +2.7% |
| FNCL Fidelity MSCI Financial Indx | 3.23% | 150,957 | $11.7M | Add +3.2% |
| FIDU Fidelity MSCI Indust Indx | 3.10% | 136,703 | $11.3M | Add +3.0% |
| FENI Fidelity Enhanced Intl ETF | 3.09% | 307,371 | $11.2M | Add +3.7% |
| FUTY Fidelity MSCI US Utilities | 3.04% | 200,094 | $11.0M | Add +3.8% |
| IUSG iShares Core S&P U.S. Growth | 2.98% | 64,448 | $10.8M | Reduce -1.2% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.06% | 154,024 | $7.5M | Add +1.5% |
| SHY iShares 1-3 Year Treasury Bo | 2.01% | 88,449 | $7.3M | Add +3.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.76% | 65,970 | $6.4M | Add +3.7% |
| FDIS Fidelity MSCI Cons Discr Ind | 1.74% | 61,839 | $6.3M | Add +3.9% |
| FLBL Franklin Senior Loan ETF | 1.69% | 262,502 | $6.1M | Add +5.6% |
| PFF iShares Preferred & Income S | 1.65% | 194,422 | $6.0M | Add +5.8% |
| IJT iShares S&P Small-Cap 600 GR | 1.14% | 29,449 | $4.2M | Add +3.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.86% | 9,378 | $3.1M | Add +0.6% |
| VOO Vanguard S&P 500 ETF | 0.46% | 2,647 | $1.7M | Add +0.6% |
| AAPL Apple Inc. | 0.40% | 5,332 | $1.4M | Reduce -18.7% |
| JPM JPMorgan Chase & Co. | 0.38% | 4,279 | $1.4M | Add +416.8% |
| FHLC Fidelity MSCI Health Care | 0.37% | 18,307 | $1.4M | Reduce -4.0% |
| MSFT Microsoft Corp. | 0.35% | 2,613 | $1.3M | Add +0.5% |
| GLD SPDR Gold Shares | 0.31% | 2,828 | $1.1M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 3,951 | $868K | Add +0.3% |
| AVGO Broadcom Inc. | 0.20% | 2,122 | $734K | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 1,368 | $688K | Reduce -5.3% |
| CRH CRH PLC | 0.18% | 5,340 | $666K | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.16% | 4,901 | $590K | Reduce -15.2% |
| RSP Invesco S&P 500 Equal Weight | 0.16% | 2,972 | $569K | Add +0.4% |
| HD Home Depot Inc. | 0.15% | 1,621 | $558K | Add +0.3% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.15% | 2,708 | $546K | Reduce -0.1% |
| JHMM John Hancock Multi Fact Mid | 0.14% | 8,005 | $524K | Add +0.6% |
| INDB Independent Bank Corp. | 0.11% | 5,663 | $414K | Add +0.7% |
| WMT Walmart Inc. | 0.11% | 3,579 | $399K | Add +0.5% |
| NVDA Nvidia Corp. | 0.11% | 2,084 | $389K | Reduce -20.1% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 1,261 | $388K | Add +0.2% |
| TD Toronto-Dominion Bank | 0.10% | 4,046 | $381K | No change |
| FREL Fidelity MSCI RL Est Indx | 0.08% | 11,342 | $305K | Add +0.0% |
| STIP iShares 0-5 Year Tips Bond E | 0.07% | 2,615 | $268K | Reduce -2.9% |
| TSLA Tesla Inc. | 0.07% | 594 | $267K | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 0.07% | 846 | $266K | No change |
| RTX RTX Corp. | 0.06% | 1,263 | $232K | Add +0.2% |
| T AT&T Inc. | 0.06% | 9,223 | $229K | Reduce -0.8% |
| VGT Vanguard Info Tech ETF | 0.06% | 296 | $223K | No change |
| VZ Verizon Communications Inc. | 0.06% | 5,411 | $220K | Reduce -0.8% |
| GEV GE Vernova Inc. | 0.06% | 315 | $206K | New |
| V Visa Inc. Class A | 0.06% | 572 | $201K | New |
Portfolio Sells Q3 2025 → Q4 2025
| IUSV iShares Core S&P U.S. Value | Reduce -0.8% | 3.35% | −0.30 |
| IUSG iShares Core S&P U.S. Growth | Reduce -1.2% | 2.98% | −0.29 |
| AAPL Apple Inc. | Reduce -18.7% | 0.40% | −0.11 |
| NVDA Nvidia Corp. | Reduce -20.1% | 0.11% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -15.2% | 0.16% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.3% | 0.19% | −0.03 |
| T AT&T Inc. | Reduce -0.8% | 0.06% | −0.02 |
| FHLC Fidelity MSCI Health Care | Reduce -4.0% | 0.37% | −0.01 |
| MTB M & T Bank Corp. | Reduce -0.1% | 0.15% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -0.8% | 0.06% | −0.01 |
| AVGO Broadcom Inc. | Reduce -0.1% | 0.20% | −0.01 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -2.9% | 0.07% | −0.01 |
| TSLA Tesla Inc. | Reduce -2.5% | 0.07% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| FELG Fidelity Enh LRG Cap GWTH | Add +69.2% | 15.02% | +5.32 |
| JPM JPMorgan Chase & Co. | Add +416.8% | 0.38% | +0.30 |
| GEV GE Vernova Inc. | New | 0.06% | +0.06 |
| V Visa Inc. Class A | New | 0.06% | +0.06 |
| RTX RTX Corp. | Add +0.2% | 0.06% | −0.00 |
| WMT Walmart Inc. | Add +0.5% | 0.11% | −0.00 |
| INDB Independent Bank Corp. | Add +0.7% | 0.11% | −0.00 |
| GE General Electric | Add +0.2% | 0.11% | −0.01 |
| CRH CRH PLC | Add +0.3% | 0.18% | −0.01 |
| FREL Fidelity MSCI RL Est Indx | Add +0.0% | 0.08% | −0.01 |
| JHMM John Hancock Multi Fact Mid | Add +0.6% | 0.14% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +0.4% | 0.16% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.3% | 0.24% | −0.02 |
| VOO Vanguard S&P 500 ETF | Add +0.6% | 0.46% | −0.03 |
| HD Home Depot Inc. | Add +0.3% | 0.15% | −0.05 |
| MSFT Microsoft Corp. | Add +0.5% | 0.35% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.6% | 0.86% | −0.07 |
| IJT iShares S&P Small-Cap 600 GR | Add +3.9% | 1.14% | −0.08 |
| FENI Fidelity Enhanced Intl ETF | Add +3.7% | 3.09% | −0.10 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +3.7% | 1.76% | −0.10 |
| PFF iShares Preferred & Income S | Add +5.8% | 1.65% | −0.12 |
| FDIS Fidelity MSCI Cons Discr Ind | Add +3.9% | 1.74% | −0.13 |
| FLBL Franklin Senior Loan ETF | Add +5.6% | 1.69% | −0.13 |
| SHY iShares 1-3 Year Treasury Bo | Add +3.4% | 2.01% | −0.15 |
| FCOM Fidelity MSCI Comm Serv Indx | Add +2.7% | 3.32% | −0.15 |
| FNCL Fidelity MSCI Financial Indx | Add +3.2% | 3.23% | −0.18 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +1.5% | 2.06% | −0.19 |
| FIDU Fidelity MSCI Indust Indx | Add +3.0% | 3.10% | −0.21 |
| FDVV Fidelity High Dividend ETF | Add +3.4% | 4.60% | −0.24 |
| FALN iShares Fallen Angels ETF | Add +5.5% | 3.57% | −0.25 |
| ICVT iShares Convertible Bond ETF | Add +4.3% | 3.34% | −0.26 |
| FUTY Fidelity MSCI US Utilities | Add +3.8% | 3.04% | −0.28 |
| TIP iShares Tips Bond ETF | Add +3.8% | 3.58% | −0.29 |
| FELV Fidelity Enh LRG Cap Val ETF | Add +3.6% | 9.04% | −0.31 |
| FTEC Fidelity MSCI Info Tech Indx | Add +2.9% | 4.96% | −0.32 |
| IEI iShares 3-7 Year Treasury Bo | Add +4.3% | 5.23% | −0.33 |
| IEF iShares 7-10 Year Treasury B | Add +4.2% | 5.28% | −0.35 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +4.5% | 5.31% | −0.38 |
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 |