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Independence Financial Advisors, LLC

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13F filer, CIK 2066080, FRANKLIN, NH

Independence Financial Advisors, LLC reported $328,336,481 across 53 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-24. Its ten largest share positions make up 57.4% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002066080-25-000005

Period
2025-09-30
Reported value
$328M
Holdings
53
Top 10 weight
57.4%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FUTYadded+185,792$10.5M
ICVTadded+83,886$8.39M
FALNadded+287,244$7.98M
IEFadded+70,895$6.84M
IEIadded+55,867$6.68M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ISTBreduced-120,132-$5.87M
FELGreduced-55,588-$2.29M
IUSGreduced-8,943-$1.47M
ANSYS INCexited-2,448-$860K
IUSVreduced-6,226-$622K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0002066080-25-000005, largest first. % of portfolio is the value over $328,336,481, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FELGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 55,379 shares; 2025Q2: 830,356 shares; 2025Q3: 774,768 shares 774,768$31.9M9.7%-55,588Timeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 30,177 shares; 2025Q2: 873,531 shares; 2025Q3: 916,296 shares 916,296$30.7M9.36%+42,765Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 109,242 shares; 2025Q2: 112,184 shares; 2025Q3: 167,706 shares 167,706$18.7M5.69%+55,522Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 153,215 shares; 2025Q2: 120,669 shares; 2025Q3: 191,564 shares 191,564$18.5M5.63%+70,895Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 93,907 shares; 2025Q2: 97,046 shares; 2025Q3: 152,913 shares 152,913$18.3M5.57%+55,867Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 61,128 shares; 2025Q2: 59,276 shares; 2025Q3: 78,035 shares 78,035$17.3M5.28%+18,759Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 163,739 shares; 2025Q2: 174,552 shares; 2025Q3: 285,386 shares 285,386$15.9M4.84%+110,834Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 104,420 shares; 2025Q2: 109,283 shares; 2025Q3: 114,232 shares 114,232$12.7M3.87%+4,949Timeline
FALNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 446,140 shares; 2025Q2: 164,005 shares; 2025Q3: 451,249 shares 451,249$12.5M3.82%+287,244Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 374,405 shares; 2025Q2: 125,915 shares; 2025Q3: 119,689 shares 119,689$12M3.64%-6,226Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 6,173 shares; 2025Q2: 34,369 shares; 2025Q3: 118,255 shares 118,255$11.8M3.6%+83,886Timeline
FCOMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 159,750 shares; 2025Q2: 146,441 shares; 2025Q3: 160,321 shares 160,321$11.4M3.47%+13,880Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 139,669 shares; 2025Q2: 144,405 shares; 2025Q3: 146,296 shares 146,296$11.2M3.4%+1,891Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 7,075 shares; 2025Q2: 7,076 shares; 2025Q3: 192,868 shares 192,868$10.9M3.32%+185,792Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 88,231 shares; 2025Q2: 83,950 shares; 2025Q3: 132,727 shares 132,727$10.9M3.31%+48,777Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 493,711 shares; 2025Q2: 74,160 shares; 2025Q3: 65,217 shares 65,217$10.7M3.27%-8,943Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 292,215 shares; 2025Q3: 296,478 shares 296,478$10.5M3.19%+4,263Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 268,805 shares; 2025Q2: 271,837 shares; 2025Q3: 151,705 shares 151,705$7.41M2.26%-120,132Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 94,421 shares; 2025Q2: 89,911 shares; 2025Q3: 85,525 shares 85,525$7.1M2.16%-4,386Timeline
FDISFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 58,594 shares; 2025Q3: 59,497 shares 59,497$6.12M1.86%+903Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 60,359 shares; 2025Q3: 63,635 shares 63,635$6.1M1.86%+3,276Timeline
FLBLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 225,706 shares; 2025Q2: 232,696 shares; 2025Q3: 248,551 shares 248,551$5.97M1.82%+15,855Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 194,899 shares; 2025Q2: 100,995 shares; 2025Q3: 183,828 shares 183,828$5.81M1.77%+82,833Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 27,088 shares; 2025Q3: 28,339 shares 28,339$4.01M1.22%+1,251Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 9,298 shares; 2025Q2: 9,298 shares; 2025Q3: 9,326 shares 9,326$3.06M0.93%+28Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 6,619 shares; 2025Q2: 6,600 shares; 2025Q3: 6,556 shares 6,556$1.67M0.51%-44Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,624 shares; 2025Q2: 2,624 shares; 2025Q3: 2,632 shares 2,632$1.61M0.49%+8Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,809 shares; 2025Q2: 2,755 shares; 2025Q3: 2,599 shares 2,599$1.35M0.41%-156Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 140,682 shares; 2025Q2: 20,684 shares; 2025Q3: 19,073 shares 19,073$1.28M0.39%-1,611Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,705 shares; 2025Q2: 2,828 shares; 2025Q3: 2,828 shares 2,828$1.01M0.31%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 3,922 shares; 2025Q2: 4,120 shares; 2025Q3: 3,938 shares 3,938$850K0.26%-182Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares 1,444$726K0.22%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,145 shares; 2025Q2: 2,119 shares; 2025Q3: 2,123 shares 2,123$700K0.21%+4Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,611 shares; 2025Q2: 1,614 shares; 2025Q3: 1,617 shares 1,617$655K0.2%+3Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 5,825 shares; 2025Q2: 5,766 shares; 2025Q3: 5,782 shares 5,782$652K0.2%+16Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 5,307 shares; 2025Q2: 5,307 shares; 2025Q3: 5,325 shares 5,325$638K0.19%+18Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,937 shares; 2025Q2: 2,949 shares; 2025Q3: 2,961 shares 2,961$562K0.17%+12Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,824 shares; 2025Q2: 2,827 shares; 2025Q3: 2,711 shares 2,711$536K0.16%-116Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 8,133 shares; 2025Q2: 7,960 shares; 2025Q3: 7,960 shares 7,960$515K0.16%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,596 shares; 2025Q2: 2,607 shares; 2025Q3: 2,610 shares 2,610$487K0.15%+3Timeline
INDBINDEPENDENT BK CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 5,541 shares; 2025Q2: 5,588 shares; 2025Q3: 5,626 shares 5,626$389K0.12%+38Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,283 shares; 2025Q2: 1,258 shares; 2025Q3: 1,259 shares 1,259$379K0.12%+1Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 3,831 shares; 2025Q2: 3,797 shares; 2025Q3: 3,560 shares 3,560$367K0.11%-237Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 4,046 shares; 2025Q2: 4,046 shares; 2025Q3: 4,046 shares 4,046$323K0.1%0Timeline
FRELFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 11,332 shares; 2025Q2: 11,336 shares; 2025Q3: 11,339 shares 11,339$315K0.1%+3Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 6,436 shares; 2025Q2: 5,225 shares; 2025Q3: 2,692 shares 2,692$278K0.08%-2,533Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 941 shares; 2025Q2: not reported; 2025Q3: 609 shares 609$271K0.08%newTimeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 9,551 shares; 2025Q2: 9,253 shares; 2025Q3: 9,295 shares 9,295$262K0.08%+42Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 756 shares; 2025Q3: 828 shares 828$261K0.08%+72Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 5,397 shares; 2025Q2: 5,433 shares; 2025Q3: 5,457 shares 5,457$240K0.07%+24Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 296 shares 296$221K0.07%newTimeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,261 shares 1,261$211K0.06%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 846 shares 846$206K0.06%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ANSYS INCANSYS INC2,448$860Kshares
VVISA INC566$201Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002066080-25-000005 base2025-10-24acceptance time not in the bulk data set