Independence Financial Advisors, LLC
CIK 2066080 · View on SEC EDGAR ↗
- Portfolio value
- $385.5M
- Positions
- 55
- As of
- June 30, 2026
#4,461 of 9,443 by 13F value · top 47.2%
Portfolio value QoQ: +15.7% 13F does not disclose cash
- Top 10 holdings weight
- 62.74%
- Top 25 holdings weight
- 95.12%
- Positions above 1%
- 24
- Effective number of positions
- 16.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 23.9% Est. buys $107,212,027 · sells $85,894,164
Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 85.9% still held
- New positions
- 9
- Increased
- 23
- Decreased
- 18
- Closed
- 5
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Financials
0.8%
Technology
0.4%
Industrials
0.4%
Energy
0.2%
Retail
0.1%
Communication Services
0.1%
Consumer Discretionary
0.1%
Other/Unmapped
98.0%
Full portfolio 55 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| FELG | $58,651,241 | 15.21% | 1,340,600 | $10,908,625 | Up ×1 | ||
| FTEC | $40,342,024 | 10.46% | 141,263 | $24,773,972 | Up ×1 | ||
| FELV | $26,904,812 | 6.98% | 671,110 | $-7,778,328 | Down ×1 | ||
| TIP | $21,026,740 | 5.45% | 192,148 | $7,631,910 | Up ×5 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $20,653,602 | 5.36% | 175,850 | $1,286,499 | Up ×5 | ||
| ICVT | $17,211,070 | 4.46% | 141,376 | $4,570,719 | Up ×5 | ||
| PFF iShares Preferred and Income Securities ETF | $16,556,564 | 4.29% | 543,016 | ||||
| FDVV | $13,745,623 | 3.57% | 227,992 | $-3,067,204 | Down ×1 | ||
| FIDU | $13,579,312 | 3.52% | 136,325 | $2,304,663 | Up ×1 | ||
| FENI | $13,191,317 | 3.42% | 328,715 | $1,891,349 | Up ×1 | ||
| GLD | $13,008,235 | 3.37% | 35,312 | $640,410 | Up ×2 | ||
| FCOM | $12,884,252 | 3.34% | 185,438 | $1,276,314 | Up ×4 | ||
| FDIS | $12,696,261 | 3.29% | 123,456 | $6,341,915 | Up ×4 | ||
| FMAT | $11,972,945 | 3.11% | 204,631 | Up ×1 | |||
| IJJ | $9,797,959 | 2.54% | 66,323 | Up ×1 | |||
| IJT iShares S&P SmallCap 600 Growth ETF | $7,735,885 | 2.01% | 43,314 | $3,315,471 | Up ×4 | ||
| IJS | $7,411,858 | 1.92% | 54,228 | Up ×1 | |||
| ISTB iShares Core 1-5 Year USD Bond ETF | $7,375,047 | 1.91% | 152,851 | $-195,604 | Down ×1 | ||
| IUSV iShares Core S&P U.S. Value ETF | $7,027,026 | 1.82% | 63,795 | $-2,477,414 | Down ×5 | ||
| FALN iShares Fallen Angels USD Bond ETF | $6,999,447 | 1.82% | 256,955 | ||||
| LQD | $6,925,929 | 1.80% | 63,500 | ||||
| FLBL | $6,850,333 | 1.78% | 298,880 | $532,991 | Up ×5 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $5,476,527 | 1.42% | 29,117 | $-731,254 | Down ×5 | ||
| IJK | $5,166,382 | 1.34% | 43,969 | $-1,576,321 | Down ×1 | ||
| VTI | $3,491,358 | 0.91% | 9,435 | $473,103 | Up ×4 | ||
| VOO | $1,828,945 | 0.47% | 2,663 | $242,283 | Up ×4 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $1,357,656 | 0.35% | 14,356 | $-18,245,782 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,300,128 | 0.34% | 3,972 | $133,254 | Up ×1 | ||
| FUTY | $1,006,440 | 0.26% | 17,228 | $-10,455,378 | Down ×2 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $1,005,458 | 0.26% | 12,245 | $-6,501,088 | Down ×1 | ||
| VIG | $942,266 | 0.24% | 3,982 | $89,333 | Up ×3 | ||
| FNCL | $899,275 | 0.23% | 11,746 | $-10,515,404 | Down ×1 | ||
| FHLC | $869,449 | 0.23% | 11,255 | $-419,048 | Down ×1 | ||
| RSP | $658,935 | 0.17% | 3,097 | $66,831 | Up ×5 | ||
| AAPL Apple Inc. - Common Stock | $657,888 | 0.17% | 2,274 | $-187,934 | Down ×5 | ||
| BRKB | $657,188 | 0.17% | 1,313 | $27,830 | |||
| MTB M&T Bank Corporation Common Stock | $644,868 | 0.17% | 2,709 | $84,608 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $620,357 | 0.16% | 1,663 | $-210,517 | Down ×2 | ||
| JHMM | $602,344 | 0.16% | 8,036 | $65,079 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $588,911 | 0.15% | 4,307 | $-330,554 | Down ×1 | ||
| CRH CRH PLC Ordinary Shares | $575,292 | 0.15% | 5,377 | $13,946 | Up ×1 | ||
| TD Toronto Dominion Bank (The) Common Stock | $491,306 | 0.13% | 4,046 | $113,774 | |||
| INDB Independent Bank Corp. - Common Stock | $480,042 | 0.12% | 5,734 | $51,480 | Up ×5 | ||
| HD Home Depot, Inc. (The) Common Stock | $462,219 | 0.12% | 1,311 | $24,858 | Down ×2 | ||
| FREL | $400,395 | 0.10% | 13,665 | $95,089 | Up ×5 | ||
| GE GE Aerospace Common Stock | $387,177 | 0.10% | 1,036 | $22,590 | Down ×1 | ||
| GEV GE Vernova Inc. Common Stock | $319,121 | 0.08% | 272 | $38,460 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $317,058 | 0.08% | 897 | $59,804 | |||
| QQQ Invesco QQQ Trust, Series 1 | $306,311 | 0.08% | 416 | $66,229 | |||
| RTX RTX Corporation Common Stock | $299,287 | 0.08% | 1,577 | $-4,355 | Up ×3 | ||
| STIP | $272,150 | 0.07% | 2,664 | $1,690 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $248,154 | 0.06% | 590 | $28,821 | |||
| TRV The Travelers Companies, Inc. Common Stock | $219,559 | 0.06% | 665 | Up ×1 | |||
| INTC Intel Corporation - Common Stock | $209,445 | 0.05% | 1,500 | Up ×1 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $201,515 | 0.05% | 2,111 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| TIP | $21,026,740 | 5.45% | up ×5 |
| IEI | $20,653,602 | 5.36% | up ×5 |
| ICVT | $17,211,070 | 4.46% | up ×5 |
| FCOM | $12,884,252 | 3.34% | up ×4 |
| FDIS | $12,696,261 | 3.29% | up ×4 |
| IJT | $7,735,885 | 2.01% | up ×4 |
| FLBL | $6,850,333 | 1.78% | up ×5 |
| VTI | $3,491,358 | 0.91% | up ×4 |
| VOO | $1,828,945 | 0.47% | up ×4 |
| VIG | $942,266 | 0.24% | up ×3 |
| RSP | $658,935 | 0.17% | up ×5 |
| INDB | $480,042 | 0.12% | up ×5 |
| FREL | $400,395 | 0.10% | up ×5 |
| RTX | $299,287 | 0.08% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| FTEC | Bought more | +66K | +$24.8M |
| FELG | Bought more | +67K | +$10.9M |
| FELV | Trimmed | -322K | -$7.8M |
| TIP | Bought more | +71K | +$7.6M |
| FDIS | Bought more | +55K | +$6.3M |
| ICVT | Bought more | +17K | +$4.6M |
| IJT | Bought more | +13K | +$3.3M |
| FDVV | Trimmed | -76K | -$3.1M |
| IUSV | Trimmed | -29K | -$2.5M |
| FIDU | Bought more | +6K | +$2.3M |
4 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| LQD | March 31, 2026 | 175,327 | $19,319,235 | No longer tracked |
| FALN | March 31, 2026 | 476,028 | $12,995,552 | |
| FENY | June 30, 2026 | 317,691 | $10,807,856 | No longer tracked |
| PFF | March 31, 2026 | 194,422 | $6,019,311 | |
| ANSS | Sept. 30, 2025 | 2,448 | $859,787 | No longer tracked |
| AVGO | June 30, 2026 | 2,045 | $633,006 | -3.6% |
| WMT | June 30, 2026 | 3,243 | $402,984 | -7.9% |
| NVDA | March 31, 2026 | 2,084 | $388,752 | 25.7% |
| VZ | June 30, 2026 | 6,170 | $309,724 | 16.7% |
| T | June 30, 2026 | 10,135 | $293,812 | 22.0% |
| TSLA | June 30, 2025 | 941 | $243,740 | 8.7% |
| VGT | March 31, 2026 | 296 | $223,433 | No longer tracked |
| V | Sept. 30, 2025 | 566 | $200,997 | 7.7% |
| V | March 31, 2026 | 572 | $200,678 | 21.6% |