Independence Financial Advisors, LLC
Q2 2025 13F Holdings
- Locationfranklin, NH
- Num holdings
51
- Value ($000)
$257,133
- Date Filed08/08/2025
- Form type13F-HR
- CIK0002066080
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FELG FIDELITY COVINGTON TRUST | ENHANCED LARGE | 31609A305 | $30.75M | 12 % | 830,356 | ||
FELV FIDELITY COVINGTON TRUST | ENHANCED LARGE | 31609A107 | $27.75M | 11 % | 873,531 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $13.22M | 5 % | 271,837 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $12.30M | 5 % | 112,184 | ||
TIP ISHARES TR | TIPS BD ETF | 464287176 | $12.03M | 5 % | 109,283 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $11.92M | 5 % | 125,915 | ||
FTEC FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | $11.69M | 5 % | 59,276 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $11.56M | 5 % | 97,046 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $11.56M | 5 % | 120,669 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $11.15M | 4 % | 74,160 |
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