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CIK 0002066080 • 6 13F filings • May 8, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ANSYS INC | COM | $860K | 0.3% | 2,448 SH | New |
| APPLE INC | COM | $1.4M | 0.5%Prev: 0.3% | 6,600 SH | Increased+3,267 SH |
| AT&T INC | COM | $268K | 0.1%Prev: 0.1% | 9,253 SH | Decreased-882 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $701K | 0.3%Prev: 0.2% | 1,444 SH | Increased+131 SH |
| BROADCOM INC | COM | $584K | 0.2%Prev: 0.2% | 2,119 SH | Decreased+74 SH |
| CRH PLC | ORD | $487K | 0.2%Prev: 0.2% | 5,307 SH | Decreased-33 SH |
| EXXON MOBIL CORP | COM | $622K | 0.2%Prev: 0.3% | 5,766 SH | Decreased+347 SH |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $9.7M | 3.8%Prev: 3.4% | 292,215 SH | Decreased-11,548 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $58.5M | 22.8%Prev: 24.7% | 1,703,887 SH | Decreased-563,091 SH |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $9.1M | 3.5%Prev: 5.0% | 174,552 SH | Decreased-129,808 SH |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | $9.5M | 3.7%Prev: 3.5% | 146,441 SH | Decreased-23,963 SH |
| FIDELITY COVINGTON TRUST | MSCI CONSM DIS | $5.5M | 2.1%Prev: 1.9% | 58,594 SH | Decreased-9,542 SH |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $10.7M | 4.2%Prev: 3.4% | 144,405 SH | Decreased-18,197 SH |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $1.3M | 0.5%Prev: 0.4% | 20,684 SH | Increased+2,371 SH |
| FIDELITY COVINGTON TRUST | MSCI INDL INDX | $6.5M | 2.5%Prev: 3.4% | 83,950 SH | Decreased-46,363 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $11.7M | 4.5%Prev: 4.7% | 59,276 SH | Decreased-15,552 SH |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $307K | 0.1%Prev: 0.1% | 11,336 SH | Increased-9 SH |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | $372K | 0.1%Prev: 3.4% | 7,076 SH | Decreased-186,962 SH |
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | $5.6M | 2.2%Prev: 1.9% | 232,696 SH | Decreased-41,971 SH |
| GE AEROSPACE | COM NEW | $324K | 0.1%Prev: 0.1% | 1,258 SH | Decreased-27 SH |
| HOME DEPOT INC | COM | $592K | 0.2%Prev: 0.1% | 1,614 SH | Increased+284 SH |
| INDEPENDENT BK CORP MASS | COM | $351K | 0.1%Prev: 0.1% | 5,588 SH | Decreased-110 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $536K | 0.2%Prev: 0.2% | 2,949 SH | Decreased-136 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $538K | 0.2%Prev: 0.1% | 5,225 SH | Increased+2,610 SH |
| ISHARES TR | 1 3 YR TREAS BD | $7.5M | 2.9%Prev: 2.3% | 89,911 SH | Decreased-1,000 SH |
| ISHARES TR | 3 7 YR TREAS BD | $11.6M | 4.5%Prev: 5.8% | 97,046 SH | Decreased-66,252 SH |
| ISHARES TR | 7-10 YR TRSY BD | $11.6M | 4.5%Prev: 5.9% | 120,669 SH | Decreased-84,732 SH |
| ISHARES TR | CONV BD ETF | $3.1M | 1.2%Prev: 3.8% | 34,369 SH | Decreased-89,812 SH |
| ISHARES TR | CORE 1 5 YR USD | $13.2M | 5.1%Prev: 2.3% | 271,837 SH | Increased+115,612 SH |
| ISHARES TR | CORE S&P US GWT | $11.2M | 4.3%Prev: 1.9% | 74,160 SH | Increased+34,138 SH |
| ISHARES TR | CORE S&P US VLU | $11.9M | 4.6%Prev: 2.9% | 125,915 SH | Increased+32,962 SH |
| ISHARES TR | FALN ANGLS USD | $4.5M | 1.7% | 164,005 SH | New |
| ISHARES TR | IBOXX INV CP ETF | $12.3M | 4.8% | 112,184 SH | New |
| ISHARES TR | PFD AND INCM SEC | $3.1M | 1.2% | 100,995 SH | New |
| ISHARES TR | S&P MC 400GR ETF | $5.5M | 2.1%Prev: 2.0% | 60,359 SH | Decreased-6,653 SH |
| ISHARES TR | S&P SML 600 GWT | $3.6M | 1.4%Prev: 1.3% | 27,088 SH | Decreased-3,459 SH |
| ISHARES TR | TIPS BD ETF | $12.0M | 4.7%Prev: 4.0% | 109,283 SH | Decreased-12,091 SH |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $487K | 0.2%Prev: 0.2% | 7,960 SH | Decreased-45 SH |
| JPMORGAN CHASE & CO. | COM | $219K | 0.1% | 756 SH | New |
| M & T BK CORP | COM | $548K | 0.2%Prev: 0.2% | 2,827 SH | Decreased+117 SH |
| MICROSOFT CORP | COM | $1.4M | 0.5%Prev: 0.2% | 2,755 SH | Increased+510 SH |
| NVIDIA CORPORATION | COM | $412K | 0.2% | 2,607 SH | New |
| SPDR GOLD TR | GOLD SHS | $862K | 0.3%Prev: 3.7% | 2,828 SH | Decreased-25,915 SH |
| TORONTO DOMINION BK ONT | COM NEW | $297K | 0.1%Prev: 0.1% | 4,046 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.5M | 0.6%Prev: 0.5% | 2,624 SH | Decreased-31 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.8M | 1.1%Prev: 0.9% | 9,298 SH | Decreased-110 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $843K | 0.3%Prev: 0.3% | 4,120 SH | Decreased+154 SH |
| VERIZON COMMUNICATIONS INC | COM | $235K | 0.1%Prev: 0.1% | 5,433 SH | Decreased-737 SH |
| VISA INC | COM CL A | $201K | 0.1% | 566 SH | New |
| WALMART INC | COM | $371K | 0.1%Prev: 0.1% | 3,797 SH | Decreased+554 SH |
| 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 |