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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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