account_balance

Investment manager · 13F filer · SEC CIK 2066080

Independence Financial Advisors, LLC

Reported value$398Mas of Sep 30, 2026
Positions55 1 new, 1 sold out
Top 10 weight64.3%FELG alone is 16%
FiledOct 88 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
FELG Fidelity Covington Trust 15.8% Added +4%
FTEC Fidelity Covington Trust 11.3% Added +7%
FELV Fidelity Covington Trust 7.3% Added +4%
TIP iShares Tr 5.4% Added +7%
IEI iShares Tr 5.3% Added +5%
PFF iShares Tr 4.4% Added +9%
ICVT iShares Tr 4.2% Added +6%
FDVV Fidelity Covington Trust 3.6% Added +3%
GLD SPDR Gold Trust 3.5% Added +4%
FCOM Fidelity Covington Trust 3.5% Added +4%
FENI Fidelity Covington Trust 3.5% Added +5%
FIDU Fidelity Covington Trust 3.2% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 8, 2026, compared with the Jul 9, 2026 filing
add_circleNew
  • T $215K
arrow_upwardAdded
  • FMAT +9%
  • PFF +9%
  • IJJ +9%
  • IJS +9%
arrow_downwardTrimmed
  • FHLC −12%
  • IUSV −8%
  • IUSG −5%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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