Independence Financial Advisors, LLC Portfolio Holdings

Independence Financial Advisors, LLC

  • $364 Billion
  • Q4 2025

Independence Financial Advisors, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $364 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Covington Trust with a value of $54.7B, Fidelity Covington Trust with a value of $32.9B, Ishares Iboxx $ Investment Gra with a value of $19.3B, Ishares Barclays with a value of $19.2B, and Ishares Barclays 3 7 Yr Treas with a value of $19B.

Examining the 13F form we can see an increase of $35.5B in the current position value, from $328B to 364B.

Independence Financial Advisors, LLC is based out at Franklin, NH

Below you can find more details about Independence Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $364 Billion
ETFs: $254 Billion
Technology: $3.84 Billion
Financial Services: $3.61 Billion
Consumer Cyclical: $825 Million
Communication Services: $715 Million
Basic Materials: $666 Million
Industrials: $620 Million
Energy: $590 Million
Other: $399 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$734 Million 0.2% of portfolio
2,122
Q4 2025 Reduced 0.05%
$23.9B
$666 Million 0.18% of portfolio
-
Q4 2025 Added 0.28%
$32.3B
$546 Million 0.15% of portfolio
2,708
Q4 2025 Reduced 0.11%
$148B
$381 Million 0.1% of portfolio
4,046
Q1 2025 New
$172B
$220 Million 0.06% of portfolio
5,411
Q4 2025 Reduced 0.84%
$181B
$229 Million 0.06% of portfolio
9,223
Q4 2025 Reduced 0.77%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $364 Billion
  • Prior Value $328 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track This Portfolio

Track Independence Financial Advisors, LLC Portfolio

Follow Independence Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independence Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independence Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email