Independence Financial Advisors, LLC

FRANKLIN, NH · CIK 2066080 · 13F filing filed 2026-07-09

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyFranklin, NH

$385.5m reported value +15.7% vs Q1 2026

55positions

62.7%in top 10

9 new 23 added 18 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	FIDELITY COVINGTON TRUST ENHANCED LARGE FELG	FELG	1,340,600	$58.7m15.21%	15.21%	Added +67.1k	+67,124 5.3%
2	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	141,263	$40.3m10.46%	10.46%	Added +66.4k	+66,435 88.8%
3	FIDELITY COVINGTON TRUST ENHANCED LARGE FELV	FELV	671,110	$26.9m6.98%	6.98%	Reduced -322.4k	-322,392 -32.5%
4	ISHARES TR TIPS BD ETF TIP	TIP	192,148	$21.0m5.45%	5.45%	Added +70.8k	+70,774 58.3%
5	ISHARES TR 3 7 YR TREAS BD IEI	IEI	175,850	$20.7m5.36%	5.36%	Added +12.6k	+12,552 7.7%
6	ISHARES TR CONV BD ETF ICVT	ICVT	141,376	$17.2m4.46%	4.46%	Added +17.2k	+17,195 13.8%
7	ISHARES TR PFD AND INCM SEC PFF	PFF	543,016	$16.6m4.29%	4.29%	New
8	FIDELITY COVINGTON TRUST HIGH DIVID ETF FDVV	FDVV	227,992	$13.7m3.57%	3.57%	Reduced -76.4k	-76,368 -25.1%
9	FIDELITY COVINGTON TRUST MSCI INDL INDX FIDU	FIDU	136,325	$13.6m3.52%	3.52%	Added +6.0k	+6,012 4.6%
10	FIDELITY COVINGTON TRUST ENHANCED INTL FENI	FENI	328,715	$13.2m3.42%	3.42%	Added +25.0k	+24,952 8.2%
11	SPDR GOLD TR GOLD SHS GLD	GLD	35,312	$13.0m3.37%	3.37%	Added +6.6k	+6,569 22.9%
12	FIDELITY COVINGTON TRUST MSCI COMMNTN SVC FCOM	FCOM	185,438	$12.9m3.34%	3.34%	Added +15.0k	+15,034 8.8%
13	FIDELITY COVINGTON TRUST MSCI CONSM DIS FDIS	FDIS	123,456	$12.7m3.29%	3.29%	Added +55.3k	+55,320 81.2%
14	FIDELITY COVINGTON TRUST MSCI MATLS INDEX FMAT	FMAT	204,631	$12.0m3.11%	3.11%	New
15	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	66,323	$9.8m2.54%	2.54%	New
16	ISHARES TR S&P SML 600 GWT IJT	IJT	43,314	$7.7m2.01%	2.01%	Added +12.8k	+12,767 41.8%
17	ISHARES TR SP SMCP600VL ETF IJS	IJS	54,228	$7.4m1.92%	1.92%	New
18	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	152,851	$7.4m1.91%	1.91%	Reduced -3.4k	-3,374 -2.2%
19	ISHARES TR CORE S&P US VLU IUSV	IUSV	63,795	$7.0m1.82%	1.82%	Reduced -29.2k	-29,158 -31.4%
20	ISHARES TR FALN ANGLS USD FALN	FALN	256,955	$7.0m1.82%	1.82%	New
21	ISHARES TR IBOXX INV CP ETF LQD	LQD	63,500	$6.9m1.80%	1.80%	New
22	FRANKLIN TEMPLETON ETF TR SENIOR LOAN ETF FLBL	FLBL	298,880	$6.9m1.78%	1.78%	Added +24.2k	+24,213 8.8%
23	ISHARES TR CORE S&P US GWT IUSG	IUSG	29,117	$5.5m1.42%	1.42%	Reduced -10.9k	-10,905 -27.2%
24	ISHARES TR S&P MC 400GR ETF IJK	IJK	43,969	$5.2m1.34%	1.34%	Reduced -23.0k	-23,043 -34.4%
25	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	9,435	$3.5m0.91%	0.91%	Added +27	+27 0.3%
26	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,663	$1.8m0.47%	0.47%	Added +8	+8 0.3%
27	ISHARES TR 7-10 YR TRSY BD IEF	IEF	14,356	$1.4m0.35%	0.35%	Reduced -191.0k	-191,045 -93.0%
28	JPMORGAN CHASE & CO COM JPM	JPM	3,972	$1.3m0.34%	0.34%	Added +5	+5 0.1%
29	FIDELITY COVINGTON TRUST MSCI UTILS INDEX FUTY	FUTY	17,228	$1.0m0.26%	0.26%	Reduced -176.8k	-176,810 -91.1%
30	ISHARES TR 1 3 YR TREAS BD SHY	SHY	12,245	$1.0m0.26%	0.26%	Reduced -78.7k	-78,666 -86.5%
31	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	3,982	$942.3k0.24%	0.24%	Added +16	+16 0.4%
32	FIDELITY COVINGTON TRUST MSCI FINLS IDX FNCL	FNCL	11,746	$899.3k0.23%	0.23%	Reduced -150.9k	-150,856 -92.8%
33	FIDELITY COVINGTON TRUST MSCI HLTH CARE I FHLC	FHLC	11,255	$869.4k0.23%	0.23%	Reduced -7.1k	-7,058 -38.5%
34	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	3,097	$658.9k0.17%	0.17%	Added +12	+12 0.4%
35	APPLE INC COM AAPL	AAPL	2,274	$657.9k0.17%	0.17%	Reduced -1.1k	-1,059 -31.8%
36	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,313	$657.2k0.17%	0.17%	Unchanged
37	M & T BK CORP COM MTB	MTB	2,709	$644.9k0.17%	0.17%	Reduced -1	-1 -0.0%
38	MICROSOFT CORP COM MSFT	MSFT	1,663	$620.4k0.16%	0.16%	Reduced -582	-582 -25.9%
39	JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI JHMM	JHMM	8,036	$602.3k0.16%	0.16%	Added +31	+31 0.4%
40	EXXON MOBIL CORP COM XOM	XOM	4,307	$588.9k0.15%	0.15%	Reduced -1.1k	-1,112 -20.5%
41	CRH PLC ORD CRH	CRH	5,377	$575.3k0.15%	0.15%	Added +37	+37 0.7%
42	TORONTO DOMINION BK ONT COM NEW TD	TD	4,046	$491.3k0.13%	0.13%	Unchanged
43	INDEPENDENT BK CORP MASS COM INDB	INDB	5,734	$480.0k0.12%	0.12%	Added +36	+36 0.6%
44	HOME DEPOT INC COM HD	HD	1,311	$462.2k0.12%	0.12%	Reduced -19	-19 -1.4%
45	FIDELITY COVINGTON TRUST MSCI RL EST ETF FREL	FREL	13,665	$400.4k0.10%	0.10%	Added +2.3k	+2,320 20.4%
46	GE AEROSPACE COM NEW GE	GE	1,036	$387.2k0.10%	0.10%	Reduced -249	-249 -19.4%
47	GE VERNOVA INC COM GEV	GEV	272	$319.1k0.08%	0.08%	Reduced -50	-50 -15.5%
48	ALPHABET INC CAP STK CL C GOOG	GOOG	897	$317.1k0.08%	0.08%	Unchanged
49	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	416	$306.3k0.08%	0.08%	Unchanged
50	RTX CORPORATION COM RTX	RTX	1,577	$299.3k0.08%	0.08%	Added +3	+3 0.2%
51	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	2,664	$272.1k0.07%	0.07%	Added +49	+49 1.9%
52	TESLA INC COM TSLA	TSLA	590	$248.2k0.06%	0.06%	Unchanged
53	TRAVELERS COMPANIES INC COM TRV	TRV	665	$219.6k0.06%	0.06%	New
54	INTEL CORP COM INTC	INTC	1,500	$209.4k0.05%	0.05%	New
55	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	2,111	$201.5k0.05%	0.05%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FIDELITY COVINGTON TRUST FENY	FENY	317,691	$10.8m317.7k shares
BROADCOM INC AVGO	AVGO	2,045	$633.0k2.0k shares
WALMART INC WMT	WMT	3,243	$403.0k3.2k shares
VERIZON COMMUNICATIONS INC VZ	VZ	6,170	$309.7k6.2k shares
AT&T INC T	T	10,135	$293.8k10.1k shares