Independence Financial Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Independence Financial Advisors, LLC 13F Holdings
CIK 0002066080 · FRANKLIN, NH
As of Sep 30, 2025, Independence Financial Advisors, LLC reported
53 positions worth $328.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| FIDELITY ENHANCED LARGE CAP GROWTH ETF | FELG | — | 774,768 | $31.9M | 9.70% |
| FIDELITY ENHANCED LARGE CAP VALUE ETF | FELV | — | 916,296 | $30.7M | 9.36% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 167,706 |
|
8.7M5.69% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 191,564 |
8.5M | 5.63% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 152,913 |
8.3M | 5.57% |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | FTEC | — | 78,035 |
7.3M | 5.28% |
| FIDELITY HIGH DIVIDEND ETF | FDVV | — | 285,386 |
5.9M | 4.84% |
| ISHARES TIPS BOND ETF | TIP | — | 114,232 |
2.7M | 3.87% |
| ISHARES FALLEN ANGELS USD BOND ETF | FALN | — | 451,249 |
2.5M | 3.82% |
| ISHARES CORE S&P US VALUE ETF | IUSV | — | 119,689 |
2.0M | 3.64% |
| ISHARES CONVERTIBLE BOND ETF | ICVT | — | 118,255 |
1.8M | 3.60% |
| FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | FCOM | — | 160,321 |
1.4M | 3.47% |
| FIDELITY MSCI FINANCIALS INDEX ETF | FNCL | — | 146,296 |
1.2M | 3.40% |
| FIDELITY MSCI UTILITIES INDEX ETF | FUTY | — | 192,868 |
0.9M | 3.32% |
| FIDELITY MSCI INDUSTRIALS INDEX ETF | FIDU | — | 132,727 |
0.9M | 3.31% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 65,217 |
0.7M | 3.27% |
| FIDELITY COVINGTON TRUST | FENI | — | 296,478 |
0.5M | 3.19% |
| ISHARES CORE 1-5 YEAR USD BOND ETF | ISTB | — | 151,705 | $7.4M | 2.26% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 85,525 | $7.1M | 2.16% |
| FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | FDIS | — | 59,497 | $6.1M | 1.86% |
| ISHARES S&P MID-CAP 400 GROWTH ETF | IJK | — | 63,635 | $6.1M | 1.86% |
| FRANKLIN SENIOR LOAN ETF | FLBL | — | 248,551 | $6.0M | 1.82% |
| ISHARES PREFERRED & INCOME S | PFF | — | 183,828 | $5.8M | 1.77% |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | IJT | — | 28,339 | $4.0M | 1.22% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 9,326 | $3.1M | 0.93% |