Independence Financial Advisors
$386M 13F equity value
60 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Independence Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| FELG | FIDELITY COVINGTON TRUST | 1,340,600 | $59M | 15.2% |
| FTEC | FIDELITY COVINGTON TRUST | 141,263 | $40M | 10.5% |
| FELV | FIDELITY COVINGTON TRUST | 671,110 | $27M | 7.0% |
| TIP | ISHARES TR | 192,148 | $21M | 5.5% |
| IEI | ISHARES TR | 175,850 | $21M | 5.4% |
| ICVT | ISHARES TR | 141,376 | $17M | 4.5% |
| PFF | ISHARES TR | 543,016 | $17M | 4.3% |
| FDVV | FIDELITY COVINGTON TRUST | 227,992 | $14M | 3.6% |
| FIDU | FIDELITY COVINGTON TRUST | 136,325 | $14M | 3.5% |
| FENI | FIDELITY COVINGTON TRUST | 328,715 | $13M | 3.4% |
Track Independence Financial Advisors's 13F portfolio: $386M in reported holdings, 60 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}