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CIK: 0002066080
Total reported value
$385.5M
$385.5M
51 檔
24.9%
In Q2 2025, Independence Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $385.5M, distributed across 51 disclosed stock positions.
Independence Financial Advisors, LLC executed strategic sector rebalancing during Q2 2025, establishing 5 new positions while fully exiting 1 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 11.96% | +0.88% | +1399.41% | |
| 2 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-Other | 10.79% | -3.43% | +2794.69% | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 5.14% | -0.36% | +1.13% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 4.78% | +1.80% | NEW | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-Other | 4.68% | +1.43% | +4.66% | |
| 6 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 4.63% | -1.03% | -66.37% | |
| 7 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 4.55% | +5.79% | -3.03% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 4.49% | -0.45% | +3.34% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.49% | -5.53% | -21.24% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 4.34% | -0.44% | -84.98% | |
| 11 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 4.16% | -3.20% | +3.39% | |
| 12 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 3.78% | +0.03% | — | |
| 13 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 3.69% | -0.14% | -8.33% | |
| 14 | FDVV | Fidelity High Dividend ETF | ETF-Other | 3.53% | -1.48% | +6.60% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.90% | -1.99% | -4.78% | |
| 16 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 2.53% | +0.14% | -4.85% | |
| 17 | FLBL | Franklin Senior Loan ETF | ETF-Other | 2.19% | -0.12% | +3.10% | |
| 18 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 2.14% | +1.38% | — | |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.14% | -0.68% | — | |
| 20 | FALN | Ishares Fallen Angels ETF | ETF-Other | 1.73% | +1.82% | NEW | |
| 21 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.40% | +0.68% | — | |
| 22 | PFF | Ishares Preferred & Income S | ETF-Other | 1.21% | +4.29% | NEW | |
| 23 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.20% | +0.67% | +456.76% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | — | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | -0.01% | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.09% | -1.92% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.53% | -0.08% | -0.29% | |
| 28 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.51% | -0.16% | -85.30% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.34% | -0.34% | +4.55% | |
| 30 | AKX | Ansys Inc | Stock-Other | 0.33% | — | — | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.33% | -0.02% | +5.05% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.02% | — | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.13% | -1.01% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | -0.01% | +0.19% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | -0.19% | EXIT | |
| 36 | MTB | M & T Bank CORP | Stock-Financials | 0.21% | — | +0.11% | |
| 37 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.21% | -0.01% | -18.82% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.21% | -0.01% | +0.41% | |
| 39 | CRH | CRH plc | Stock-Materials | 0.19% | -0.02% | — | |
| 40 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.19% | — | -2.13% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | — | +0.42% | |
| 42 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.14% | -3.18% | +0.01% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.14% | -0.12% | EXIT | |
| 44 | INDB | Independent Bank Corp/ma | Stock-Other | 0.14% | -0.01% | +0.85% | |
| 45 | GE | General Electric | Stock-Industrials | 0.13% | -0.01% | -1.95% | |
| 46 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.12% | +0.01% | +0.04% | |
| 47 | TD | Toronto-dominion Bank | Stock-Financials | 0.12% | +0.02% | — | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.10% | -0.09% | EXIT | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.09% | -0.09% | EXIT | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.09% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FELG | Fidelity Enh Lrg Cap Gwth | +11.3% | +1399.41% | Add |
| 2 | FELV | Fidelity Enh Lrg Cap Val ETF | +10.4% | +2794.69% | Add |
| 3 | FENI | Fidelity Enhanced Intl ETF | +3.8% | NEW | New buy |
| 4 | FDIS | Fidelity Msci Cons Discr Ind | +2.1% | NEW | New buy |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | +2.1% | NEW | New buy |
| 6 | IJT | Ishares S&p Small-cap 600 Gr | +1.4% | NEW | New buy |
| 7 | ICVT | Ishares Convertible Bond ETF | +1% | +456.76% | Add |
| 8 | FTEC | Fidelity Msci Info Tech Indx | +0.8% | -3.03% | Trim |
| 9 | FNCL | Fidelity Msci Financial Indx | +0.5% | +3.39% | Add |
| 10 | FDVV | Fidelity High Dividend ETF | +0.4% | +6.60% | Add |
| 11 | FCOM | Fidelity Msci Comm Serv Indx | +0.3% | -8.33% | Trim |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | +0.3% | +3.34% | Add |
| 13 | TIP | Ishares Tips Bond ETF | +0.3% | +4.66% | Add |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.3% | +2.69% | Add |
| 15 | FIDU | Fidelity Msci Indust Indx | +0.2% | -4.85% | Trim |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.2% | +1.13% | Add |
| 17 | MSFT | Microsoft CORP | +0.1% | -1.92% | Trim |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | — | Unchanged |
| 19 | FLBL | Franklin Senior Loan ETF | +0.1% | +3.10% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | -1.21% | Trim |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | New buy |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | — | Unchanged |
| 23 | NVDA | Nvidia CORP | +0.1% | +0.42% | Add |
| 24 | AKX | Ansys Inc | 0% | — | Unchanged |
| 25 | GLD | Spdr Gold Shares | 0% | +4.55% | Add |
| 26 | VIG | Vanguard Dividend Apprec ETF | 0% | +5.05% | Add |
| 27 | GE | General Electric | 0% | -1.95% | Trim |
| 28 | TD | Toronto-dominion Bank | 0% | — | Unchanged |
| 29 | MTB | M & T Bank CORP | 0% | +0.11% | Add |
| 30 | RSP | Invesco S&p 500 Equal Weight | 0% | +0.41% | Add |
| 31 | WMT | Walmart Inc | 0% | -0.89% | Trim |
| 32 | JHMM | John Hancock Multi Fact Mid | 0% | -2.13% | Trim |
| 33 | CRH | CRH plc | 0% | — | Unchanged |
| 34 | INDB | Independent Bank Corp/ma | 0% | +0.85% | Add |
| 35 | FUTY | Fidelity Msci US Utilities | — | +0.01% | Add |
| 36 | VZ | Verizon Communications Inc | — | +0.67% | Add |
| 37 | FREL | Fidelity Msci Rl Est Indx | — | +0.04% | Add |
| 38 | V | Visa Inc-class A Shares | — | -2.92% | Trim |
| 39 | XOM | Exxon Mobil CORP | 0% | -1.01% | Trim |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 41 | AAPL | Apple Inc | 0% | -0.29% | Trim |
| 42 | STIP | Ishares 0-5 Year Tips Bond E | 0% | -18.82% | Trim |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -4.78% | Trim |
| 44 | TSLA | Tesla Inc | -0.1% | EXIT | Sold out |
| 45 | IEF | Ishares 7-10 Year Treasury B | -1.1% | -21.24% | Trim |
| 46 | PFF | Ishares Preferred & Income S | -1.1% | -48.18% | Trim |
| 47 | FALN | Ishares Fallen Angels ETF | -2.8% | -63.24% | Trim |
| 48 | FHLC | Fidelity Msci Health Care | -3.1% | -85.30% | Trim |
| 49 | IUSV | Ishares Core S&p U.s. Value | -8.5% | -66.37% | Trim |
| 50 | IUSG | Ishares Core S&p U.s. Growth | -19.5% | -84.98% | Trim |
According to official SEC Form 13F filings, Independence Financial Advisors, LLC reported a total U.S. public equity portfolio value of $385.5M across 51 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FELG, FELV, ISTB) accounted for 24.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
FENI
市值: $9.7M
Top Position Liquidated / Trimmed
TSLA
前期市值: $243.7K
During Q2 2025, Independence Financial Advisors, LLC's top holdings by market value included FELG (12.0%)、FELV (10.8%)、ISTB (5.1%). The largest single position, FELG, represented 12.0% of total portfolio value.
In Q2 2025, Independence Financial Advisors, LLC made 44 total portfolio adjustments, initiating 5 new buys, adding to 19 positions, trimming 19 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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