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CIK 0002066080 • 6 13F filings • May 8, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $266K | 0.1%Prev: 0.1% | 846 SH | Decreased-52 SH |
| APPLE INC | COM | $1.4M | 0.4%Prev: 0.2% | 5,332 SH | Increased+3,056 SH |
| AT&T INC | COM | $229K | 0.1%Prev: 0.1% | 9,223 SH | Increased+423 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $688K | 0.2%Prev: 0.2% | 1,368 SH | Increased+55 SH |
| BROADCOM INC | COM | $734K | 0.2% | 2,122 SH | New |
| CRH PLC | ORD | $666K | 0.2%Prev: 0.1% | 5,340 SH | Increased-61 SH |
| EXXON MOBIL CORP | COM | $590K | 0.2% | 4,901 SH | New |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $11.2M | 3.1%Prev: 3.5% | 307,371 SH | Decreased-37,226 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $87.6M | 24.1%Prev: 23.1% | 2,259,860 SH | Decreased+160,276 SH |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $16.7M | 4.6%Prev: 3.6% | 295,150 SH | Increased+59,205 SH |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | $12.1M | 3.3%Prev: 3.5% | 164,639 SH | Decreased-28,415 SH |
| FIDELITY COVINGTON TRUST | MSCI CONSM DIS | $6.3M | 1.7%Prev: 3.1% | 61,839 SH | Decreased-69,644 SH |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $11.7M | 3.2%Prev: 0.1% | 150,957 SH | Increased+147,124 SH |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $1.4M | 0.4%Prev: 0.2% | 18,307 SH | Increased+8,358 SH |
| FIDELITY COVINGTON TRUST | MSCI INDL INDX | $11.3M | 3.1%Prev: 3.2% | 136,703 SH | Decreased-5,592 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $18.0M | 5.0%Prev: 11.3% | 80,319 SH | Decreased-70,203 SH |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $305K | 0.1%Prev: 0.1% | 11,342 SH | Decreased-2,428 SH |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | $11.0M | 3.0%Prev: 0.1% | 200,094 SH | Increased+191,673 SH |
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | $6.1M | 1.7%Prev: 1.8% | 262,502 SH | Decreased-53,614 SH |
| GE AEROSPACE | COM NEW | $388K | 0.1%Prev: 0.1% | 1,261 SH | Increased+178 SH |
| GE VERNOVA INC | COM | $206K | 0.1%Prev: 0.1% | 315 SH | Decreased+32 SH |
| HOME DEPOT INC | COM | $558K | 0.2%Prev: 0.1% | 1,621 SH | Increased+329 SH |
| INDEPENDENT BK CORP MASS | COM | $414K | 0.1%Prev: 0.1% | 5,663 SH | Decreased-106 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $569K | 0.2%Prev: 0.2% | 2,972 SH | Decreased-137 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $268K | 0.1%Prev: 0.1% | 2,615 SH | Increased-52 SH |
| ISHARES TR | 1 3 YR TREAS BD | $7.3M | 2.0%Prev: 0.2% | 88,449 SH | Increased+79,193 SH |
| ISHARES TR | 3 7 YR TREAS BD | $19.0M | 5.2%Prev: 5.3% | 159,512 SH | Decreased-25,461 SH |
| ISHARES TR | 7-10 YR TRSY BD | $19.2M | 5.3%Prev: 0.1% | 199,635 SH | Increased+193,084 SH |
| ISHARES TR | CONV BD ETF | $12.1M | 3.3%Prev: 4.2% | 123,306 SH | Decreased-26,514 SH |
| ISHARES TR | CORE 1 5 YR USD | $7.5M | 2.1%Prev: 1.9% | 154,024 SH | Decreased-5,787 SH |
| ISHARES TR | CORE S&P US GWT | $10.8M | 3.0%Prev: 1.3% | 64,448 SH | Increased+36,776 SH |
| ISHARES TR | CORE S&P US VLU | $12.2M | 3.3%Prev: 1.6% | 118,715 SH | Increased+60,102 SH |
| ISHARES TR | FALN ANGLS USD | $13.0M | 3.6%Prev: 1.8% | 476,028 SH | Increased+197,050 SH |
| ISHARES TR | IBOXX INV CP ETF | $19.3M | 5.3%Prev: 1.8% | 175,327 SH | Increased+106,437 SH |
| ISHARES TR | PFD AND INCM SEC | $6.0M | 1.7%Prev: 4.4% | 194,422 SH | Decreased-398,067 SH |
| ISHARES TR | S&P MC 400GR ETF | $6.4M | 1.8%Prev: 1.3% | 65,970 SH | Increased+20,427 SH |
| ISHARES TR | S&P SML 600 GWT | $4.2M | 1.1%Prev: 1.9% | 29,449 SH | Decreased-16,568 SH |
| ISHARES TR | TIPS BD ETF | $13.0M | 3.6%Prev: 5.4% | 118,619 SH | Decreased-86,389 SH |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $524K | 0.1%Prev: 0.1% | 8,005 SH | Decreased-31 SH |
| JPMORGAN CHASE & CO. | COM | $1.4M | 0.4% | 4,279 SH | New |
| M & T BK CORP | COM | $546K | 0.1%Prev: 0.1% | 2,708 SH | Decreased |
| MICROSOFT CORP | COM | $1.3M | 0.3%Prev: 0.2% | 2,613 SH | Increased+973 SH |
| NVIDIA CORPORATION | COM | $389K | 0.1% | 2,084 SH | New |
| RTX CORPORATION | COM | $232K | 0.1%Prev: 0.1% | 1,263 SH | Decreased-317 SH |
| SPDR GOLD TR | GOLD SHS | $1.1M | 0.3%Prev: 3.5% | 2,828 SH | Decreased-34,069 SH |
| TESLA INC | COM | $267K | 0.1%Prev: 0.1% | 594 SH | Increased+4 SH |
| TORONTO DOMINION BK ONT | COM NEW | $381K | 0.1%Prev: 0.1% | 4,046 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.7M | 0.5%Prev: 0.5% | 2,647 SH | Decreased-23 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.1M | 0.9% | 9,378 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $868K | 0.2%Prev: 0.2% | 3,951 SH | Decreased-46 SH |
| VANGUARD WORLD FD | INF TECH ETF | $223K | 0.1% | 296 SH | New |
| VERIZON COMMUNICATIONS INC | COM | $220K | 0.1% | 5,411 SH | New |
| VISA INC | COM CL A | $201K | 0.1% | 572 SH | New |
| WALMART INC | COM | $399K | 0.1% | 3,579 SH | New |
| Q3 2025 |
| 13F-HR |
| 0002066080-25-000005 |
| $328.3M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0002066080-26-000003 | $385.5M | View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0002066080-25-000004 | $257.1M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0002066080-26-000002 | $333.2M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0002066080-25-000003 | $263.0M | View |