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CIK: 0002066080
Total reported value
$385.5M
$385.5M
55 檔
37.6%
During the Q4 2025 filing period, Independence Financial Advisors, LLC (CIK: 0002066080) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $385.5M across 55 reported positions.
In Q4 2025, Independence Financial Advisors, LLC displayed an active expansion posture, initiating 2 new positions and adding to 33 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 | 15.02% | +0.88% | +69.18% | |
| 2 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-Other | 9.04% | -3.43% | +3.58% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 5.31% | +1.80% | NEW | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 5.28% | -5.53% | +4.21% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 5.23% | -0.45% | +4.32% | |
| 6 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 4.96% | +5.79% | +2.93% | |
| 7 | FDVV | Fidelity High Dividend ETF | ETF-Other | 4.60% | -1.48% | +3.42% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.58% | +1.43% | +3.84% | |
| 9 | FALN | Ishares Fallen Angels ETF | ETF-Other | 3.57% | +1.82% | NEW | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.35% | -1.03% | -0.81% | |
| 11 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 3.34% | +0.67% | +4.27% | |
| 12 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 3.32% | -0.14% | +2.69% | |
| 13 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 3.23% | -3.20% | +3.19% | |
| 14 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 3.10% | +0.14% | +3.00% | |
| 15 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 3.09% | +0.03% | +3.67% | |
| 16 | FUTY | Fidelity Msci US Utilities | ETF-Other | 3.04% | -3.18% | +3.75% | |
| 17 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.98% | -0.44% | -1.18% | |
| 18 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.06% | -0.36% | +1.53% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.01% | -1.99% | +3.42% | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.76% | -0.68% | +3.67% | |
| 21 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 1.74% | +1.38% | +3.94% | |
| 22 | FLBL | Franklin Senior Loan ETF | ETF-Other | 1.69% | -0.12% | +5.61% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-Other | 1.65% | +4.29% | NEW | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.14% | +0.68% | +3.92% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.86% | — | +0.56% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.01% | +0.57% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.40% | -0.08% | -18.67% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.01% | +416.79% | |
| 29 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.37% | -0.16% | -4.02% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | -0.09% | +0.54% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.31% | -0.34% | — | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | -0.02% | +0.33% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | -0.19% | EXIT | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | -0.02% | -5.26% | |
| 35 | CRH | CRH plc | Stock-Materials | 0.18% | -0.02% | +0.28% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.13% | -15.24% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.16% | -0.01% | +0.37% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | -0.01% | +0.25% | |
| 39 | MTB | M & T Bank CORP | Stock-Financials | 0.15% | — | -0.11% | |
| 40 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.14% | — | +0.57% | |
| 41 | INDB | Independent Bank Corp/ma | Stock-Other | 0.11% | -0.01% | +0.66% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.12% | EXIT | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | — | -20.15% | |
| 44 | GE | General Electric | Stock-Industrials | 0.11% | -0.01% | +0.16% | |
| 45 | TD | Toronto-dominion Bank | Stock-Financials | 0.10% | +0.02% | — | |
| 46 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.08% | +0.01% | +0.03% | |
| 47 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.07% | -0.01% | -2.86% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.07% | -0.01% | -2.46% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | — | — | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.06% | -0.01% | +0.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FELG | Fidelity Enh Lrg Cap Gwth | +5.3% | +69.18% | Add |
| 2 | JPM | Jpmorgan Chase & Co | +0.3% | +416.79% | Add |
| 3 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 4 | GLD | Spdr Gold Shares | — | — | Unchanged |
| 5 | TD | Toronto-dominion Bank | — | — | Unchanged |
| 6 | WMT | Walmart Inc | — | +0.53% | Add |
| 7 | RTX | Rtx CORP | — | +0.16% | Add |
| 8 | AVGO | Broadcom Inc | 0% | -0.05% | Trim |
| 9 | CRH | CRH plc | 0% | +0.28% | Add |
| 10 | INDB | Independent Bank Corp/ma | 0% | +0.66% | Add |
| 11 | VZ | Verizon Communications Inc | 0% | -0.84% | Trim |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | 0% | -2.86% | Trim |
| 13 | MTB | M & T Bank CORP | 0% | -0.11% | Trim |
| 14 | FHLC | Fidelity Msci Health Care | 0% | -4.02% | Trim |
| 15 | T | At&t Inc | 0% | -0.77% | Trim |
| 16 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.33% | Add |
| 17 | FREL | Fidelity Msci Rl Est Indx | 0% | +0.03% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | 0% | +0.57% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -5.26% | Trim |
| 20 | NVDA | Nvidia CORP | 0% | -20.15% | Trim |
| 21 | XOM | Exxon Mobil CORP | 0% | -15.24% | Trim |
| 22 | HD | Home Depot Inc | -0.1% | +0.25% | Add |
| 23 | MSFT | Microsoft CORP | -0.1% | +0.54% | Add |
| 24 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +0.56% | Add |
| 25 | IJT | Ishares S&p Small-cap 600 Gr | -0.1% | +3.92% | Add |
| 26 | FENI | Fidelity Enhanced Intl ETF | -0.1% | +3.67% | Add |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | -0.1% | +3.67% | Add |
| 28 | AAPL | Apple Inc | -0.1% | -18.67% | Trim |
| 29 | PFF | Ishares Preferred & Income S | -0.1% | +5.76% | Add |
| 30 | FDIS | Fidelity Msci Cons Discr Ind | -0.1% | +3.94% | Add |
| 31 | FLBL | Franklin Senior Loan ETF | -0.1% | +5.61% | Add |
| 32 | FCOM | Fidelity Msci Comm Serv Indx | -0.2% | +2.69% | Add |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | +3.42% | Add |
| 34 | FNCL | Fidelity Msci Financial Indx | -0.2% | +3.19% | Add |
| 35 | ISTB | Ishares Core 1-5 Year Usd Bo | -0.2% | +1.53% | Add |
| 36 | FIDU | Fidelity Msci Indust Indx | -0.2% | +3.00% | Add |
| 37 | FDVV | Fidelity High Dividend ETF | -0.2% | +3.42% | Add |
| 38 | FALN | Ishares Fallen Angels ETF | -0.3% | +5.49% | Add |
| 39 | ICVT | Ishares Convertible Bond ETF | -0.3% | +4.27% | Add |
| 40 | FUTY | Fidelity Msci US Utilities | -0.3% | +3.75% | Add |
| 41 | TIP | Ishares Tips Bond ETF | -0.3% | +3.84% | Add |
| 42 | IUSV | Ishares Core S&p U.s. Value | -0.3% | -0.81% | Trim |
| 43 | IUSG | Ishares Core S&p U.s. Growth | -0.3% | -1.18% | Trim |
| 44 | FELV | Fidelity Enh Lrg Cap Val ETF | -0.3% | +3.58% | Add |
| 45 | FTEC | Fidelity Msci Info Tech Indx | -0.3% | +2.93% | Add |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | -0.3% | +4.32% | Add |
| 47 | IEF | Ishares 7-10 Year Treasury B | -0.4% | +4.21% | Add |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.4% | +4.54% | Add |
| 49 | GEV | GE Vernova Inc | — | NEW | New buy |
| 50 | V | Visa Inc-class A Shares | — | NEW | New buy |
According to official SEC Form 13F filings, Independence Financial Advisors, LLC reported a total U.S. public equity portfolio value of $385.5M across 55 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including FELG, FELV, LQD) accounted for 37.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
GEV
市值: $206.1K
Top Position Liquidated / Trimmed
IUSV
前期市值: $12.0M
During Q4 2025, Independence Financial Advisors, LLC's top holdings by market value included FELG (15.0%)、FELV (9.0%)、LQD (5.3%). The largest single position, FELG, represented 15.0% of total portfolio value.
In Q4 2025, Independence Financial Advisors, LLC made 47 total portfolio adjustments, initiating 2 new buys, adding to 33 positions, trimming 12 holdings, and fully liquidating 0 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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