§ 13F · FUND PROFILE
Independence Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $257.1T (13F)Positions · 51Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$406.8B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FELG | FIDELITY COVINGTON TRUST | 1.31M | $54.7T | 15.0% | +69% |
| 2 | FELV | FIDELITY COVINGTON TRUST | 949K | $32.9T | 9.0% | +4% |
| 3 | LQD | ISHARES TR | 175K | $19.3T | 5.3% | +5% |
| 4 | IEF | ISHARES TR | 200K | $19.2T | 5.3% | +4% |
| 5 | IEI | ISHARES TR | 160K | $19.0T | 5.2% | +4% |
| 6 | FTEC | FIDELITY COVINGTON TRUST | 80K | $18.0T | 5.0% | +3% |
| 7 | FDVV | FIDELITY COVINGTON TRUST | 295K | $16.7T | 4.6% | +3% |
| 8 | TIP | ISHARES TR | 119K | $13.0T | 3.6% | +4% |
| 9 | FALN | ISHARES TR | 476K | $13.0T | 3.6% | +5% |
| 10 | IUSV | ISHARES TR | 119K | $12.2T | 3.3% | −1% |
§ 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 $257132.6 trillion in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed