Independence Financial Advisors, LLC
CIK 2066080 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $385.5M
- Posisi
- 55
- Per tanggal
- 30 Juni 2026
#4.461 dari 9.443 berdasarkan nilai 13F · top 47.2%
Nilai portofolio QoQ: +15.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 62,74%
- Bobot 25 kepemilikan teratas
- 95,12%
- Posisi di atas 1%
- 24
- Jumlah posisi efektif
- 16,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 23,9% Perkiraan pembelian $107.212.027 · penjualan $85.894.164
Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 85,9% masih dipegang
- Posisi baru
- 9
- Meningkat
- 23
- Menurun
- 18
- Tertutup
- 5
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Financials
0,8%
Technology
0,4%
Industrials
0,4%
Energy
0,2%
Retail
0,1%
Communication Services
0,1%
Consumer Discretionary
0,1%
Lainnya/Tidak terpetakan
98,0%
Portofolio lengkap 55 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| FELG | $58.651.241 | 15,21% | 1.340.600 | $10.908.625 | Naik ×1 | ||
| FTEC | $40.342.024 | 10,46% | 141.263 | $24.773.972 | Naik ×1 | ||
| FELV | $26.904.812 | 6,98% | 671.110 | $-7.778.328 | Turun ×1 | ||
| TIP | $21.026.740 | 5,45% | 192.148 | $7.631.910 | Naik ×5 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $20.653.602 | 5,36% | 175.850 | $1.286.499 | Naik ×5 | ||
| ICVT | $17.211.070 | 4,46% | 141.376 | $4.570.719 | Naik ×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 | Turun ×1 | ||
| FIDU | $13.579.312 | 3,52% | 136.325 | $2.304.663 | Naik ×1 | ||
| FENI | $13.191.317 | 3,42% | 328.715 | $1.891.349 | Naik ×1 | ||
| GLD | $13.008.235 | 3,37% | 35.312 | $640.410 | Naik ×2 | ||
| FCOM | $12.884.252 | 3,34% | 185.438 | $1.276.314 | Naik ×4 | ||
| FDIS | $12.696.261 | 3,29% | 123.456 | $6.341.915 | Naik ×4 | ||
| FMAT | $11.972.945 | 3,11% | 204.631 | Naik ×1 | |||
| IJJ | $9.797.959 | 2,54% | 66.323 | Naik ×1 | |||
| IJT iShares S&P SmallCap 600 Growth ETF | $7.735.885 | 2,01% | 43.314 | $3.315.471 | Naik ×4 | ||
| IJS | $7.411.858 | 1,92% | 54.228 | Naik ×1 | |||
| ISTB iShares Core 1-5 Year USD Bond ETF | $7.375.047 | 1,91% | 152.851 | $-195.604 | Turun ×1 | ||
| IUSV iShares Core S&P U.S. Value ETF | $7.027.026 | 1,82% | 63.795 | $-2.477.414 | Turun ×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 | Naik ×5 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $5.476.527 | 1,42% | 29.117 | $-731.254 | Turun ×5 | ||
| IJK | $5.166.382 | 1,34% | 43.969 | $-1.576.321 | Turun ×1 | ||
| VTI | $3.491.358 | 0,91% | 9.435 | $473.103 | Naik ×4 | ||
| VOO | $1.828.945 | 0,47% | 2.663 | $242.283 | Naik ×4 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $1.357.656 | 0,35% | 14.356 | $-18.245.782 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.300.128 | 0,34% | 3.972 | $133.254 | Naik ×1 | ||
| FUTY | $1.006.440 | 0,26% | 17.228 | $-10.455.378 | Turun ×2 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $1.005.458 | 0,26% | 12.245 | $-6.501.088 | Turun ×1 | ||
| VIG | $942.266 | 0,24% | 3.982 | $89.333 | Naik ×3 | ||
| FNCL | $899.275 | 0,23% | 11.746 | $-10.515.404 | Turun ×1 | ||
| FHLC | $869.449 | 0,23% | 11.255 | $-419.048 | Turun ×1 | ||
| RSP | $658.935 | 0,17% | 3.097 | $66.831 | Naik ×5 | ||
| AAPL Apple Inc. - Common Stock | $657.888 | 0,17% | 2.274 | $-187.934 | Turun ×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 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $620.357 | 0,16% | 1.663 | $-210.517 | Turun ×2 | ||
| JHMM | $602.344 | 0,16% | 8.036 | $65.079 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $588.911 | 0,15% | 4.307 | $-330.554 | Turun ×1 | ||
| CRH CRH PLC Ordinary Shares | $575.292 | 0,15% | 5.377 | $13.946 | Naik ×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 | Naik ×5 | ||
| HD Home Depot, Inc. (The) Common Stock | $462.219 | 0,12% | 1.311 | $24.858 | Turun ×2 | ||
| FREL | $400.395 | 0,10% | 13.665 | $95.089 | Naik ×5 | ||
| GE GE Aerospace Common Stock | $387.177 | 0,10% | 1.036 | $22.590 | Turun ×1 | ||
| GEV GE Vernova Inc. Common Stock | $319.121 | 0,08% | 272 | $38.460 | Turun ×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 | Naik ×3 | ||
| STIP | $272.150 | 0,07% | 2.664 | $1.690 | Naik ×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 | Naik ×1 | |||
| INTC Intel Corporation - Common Stock | $209.445 | 0,05% | 1.500 | Naik ×1 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $201.515 | 0,05% | 2.111 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| TIP | $21.026.740 | 5,45% | naik ×5 |
| IEI | $20.653.602 | 5,36% | naik ×5 |
| ICVT | $17.211.070 | 4,46% | naik ×5 |
| FCOM | $12.884.252 | 3,34% | naik ×4 |
| FDIS | $12.696.261 | 3,29% | naik ×4 |
| IJT | $7.735.885 | 2,01% | naik ×4 |
| FLBL | $6.850.333 | 1,78% | naik ×5 |
| VTI | $3.491.358 | 0,91% | naik ×4 |
| VOO | $1.828.945 | 0,47% | naik ×4 |
| VIG | $942.266 | 0,24% | naik ×3 |
| RSP | $658.935 | 0,17% | naik ×5 |
| INDB | $480.042 | 0,12% | naik ×5 |
| FREL | $400.395 | 0,10% | naik ×5 |
| RTX | $299.287 | 0,08% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| FTEC | Beli lebih banyak | +66K | +$24.8M |
| FELG | Beli lebih banyak | +67K | +$10.9M |
| FELV | Dipangkas | -322K | -$7.8M |
| TIP | Beli lebih banyak | +71K | +$7.6M |
| FDIS | Beli lebih banyak | +55K | +$6.3M |
| ICVT | Beli lebih banyak | +17K | +$4.6M |
| IJT | Beli lebih banyak | +13K | +$3.3M |
| FDVV | Dipangkas | -76K | -$3.1M |
| IUSV | Dipangkas | -29K | -$2.5M |
| FIDU | Beli lebih banyak | +6K | +$2.3M |
4 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| LQD | 31 Maret 2026 | 175.327 | $19.319.235 | Tidak lagi dilacak |
| FALN | 31 Maret 2026 | 476.028 | $12.995.552 | |
| FENY | 30 Juni 2026 | 317.691 | $10.807.856 | Tidak lagi dilacak |
| PFF | 31 Maret 2026 | 194.422 | $6.019.311 | |
| ANSS | 30 Sep. 2025 | 2.448 | $859.787 | Tidak lagi dilacak |
| AVGO | 30 Juni 2026 | 2.045 | $633.006 | -3,6% |
| WMT | 30 Juni 2026 | 3.243 | $402.984 | -7,9% |
| NVDA | 31 Maret 2026 | 2.084 | $388.752 | 25,7% |
| VZ | 30 Juni 2026 | 6.170 | $309.724 | 16,7% |
| T | 30 Juni 2026 | 10.135 | $293.812 | 22,0% |
| TSLA | 30 Juni 2025 | 941 | $243.740 | 8,7% |
| VGT | 31 Maret 2026 | 296 | $223.433 | Tidak lagi dilacak |
| V | 30 Sep. 2025 | 566 | $200.997 | 7,7% |
| V | 31 Maret 2026 | 572 | $200.678 | 21,6% |