§ 13F · FUND PROFILE
Independence Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $328M (13F)Positions · 53Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FELG | FIDELITY COVINGTON TRUST | 1.27M | $48M | 14.3% | −3% |
| 2 | FELV | FIDELITY COVINGTON TRUST | 994K | $35M | 10.4% | +5% |
| 3 | IEF | ISHARES TR | 205K | $20M | 5.9% | +3% |
| 4 | IEI | ISHARES TR | 163K | $19M | 5.8% | +2% |
| 5 | FDVV | FIDELITY COVINGTON TRUST | 304K | $17M | 5.0% | +3% |
| 6 | FTEC | FIDELITY COVINGTON TRUST | 75K | $16M | 4.7% | −7% |
| 7 | TIP | ISHARES TR | 121K | $13M | 4.0% | +2% |
| 8 | ICVT | ISHARES TR | 124K | $13M | 3.8% | +1% |
| 9 | GLD | SPDR GOLD TR | 29K | $12M | 3.7% | +916% |
| 10 | FCOM | FIDELITY COVINGTON TRUST | 170K | $12M | 3.5% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INDEPENDENCE SIGNAL
AC read
Independence Financial Advisors, LLC is a Other fund managing $328 million in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed