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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 | $257K | 0.1% | 897 SH | New |
| APPLE INC | COM | $846K | 0.3%Prev: 0.6% | 3,333 SH | Decreased-3,286 SH |
| AT&T INC | COM | $294K | 0.1%Prev: 0.1% | 10,135 SH | Increased+584 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $629K | 0.2%Prev: 0.3% | 1,313 SH | Decreased-131 SH |
| BROADCOM INC | COM | $633K | 0.2%Prev: 0.1% | 2,045 SH | Increased-100 SH |
| CRH PLC | ORD | $561K | 0.2%Prev: 0.2% | 5,340 SH | Increased+33 SH |
| EXXON MOBIL CORP | COM | $919K | 0.3%Prev: 0.3% | 5,419 SH | Increased-406 SH |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $11.3M | 3.4% | 303,763 SH | New |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $82.4M | 24.7%Prev: 1.0% | 2,266,978 SH | Increased+2,181,422 SH |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $16.8M | 5.0%Prev: 3.1% | 304,360 SH | Increased+140,621 SH |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | $11.6M | 3.5%Prev: 3.4% | 170,404 SH | Increased+10,654 SH |
| FIDELITY COVINGTON TRUST | MSCI CONSM DIS | $6.4M | 1.9% | 68,136 SH | New |
| FIDELITY COVINGTON TRUST | MSCI ENERGY IDX | $10.8M | 3.2% | 317,691 SH | New |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $11.4M | 3.4%Prev: 3.7% | 162,602 SH | Increased+22,933 SH |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $1.3M | 0.4%Prev: 3.7% | 18,313 SH | Decreased-122,369 SH |
| FIDELITY COVINGTON TRUST | MSCI INDL INDX | $11.3M | 3.4%Prev: 2.3% | 130,313 SH | Increased+42,082 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $15.6M | 4.7%Prev: 3.7% | 74,828 SH | Increased+13,700 SH |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $305K | 0.1%Prev: 0.1% | 11,345 SH | Decreased+13 SH |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | $11.5M | 3.4%Prev: 0.1% | 194,038 SH | Increased+186,963 SH |
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | $6.3M | 1.9%Prev: 2.1% | 274,667 SH | Increased+48,961 SH |
| GE AEROSPACE | COM NEW | $365K | 0.1%Prev: 0.1% | 1,285 SH | Increased+2 SH |
| GE VERNOVA INC | COM | $281K | 0.1% | 322 SH | New |
| HOME DEPOT INC | COM | $437K | 0.1%Prev: 0.2% | 1,330 SH | Decreased-281 SH |
| INDEPENDENT BK CORP MASS | COM | $429K | 0.1%Prev: 0.1% | 5,698 SH | Increased+157 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $592K | 0.2%Prev: 0.2% | 3,085 SH | Increased+148 SH |
| INVESCO QQQ TR | UNIT SER 1 | $240K | 0.1% | 416 SH | New |
| ISHARES TR | 0-5 YR TIPS ETF | $270K | 0.1%Prev: 0.3% | 2,615 SH | Decreased-3,821 SH |
| ISHARES TR | 1 3 YR TREAS BD | $7.5M | 2.3%Prev: 3.0% | 90,911 SH | Decreased-3,510 SH |
| ISHARES TR | 3 7 YR TREAS BD | $19.4M | 5.8%Prev: 4.2% | 163,298 SH | Increased+69,391 SH |
| ISHARES TR | 7-10 YR TRSY BD | $19.6M | 5.9%Prev: 5.6% | 205,401 SH | Increased+52,186 SH |
| ISHARES TR | CONV BD ETF | $12.6M | 3.8%Prev: 0.2% | 124,181 SH | Increased+118,008 SH |
| ISHARES TR | CORE 1 5 YR USD | $7.6M | 2.3%Prev: 4.9% | 156,225 SH | Decreased-112,580 SH |
| ISHARES TR | CORE S&P US GWT | $6.2M | 1.9%Prev: 23.9% | 40,022 SH | Decreased-453,689 SH |
| ISHARES TR | CORE S&P US VLU | $9.5M | 2.9%Prev: 13.1% | 92,953 SH | Decreased-281,452 SH |
| ISHARES TR | S&P MC 400GR ETF | $6.7M | 2.0% | 67,012 SH | New |
| ISHARES TR | S&P SML 600 GWT | $4.4M | 1.3% | 30,547 SH | New |
| ISHARES TR | TIPS BD ETF | $13.4M | 4.0%Prev: 4.4% | 121,374 SH | Increased+16,954 SH |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $537K | 0.2%Prev: 0.2% | 8,005 SH | Increased-128 SH |
| JPMORGAN CHASE & CO | COM | $1.2M | 0.4% | 3,967 SH | New |
| M & T BK CORP | COM | $560K | 0.2%Prev: 0.2% | 2,710 SH | Increased-114 SH |
| MICROSOFT CORP | COM | $831K | 0.2%Prev: 0.4% | 2,245 SH | Decreased-564 SH |
| RTX CORPORATION | COM | $304K | 0.1% | 1,574 SH | New |
| SPDR GOLD TR | GOLD SHS | $12.4M | 3.7%Prev: 0.3% | 28,743 SH | Increased+26,038 SH |
| TESLA INC | COM | $219K | 0.1%Prev: 0.1% | 590 SH | Decreased-351 SH |
| TORONTO DOMINION BK ONT | COM NEW | $378K | 0.1%Prev: 0.1% | 4,046 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.6M | 0.5%Prev: 0.5% | 2,655 SH | Increased+31 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.0M | 0.9%Prev: 1.0% | 9,408 SH | Increased+110 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $853K | 0.3%Prev: 0.3% | 3,966 SH | Increased+44 SH |
| VERIZON COMMUNICATIONS INC | COM | $310K | 0.1%Prev: 0.1% | 6,170 SH | Increased+773 SH |
| WALMART INC | COM | $403K | 0.1%Prev: 0.1% | 3,243 SH | Increased-588 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 |