Independence Financial Advisors, LLC 13F Holdings · Q3 2026
Independence Financial Advisors, LLC reported 55 securities worth $398.34M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: FELG (15.84%), FTEC (11.34%), FELV (7.27%). Among its top 25 positions this quarter: 23 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FELG | FIDELITY COVINGTON TRUST | $63.1M | 15.84% | 1.4M | Added |
| 2 | FTEC | FIDELITY COVINGTON TRUST | $45.2M | 11.34% | 150,522 | Added |
| 3 | FELV | FIDELITY COVINGTON TRUST | $29.0M | 7.27% | 700,113 | Added |
| 4 | TIP | ISHARES TR | $21.3M | 5.35% | 205,008 | Added |
| 5 | IEI | ISHARES TR | $21.0M | 5.27% | 184,973 | Added |
| 6 | PFF | ISHARES TR | $17.5M | 4.39% | 592,489 | Added |
| 7 | ICVT | ISHARES TR | $16.9M | 4.25% | 149,820 | Added |
| 8 | FDVV | FIDELITY COVINGTON TRUST | $14.3M | 3.60% | 235,945 | Added |
| 9 | GLD | SPDR GOLD TR | $14.1M | 3.53% | 36,897 | Added |
| 10 | FCOM | FIDELITY COVINGTON TRUST | $13.9M | 3.49% | 193,054 | Added |
| 11 | FENI | FIDELITY COVINGTON TRUST | $13.8M | 3.45% | 344,597 | Added |
| 12 | FIDU | FIDELITY COVINGTON TRUST | $12.6M | 3.16% | 142,295 | Added |
| 13 | FDIS | FIDELITY COVINGTON TRUST | $12.5M | 3.13% | 131,483 | Added |
| 14 | FMAT | FIDELITY COVINGTON TRUST | $12.5M | 3.13% | 223,656 | Added |
| 15 | IJJ | ISHARES TR | $10.0M | 2.50% | 72,279 | Added |
| 16 | IJS | ISHARES TR | $7.6M | 1.90% | 58,951 | Added |
| 17 | ISTB | ISHARES TR | $7.6M | 1.90% | 159,811 | Added |
| 18 | IJT | ISHARES TR | $7.4M | 1.85% | 46,017 | Added |
| 19 | FLBL | FRANKLIN TEMPLETON ETF TR | $7.3M | 1.83% | 316,116 | Added |
| 20 | FALN | ISHARES TR | $7.2M | 1.82% | 278,978 | Added |
| 21 | LQD | ISHARES TR | $7.0M | 1.77% | 68,890 | Added |
| 22 | IUSV | ISHARES TR | $6.5M | 1.62% | 58,613 | Trimmed |
| 23 | IUSG | ISHARES TR | $5.4M | 1.35% | 27,672 | Trimmed |
| 24 | IJK | ISHARES TR | $5.0M | 1.25% | 45,543 | Added |
| 25 | VTI | VANGUARD INDEX FDS | $3.5M | 0.89% | 9,459 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR