§ 13F · FUND PROFILE
Independence Financial Advisors, LLC.
AUM · $386M (13F)Positions · 55Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$60M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FELG | FIDELITY COVINGTON TRUST | 1.34M | $59M | 15.2% | +5% |
| 2 | FTEC | FIDELITY COVINGTON TRUST | 141K | $40M | 10.5% | +89% |
| 3 | FELV | FIDELITY COVINGTON TRUST | 671K | $27M | 7.0% | −32% |
| 4 | TIP | ISHARES TR | 192K | $21M | 5.5% | +58% |
| 5 | IEI | ISHARES TR | 176K | $21M | 5.4% | +8% |
| 6 | ICVT | ISHARES TR | 141K | $17M | 4.5% | +14% |
| 7 | PFF | ISHARES TR | 543K | $17M | 4.3% | NEW |
| 8 | FDVV | FIDELITY COVINGTON TRUST | 228K | $14M | 3.6% | −25% |
| 9 | FIDU | FIDELITY COVINGTON TRUST | 136K | $14M | 3.5% | +5% |
| 10 | FENI | FIDELITY COVINGTON TRUST | 329K | $13M | 3.4% | +8% |
§ 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 $386 million in assets. The fund runs a portfolio of 55 positions.
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