13F Insight
DOSSIER · 13F-HR · Q1 2026

Independence Financial Advisors, LLC

Independence Financial's pension fund based in Stamford, CT — $333M in tracked AUM across 51 positions as of Q1 2026.

IF
Independence Financial·Stamford, CT·Pension Fund
CIK 0002066080 · last filed Mar 31, 2026
Total AUM
$333M
▼ 0.9%
vs prior
Holdings
51
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
52% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Independence Financial Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FELG
FIDELITY COVINGTON TRUST
$48M1.3M14.3%
02
FELV
FIDELITY COVINGTON TRUST
$35M994K10.4%
03
IEF
ISHARES TR
$20M205K5.9%
04
IEI
ISHARES TR
$19M163K5.8%
05
FDVV
FIDELITY COVINGTON TRUST
$17M304K5.0%
06
FTEC
FIDELITY COVINGTON TRUST
$16M75K4.7%
07
TIP
ISHARES TR
$13M121K4.0%
08
ICVT
ISHARES TR
$13M124K3.8%
09
GLD
SPDR GOLD TR
$12M29K3.7%
10
FCOM
FIDELITY COVINGTON TRUST
$12M170K3.5%

Filing history

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