Independence Financial Advisors, LLC

Est. AUM

$333.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FIDELITY COVINGTON TRUST	ENHANCED LARGE	$47.7M	1273476	14.33%	SOLE
2	FIDELITY COVINGTON TRUST	ENHANCED LARGE	$34.7M	993502	10.41%	SOLE
3	ISHARES TR	7-10 YR TRSY BD	$19.6M	205401	5.88%	SOLE
4	ISHARES TR	3 7 YR TREAS BD	$19.4M	163298	5.81%	SOLE
5	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$16.8M	304360	5.05%	SOLE
6	FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$15.6M	74828	4.67%	SOLE
7	ISHARES TR	TIPS BD ETF	$13.4M	121374	4.02%	SOLE
8	ISHARES TR	CONV BD ETF	$12.6M	124181	3.79%	SOLE
9	SPDR GOLD TR	GOLD SHS	$12.4M	28743	3.71%	SOLE
10	FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$11.6M	170404	3.48%	SOLE
11	FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$11.5M	194038	3.44%	SOLE
12	FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$11.4M	162602	3.43%	SOLE
13	FIDELITY COVINGTON TRUST	ENHANCED INTL	$11.3M	303763	3.39%	SOLE
14	FIDELITY COVINGTON TRUST	MSCI INDL INDX	$11.3M	130313	3.38%	SOLE
15	FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$10.8M	317691	3.24%	SOLE
16	ISHARES TR	CORE S&P US VLU	$9.5M	92953	2.85%	SOLE
17	ISHARES TR	CORE 1 5 YR USD	$7.6M	156225	2.27%	SOLE
18	ISHARES TR	1 3 YR TREAS BD	$7.5M	90911	2.25%	SOLE
19	ISHARES TR	S&P MC 400GR ETF	$6.7M	67012	2.02%	SOLE
20	FIDELITY COVINGTON TRUST	MSCI CONSM DIS	$6.4M	68136	1.91%	SOLE
21	FRANKLIN TEMPLETON ETF TR	SENIOR LOAN ETF	$6.3M	274667	1.90%	SOLE
22	ISHARES TR	CORE S&P US GWT	$6.2M	40022	1.86%	SOLE
23	ISHARES TR	S&P SML 600 GWT	$4.4M	30547	1.33%	SOLE
24	VANGUARD INDEX FDS	TOTAL STK MKT	$3.0M	9408	0.91%	SOLE
25	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.6M	2655	0.48%	SOLE
26	FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$1.3M	18313	0.39%	SOLE
27	JPMORGAN CHASE & CO	COM	$1.2M	3967	0.35%	SOLE
28	EXXON MOBIL CORP	COM	$919K	5419	0.28%	SOLE
29	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$853K	3966	0.26%	SOLE
30	APPLE INC	COM	$846K	3333	0.25%	SOLE
31	MICROSOFT CORP	COM	$831K	2245	0.25%	SOLE
32	BROADCOM INC	COM	$633K	2045	0.19%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$629K	1313	0.19%	SOLE
34	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$592K	3085	0.18%	SOLE
35	CRH PLC	ORD	$561K	5340	0.17%	SOLE
36	M & T BK CORP	COM	$560K	2710	0.17%	SOLE
37	JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$537K	8005	0.16%	SOLE
38	HOME DEPOT INC	COM	$437K	1330	0.13%	SOLE
39	INDEPENDENT BK CORP MASS	COM	$429K	5698	0.13%	SOLE
40	WALMART INC	COM	$403K	3243	0.12%	SOLE
41	TORONTO DOMINION BK ONT	COM NEW	$378K	4046	0.11%	SOLE
42	GE AEROSPACE	COM NEW	$365K	1285	0.11%	SOLE
43	VERIZON COMMUNICATIONS INC	COM	$310K	6170	0.09%	SOLE
44	FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$305K	11345	0.09%	SOLE
45	RTX CORPORATION	COM	$304K	1574	0.09%	SOLE
46	AT&T INC	COM	$294K	10135	0.09%	SOLE
47	GE VERNOVA INC	COM	$281K	322	0.08%	SOLE
48	ISHARES TR	0-5 YR TIPS ETF	$270K	2615	0.08%	SOLE
49	ALPHABET INC	CAP STK CL C	$257K	897	0.08%	SOLE
50	INVESCO QQQ TR	UNIT SER 1	$240K	416	0.07%	SOLE

1–50 of 51

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.