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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 | $306K | 0.1%Prev: 0.1% | 898 SH | Increased+52 SH |
| APPLE INC | COM | $758K | 0.2%Prev: 0.5% | 2,276 SH | Decreased-4,280 SH |
| AT&T INC | COM | $215K | 0.1%Prev: 0.1% | 8,800 SH | Decreased-495 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $654K | 0.2%Prev: 0.2% | 1,313 SH | Decreased-131 SH |
| CRH PLC | ORD | $447K | 0.1%Prev: 0.2% | 5,401 SH | Decreased+76 SH |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $702K | 0.2% | 4,315 SH | New |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $13.8M | 3.5%Prev: 3.2% | 344,597 SH | Increased+48,119 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $92.1M | 23.1%Prev: 19.1% | 2,099,584 SH | Increased+408,520 SH |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $14.3M | 3.6%Prev: 4.8% | 235,945 SH | Decreased-49,441 SH |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | $13.9M | 3.5%Prev: 3.5% | 193,054 SH | Increased+32,733 SH |
| FIDELITY COVINGTON TRUST | MSCI CONSM DIS | $12.5M | 3.1%Prev: 1.9% | 131,483 SH | Increased+71,986 SH |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $290K | 0.1%Prev: 3.4% | 3,833 SH | Decreased-142,463 SH |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $813K | 0.2%Prev: 0.4% | 9,949 SH | Decreased-9,124 SH |
| FIDELITY COVINGTON TRUST | MSCI INDL INDX | $12.6M | 3.2%Prev: 3.3% | 142,295 SH | Increased+9,568 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $45.2M | 11.3%Prev: 5.3% | 150,522 SH | Increased+72,487 SH |
| FIDELITY COVINGTON TRUST | MSCI MATLS INDEX | $12.5M | 3.1% | 223,656 SH | New |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $374K | 0.1%Prev: 0.1% | 13,770 SH | Increased+2,431 SH |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | $430K | 0.1%Prev: 3.3% | 8,421 SH | Decreased-184,447 SH |
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | $7.3M | 1.8%Prev: 1.8% | 316,116 SH | Increased+67,565 SH |
| GE AEROSPACE | COM NEW | $338K | 0.1%Prev: 0.1% | 1,083 SH | Decreased-176 SH |
| GE VERNOVA INC | COM | $269K | 0.1% | 283 SH | New |
| HOME DEPOT INC | COM | $368K | 0.1%Prev: 0.2% | 1,292 SH | Decreased-325 SH |
| INDEPENDENT BK CORP MASS | COM | $448K | 0.1%Prev: 0.1% | 5,769 SH | Increased+143 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $647K | 0.2%Prev: 0.2% | 3,109 SH | Increased+148 SH |
| INVESCO QQQ TR | UNIT SER 1 | $308K | 0.1% | 416 SH | New |
| ISHARES TR | 0-5 YR TIPS ETF | $266K | 0.1%Prev: 0.1% | 2,667 SH | Decreased-25 SH |
| ISHARES TR | 1 3 YR TREAS BD | $752K | 0.2%Prev: 2.2% | 9,256 SH | Decreased-76,269 SH |
| ISHARES TR | 3 7 YR TREAS BD | $21.0M | 5.3%Prev: 5.6% | 184,973 SH | Increased+32,060 SH |
| ISHARES TR | 7-10 YR TRSY BD | $585K | 0.1%Prev: 5.6% | 6,551 SH | Decreased-185,013 SH |
| ISHARES TR | CONV BD ETF | $16.9M | 4.2%Prev: 3.6% | 149,820 SH | Increased+31,565 SH |
| ISHARES TR | CORE 1 5 YR USD | $7.6M | 1.9%Prev: 2.3% | 159,811 SH | Increased+8,106 SH |
| ISHARES TR | CORE MSCI TOTAL | $201K | 0.1% | 2,111 SH | New |
| ISHARES TR | CORE S&P US GWT | $5.4M | 1.3%Prev: 3.3% | 27,672 SH | Decreased-37,545 SH |
| ISHARES TR | CORE S&P US VLU | $6.5M | 1.6%Prev: 3.6% | 58,613 SH | Decreased-61,076 SH |
| ISHARES TR | FALN ANGLS USD | $7.2M | 1.8%Prev: 3.8% | 278,978 SH | Decreased-172,271 SH |
| ISHARES TR | IBOXX INV CP ETF | $7.0M | 1.8%Prev: 5.7% | 68,890 SH | Decreased-98,816 SH |
| ISHARES TR | PFD AND INCM SEC | $17.5M | 4.4%Prev: 1.8% | 592,489 SH | Increased+408,661 SH |
| ISHARES TR | S&P MC 400GR ETF | $5.0M | 1.3%Prev: 1.9% | 45,543 SH | Decreased-18,092 SH |
| ISHARES TR | S&P MC 400VL ETF | $10.0M | 2.5% | 72,279 SH | New |
| ISHARES TR | S&P SML 600 GWT | $7.4M | 1.9%Prev: 1.2% | 46,017 SH | Increased+17,678 SH |
| ISHARES TR | SP SMCP600VL ETF | $7.6M | 1.9% | 58,951 SH | New |
| ISHARES TR | TIPS BD ETF | $21.3M | 5.4%Prev: 3.9% | 205,008 SH | Increased+90,776 SH |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $575K | 0.1%Prev: 0.2% | 8,036 SH | Increased+76 SH |
| JPMORGAN CHASE & CO | COM | $1.3M | 0.3% | 3,975 SH | New |
| M & T BK CORP | COM | $589K | 0.1%Prev: 0.2% | 2,708 SH | Increased-3 SH |
| MICROSOFT CORP | COM | $841K | 0.2%Prev: 0.4% | 1,640 SH | Decreased-959 SH |
| RTX CORPORATION | COM | $293K | 0.1%Prev: 0.1% | 1,580 SH | Increased+319 SH |
| SPDR GOLD TR | GOLD SHS | $14.1M | 3.5%Prev: 0.3% | 36,897 SH | Increased+34,069 SH |
| TESLA INC | COM | $209K | 0.1%Prev: 0.1% | 590 SH | Decreased-19 SH |
| TORONTO DOMINION BK ONT | COM NEW | $476K | 0.1%Prev: 0.1% | 4,046 SH | Increased |
| TRAVELERS COMPANIES INC | COM | $237K | 0.1% | 665 SH | New |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $3.5M | 0.9% | 9,459 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.9M | 0.5%Prev: 0.5% | 2,670 SH | Increased+38 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $933K | 0.2%Prev: 0.3% | 3,997 SH | Increased+59 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 |