13F HOLDINGS REPORT
Independence Financial Advisors, LLC
Quarter ended Q3 2025 · Filed October 24, 2025 · Accession 0002066080-25-000005
Total Value
$328.3M
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FIDELITY COVINGTON TRUST | 31609A305 | 774,768 | $31.9M | 9.70% |
| 2 | FIDELITY COVINGTON TRUST | 31609A107 | 916,296 | $30.7M | 9.36% |
| 3 | ISHARES TR | 464287242 | 167,706 | $18.7M | 5.69% |
| 4 | ISHARES TR | 464287440 | 191,564 | $18.5M | 5.63% |
| 5 | ISHARES TR | 464288661 | 152,913 | $18.3M | 5.57% |
| 6 | FIDELITY COVINGTON TRUST | 316092808 | 78,035 | $17.3M | 5.28% |
| 7 | FIDELITY COVINGTON TRUST | 316092840 | 285,386 | $15.9M | 4.84% |
| 8 | ISHARES TR | 464287176 | 114,232 | $12.7M | 3.87% |
| 9 | ISHARES TR | 46435G474 | 451,249 | $12.5M | 3.82% |
| 10 | ISHARES TR | 464287663 | 119,689 | $12.0M | 3.64% |
| 11 | ISHARES TR | 46435G102 | 118,255 | $11.8M | 3.60% |
| 12 | FIDELITY COVINGTON TRUST | 316092873 | 160,321 | $11.4M | 3.47% |
| 13 | FIDELITY COVINGTON TRUST | 316092501 | 146,296 | $11.2M | 3.40% |
| 14 | FIDELITY COVINGTON TRUST | 316092865 | 192,868 | $10.9M | 3.32% |
| 15 | FIDELITY COVINGTON TRUST | 316092709 | 132,727 | $10.9M | 3.31% |
| 16 | ISHARES TR | 464287671 | 65,217 | $10.7M | 3.27% |
| 17 | FIDELITY COVINGTON TRUST | 31609A404 | 296,478 | $10.5M | 3.19% |
| 18 | ISHARES TR | 46432F859 | 151,705 | $7.4M | 2.26% |
| 19 | ISHARES TR | 464287457 | 85,525 | $7.1M | 2.16% |
| 20 | FIDELITY COVINGTON TRUST | 316092204 | 59,497 | $6.1M | 1.86% |
| 21 | ISHARES TR | 464287606 | 63,635 | $6.1M | 1.86% |
| 22 | FRANKLIN TEMPLETON ETF TR | FGDL | 248,551 | $6.0M | 1.82% |
| 23 | ISHARES TR | 464288687 | 183,828 | $5.8M | 1.77% |
| 24 | ISHARES TR | 464287887 | 28,339 | $4.0M | 1.22% |
| 25 | VANGUARD INDEX FDS | 922908769 | 9,326 | $3.1M | 0.93% |
| 26 | APPLE INC | AAPL | 6,556 | $1.7M | 0.51% |
| 27 | VANGUARD INDEX FDS | 922908363 | 2,632 | $1.6M | 0.49% |
| 28 | MICROSOFT CORP | MSFT | 2,599 | $1.3M | 0.41% |
| 29 | FIDELITY COVINGTON TRUST | 316092600 | 19,073 | $1.3M | 0.39% |
| 30 | SPDR GOLD TR | GLD | 2,828 | $1.0M | 0.31% |
| 31 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,938 | $849,791 | 0.26% |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,444 | $725,719 | 0.22% |
| 33 | BROADCOM INC | AVGO | 2,123 | $700,390 | 0.21% |
| 34 | HOME DEPOT INC | HD | 1,617 | $655,325 | 0.20% |
| 35 | EXXON MOBIL CORP | XOM | 5,782 | $651,877 | 0.20% |
| 36 | CRH PLC | CRH | 5,325 | $638,416 | 0.19% |
| 37 | INVESCO EXCHANGE TRADED FD T | IVZ | 2,961 | $561,615 | 0.17% |
| 38 | M & T BK CORP | 55261F104 | 2,711 | $535,667 | 0.16% |
| 39 | JOHN HANCOCK EXCHANGE TRADED | 47804J206 | 7,960 | $514,951 | 0.16% |
| 40 | NVIDIA CORPORATION | NVDA | 2,610 | $486,985 | 0.15% |
| 41 | INDEPENDENT BK CORP MASS | 453836108 | 5,626 | $389,159 | 0.12% |
| 42 | GE AEROSPACE | 369604301 | 1,259 | $378,763 | 0.12% |
| 43 | WALMART INC | WMT | 3,560 | $366,894 | 0.11% |
| 44 | TORONTO DOMINION BK ONT | TORO | 4,046 | $323,478 | 0.10% |
| 45 | FIDELITY COVINGTON TRUST | 316092857 | 11,339 | $315,329 | 0.10% |
| 46 | ISHARES TR | 46429B747 | 2,692 | $278,295 | 0.08% |
| 47 | TESLA INC | TSLA | 609 | $270,834 | 0.08% |
| 48 | AT&T INC | T-PC | 9,295 | $262,488 | 0.08% |
| 49 | JPMORGAN CHASE & CO. | VYLD | 828 | $261,115 | 0.08% |
| 50 | VERIZON COMMUNICATIONS INC | VZ | 5,457 | $239,824 | 0.07% |
| 51 | VANGUARD WORLD FD | 92204A702 | 296 | $221,091 | 0.07% |
| 52 | RTX CORPORATION | RTX | 1,261 | $211,069 | 0.06% |
| 53 | ALPHABET INC | GOOG | 846 | $205,955 | 0.06% |