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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 | $206K | 0.1%Prev: 0.1% | 846 SH | Decreased-51 SH |
| APPLE INC | COM | $1.7M | 0.5%Prev: 0.2% | 6,556 SH | Increased+4,282 SH |
| AT&T INC | COM | $262K | 0.1% | 9,295 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $726K | 0.2%Prev: 0.2% | 1,444 SH | Increased+131 SH |
| BROADCOM INC | COM | $700K | 0.2% | 2,123 SH | New |
| CRH PLC | ORD | $638K | 0.2%Prev: 0.1% | 5,325 SH | Increased-52 SH |
| EXXON MOBIL CORP | COM | $652K | 0.2%Prev: 0.2% | 5,782 SH | Increased+1,475 SH |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $10.5M | 3.2%Prev: 3.4% | 296,478 SH | Decreased-32,237 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $62.6M | 19.1%Prev: 22.2% | 1,691,064 SH | Decreased-320,646 SH |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $15.9M | 4.8%Prev: 3.6% | 285,386 SH | Increased+57,394 SH |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | $11.4M | 3.5%Prev: 3.3% | 160,321 SH | Decreased-25,117 SH |
| FIDELITY COVINGTON TRUST | MSCI CONSM DIS | $6.1M | 1.9%Prev: 3.3% | 59,497 SH | Decreased-63,959 SH |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $11.2M | 3.4%Prev: 0.2% | 146,296 SH | Increased+134,550 SH |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $1.3M | 0.4%Prev: 0.2% | 19,073 SH | Increased+7,818 SH |
| FIDELITY COVINGTON TRUST | MSCI INDL INDX | $10.9M | 3.3%Prev: 3.5% | 132,727 SH | Decreased-3,598 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $17.3M | 5.3%Prev: 10.5% | 78,035 SH | Decreased-63,228 SH |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $315K | 0.1%Prev: 0.1% | 11,339 SH | Decreased-2,326 SH |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | $10.9M | 3.3%Prev: 0.3% | 192,868 SH | Increased+175,640 SH |
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | $6.0M | 1.8%Prev: 1.8% | 248,551 SH | Decreased-50,329 SH |
| GE AEROSPACE | COM NEW | $379K | 0.1%Prev: 0.1% | 1,259 SH | Decreased+223 SH |
| HOME DEPOT INC | COM | $655K | 0.2%Prev: 0.1% | 1,617 SH | Increased+306 SH |
| INDEPENDENT BK CORP MASS | COM | $389K | 0.1%Prev: 0.1% | 5,626 SH | Decreased-108 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $562K | 0.2%Prev: 0.2% | 2,961 SH | Decreased-136 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $278K | 0.1%Prev: 0.1% | 2,692 SH | Increased+28 SH |
| ISHARES TR | 1 3 YR TREAS BD | $7.1M | 2.2%Prev: 0.3% | 85,525 SH | Increased+73,280 SH |
| ISHARES TR | 3 7 YR TREAS BD | $18.3M | 5.6%Prev: 5.4% | 152,913 SH | Decreased-22,937 SH |
| ISHARES TR | 7-10 YR TRSY BD | $18.5M | 5.6%Prev: 0.4% | 191,564 SH | Increased+177,208 SH |
| ISHARES TR | CONV BD ETF | $11.8M | 3.6%Prev: 4.5% | 118,255 SH | Decreased-23,121 SH |
| ISHARES TR | CORE 1 5 YR USD | $7.4M | 2.3%Prev: 1.9% | 151,705 SH | Increased-1,146 SH |
| ISHARES TR | CORE S&P US GWT | $10.7M | 3.3%Prev: 1.4% | 65,217 SH | Increased+36,100 SH |
| ISHARES TR | CORE S&P US VLU | $12.0M | 3.6%Prev: 1.8% | 119,689 SH | Increased+55,894 SH |
| ISHARES TR | FALN ANGLS USD | $12.5M | 3.8%Prev: 1.8% | 451,249 SH | Increased+194,294 SH |
| ISHARES TR | IBOXX INV CP ETF | $18.7M | 5.7%Prev: 1.8% | 167,706 SH | Increased+104,206 SH |
| ISHARES TR | PFD AND INCM SEC | $5.8M | 1.8%Prev: 4.3% | 183,828 SH | Decreased-359,188 SH |
| ISHARES TR | S&P MC 400GR ETF | $6.1M | 1.9%Prev: 1.3% | 63,635 SH | Increased+19,666 SH |
| ISHARES TR | S&P SML 600 GWT | $4.0M | 1.2%Prev: 2.0% | 28,339 SH | Decreased-14,975 SH |
| ISHARES TR | TIPS BD ETF | $12.7M | 3.9%Prev: 5.5% | 114,232 SH | Decreased-77,916 SH |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $515K | 0.2%Prev: 0.2% | 7,960 SH | Decreased-76 SH |
| JPMORGAN CHASE & CO. | COM | $261K | 0.1% | 828 SH | New |
| M & T BK CORP | COM | $536K | 0.2%Prev: 0.2% | 2,711 SH | Decreased+2 SH |
| MICROSOFT CORP | COM | $1.3M | 0.4%Prev: 0.2% | 2,599 SH | Increased+936 SH |
| NVIDIA CORPORATION | COM | $487K | 0.1% | 2,610 SH | New |
| RTX CORPORATION | COM | $211K | 0.1%Prev: 0.1% | 1,261 SH | Decreased-316 SH |
| SPDR GOLD TR | GOLD SHS | $1.0M | 0.3%Prev: 3.4% | 2,828 SH | Decreased-32,484 SH |
| TESLA INC | COM | $271K | 0.1%Prev: 0.1% | 609 SH | Increased+19 SH |
| TORONTO DOMINION BK ONT | COM NEW | $323K | 0.1%Prev: 0.1% | 4,046 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.6M | 0.5%Prev: 0.5% | 2,632 SH | Decreased-31 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.1M | 0.9%Prev: 0.9% | 9,326 SH | Decreased-109 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $850K | 0.3%Prev: 0.2% | 3,938 SH | Decreased-44 SH |
| VANGUARD WORLD FD | INF TECH ETF | $221K | 0.1% | 296 SH | New |
| VERIZON COMMUNICATIONS INC | COM | $240K | 0.1% | 5,457 SH | New |
| WALMART INC | COM | $367K | 0.1% | 3,560 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 |