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Independence Financial Advisors, LLC

Q1 2026 13F Holdings

  • Location
    franklin, NH
  • Num holdings

    51

  • Value ($000)

    $333,185

  • Date Filed
    04/15/2026
  • Form type
    13F-HR
  • CIK
    0002066080
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
F
FELG

FIDELITY COVINGTON TRUST

ENHANCED LARGE
31609A305
$47.74M
14 %

1,273,476

F
FELV

FIDELITY COVINGTON TRUST

ENHANCED LARGE
31609A107
$34.68M
10 %

993,502

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$19.6M
6 %

205,401

I
IEI

ISHARES TR

3 7 YR TREAS BD
464288661
$19.37M
6 %

163,298

F
FDVV

FIDELITY COVINGTON TRUST

HIGH DIVID ETF
316092840
$16.81M
5 %

304,360

F
FTEC

FIDELITY COVINGTON TRUST

MSCI INFO TECH I
316092808
$15.57M
5 %

74,828

T
TIP

ISHARES TR

TIPS BD ETF
464287176
$13.39M
4 %

121,374

I
ICVT

ISHARES TR

CONV BD ETF
46435G102
$12.64M
4 %

124,181

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$12.37M
4 %

28,743

F
FCOM

FIDELITY COVINGTON TRUST

MSCI COMMNTN SVC
316092873
$11.61M
4 %

170,404

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