Independence Financial Advisors, LLC Top Holdings and 13F Report (2026) About Independence Financial Advisors, LLCInvestment ActivityIndependence Financial Advisors, LLC has $333.19 million in total holdings as of March 31, 2026.Independence Financial Advisors, LLC owns shares of 51 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 8.58% of the portfolio was purchased this quarter.About 15.03% of the portfolio was sold this quarter.This quarter, Independence Financial Advisors, LLC has purchased 55 new stocks and bought additional shares in 30 stocks.Independence Financial Advisors, LLC sold shares of 15 stocks and completely divested from 6 stocks this quarter.Largest Holdings FIDELITY COVINGTON TRUST $47,742,616FIDELITY COVINGTON TRUST $34,683,140iShares 7-10 Year Treasury Bond ETF $19,603,438iShares 3-7 Year Treasury Bond ETF $19,367,103Fidelity High Dividend ETF $16,812,827 Largest New Holdings this Quarter 316092402 - Fidelity MSCI Energy Index ETF $10,807,856 Holding46090E103 - Invesco QQQ $240,082 Holding Largest Purchases this Quarter SPDR Gold Shares 25,915 shares (about $11.15M)Fidelity MSCI Energy Index ETF 317,691 shares (about $10.81M)FIDELITY COVINGTON TRUST 44,378 shares (about $1.55M)Fidelity MSCI Financials Index ETF 11,645 shares (about $817.48K)Fidelity MSCI Consumer Discretionary Index ETF 6,297 shares (about $587.26K) Largest Sales this Quarter iShares Core S&P U.S. Growth ETF 24,426 shares (about $3.79M)iShares Core S&P U.S. Value ETF 25,762 shares (about $2.63M)FIDELITY COVINGTON TRUST 37,260 shares (about $1.40M)Fidelity MSCI Information Technology Index ETF 5,491 shares (about $1.14M)Fidelity MSCI Industrials Index ETF 6,390 shares (about $552.86K) 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$47,742,616$1,396,877 ▼-2.8%1,273,47614.3%ENHANCED LARGEFIDELITY COVINGTON TRUST$34,683,140$1,549,235 ▲4.7%993,50210.4%ENHANCED LARGEIEFiShares 7-10 Year Treasury Bond ETF$19,603,438$550,306 ▲2.9%205,4015.9%ETFIEIiShares 3-7 Year Treasury Bond ETF$19,367,103$449,019 ▲2.4%163,2985.8%ETFFDVVFidelity High Dividend ETF$16,812,827$508,760 ▲3.1%304,3605.0%ETFFTECFidelity MSCI Information Technology Index ETF$15,568,052$1,142,409 ▼-6.8%74,8284.7%ETFTIPiShares TIPS Bond ETF$13,394,830$304,042 ▲2.3%121,3744.0%ETFICVTiShares Convertible Bond ETF$12,640,351$89,066 ▲0.7%124,1813.8%ETFGLDSPDR Gold Shares$12,367,825$11,150,965 ▲916.4%28,7433.7%FinanceFCOMFidelity MSCI Communication Services Index ETF$11,607,938$392,712 ▲3.5%170,4043.5%ETFFUTYFidelity MSCI Utilities Index ETF$11,461,818$357,728 ▼-3.0%194,0383.4%ETFFNCLFidelity MSCI Financials Index ETF$11,414,679$817,480 ▲7.7%162,6023.4%ETFFIDELITY COVINGTON TRUST$11,299,968$134,217 ▼-1.2%303,7633.4%ENHANCED INTLFIDUFidelity MSCI Industrials Index ETF$11,274,649$552,861 ▼-4.7%130,3133.4%ETFFENYFidelity MSCI Energy Index ETF$10,807,856$10,807,856 ▲New Holding317,6913.2%ETFIUSViShares Core S&P U.S. Value ETF$9,504,440$2,634,163 ▼-21.7%92,9532.9%ManufacturingISTBiShares Core 1-5 Year USD Bond ETF$7,570,651$106,660 ▲1.4%156,2252.3%ManufacturingSHYiShares 1-3 Year Treasury Bond ETF$7,506,546$203,288 ▲2.8%90,9112.3%ManufacturingIJKiShares S&P Mid-Cap 400 Growth ETF$6,742,703$104,845 ▲1.6%67,0122.0%ETFFDISFidelity MSCI Consumer Discretionary Index ETF$6,354,346$587,257 ▲10.2%68,1361.9%ETFFLBLFranklin Senior Loan ETF$6,317,342$279,795 ▲4.6%274,6671.9%ETFIUSGiShares Core S&P U.S. Growth ETF$6,207,781$3,788,698 ▼-37.9%40,0221.9%ManufacturingIJTiShares S&P Small-Cap 600 Growth ETF$4,420,414$158,890 ▲3.7%30,5471.3%ETFVTIVanguard Total Stock Market ETF$3,018,255$9,625 ▲0.3%9,4080.9%ETFVOOVanguard S&P 500 ETF$1,586,662$4,781 ▲0.3%2,6550.5%ETFFHLCFidelity MSCI Health Care Index ETF$1,288,497$422 ▲0.0%18,3130.4%ETFJPMJPMorgan Chase & Co.$1,166,874$91,773 ▼-7.3%3,9670.4%FinanceXOMExxonMobil$919,465$87,891 ▲10.6%5,4190.3%EnergyVIGVanguard Dividend Appreciation ETF$852,933$3,226 ▲0.4%3,9660.3%ETFAAPLApple$845,822$507,290 ▼-37.5%3,3330.3%Computer and TechnologyMSFTMicrosoft$830,874$136,197 ▼-14.1%2,2450.2%Computer and TechnologyAVGOBroadcom$633,006$23,834 ▼-3.6%2,0450.2%Computer and TechnologyBRK.BBerkshire Hathaway$629,358$26,363 ▼-4.0%1,3130.2%FinanceRSPInvesco S&P 500 Equal Weight ETF$592,104$21,688 ▲3.8%3,0850.2%ETFCRH PLC$561,3460.0%5,3400.2%ORDMTBM&T Bank$560,260$413 ▲0.1%2,7100.2%FinanceJHMMJohn Hancock Multifactor Mid Cap ETF$537,2650.0%8,0050.2%ETFHDHome Depot$437,361$95,693 ▼-18.0%1,3300.1%Retail/WholesaleINDBIndependent Bank$428,562$2,632 ▲0.6%5,6980.1%FinanceWALMART INC$402,984$41,752 ▼-9.4%3,2430.1%COMTDToronto Dominion Bank$377,5320.0%4,0460.1%FinanceGEGE Aerospace$364,587$6,809 ▲1.9%1,2850.1%AerospaceVZVerizon Communications$309,724$38,101 ▲14.0%6,1700.1%Computer and TechnologyFRELFidelity MSCI Real Estate Index ETF$305,306$81 ▲0.0%11,3450.1%ETFRTXRTX$303,642$59,995 ▲24.6%1,5740.1%AerospaceTAT&T$293,812$26,439 ▲9.9%10,1350.1%Computer and TechnologyGE VERNOVA INC$280,661$6,101 ▲2.2%3220.1%COMSTIPiShares 0-5 Year TIPS Bond ETF$270,4600.0%2,6150.1%ETFGOOGAlphabet$257,254$14,626 ▲6.0%8970.1%Computer and TechnologyQQQInvesco QQQ$240,082$240,082 ▲New Holding4160.1%FinanceTSLATesla$219,333$1,487 ▼-0.7%5900.1%Auto/Tires/TrucksLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$19,319,235 ▼-100.0%00.0%FinanceFALNiShares Fallen Angels USD Bond ETF$0$12,995,552 ▼-100.0%00.0%ManufacturingPFFiShares Preferred and Income Securities ETF$0$6,019,311 ▼-100.0%00.0%ETFNVDANVIDIA$0$388,752 ▼-100.0%00.0%Computer and TechnologyVGTVanguard Information Technology ETF$0$223,433 ▼-100.0%00.0%ETFVVisa$0$200,678 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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