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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 | $317K | 0.1% | 897 SH | New |
| APPLE INC | COM | $658K | 0.2%Prev: 0.5% | 2,274 SH | Decreased-4,326 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $657K | 0.2%Prev: 0.3% | 1,313 SH | Decreased-131 SH |
| CRH PLC | ORD | $575K | 0.1%Prev: 0.2% | 5,377 SH | Increased+70 SH |
| EXXON MOBIL CORP | COM | $589K | 0.2%Prev: 0.2% | 4,307 SH | Decreased-1,459 SH |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $13.2M | 3.4%Prev: 3.8% | 328,715 SH | Increased+36,500 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $85.6M | 22.2%Prev: 22.8% | 2,011,710 SH | Increased+307,823 SH |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $13.7M | 3.6%Prev: 3.5% | 227,992 SH | Increased+53,440 SH |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | $12.9M | 3.3%Prev: 3.7% | 185,438 SH | Increased+38,997 SH |
| FIDELITY COVINGTON TRUST | MSCI CONSM DIS | $12.7M | 3.3%Prev: 2.1% | 123,456 SH | Increased+64,862 SH |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $899K | 0.2%Prev: 4.2% | 11,746 SH | Decreased-132,659 SH |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $869K | 0.2%Prev: 0.5% | 11,255 SH | Decreased-9,429 SH |
| FIDELITY COVINGTON TRUST | MSCI INDL INDX | $13.6M | 3.5%Prev: 2.5% | 136,325 SH | Increased+52,375 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $40.3M | 10.5%Prev: 4.5% | 141,263 SH | Increased+81,987 SH |
| FIDELITY COVINGTON TRUST | MSCI MATLS INDEX | $12.0M | 3.1% | 204,631 SH | New |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $400K | 0.1%Prev: 0.1% | 13,665 SH | Increased+2,329 SH |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | $1.0M | 0.3%Prev: 0.1% | 17,228 SH | Increased+10,152 SH |
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | $6.9M | 1.8%Prev: 2.2% | 298,880 SH | Increased+66,184 SH |
| GE AEROSPACE | COM NEW | $387K | 0.1%Prev: 0.1% | 1,036 SH | Increased-222 SH |
| GE VERNOVA INC | COM | $319K | 0.1% | 272 SH | New |
| HOME DEPOT INC | COM | $462K | 0.1%Prev: 0.2% | 1,311 SH | Decreased-303 SH |
| INDEPENDENT BK CORP MASS | COM | $480K | 0.1%Prev: 0.1% | 5,734 SH | Increased+146 SH |
| INTEL CORP | COM | $209K | 0.1% | 1,500 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $659K | 0.2%Prev: 0.2% | 3,097 SH | Increased+148 SH |
| INVESCO QQQ TR | UNIT SER 1 | $306K | 0.1% | 416 SH | New |
| ISHARES TR | 0-5 YR TIPS ETF | $272K | 0.1%Prev: 0.2% | 2,664 SH | Decreased-2,561 SH |
| ISHARES TR | 1 3 YR TREAS BD | $1.0M | 0.3%Prev: 2.9% | 12,245 SH | Decreased-77,666 SH |
| ISHARES TR | 3 7 YR TREAS BD | $20.7M | 5.4%Prev: 4.5% | 175,850 SH | Increased+78,804 SH |
| ISHARES TR | 7-10 YR TRSY BD | $1.4M | 0.4%Prev: 4.5% | 14,356 SH | Decreased-106,313 SH |
| ISHARES TR | CONV BD ETF | $17.2M | 4.5%Prev: 1.2% | 141,376 SH | Increased+107,007 SH |
| ISHARES TR | CORE 1 5 YR USD | $7.4M | 1.9%Prev: 5.1% | 152,851 SH | Decreased-118,986 SH |
| ISHARES TR | CORE MSCI TOTAL | $202K | 0.1% | 2,111 SH | New |
| ISHARES TR | CORE S&P US GWT | $5.5M | 1.4%Prev: 4.3% | 29,117 SH | Decreased-45,043 SH |
| ISHARES TR | CORE S&P US VLU | $7.0M | 1.8%Prev: 4.6% | 63,795 SH | Decreased-62,120 SH |
| ISHARES TR | FALN ANGLS USD | $7.0M | 1.8%Prev: 1.7% | 256,955 SH | Increased+92,950 SH |
| ISHARES TR | IBOXX INV CP ETF | $6.9M | 1.8%Prev: 4.8% | 63,500 SH | Decreased-48,684 SH |
| ISHARES TR | PFD AND INCM SEC | $16.6M | 4.3%Prev: 1.2% | 543,016 SH | Increased+442,021 SH |
| ISHARES TR | S&P MC 400GR ETF | $5.2M | 1.3%Prev: 2.1% | 43,969 SH | Decreased-16,390 SH |
| ISHARES TR | S&P MC 400VL ETF | $9.8M | 2.5% | 66,323 SH | New |
| ISHARES TR | S&P SML 600 GWT | $7.7M | 2.0%Prev: 1.4% | 43,314 SH | Increased+16,226 SH |
| ISHARES TR | SP SMCP600VL ETF | $7.4M | 1.9% | 54,228 SH | New |
| ISHARES TR | TIPS BD ETF | $21.0M | 5.5%Prev: 4.7% | 192,148 SH | Increased+82,865 SH |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $602K | 0.2%Prev: 0.2% | 8,036 SH | Increased+76 SH |
| JPMORGAN CHASE & CO | COM | $1.3M | 0.3% | 3,972 SH | New |
| M & T BK CORP | COM | $645K | 0.2%Prev: 0.2% | 2,709 SH | Increased-118 SH |
| MICROSOFT CORP | COM | $620K | 0.2%Prev: 0.5% | 1,663 SH | Decreased-1,092 SH |
| RTX CORPORATION | COM | $299K | 0.1% | 1,577 SH | New |
| SPDR GOLD TR | GOLD SHS | $13.0M | 3.4%Prev: 0.3% | 35,312 SH | Increased+32,484 SH |
| TESLA INC | COM | $248K | 0.1% | 590 SH | New |
| TORONTO DOMINION BK ONT | COM NEW | $491K | 0.1%Prev: 0.1% | 4,046 SH | Increased |
| TRAVELERS COMPANIES INC | COM | $220K | 0.1% | 665 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.8M | 0.5%Prev: 0.6% | 2,663 SH | Increased+39 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.5M | 0.9%Prev: 1.1% | 9,435 SH | Increased+137 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $942K | 0.2%Prev: 0.3% | 3,982 SH | Increased-138 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 |