Independence Financial Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Independence Financial Advisors, LLC reported 51 stock positions worth $333.2 million. Its top holding was Fidelity Enh LRG Cap GWTH (FELG) at 14.3% of the portfolio, followed by Fidelity Enh LRG Cap Val ETF (FELV, 10.4%) and iShares 7-10 Year Treasury B (IEF, 5.9%). Compared with Q4 2025, it opened 2 new positions, sold out of 6, added to 30 and reduced 15. The biggest buy was SPDR Gold Shares (GLD, shares +916%) and the biggest sale an exit from Ishr Ibx Usd Invgd CB ETF-Ui (LQD).
- Most Recent 13F
- Q2 2026
- Location
- FRANKLIN, NH
- CIK
- 0002066080
- Portfolio Value
- $333.2M (Q1 2026)
- SEC Filing
- 0002066080-26-000002 ↗ filed Apr 15, 2026
Holdings Value
Holdings 51 stocks · $333.2M
| FELG Fidelity Enh LRG Cap GWTH | 14.33% | 1,273,476 | $47.7M | Reduce -2.8% |
| FELV Fidelity Enh LRG Cap Val ETF | 10.41% | 993,502 | $34.7M | Add +4.7% |
| IEF iShares 7-10 Year Treasury B | 5.88% | 205,401 | $19.6M | Add +2.9% |
| IEI iShares 3-7 Year Treasury Bo | 5.81% | 163,298 | $19.4M | Add +2.4% |
| FDVV Fidelity High Dividend ETF | 5.05% | 304,360 | $16.8M | Add +3.1% |
| FTEC Fidelity MSCI Info Tech Indx | 4.67% | 74,828 | $15.6M | Reduce -6.8% |
| TIP iShares Tips Bond ETF | 4.02% | 121,374 | $13.4M | Add +2.3% |
| ICVT iShares Convertible Bond ETF | 3.79% | 124,181 | $12.6M | Add +0.7% |
| GLD SPDR Gold Shares | 3.71% | 28,743 | $12.4M | Add +916.4% |
| FCOM Fidelity MSCI Comm Serv Indx | 3.48% | 170,404 | $11.6M | Add +3.5% |
| FUTY Fidelity MSCI US Utilities | 3.44% | 194,038 | $11.5M | Reduce -3.0% |
| FNCL Fidelity MSCI Financial Indx | 3.43% | 162,602 | $11.4M | Add +7.7% |
| FENI Fidelity Enhanced Intl ETF | 3.39% | 303,763 | $11.3M | Reduce -1.2% |
| FIDU Fidelity MSCI Indust Indx | 3.38% | 130,313 | $11.3M | Reduce -4.7% |
| FENY Fidelity MSCI Energy Index | 3.24% | 317,691 | $10.8M | New |
| IUSV iShares Core S&P U.S. Value | 2.85% | 92,953 | $9.5M | Reduce -21.7% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.27% | 156,225 | $7.6M | Add +1.4% |
| SHY iShares 1-3 Year Treasury Bo | 2.25% | 90,911 | $7.5M | Add +2.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 2.02% | 67,012 | $6.7M | Add +1.6% |
| FDIS Fidelity MSCI Cons Discr Ind | 1.91% | 68,136 | $6.4M | Add +10.2% |
| FLBL Franklin Senior Loan ETF | 1.90% | 274,667 | $6.3M | Add +4.6% |
| IUSG iShares Core S&P U.S. Growth | 1.86% | 40,022 | $6.2M | Reduce -37.9% |
| IJT iShares S&P Small-Cap 600 GR | 1.33% | 30,547 | $4.4M | Add +3.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.91% | 9,408 | $3.0M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.48% | 2,655 | $1.6M | Add +0.3% |
| FHLC Fidelity MSCI Health Care | 0.39% | 18,313 | $1.3M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 0.35% | 3,967 | $1.2M | Reduce -7.3% |
| XOM Exxon Mobil Corp. | 0.28% | 5,419 | $919K | Add +10.6% |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 3,966 | $853K | Add +0.4% |
| AAPL Apple Inc. | 0.25% | 3,333 | $846K | Reduce -37.5% |
| MSFT Microsoft Corp. | 0.25% | 2,245 | $831K | Reduce -14.1% |
| AVGO Broadcom Inc. | 0.19% | 2,045 | $633K | Reduce -3.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 1,313 | $629K | Reduce -4.0% |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 3,085 | $592K | Add +3.8% |
| CRH CRH PLC | 0.17% | 5,340 | $561K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.17% | 2,710 | $560K | Add +0.1% |
| JHMM John Hancock Multi Fact Mid | 0.16% | 8,005 | $537K | No change |
| HD Home Depot Inc. | 0.13% | 1,330 | $437K | Reduce -17.9% |
| INDB Independent Bank Corp. | 0.13% | 5,698 | $429K | Add +0.6% |
| WMT Walmart Inc. | 0.12% | 3,243 | $403K | Reduce -9.4% |
| TD Toronto-Dominion Bank | 0.11% | 4,046 | $378K | No change |
| GE General Electric filed as GE AEROSPACE | 0.11% | 1,285 | $365K | Add +1.9% |
| VZ Verizon Communications Inc. | 0.09% | 6,170 | $310K | Add +14.0% |
| FREL Fidelity MSCI RL Est Indx | 0.09% | 11,345 | $305K | Add +0.0% |
| RTX RTX Corp. | 0.09% | 1,574 | $304K | Add +24.6% |
| T AT&T Inc. | 0.09% | 10,135 | $294K | Add +9.9% |
| GEV GE Vernova Inc. | 0.08% | 322 | $281K | Add +2.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.08% | 2,615 | $270K | No change |
| GOOG Alphabet Inc. Class C | 0.08% | 897 | $257K | Add +6.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 416 | $240K | New |
| TSLA Tesla Inc. | 0.07% | 590 | $219K | Reduce -0.7% |
Portfolio Sells Q4 2025 → Q1 2026
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −5.31 |
| FALN iShares Fallen Angels ETF | Sold out | 0.00% | −3.57 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −1.65 |
| IUSG iShares Core S&P U.S. Growth | Reduce -37.9% | 1.86% | −1.11 |
| FELG Fidelity Enh LRG Cap GWTH | Reduce -2.8% | 14.33% | −0.69 |
| IUSV iShares Core S&P U.S. Value | Reduce -21.7% | 2.85% | −0.49 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -6.8% | 4.67% | −0.29 |
| AAPL Apple Inc. | Reduce -37.5% | 0.25% | −0.14 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.11 |
| MSFT Microsoft Corp. | Reduce -14.1% | 0.25% | −0.10 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.06 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -7.3% | 0.35% | −0.03 |
| HD Home Depot Inc. | Reduce -17.9% | 0.13% | −0.02 |
| AVGO Broadcom Inc. | Reduce -3.6% | 0.19% | −0.01 |
| TSLA Tesla Inc. | Reduce -0.7% | 0.07% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.0% | 0.19% | −0.00 |
| WMT Walmart Inc. | Reduce -9.4% | 0.12% | +0.01 |
| FIDU Fidelity MSCI Indust Indx | Reduce -4.7% | 3.38% | +0.28 |
| FENI Fidelity Enhanced Intl ETF | Reduce -1.2% | 3.39% | +0.30 |
| FUTY Fidelity MSCI US Utilities | Reduce -3.0% | 3.44% | +0.40 |
Portfolio Buys Q4 2025 → Q1 2026
| GLD SPDR Gold Shares | Add +916.4% | 3.71% | +3.40 |
| FENY Fidelity MSCI Energy Index | New | 3.24% | +3.24 |
| FELV Fidelity Enh LRG Cap Val ETF | Add +4.7% | 10.41% | +1.37 |
| IEF iShares 7-10 Year Treasury B | Add +2.9% | 5.88% | +0.61 |
| IEI iShares 3-7 Year Treasury Bo | Add +2.4% | 5.81% | +0.58 |
| ICVT iShares Convertible Bond ETF | Add +0.7% | 3.79% | +0.46 |
| FDVV Fidelity High Dividend ETF | Add +3.1% | 5.05% | +0.45 |
| TIP iShares Tips Bond ETF | Add +2.3% | 4.02% | +0.44 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +1.6% | 2.02% | +0.27 |
| SHY iShares 1-3 Year Treasury Bo | Add +2.8% | 2.25% | +0.24 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +1.4% | 2.27% | +0.21 |
| FLBL Franklin Senior Loan ETF | Add +4.6% | 1.90% | +0.21 |
| FNCL Fidelity MSCI Financial Indx | Add +7.7% | 3.43% | +0.20 |
| IJT iShares S&P Small-Cap 600 GR | Add +3.7% | 1.33% | +0.18 |
| FDIS Fidelity MSCI Cons Discr Ind | Add +10.2% | 1.91% | +0.17 |
| FCOM Fidelity MSCI Comm Serv Indx | Add +3.5% | 3.48% | +0.17 |
| XOM Exxon Mobil Corp. | Add +10.6% | 0.28% | +0.11 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.07% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.91% | +0.04 |
| VZ Verizon Communications Inc. | Add +14.0% | 0.09% | +0.03 |
| GEV GE Vernova Inc. | Add +2.2% | 0.08% | +0.03 |
| RTX RTX Corp. | Add +24.6% | 0.09% | +0.03 |
| T AT&T Inc. | Add +9.9% | 0.09% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +3.8% | 0.18% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.48% | +0.02 |
| MTB M & T Bank Corp. | Add +0.1% | 0.17% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +0.4% | 0.26% | +0.02 |
| INDB Independent Bank Corp. | Add +0.6% | 0.13% | +0.01 |
| FHLC Fidelity MSCI Health Care | Add +0.0% | 0.39% | +0.01 |
| FREL Fidelity MSCI RL Est Indx | Add +0.0% | 0.09% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +6.0% | 0.08% | +0.00 |
| GE General Electric | Add +1.9% | 0.11% | +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 |