Independence Financial Advisors, LLC Portfolio Holdings

Independence Financial Advisors, LLC

  • $257 Billion
  • Q2 2025

Independence Financial Advisors, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $257 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Covington Trust with a value of $30.7B, Fidelity Covington Trust with a value of $27.8B, Ihares Core 1 5 Years Usd Bond with a value of $13.2B, Ishares Iboxx $ Investment Gra with a value of $12.3B, and Ishares Tr Tips Bd ETF with a value of $12B.

Examining the 13F form we can see an decrease of $5.91B in the current position value, from $263B to 257B.

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 $257 Billion
ETFs: $179 Billion
Technology: $4.58 Billion
Financial Services: $2.32 Billion
Energy: $622 Million
Consumer Cyclical: $592 Million
Communication Services: $503 Million
Basic Materials: $487 Million
Consumer Defensive: $371 Million
Other: $324 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$551B
$201 Million 0.08% of portfolio
566
Q2 2025 Reduced 2.92%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $257 Billion
  • Prior Value $263 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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