Independence Financial Advisors, LLC Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$257.1B
Holdings
51
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FELGFIDELITY COVINGTON TRUST | 830,356 | $30.7B | 11.96% | |
| 2 | FEMRFIDELITY COVINGTON TRUST | 873,531 | $27.8B | 10.79% | |
| 3 | ISTBISHARES TR | 271,837 | $13.2B | 5.14% | |
| 4 | LQDISHARES TR | 112,184 | $12.3B | 4.78% | |
| 5 | TIPISHARES TR | 109,283 | $12.0B | 4.68% | |
| 6 | IUSVISHARES TR | 125,915 | $11.9B | 4.63% | |
| 7 | FTECFIDELITY COVINGTON TRUST | 59,276 | $11.7B | 4.55% | |
| 8 | IEIISHARES TR | 97,046 | $11.6B | 4.49% | |
| 9 | IEFISHARES TR | 120,669 | $11.6B | 4.49% | |
| 10 | IUSGISHARES TR | 74,160 | $11.2B | 4.34% | |
| 11 | FNCLFIDELITY COVINGTON TRUST | 144,405 | $10.7B | 4.16% | |
| 12 | FENIFIDELITY COVINGTON TRUST | 292,215 | $9.7B | 3.78% | |
| 13 | FCOMFIDELITY COVINGTON TRUST | 146,441 | $9.5B | 3.69% | |
| 14 | FDVVFIDELITY COVINGTON TRUST | 174,552 | $9.1B | 3.53% | |
| 15 | SHYISHARES TR | 89,911 | $7.5B | 2.90% | |
| 16 | FIDUFIDELITY COVINGTON TRUST | 83,950 | $6.5B | 2.53% | |
| 17 | FLBLFRANKLIN TEMPLETON ETF TR | 232,696 | $5.6B | 2.19% | |
| 18 | FDISFIDELITY COVINGTON TRUST | 58,594 | $5.5B | 2.14% | |
| 19 | IJKISHARES TR | 60,359 | $5.5B | 2.14% | |
| 20 | FALNISHARES TR | 164,005 | $4.5B | 1.73% | |
| 21 | IJTISHARES TR | 27,088 | $3.6B | 1.40% | |
| 22 | PFFISHARES TR | 100,995 | $3.1B | 1.21% | |
| 23 | ICVTISHARES TR | 34,369 | $3.1B | 1.20% | |
| 24 | VTIVANGUARD INDEX FDS | 9,298 | $2.8B | 1.10% | |
| 25 | VOOVANGUARD INDEX FDS | 2,624 | $1.5B | 0.58% | |
| 26 | MSFTMICROSOFT CORP | 2,755 | $1.4B | 0.53% | |
| 27 | AAPLAPPLE INC | 6,600 | $1.4B | 0.53% | |
| 28 | FHLCFIDELITY COVINGTON TRUST | 20,684 | $1.3B | 0.51% | |
| 29 | GQ9SPDR GOLD TR | 2,828 | $862.1M | 0.34% | |
| 30 | AKXANSYS INC | 2,448 | $859.8M | 0.33% | |
| 31 | VIGVANGUARD SPECIALIZED FUNDS | 4,120 | $843.3M | 0.33% | |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,444 | $701.2M | 0.27% | |
| 33 | XOMEXXON MOBIL CORP | 5,766 | $621.5M | 0.24% | |
| 34 | HDHOME DEPOT INC | 1,614 | $591.9M | 0.23% | |
| 35 | AVGOBROADCOM INC | 2,119 | $584.2M | 0.23% | |
| 36 | MTBM & T BK CORP | 2,827 | $548.3M | 0.21% | |
| 37 | STIPISHARES TR | 5,225 | $537.7M | 0.21% | |
| 38 | RSPINVESCO EXCHANGE TRADED FD T | 2,949 | $535.9M | 0.21% | |
| 39 | RHCRH PLC | 5,307 | $487.2M | 0.19% | |
| 40 | JHMMJOHN HANCOCK EXCHANGE TRADED | 7,960 | $486.6M | 0.19% | |
| 41 | NVDANVIDIA CORPORATION | 2,607 | $411.9M | 0.16% | |
| 42 | FUTYFIDELITY COVINGTON TRUST | 7,076 | $372.2M | 0.14% | |
| 43 | WMTWALMART INC | 3,797 | $371.2M | 0.14% | |
| 44 | INDBINDEPENDENT BK CORP MASS | 5,588 | $351.4M | 0.14% | |
| 45 | GEGE AEROSPACE | 1,258 | $323.8M | 0.13% | |
| 46 | FRELFIDELITY COVINGTON TRUST | 11,336 | $306.5M | 0.12% | |
| 47 | TDTORONTO DOMINION BK ONT | 4,046 | $297.2M | 0.12% | |
| 48 | TAT&T INC | 9,253 | $267.8M | 0.10% | |
| 49 | BACVERIZON COMMUNICATIONS INC | 5,433 | $235.1M | 0.09% | |
| 50 | JPMJPMORGAN CHASE & CO. | 756 | $219.3M | 0.09% | |
| 51 | VVISA INC | 566 | $201.0M | 0.08% |