13F HOLDINGS REPORT
Independence Financial Advisors, LLC
Quarter ended Q2 2025 · Filed August 8, 2025 · Accession 0002066080-25-000004
Total Value
$257.1M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FIDELITY COVINGTON TRUST | 31609A305 | 830,356 | $30.7M | 11.96% |
| 2 | FIDELITY COVINGTON TRUST | 31609A107 | 873,531 | $27.8M | 10.79% |
| 3 | ISHARES TR | 46432F859 | 271,837 | $13.2M | 5.14% |
| 4 | ISHARES TR | 464287242 | 112,184 | $12.3M | 4.78% |
| 5 | ISHARES TR | 464287176 | 109,283 | $12.0M | 4.68% |
| 6 | ISHARES TR | 464287663 | 125,915 | $11.9M | 4.63% |
| 7 | FIDELITY COVINGTON TRUST | 316092808 | 59,276 | $11.7M | 4.55% |
| 8 | ISHARES TR | 464288661 | 97,046 | $11.6M | 4.49% |
| 9 | ISHARES TR | 464287440 | 120,669 | $11.6M | 4.49% |
| 10 | ISHARES TR | 464287671 | 74,160 | $11.2M | 4.34% |
| 11 | FIDELITY COVINGTON TRUST | 316092501 | 144,405 | $10.7M | 4.16% |
| 12 | FIDELITY COVINGTON TRUST | 31609A404 | 292,215 | $9.7M | 3.78% |
| 13 | FIDELITY COVINGTON TRUST | 316092873 | 146,441 | $9.5M | 3.69% |
| 14 | FIDELITY COVINGTON TRUST | 316092840 | 174,552 | $9.1M | 3.53% |
| 15 | ISHARES TR | 464287457 | 89,911 | $7.5M | 2.90% |
| 16 | FIDELITY COVINGTON TRUST | 316092709 | 83,950 | $6.5M | 2.53% |
| 17 | FRANKLIN TEMPLETON ETF TR | FGDL | 232,696 | $5.6M | 2.19% |
| 18 | FIDELITY COVINGTON TRUST | 316092204 | 58,594 | $5.5M | 2.14% |
| 19 | ISHARES TR | 464287606 | 60,359 | $5.5M | 2.14% |
| 20 | ISHARES TR | 46435G474 | 164,005 | $4.5M | 1.73% |
| 21 | ISHARES TR | 464287887 | 27,088 | $3.6M | 1.40% |
| 22 | ISHARES TR | 464288687 | 100,995 | $3.1M | 1.21% |
| 23 | ISHARES TR | 46435G102 | 34,369 | $3.1M | 1.20% |
| 24 | VANGUARD INDEX FDS | 922908769 | 9,298 | $2.8M | 1.10% |
| 25 | VANGUARD INDEX FDS | 922908363 | 2,624 | $1.5M | 0.58% |
| 26 | MICROSOFT CORP | MSFT | 2,755 | $1.4M | 0.53% |
| 27 | APPLE INC | AAPL | 6,600 | $1.4M | 0.53% |
| 28 | FIDELITY COVINGTON TRUST | 316092600 | 20,684 | $1.3M | 0.51% |
| 29 | SPDR GOLD TR | GLD | 2,828 | $862,059 | 0.34% |
| 30 | ANSYS INC | 03662Q105 | 2,448 | $859,787 | 0.33% |
| 31 | VANGUARD SPECIALIZED FUNDS | 921908844 | 4,120 | $843,271 | 0.33% |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,444 | $701,222 | 0.27% |
| 33 | EXXON MOBIL CORP | XOM | 5,766 | $621,547 | 0.24% |
| 34 | HOME DEPOT INC | HD | 1,614 | $591,891 | 0.23% |
| 35 | BROADCOM INC | AVGO | 2,119 | $584,169 | 0.23% |
| 36 | M & T BK CORP | 55261F104 | 2,827 | $548,334 | 0.21% |
| 37 | ISHARES TR | 46429B747 | 5,225 | $537,729 | 0.21% |
| 38 | INVESCO EXCHANGE TRADED FD T | IVZ | 2,949 | $535,880 | 0.21% |
| 39 | CRH PLC | CRH | 5,307 | $487,183 | 0.19% |
| 40 | JOHN HANCOCK EXCHANGE TRADED | 47804J206 | 7,960 | $486,612 | 0.19% |
| 41 | NVIDIA CORPORATION | NVDA | 2,607 | $411,881 | 0.16% |
| 42 | FIDELITY COVINGTON TRUST | 316092865 | 7,076 | $372,206 | 0.14% |
| 43 | WALMART INC | WMT | 3,797 | $371,222 | 0.14% |
| 44 | INDEPENDENT BK CORP MASS | 453836108 | 5,588 | $351,385 | 0.14% |
| 45 | GE AEROSPACE | 369604301 | 1,258 | $323,836 | 0.13% |
| 46 | FIDELITY COVINGTON TRUST | 316092857 | 11,336 | $306,512 | 0.12% |
| 47 | TORONTO DOMINION BK ONT | TORO | 4,046 | $297,179 | 0.12% |
| 48 | AT&T INC | T-PC | 9,253 | $267,770 | 0.10% |
| 49 | VERIZON COMMUNICATIONS INC | VZ | 5,433 | $235,071 | 0.09% |
| 50 | JPMORGAN CHASE & CO. | VYLD | 756 | $219,291 | 0.09% |
| 51 | VISA INC | V | 566 | $200,997 | 0.08% |