Independence Financial Advisors, LLC Q4 2025 Filing
Filed January 15, 2026
Portfolio Value
$363.8B
Holdings
55
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FELGFIDELITY COVINGTON TRUST | 1,310,736 | $54.7B | 15.02% | |
| 2 | FEMRFIDELITY COVINGTON TRUST | 949,124 | $32.9B | 9.04% | |
| 3 | LQDISHARES TR | 175,327 | $19.3B | 5.31% | |
| 4 | IEFISHARES TR | 199,635 | $19.2B | 5.28% | |
| 5 | IEIISHARES TR | 159,512 | $19.0B | 5.23% | |
| 6 | FTECFIDELITY COVINGTON TRUST | 80,319 | $18.0B | 4.96% | |
| 7 | FDVVFIDELITY COVINGTON TRUST | 295,150 | $16.7B | 4.60% | |
| 8 | TIPISHARES TR | 118,619 | $13.0B | 3.58% | |
| 9 | FALNISHARES TR | 476,028 | $13.0B | 3.57% | |
| 10 | IUSVISHARES TR | 118,715 | $12.2B | 3.35% | |
| 11 | ICVTISHARES TR | 123,306 | $12.1B | 3.34% | |
| 12 | FCOMFIDELITY COVINGTON TRUST | 164,639 | $12.1B | 3.32% | |
| 13 | FNCLFIDELITY COVINGTON TRUST | 150,957 | $11.7B | 3.23% | |
| 14 | FIDUFIDELITY COVINGTON TRUST | 136,703 | $11.3B | 3.10% | |
| 15 | FENIFIDELITY COVINGTON TRUST | 307,371 | $11.2B | 3.09% | |
| 16 | FUTYFIDELITY COVINGTON TRUST | 200,094 | $11.0B | 3.04% | |
| 17 | IUSGISHARES TR | 64,448 | $10.8B | 2.97% | |
| 18 | ISTBISHARES TR | 154,024 | $7.5B | 2.06% | |
| 19 | SHYISHARES TR | 88,449 | $7.3B | 2.01% | |
| 20 | IJKISHARES TR | 65,970 | $6.4B | 1.76% | |
| 21 | FDISFIDELITY COVINGTON TRUST | 61,839 | $6.3B | 1.74% | |
| 22 | FLBLFRANKLIN TEMPLETON ETF TR | 262,502 | $6.1B | 1.69% | |
| 23 | PFFISHARES TR | 194,422 | $6.0B | 1.65% | |
| 24 | IJTISHARES TR | 29,449 | $4.2B | 1.14% | |
| 25 | VTIVANGUARD INDEX FDS | 9,378 | $3.1B | 0.86% | |
| 26 | VOOVANGUARD INDEX FDS | 2,647 | $1.7B | 0.46% | |
| 27 | AAPLAPPLE INC | 5,332 | $1.4B | 0.40% | |
| 28 | JPMJPMORGAN CHASE & CO. | 4,279 | $1.4B | 0.38% | |
| 29 | FHLCFIDELITY COVINGTON TRUST | 18,307 | $1.4B | 0.37% | |
| 30 | MSFTMICROSOFT CORP | 2,613 | $1.3B | 0.35% | |
| 31 | GQ9SPDR GOLD TR | 2,828 | $1.1B | 0.31% | |
| 32 | VIGVANGUARD SPECIALIZED FUNDS | 3,951 | $868.0M | 0.24% | |
| 33 | AVGOBROADCOM INC | 2,122 | $734.0M | 0.20% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,368 | $687.0M | 0.19% | |
| 35 | RHCRH PLC | 5,340 | $666.0M | 0.18% | |
| 36 | XOMEXXON MOBIL CORP | 4,901 | $589.0M | 0.16% | |
| 37 | RSPINVESCO EXCHANGE TRADED FD T | 2,972 | $569.0M | 0.16% | |
| 38 | HDHOME DEPOT INC | 1,621 | $557.0M | 0.15% | |
| 39 | MTBM & T BK CORP | 2,708 | $545.0M | 0.15% | |
| 40 | JHMMJOHN HANCOCK EXCHANGE TRADED | 8,005 | $524.0M | 0.14% | |
| 41 | INDBINDEPENDENT BK CORP MASS | 5,663 | $413.0M | 0.11% | |
| 42 | WMTWALMART INC | 3,579 | $398.0M | 0.11% | |
| 43 | NVDANVIDIA CORPORATION | 2,084 | $388.0M | 0.11% | |
| 44 | GEGE AEROSPACE | 1,261 | $388.0M | 0.11% | |
| 45 | TDTORONTO DOMINION BK ONT | 4,046 | $381.0M | 0.10% | |
| 46 | FRELFIDELITY COVINGTON TRUST | 11,342 | $304.0M | 0.08% | |
| 47 | STIPISHARES TR | 2,615 | $267.0M | 0.07% | |
| 48 | TSLATESLA INC | 594 | $267.0M | 0.07% | |
| 49 | GOOGALPHABET INC | 846 | $265.0M | 0.07% | |
| 50 | RTXRTX CORPORATION | 1,263 | $231.0M | 0.06% | |
| 51 | TAT&T INC | 9,223 | $229.0M | 0.06% | |
| 52 | VGTVANGUARD WORLD FD | 296 | $223.0M | 0.06% | |
| 53 | BACVERIZON COMMUNICATIONS INC | 5,411 | $220.0M | 0.06% | |
| 54 | GEVGE VERNOVA INC | 315 | $206.0M | 0.06% | |
| 55 | VVISA INC | 572 | $200.0M | 0.05% |