Independence Financial Advisors, LLC Top Holdings and 13F Report (2026) About Independence Financial Advisors, LLCInvestment ActivityIndependence Financial Advisors, LLC has $398.34 million in total holdings as of September 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 5.24% of the portfolio was purchased this quarter.About 0.94% of the portfolio was sold this quarter.This quarter, Independence Financial Advisors, LLC has purchased 55 new stocks and bought additional shares in 36 stocks.Independence Financial Advisors, LLC sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings FIDELITY COVINGTON TRUST $63,102,149Fidelity MSCI Information Technology Index ETF $45,165,662FIDELITY COVINGTON TRUST $28,963,684iShares TIPS Bond ETF $21,329,066iShares 3-7 Year Treasury Bond ETF $20,983,348 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $702,304 Holding00206R102 - AT&T $214,722 Holding Largest Purchases this Quarter Fidelity MSCI Information Technology Index ETF 9,259 shares (about $2.78M)FIDELITY COVINGTON TRUST 58,871 shares (about $2.65M)iShares Preferred and Income Securities ETF 49,473 shares (about $1.46M)iShares TIPS Bond ETF 12,860 shares (about $1.34M)FIDELITY COVINGTON TRUST 29,003 shares (about $1.20M) Largest Sales this Quarter iShares 7-10 Year Treasury Bond ETF 7,805 shares (about $697.05K)Fidelity MSCI Financials Index ETF 7,913 shares (about $599.25K)iShares Core S&P U.S. Value ETF 5,182 shares (about $571.47K)Fidelity MSCI Utilities Index ETF 8,807 shares (about $449.60K)iShares Core S&P U.S. Growth ETF 1,445 shares (about $279.96K) 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$63,102,149$2,654,493 ▲4.4%1,399,47115.8%ENHANCED LARGEFTECFidelity MSCI Information Technology Index ETF$45,165,662$2,778,257 ▲6.6%150,52211.3%ETFFIDELITY COVINGTON TRUST$28,963,684$1,199,854 ▲4.3%700,1137.3%ENHANCED LARGETIPiShares TIPS Bond ETF$21,329,066$1,337,957 ▲6.7%205,0085.4%ETFIEIiShares 3-7 Year Treasury Bond ETF$20,983,348$1,034,914 ▲5.2%184,9735.3%ETFPFFiShares Preferred and Income Securities ETF$17,478,426$1,459,454 ▲9.1%592,4894.4%ETFICVTiShares Convertible Bond ETF$16,919,899$953,622 ▲6.0%149,8204.2%ETFFDVVFidelity High Dividend ETF$14,328,968$482,987 ▲3.5%235,9453.6%ETFGLDSPDR Gold Shares$14,051,843$603,631 ▲4.5%36,8973.5%ETFFCOMFidelity MSCI Communication Services Index ETF$13,901,843$548,429 ▲4.1%193,0543.5%ETFFIDELITY COVINGTON TRUST$13,752,852$633,850 ▲4.8%344,5973.5%ENHANCED INTLFIDUFidelity MSCI Industrials Index ETF$12,604,501$528,823 ▲4.4%142,2953.2%ETFFMATFidelity MSCI Materials Index ETF$12,466,572$1,060,452 ▲9.3%223,6563.1%ETFFDISFidelity MSCI Consumer Discretionary Index ETF$12,452,727$760,235 ▲6.5%131,4833.1%ETFIJJiShares S&P Mid-Cap 400 Value ETF$9,953,482$820,196 ▲9.0%72,2792.5%ETFIJSiShares S&P Small-Cap 600 Value ETF$7,551,669$605,020 ▲8.7%58,9511.9%ETFISTBiShares Core 1-5 Year USD Bond ETF$7,551,074$328,860 ▲4.6%159,8111.9%ETFIJTiShares S&P Small-Cap 600 Growth ETF$7,377,951$433,375 ▲6.2%46,0171.9%ETFFLBLFranklin Senior Loan ETF$7,270,662$396,428 ▲5.8%316,1161.8%ETFFALNiShares Fallen Angels USD Bond ETF$7,233,903$571,057 ▲8.6%278,9781.8%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$7,039,145$550,747 ▲8.5%68,8901.8%ETFIUSViShares Core S&P U.S. Value ETF$6,463,857$571,472 ▼-8.1%58,6131.6%ETFIUSGiShares Core S&P U.S. Growth ETF$5,361,378$279,965 ▼-5.0%27,6721.3%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$4,991,977$172,526 ▲3.6%45,5431.3%ETFVTIVanguard Total Stock Market ETF$3,539,974$8,982 ▲0.3%9,4590.9%ETFVOOVanguard S&P 500 ETF$1,871,199$4,906 ▲0.3%2,6700.5%ETFJPMJPMorgan Chase & Co.$1,314,928$992 ▲0.1%3,9750.3%FinanceVIGVanguard Dividend Appreciation ETF$932,622$3,500 ▲0.4%3,9970.2%ETFMSFTMicrosoft$841,020$11,795 ▼-1.4%1,6400.2%TechnologyFHLCFidelity MSCI Health Care Index ETF$812,794$106,695 ▼-11.6%9,9490.2%ETFAAPLApple$757,798$666 ▲0.1%2,2760.2%TechnologySHYiShares 1-3 Year Treasury Bond ETF$751,591$242,708 ▼-24.4%9,2560.2%ETFEXXONMOBIL HOLDINGS CORP$702,304$702,304 ▲New Holding4,3150.2%COM SHSBRK.BBerkshire Hathaway$653,9830.0%1,3130.2%FinanceRSPInvesco S&P 500 Equal Weight ETF$646,657$2,496 ▲0.4%3,1090.2%ETFMTBM&T Bank$589,283$218 ▼0.0%2,7080.1%FinanceIEFiShares 7-10 Year Treasury Bond ETF$585,057$697,049 ▼-54.4%6,5510.1%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$574,5410.0%8,0360.1%ETFTDToronto Dominion Bank$475,5260.0%4,0460.1%FinanceINDBIndependent Bank$447,955$2,718 ▲0.6%5,7690.1%FinanceCRH PLC$447,172$1,987 ▲0.4%5,4010.1%ORDFUTYFidelity MSCI Utilities Index ETF$429,891$449,596 ▼-51.1%8,4210.1%ETFFRELFidelity MSCI Real Estate Index ETF$374,280$2,854 ▲0.8%13,7700.1%ETFHDHome Depot$367,603$5,406 ▼-1.4%1,2920.1%Consumer DiscretionaryGEGE Aerospace$338,091$14,672 ▲4.5%1,0830.1%IndustrialsQQQInvesco QQQ$308,0100.0%4160.1%ETFGOOGAlphabet$305,960$341 ▲0.1%8980.1%Communication ServicesRTXRTX$293,406$557 ▲0.2%1,5800.1%IndustrialsFNCLFidelity MSCI Financials Index ETF$290,272$599,249 ▼-67.4%3,8330.1%ETFGE VERNOVA INC$268,718$10,445 ▲4.0%2830.1%COMSTIPiShares 0-5 Year TIPS Bond ETF$265,891$299 ▲0.1%2,6670.1%ETFTRVTravelers Companies$236,9380.0%6650.1%FinanceTAT&T$214,722$214,722 ▲New Holding8,8000.1%Communication ServicesTSLATesla$209,3380.0%5900.1%Consumer DiscretionaryIXUSiShares Core MSCI Total International Stock ETF$200,5650.0%2,1110.1%ETFXOMExxonMobil$0$588,911 ▼-100.0%00.0%EnergyINTCIntel$0$209,445 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. 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