13F HOLDINGS REPORT
Independence Financial Advisors, LLC
Quarter ended Q4 2025 · Filed January 15, 2026 · Accession 0002066080-26-000001
Total Value
$363.8M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FIDELITY COVINGTON TRUST | 31609A305 | 1,310,736 | $54.7M | 15.02% |
| 2 | FIDELITY COVINGTON TRUST | 31609A107 | 949,124 | $32.9M | 9.04% |
| 3 | ISHARES TR | 464287242 | 175,327 | $19.3M | 5.31% |
| 4 | ISHARES TR | 464287440 | 199,635 | $19.2M | 5.28% |
| 5 | ISHARES TR | 464288661 | 159,512 | $19.0M | 5.23% |
| 6 | FIDELITY COVINGTON TRUST | 316092808 | 80,319 | $18.0M | 4.96% |
| 7 | FIDELITY COVINGTON TRUST | 316092840 | 295,150 | $16.7M | 4.60% |
| 8 | ISHARES TR | 464287176 | 118,619 | $13.0M | 3.58% |
| 9 | ISHARES TR | 46435G474 | 476,028 | $13.0M | 3.57% |
| 10 | ISHARES TR | 464287663 | 118,715 | $12.2M | 3.35% |
| 11 | ISHARES TR | 46435G102 | 123,306 | $12.1M | 3.34% |
| 12 | FIDELITY COVINGTON TRUST | 316092873 | 164,639 | $12.1M | 3.32% |
| 13 | FIDELITY COVINGTON TRUST | 316092501 | 150,957 | $11.7M | 3.23% |
| 14 | FIDELITY COVINGTON TRUST | 316092709 | 136,703 | $11.3M | 3.10% |
| 15 | FIDELITY COVINGTON TRUST | 31609A404 | 307,371 | $11.2M | 3.09% |
| 16 | FIDELITY COVINGTON TRUST | 316092865 | 200,094 | $11.0M | 3.04% |
| 17 | ISHARES TR | 464287671 | 64,448 | $10.8M | 2.98% |
| 18 | ISHARES TR | 46432F859 | 154,024 | $7.5M | 2.06% |
| 19 | ISHARES TR | 464287457 | 88,449 | $7.3M | 2.01% |
| 20 | ISHARES TR | 464287606 | 65,970 | $6.4M | 1.76% |
| 21 | FIDELITY COVINGTON TRUST | 316092204 | 61,839 | $6.3M | 1.74% |
| 22 | FRANKLIN TEMPLETON ETF TR | FGDL | 262,502 | $6.1M | 1.69% |
| 23 | ISHARES TR | 464288687 | 194,422 | $6.0M | 1.65% |
| 24 | ISHARES TR | 464287887 | 29,449 | $4.2M | 1.14% |
| 25 | VANGUARD INDEX FDS | 922908769 | 9,378 | $3.1M | 0.86% |
| 26 | VANGUARD INDEX FDS | 922908363 | 2,647 | $1.7M | 0.46% |
| 27 | APPLE INC | AAPL | 5,332 | $1.4M | 0.40% |
| 28 | JPMORGAN CHASE & CO. | VYLD | 4,279 | $1.4M | 0.38% |
| 29 | FIDELITY COVINGTON TRUST | 316092600 | 18,307 | $1.4M | 0.37% |
| 30 | MICROSOFT CORP | MSFT | 2,613 | $1.3M | 0.35% |
| 31 | SPDR GOLD TR | GLD | 2,828 | $1.1M | 0.31% |
| 32 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,951 | $868,360 | 0.24% |
| 33 | BROADCOM INC | AVGO | 2,122 | $734,389 | 0.20% |
| 34 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,368 | $687,567 | 0.19% |
| 35 | CRH PLC | CRH | 5,340 | $666,438 | 0.18% |
| 36 | EXXON MOBIL CORP | XOM | 4,901 | $589,829 | 0.16% |
| 37 | INVESCO EXCHANGE TRADED FD T | IVZ | 2,972 | $569,358 | 0.16% |
| 38 | HOME DEPOT INC | HD | 1,621 | $557,722 | 0.15% |
| 39 | M & T BK CORP | 55261F104 | 2,708 | $545,544 | 0.15% |
| 40 | JOHN HANCOCK EXCHANGE TRADED | 47804J206 | 8,005 | $524,138 | 0.14% |
| 41 | INDEPENDENT BK CORP MASS | 453836108 | 5,663 | $413,851 | 0.11% |
| 42 | WALMART INC | WMT | 3,579 | $398,736 | 0.11% |
| 43 | NVIDIA CORPORATION | NVDA | 2,084 | $388,752 | 0.11% |
| 44 | GE AEROSPACE | 369604301 | 1,261 | $388,405 | 0.11% |
| 45 | TORONTO DOMINION BK ONT | TORO | 4,046 | $381,133 | 0.10% |
| 46 | FIDELITY COVINGTON TRUST | 316092857 | 11,342 | $304,981 | 0.08% |
| 47 | ISHARES TR | 46429B747 | 2,615 | $267,740 | 0.07% |
| 48 | TESLA INC | TSLA | 594 | $267,134 | 0.07% |
| 49 | ALPHABET INC | GOOG | 846 | $265,540 | 0.07% |
| 50 | RTX CORPORATION | RTX | 1,263 | $231,706 | 0.06% |
| 51 | AT&T INC | T-PC | 9,223 | $229,108 | 0.06% |
| 52 | VANGUARD WORLD FD | 92204A702 | 296 | $223,433 | 0.06% |
| 53 | VERIZON COMMUNICATIONS INC | VZ | 5,411 | $220,400 | 0.06% |
| 54 | GE VERNOVA INC | GEV | 315 | $206,136 | 0.06% |
| 55 | VISA INC | V | 572 | $200,678 | 0.06% |