Independence Financial Advisors, LLC Top Holdings and 13F Report (2026) About Independence Financial Advisors, LLCInvestment ActivityIndependence Financial Advisors, LLC has $385.51 million in total holdings as of June 30, 2026.Independence Financial Advisors, LLC owns shares of 55 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 27.81% of the portfolio was purchased this quarter.About 22.28% of the portfolio was sold this quarter.This quarter, Independence Financial Advisors, LLC has purchased 51 new stocks and bought additional shares in 23 stocks.Independence Financial Advisors, LLC sold shares of 18 stocks and completely divested from 5 stocks this quarter.Largest Holdings FIDELITY COVINGTON TRUST $58,651,241Fidelity MSCI Information Technology Index ETF $40,342,024FIDELITY COVINGTON TRUST $26,904,812iShares TIPS Bond ETF $21,026,740iShares 3-7 Year Treasury Bond ETF $20,653,602 Largest New Holdings this Quarter 464288687 - iShares Preferred and Income Securities ETF $16,556,564 Holding316092881 - Fidelity MSCI Materials Index ETF $11,972,945 Holding464287705 - iShares S&P Mid-Cap 400 Value ETF $9,797,959 Holding464287879 - iShares S&P Small-Cap 600 Value ETF $7,411,858 Holding46435G474 - iShares Fallen Angels USD Bond ETF $6,999,447 Holding Largest Purchases this Quarter Fidelity MSCI Information Technology Index ETF 66,435 shares (about $18.97M)iShares Preferred and Income Securities ETF 543,016 shares (about $16.56M)Fidelity MSCI Materials Index ETF 204,631 shares (about $11.97M)iShares S&P Mid-Cap 400 Value ETF 66,323 shares (about $9.80M)iShares TIPS Bond ETF 70,774 shares (about $7.74M) Largest Sales this Quarter iShares 7-10 Year Treasury Bond ETF 191,045 shares (about $18.07M)FIDELITY COVINGTON TRUST 322,392 shares (about $12.92M)Fidelity MSCI Financials Index ETF 150,856 shares (about $11.55M)Fidelity MSCI Utilities Index ETF 176,810 shares (about $10.33M)iShares 1-3 Year Treasury Bond ETF 78,666 shares (about $6.46M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependence Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFIDELITY COVINGTON TRUST$58,651,241$2,936,675 â–²5.3%1,340,60015.2%ENHANCED LARGEFTECFidelity MSCI Information Technology Index ETF$40,342,024$18,972,571 â–²88.8%141,26310.5%ETFFIDELITY COVINGTON TRUST$26,904,812$12,924,701 â–¼-32.5%671,1107.0%ENHANCED LARGETIPiShares TIPS Bond ETF$21,026,740$7,744,793 â–²58.3%192,1485.5%ETFIEIiShares 3-7 Year Treasury Bond ETF$20,653,602$1,474,234 â–²7.7%175,8505.4%ETFICVTiShares Convertible Bond ETF$17,211,070$2,093,314 â–²13.8%141,3764.5%ETFPFFiShares Preferred and Income Securities ETF$16,556,564$16,556,564 â–²New Holding543,0164.3%ETFFDVVFidelity High Dividend ETF$13,745,623$4,604,222 â–¼-25.1%227,9923.6%ETFFIDUFidelity MSCI Industrials Index ETF$13,579,312$598,854 â–²4.6%136,3253.5%ETFFIDELITY COVINGTON TRUST$13,191,317$1,001,323 â–²8.2%328,7153.4%ENHANCED INTLGLDSPDR Gold Shares$13,008,235$2,419,888 â–²22.9%35,3123.4%FinanceFCOMFidelity MSCI Communication Services Index ETF$12,884,252$1,044,564 â–²8.8%185,4383.3%ETFFDISFidelity MSCI Consumer Discretionary Index ETF$12,696,261$5,689,129 â–²81.2%123,4563.3%ETFFMATFidelity MSCI Materials Index ETF$11,972,945$11,972,945 â–²New Holding204,6313.1%ETFIJJiShares S&P Mid-Cap 400 Value ETF$9,797,959$9,797,959 â–²New Holding66,3232.5%ETFIJTiShares S&P Small-Cap 600 Growth ETF$7,735,885$2,280,188 â–²41.8%43,3142.0%ETFIJSiShares S&P Small-Cap 600 Value ETF$7,411,858$7,411,858 â–²New Holding54,2281.9%ETFISTBiShares Core 1-5 Year USD Bond ETF$7,375,047$162,795 â–¼-2.2%152,8511.9%ManufacturingIUSViShares Core S&P U.S. Value ETF$7,027,026$3,211,757 â–¼-31.4%63,7951.8%ManufacturingFALNiShares Fallen Angels USD Bond ETF$6,999,447$6,999,447 â–²New Holding256,9551.8%ManufacturingLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$6,925,929$6,925,929 â–²New Holding63,5001.8%FinanceFLBLFranklin Senior Loan ETF$6,850,333$554,962 â–²8.8%298,8801.8%ETFIUSGiShares Core S&P U.S. Growth ETF$5,476,527$2,051,088 â–¼-27.2%29,1171.4%ManufacturingIJKiShares S&P Mid-Cap 400 Growth ETF$5,166,382$2,707,565 â–¼-34.4%43,9691.3%ETFVTIVanguard Total Stock Market ETF$3,491,358$9,991 â–²0.3%9,4350.9%ETFVOOVanguard S&P 500 ETF$1,828,945$5,494 â–²0.3%2,6630.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,357,656$18,067,246 â–¼-93.0%14,3560.4%ETFJPMJPMorgan Chase & Co.$1,300,128$1,637 â–²0.1%3,9720.3%FinanceFUTYFidelity MSCI Utilities Index ETF$1,006,440$10,329,037 â–¼-91.1%17,2280.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,005,458$6,459,400 â–¼-86.5%12,2450.3%ManufacturingVIGVanguard Dividend Appreciation ETF$942,266$3,786 â–²0.4%3,9820.2%ETFFNCLFidelity MSCI Financials Index ETF$899,275$11,549,551 â–¼-92.8%11,7460.2%ETFFHLCFidelity MSCI Health Care Index ETF$869,449$545,231 â–¼-38.5%11,2550.2%ETFRSPInvesco S&P 500 Equal Weight ETF$658,935$2,553 â–²0.4%3,0970.2%ETFAAPLApple$657,888$306,378 â–¼-31.8%2,2740.2%Computer and TechnologyBRK.BBerkshire Hathaway$657,1880.0%1,3130.2%FinanceMTBM&T Bank$644,868$238 â–¼0.0%2,7090.2%FinanceMSFTMicrosoft$620,357$217,106 â–¼-25.9%1,6630.2%Computer and TechnologyJHMMJohn Hancock Multifactor Mid Cap ETF$602,344$2,324 â–²0.4%8,0360.2%ETFXOMExxonMobil$588,911$152,048 â–¼-20.5%4,3070.2%EnergyCRH PLC$575,292$3,959 â–²0.7%5,3770.1%ORDTDToronto Dominion Bank$491,3060.0%4,0460.1%FinanceINDBIndependent Bank$480,042$3,014 â–²0.6%5,7340.1%FinanceHDHome Depot$462,219$6,699 â–¼-1.4%1,3110.1%Retail/WholesaleFRELFidelity MSCI Real Estate Index ETF$400,395$67,978 â–²20.4%13,6650.1%ETFGEGE Aerospace$387,177$93,057 â–¼-19.4%1,0360.1%AerospaceGE VERNOVA INC$319,121$58,662 â–¼-15.5%2720.1%COMGOOGAlphabet$317,0580.0%8970.1%Computer and TechnologyQQQInvesco QQQ$306,3110.0%4160.1%FinanceRTXRTX$299,287$569 â–²0.2%1,5770.1%AerospaceSTIPiShares 0-5 Year TIPS Bond ETF$272,150$5,006 â–²1.9%2,6640.1%ETFTSLATesla$248,1540.0%5900.1%Auto/Tires/TrucksTRVTravelers Companies$219,559$219,559 â–²New Holding6650.1%FinanceINTCIntel$209,445$209,445 â–²New Holding1,5000.1%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$201,515$201,515 â–²New Holding2,1110.1%ManufacturingFENYFidelity MSCI Energy Index ETF$0$10,807,856 â–¼-100.0%00.0%ETFAVGOBroadcom$0$633,006 â–¼-100.0%00.0%Computer and TechnologyWALMART INC$0$402,984 â–¼-100.0%00.0%COMVZVerizon Communications$0$309,724 â–¼-100.0%00.0%Computer and TechnologyTAT&T$0$293,812 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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