—

Independence Financial Advisors, LLC

Q2 2026 13F Holdings

  • Location
    franklin, NH
  • Num holdings

    55

  • Value ($000)

    $385,511

  • Date Filed
    07/09/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
F
FELG

FIDELITY COVINGTON TRUST

ENHANCED LARGE
31609A305
$58.65M
15 %

1,340,600

F
FTEC

FIDELITY COVINGTON TRUST

MSCI INFO TECH I
316092808
$40.34M
11 %

141,263

F
FELV

FIDELITY COVINGTON TRUST

ENHANCED LARGE
31609A107
$26.9M
7 %

671,110

T
TIP

ISHARES TR

TIPS BD ETF
464287176
$21.03M
6 %

192,148

I
IEI

ISHARES TR

3 7 YR TREAS BD
464288661
$20.65M
5 %

175,850

I
ICVT

ISHARES TR

CONV BD ETF
46435G102
$17.21M
5 %

141,376

P
PFF

ISHARES TR

PFD AND INCM SEC
464288687
$16.56M
4 %

543,016

F
FDVV

FIDELITY COVINGTON TRUST

HIGH DIVID ETF
316092840
$13.75M
4 %

227,992

F
FIDU

FIDELITY COVINGTON TRUST

MSCI INDL INDX
316092709
$13.58M
4 %

136,325

F
FENI

FIDELITY COVINGTON TRUST

ENHANCED INTL
31609A404
$13.19M
3 %

328,715

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 55