DOSSIER · 13F-HR · Q2 2026

Independence Financial Advisors, LLC

$386M in tracked AUM across 55 positions as of Q2 2026.

IF
CIK 0002066080 · last filed Jun 30, 2026
Total AUM
$386M
as of Q2 2026
Holdings
55
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Independence Financial Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FELG
FIDELITY COVINGTON TRUST
$59M1.3M15.2%
02
FTEC
FIDELITY COVINGTON TRUST
$40M141K10.5%
03
FELV
FIDELITY COVINGTON TRUST
$27M671K7.0%
04
TIP
ISHARES TR
$21M192K5.5%
05
IEI
ISHARES TR
$21M176K5.4%
06
ICVT
ISHARES TR
$17M141K4.5%
07
PFF
ISHARES TR
$17M543K4.3%
08
FDVV
FIDELITY COVINGTON TRUST
$14M228K3.6%
09
FIDU
FIDELITY COVINGTON TRUST
$14M136K3.5%
10
FENI
FIDELITY COVINGTON TRUST
$13M329K3.4%

Filing history

2026Q2Jun 30
$386M 15.7%
55 positionsView →
2026Q1Mar 31
$333M 8.4%
51 positionsView →
2025Q4Dec 31
$364M 10.8%
55 positionsView →
2025Q3Sep 30
$328M 27.7%
53 positionsView →
2025Q2Jun 30
$257M 542.3%
51 positionsLocked
2025Q1Mar 31
$40M
20 positionsLocked