Independence Financial Advisors, LLC
Independence Financial Advisors, LLC reported 55 positions worth $385.5M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: FELG (15.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FELG | SH | $58.7M | 15.21% | 1,340,600 | — | — | |
| ▸ 2 | FTEC | SH | $40.3M | 10.46% | 141,263 | — | — | |
| ▸ 3 | FELV | SH | $26.9M | 6.98% | 671,110 | — | — | |
| ▸ 4 | TIP | SH | $21.0M | 5.45% | 192,148 | — | — | |
| ▸ 5 | IEI | SH | $20.7M | 5.36% | 175,850 | — | — | |
| ▸ 6 | ICVT | SH | $17.2M | 4.46% | 141,376 | — | — | |
| ▸ 7 | PFF | SH | $16.6M | 4.29% | 543,016 | — | — | |
| ▸ 8 | FDVV | SH | $13.7M | 3.57% | 227,992 | — | — | |
| ▸ 9 | FIDU | SH | $13.6M | 3.52% | 136,325 | — | — | |
| ▸ 10 | FENI | SH | $13.2M | 3.42% | 328,715 | — | — |
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Frequently Asked Questions
What stocks does Independence Financial Advisors, LLC hold as of Q2 2026?
Independence Financial Advisors, LLC reported 55 positions worth $385.5M in its Q2 2026 13F filing. Largest positions: FELG (15.2%), FTEC (10.5%), FELV (7.0%), TIP (5.5%) and IEI (5.4%).
What did Independence Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Independence Financial Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.