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CIK: 0002066080
Total reported value
$385.5M
$385.5M
53 檔
30.6%
According to the latest 13F quarterly dataset, Independence Financial Advisors, LLC managed an equity portfolio of $385.5M at the end of Q3 2025, spanning 53 distinct U.S. exchange-listed positions.
In Q3 2025, Independence Financial Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 9.70% | +0.88% | -6.69% | |
| 2 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-Other | 9.36% | -3.43% | +4.90% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 5.69% | +1.80% | NEW | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 5.63% | -5.53% | +58.75% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 5.57% | -0.45% | +57.57% | |
| 6 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 5.28% | +5.79% | +31.65% | |
| 7 | FDVV | Fidelity High Dividend ETF | ETF-Other | 4.84% | -1.48% | +63.50% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.87% | +1.43% | +4.53% | |
| 9 | FALN | Ishares Fallen Angels ETF | ETF-Other | 3.82% | +1.82% | NEW | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.64% | -1.03% | -4.94% | |
| 11 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 3.60% | +0.67% | +244.07% | |
| 12 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 3.47% | -0.14% | +9.48% | |
| 13 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 3.40% | -3.20% | +1.31% | |
| 14 | FUTY | Fidelity Msci US Utilities | ETF-Other | 3.32% | -3.18% | +2625.66% | |
| 15 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 3.31% | +0.14% | +58.10% | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.27% | -0.44% | -12.06% | |
| 17 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 3.19% | +0.03% | +1.46% | |
| 18 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.26% | -0.36% | -44.19% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.16% | -1.99% | -4.88% | |
| 20 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 1.86% | +1.38% | +1.54% | |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.86% | -0.68% | +5.43% | |
| 22 | FLBL | Franklin Senior Loan ETF | ETF-Other | 1.82% | -0.12% | +6.81% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-Other | 1.77% | +4.29% | NEW | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.22% | +0.68% | +4.62% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.93% | — | +0.30% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.51% | -0.08% | -0.67% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | -0.01% | +0.30% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | -0.09% | -5.66% | |
| 29 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.39% | -0.16% | -7.79% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.31% | -0.34% | — | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.26% | -0.02% | -4.42% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | -0.02% | — | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.21% | -0.19% | EXIT | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.20% | -0.01% | +0.19% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.13% | +0.28% | |
| 36 | CRH | CRH plc | Stock-Materials | 0.19% | -0.02% | +0.34% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.17% | -0.01% | +0.41% | |
| 38 | MTB | M & T Bank CORP | Stock-Financials | 0.16% | — | -4.10% | |
| 39 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.16% | — | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | — | +0.12% | |
| 41 | INDB | Independent Bank Corp/ma | Stock-Other | 0.12% | -0.01% | +0.68% | |
| 42 | GE | General Electric | Stock-Industrials | 0.12% | -0.01% | +0.08% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.12% | EXIT | |
| 44 | TD | Toronto-dominion Bank | Stock-Financials | 0.10% | +0.02% | — | |
| 45 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.10% | +0.01% | +0.03% | |
| 46 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.08% | -0.01% | -48.48% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.08% | -0.01% | — | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.08% | -0.09% | EXIT | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | -0.01% | +9.52% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.07% | -0.09% | EXIT |
According to official SEC Form 13F filings, Independence Financial Advisors, LLC reported a total U.S. public equity portfolio value of $385.5M across 53 disclosed positions in Q3 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, LQD) accounted for 30.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
FENI
市值: $10.5M
Top Position Liquidated / Trimmed
AKX
前期市值: $774.9K
During Q3 2025, Independence Financial Advisors, LLC's top holdings by market value included FELG (9.7%)、FELV (9.4%)、LQD (5.7%). The largest single position, FELG, represented 9.7% of total portfolio value.
In Q3 2025, Independence Financial Advisors, LLC made 48 total portfolio adjustments, initiating 8 new buys, adding to 24 positions, trimming 14 holdings, and fully liquidating 2 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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