Independence Financial Advisors, LLC
CIK 0002066080 · FRANKLIN, NH · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$385.5M
2026 Q2
Positions
55
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
FELG
FIDELITY COVINGTON TRUST
15.2%
FTEC
FIDELITY COVINGTON TRUST
10.5%
FELV
FIDELITY COVINGTON TRUST
7.0%
TIP
ISHARES TR
5.5%
IEI
ISHARES TR
5.4%
ICVT
ISHARES TR
4.5%
PFF
ISHARES TR
4.3%
FDVV
FIDELITY COVINGTON TRUST
3.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.