DOSSIER · 13F-HR · Q3 2026

Independence Financial Advisors, LLC

$398M in tracked AUM across 55 positions as of Q3 2026.

IF
CIK 0002066080 · last filed Sep 30, 2026
Total AUM
$398M
as of Q3 2026
Holdings
55
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Independence Financial Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
FELG
FIDELITY COVINGTON TRUST
$63M1.4M15.8%
02
FTEC
FIDELITY COVINGTON TRUST
$45M151K11.3%
03
FELV
FIDELITY COVINGTON TRUST
$29M700K7.3%
04
TIP
ISHARES TR
$21M205K5.4%
05
IEI
ISHARES TR
$21M185K5.3%
06
PFF
ISHARES TR
$17M592K4.4%
07
ICVT
ISHARES TR
$17M150K4.2%
08
FDVV
FIDELITY COVINGTON TRUST
$14M236K3.6%
09
GLD
SPDR GOLD TR
$14M37K3.5%
10
FCOM
FIDELITY COVINGTON TRUST
$14M193K3.5%

Filing history

2026Q3Sep 30
$398M▲ 3.3%
55 positionsView →
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 positionsLocked
2025Q2Jun 30
$257M▲ 542.3%
51 positionsLocked
2025Q1Mar 31
$40M—
20 positionsLocked