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Independence Financial Advisors, LLC

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13F filer, CIK 2066080, FRANKLIN, NH

Independence Financial Advisors, LLC reported $363,803,343 across 55 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-15. Its ten largest share positions make up 59.95% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002066080-26-000001

Period
2025-12-31
Reported value
$364M
Holdings
55
Top 10 weight
59.95%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FELGadded+535,968$22.3M
FELVadded+32,828$1.14M
JPMadded+3,451$1.11M
LQDadded+7,621$840K
IEIadded+6,599$788K

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
AAPLreduced-1,224-$333K
IUSGreduced-769-$129K
XOMreduced-881-$106K
IUSVreduced-974-$99.9K
NVDAreduced-526-$98.1K

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, Q4 2025

Share positions as resolved from 13F-HR 0002066080-26-000001, largest first. % of portfolio is the value over $363,803,343, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 55,379 shares; 2025Q2: 830,356 shares; 2025Q3: 774,768 shares; 2025Q4: 1,310,736 shares 1,310,736$54.7M15.02%+535,968Timeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 30,177 shares; 2025Q2: 873,531 shares; 2025Q3: 916,296 shares; 2025Q4: 949,124 shares 949,124$32.9M9.04%+32,828Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 109,242 shares; 2025Q2: 112,184 shares; 2025Q3: 167,706 shares; 2025Q4: 175,327 shares 175,327$19.3M5.31%+7,621Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 153,215 shares; 2025Q2: 120,669 shares; 2025Q3: 191,564 shares; 2025Q4: 199,635 shares 199,635$19.2M5.28%+8,071Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 93,907 shares; 2025Q2: 97,046 shares; 2025Q3: 152,913 shares; 2025Q4: 159,512 shares 159,512$19M5.23%+6,599Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 61,128 shares; 2025Q2: 59,276 shares; 2025Q3: 78,035 shares; 2025Q4: 80,319 shares 80,319$18M4.96%+2,284Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 163,739 shares; 2025Q2: 174,552 shares; 2025Q3: 285,386 shares; 2025Q4: 295,150 shares 295,150$16.7M4.6%+9,764Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 104,420 shares; 2025Q2: 109,283 shares; 2025Q3: 114,232 shares; 2025Q4: 118,619 shares 118,619$13M3.58%+4,387Timeline
FALNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 446,140 shares; 2025Q2: 164,005 shares; 2025Q3: 451,249 shares; 2025Q4: 476,028 shares 476,028$13M3.57%+24,779Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 374,405 shares; 2025Q2: 125,915 shares; 2025Q3: 119,689 shares; 2025Q4: 118,715 shares 118,715$12.2M3.35%-974Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 6,173 shares; 2025Q2: 34,369 shares; 2025Q3: 118,255 shares; 2025Q4: 123,306 shares 123,306$12.1M3.34%+5,051Timeline
FCOMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 159,750 shares; 2025Q2: 146,441 shares; 2025Q3: 160,321 shares; 2025Q4: 164,639 shares 164,639$12.1M3.32%+4,318Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 139,669 shares; 2025Q2: 144,405 shares; 2025Q3: 146,296 shares; 2025Q4: 150,957 shares 150,957$11.7M3.23%+4,661Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 88,231 shares; 2025Q2: 83,950 shares; 2025Q3: 132,727 shares; 2025Q4: 136,703 shares 136,703$11.3M3.1%+3,976Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 292,215 shares; 2025Q3: 296,478 shares; 2025Q4: 307,371 shares 307,371$11.2M3.09%+10,893Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 7,075 shares; 2025Q2: 7,076 shares; 2025Q3: 192,868 shares; 2025Q4: 200,094 shares 200,094$11M3.04%+7,226Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 493,711 shares; 2025Q2: 74,160 shares; 2025Q3: 65,217 shares; 2025Q4: 64,448 shares 64,448$10.8M2.98%-769Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 268,805 shares; 2025Q2: 271,837 shares; 2025Q3: 151,705 shares; 2025Q4: 154,024 shares 154,024$7.51M2.06%+2,319Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 94,421 shares; 2025Q2: 89,911 shares; 2025Q3: 85,525 shares; 2025Q4: 88,449 shares 88,449$7.33M2.01%+2,924Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 60,359 shares; 2025Q3: 63,635 shares; 2025Q4: 65,970 shares 65,970$6.39M1.76%+2,335Timeline
FDISFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 58,594 shares; 2025Q3: 59,497 shares; 2025Q4: 61,839 shares 61,839$6.32M1.74%+2,342Timeline
FLBLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 225,706 shares; 2025Q2: 232,696 shares; 2025Q3: 248,551 shares; 2025Q4: 262,502 shares 262,502$6.15M1.69%+13,951Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 194,899 shares; 2025Q2: 100,995 shares; 2025Q3: 183,828 shares; 2025Q4: 194,422 shares 194,422$6.02M1.65%+10,594Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 27,088 shares; 2025Q3: 28,339 shares; 2025Q4: 29,449 shares 29,449$4.16M1.14%+1,110Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 9,298 shares; 2025Q2: 9,298 shares; 2025Q3: 9,326 shares; 2025Q4: 9,378 shares 9,378$3.14M0.86%+52Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,624 shares; 2025Q2: 2,624 shares; 2025Q3: 2,632 shares; 2025Q4: 2,647 shares 2,647$1.66M0.46%+15Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 6,619 shares; 2025Q2: 6,600 shares; 2025Q3: 6,556 shares; 2025Q4: 5,332 shares 5,332$1.45M0.4%-1,224Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 756 shares; 2025Q3: 828 shares; 2025Q4: 4,279 shares 4,279$1.38M0.38%+3,451Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 140,682 shares; 2025Q2: 20,684 shares; 2025Q3: 19,073 shares; 2025Q4: 18,307 shares 18,307$1.36M0.37%-766Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,809 shares; 2025Q2: 2,755 shares; 2025Q3: 2,599 shares; 2025Q4: 2,613 shares 2,613$1.26M0.35%+14Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,705 shares; 2025Q2: 2,828 shares; 2025Q3: 2,828 shares; 2025Q4: 2,828 shares 2,828$1.12M0.31%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 3,922 shares; 2025Q2: 4,120 shares; 2025Q3: 3,938 shares; 2025Q4: 3,951 shares 3,951$868K0.24%+13Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,145 shares; 2025Q2: 2,119 shares; 2025Q3: 2,123 shares; 2025Q4: 2,122 shares 2,122$734K0.2%-1Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,368 shares 1,368$688K0.19%-76Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 5,307 shares; 2025Q2: 5,307 shares; 2025Q3: 5,325 shares; 2025Q4: 5,340 shares 5,340$666K0.18%+15Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 5,825 shares; 2025Q2: 5,766 shares; 2025Q3: 5,782 shares; 2025Q4: 4,901 shares 4,901$590K0.16%-881Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,937 shares; 2025Q2: 2,949 shares; 2025Q3: 2,961 shares; 2025Q4: 2,972 shares 2,972$569K0.16%+11Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,611 shares; 2025Q2: 1,614 shares; 2025Q3: 1,617 shares; 2025Q4: 1,621 shares 1,621$558K0.15%+4Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,824 shares; 2025Q2: 2,827 shares; 2025Q3: 2,711 shares; 2025Q4: 2,708 shares 2,708$546K0.15%-3Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 8,133 shares; 2025Q2: 7,960 shares; 2025Q3: 7,960 shares; 2025Q4: 8,005 shares 8,005$524K0.14%+45Timeline
INDBINDEPENDENT BK CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 5,541 shares; 2025Q2: 5,588 shares; 2025Q3: 5,626 shares; 2025Q4: 5,663 shares 5,663$414K0.11%+37Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 3,831 shares; 2025Q2: 3,797 shares; 2025Q3: 3,560 shares; 2025Q4: 3,579 shares 3,579$399K0.11%+19Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,596 shares; 2025Q2: 2,607 shares; 2025Q3: 2,610 shares; 2025Q4: 2,084 shares 2,084$389K0.11%-526Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,283 shares; 2025Q2: 1,258 shares; 2025Q3: 1,259 shares; 2025Q4: 1,261 shares 1,261$388K0.11%+2Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 4,046 shares; 2025Q2: 4,046 shares; 2025Q3: 4,046 shares; 2025Q4: 4,046 shares 4,046$381K0.1%0Timeline
FRELFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 11,332 shares; 2025Q2: 11,336 shares; 2025Q3: 11,339 shares; 2025Q4: 11,342 shares 11,342$305K0.08%+3Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 6,436 shares; 2025Q2: 5,225 shares; 2025Q3: 2,692 shares; 2025Q4: 2,615 shares 2,615$268K0.07%-77Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 941 shares; 2025Q2: not reported; 2025Q3: 609 shares; 2025Q4: 594 shares 594$267K0.07%-15Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 846 shares; 2025Q4: 846 shares 846$266K0.07%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,261 shares; 2025Q4: 1,263 shares 1,263$232K0.06%+2Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 9,551 shares; 2025Q2: 9,253 shares; 2025Q3: 9,295 shares; 2025Q4: 9,223 shares 9,223$229K0.06%-72Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 296 shares; 2025Q4: 296 shares 296$223K0.06%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 5,397 shares; 2025Q2: 5,433 shares; 2025Q3: 5,457 shares; 2025Q4: 5,411 shares 5,411$220K0.06%-46Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 315 shares 315$206K0.06%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 583 shares; 2025Q2: 566 shares; 2025Q3: not reported; 2025Q4: 572 shares 572$201K0.06%newTimeline

How Q4 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 0002066080-26-000001 base2026-01-15acceptance time not in the bulk data set