Independence Financial Advisors, LLC Portfolio Holdings

Independence Financial Advisors, LLC

  • $328 Billion
  • Q3 2025

Independence Financial Advisors, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $328 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Covington Trust with a value of $31.9B, Fidelity Covington Trust with a value of $30.7B, Ishares Iboxx $ Investment Gra with a value of $18.7B, Ishares Barclays with a value of $18.5B, and Ishares Barclays 3 7 Yr Treas with a value of $18.3B.

Examining the 13F form we can see an increase of $71.2B in the current position value, from $257B to 328B.

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 $328 Billion
ETFs: $245 Billion
Technology: $4.2 Billion
Financial Services: $2.24 Billion
Consumer Cyclical: $926 Million
Communication Services: $708 Million
Energy: $652 Million
Basic Materials: $638 Million
Industrials: $590 Million
Other: $367 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Fidelity Covington Trust
-
$31.9 Billion 9.7% of portfolio
-
Q3 2025 Reduced 6.69%
Fidelity Covington Trust
-
$30.7 Billion 9.36% of portfolio
-
Q3 2025 Added 4.9%
$0
$18.7 Billion 5.69% of portfolio
167,706
Q3 2025 Added 49.49%
$0
$18.5 Billion 5.63% of portfolio
191,564
Q3 2025 Added 58.75%
$0
$18.3 Billion 5.57% of portfolio
152,913
Q3 2025 Added 57.57%
$0
$17.3 Billion 5.28% of portfolio
78,035
Q3 2025 Added 31.65%
$0
$15.9 Billion 4.84% of portfolio
285,386
Q3 2025 Added 63.5%
$0
$12.7 Billion 3.87% of portfolio
114,232
Q3 2025 Added 4.53%
$0
$12.5 Billion 3.82% of portfolio
451,249
Q3 2025 Added 175.14%
$0
$12 Billion 3.64% of portfolio
119,689
Q3 2025 Reduced 4.94%
$0
$11.8 Billion 3.6% of portfolio
118,255
Q3 2025 Added 244.07%
$0
$11.4 Billion 3.47% of portfolio
160,321
Q3 2025 Added 9.48%
$0
$11.2 Billion 3.4% of portfolio
146,296
Q3 2025 Added 1.31%
$0
$10.9 Billion 3.32% of portfolio
192,868
Q3 2025 Added 2,625.66%
$0
$10.9 Billion 3.31% of portfolio
132,727
Q3 2025 Added 58.1%
$0
$10.7 Billion 3.27% of portfolio
65,217
Q3 2025 Reduced 12.06%
$0
$7.41 Billion 2.26% of portfolio
151,705
Q3 2025 Reduced 44.19%
$0
$7.1 Billion 2.16% of portfolio
85,525
Q3 2025 Reduced 4.88%
$0
$6.1 Billion 1.86% of portfolio
63,635
Q3 2025 Added 5.43%
$0
$6.12 Billion 1.86% of portfolio
59,497
Q3 2025 Added 1.54%
$0
$5.97 Billion 1.82% of portfolio
248,551
Q3 2025 Added 6.81%
$0
$5.81 Billion 1.77% of portfolio
183,828
Q3 2025 Added 82.02%
$0
$4.01 Billion 1.22% of portfolio
28,339
Q3 2025 Added 4.62%
$0
$3.06 Billion 0.93% of portfolio
9,326
Q3 2025 Added 0.3%
$4.3T
$1.67 Billion 0.51% of portfolio
6,556
Q3 2025 Reduced 0.67%
$0
$1.61 Billion 0.49% of portfolio
2,632
Q3 2025 Added 0.3%
$3.78T
$1.35 Billion 0.41% of portfolio
2,599
Q3 2025 Reduced 5.66%
$0
$1.28 Billion 0.39% of portfolio
19,073
Q3 2025 Reduced 7.79%
$130B
$1.01 Billion 0.31% of portfolio
2,828
Q2 2025 Added 4.55%
$0
$850 Million 0.26% of portfolio
3,938
Q3 2025 Reduced 4.42%
$662B
$726 Million 0.22% of portfolio
1,444
Q1 2025 New
$139B
$700 Million 0.21% of portfolio
2,123
Q3 2025 Added 0.19%
$490B
$652 Million 0.2% of portfolio
5,782
Q3 2025 Added 0.28%
$367B
$655 Million 0.2% of portfolio
1,617
Q3 2025 Added 0.19%
$23.9B
$638 Million 0.19% of portfolio
-
Q3 2025 Added 0.34%
$0
$562 Million 0.17% of portfolio
2,961
Q3 2025 Added 0.41%
$0
$515 Million 0.16% of portfolio
7,960
Q2 2025 Reduced 2.13%
$32.3B
$536 Million 0.16% of portfolio
2,711
Q3 2025 Reduced 4.1%
$465B
$487 Million 0.15% of portfolio
2,610
Q3 2025 Added 0.12%
$328B
$379 Million 0.12% of portfolio
1,259
Q3 2025 Added 0.08%
$3.15B
$389 Million 0.12% of portfolio
5,626
Q3 2025 Added 0.68%
$279B
$367 Million 0.11% of portfolio
3,560
Q3 2025 Reduced 6.24%
$0
$315 Million 0.1% of portfolio
11,339
Q3 2025 Added 0.03%
$148B
$323 Million 0.1% of portfolio
4,046
Q1 2025 New
$1.29T
$271 Million 0.08% of portfolio
609
Q3 2025 New
$881B
$261 Million 0.08% of portfolio
828
Q3 2025 Added 9.52%
$0
$278 Million 0.08% of portfolio
2,692
Q3 2025 Reduced 48.48%
$181B
$262 Million 0.08% of portfolio
9,295
Q3 2025 Added 0.45%
$0
$221 Million 0.07% of portfolio
296
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $328 Billion
  • Prior Value $257 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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