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Independence Financial Advisors, LLC

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13F filer, CIK 2066080, FRANKLIN, NH

Independence Financial Advisors, LLC reported $333,185,334 across 51 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-15. Its ten largest share positions make up 61.16% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002066080-26-000002

Period
2026-03-31
Reported value
$333M
Holdings
51
Top 10 weight
61.16%
New
2
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GLDadded+25,915$11.2M
FENYnew+317,691$10.8M
FELVadded+44,378$1.55M
FNCLadded+11,645$817K
FDISadded+6,297$587K

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
LQDexited-175,327-$19.3M
FALNexited-476,028-$13M
PFFexited-194,422-$6.02M
IUSGreduced-24,426-$3.79M
IUSVreduced-25,762-$2.63M

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, Q1 2026

Share positions as resolved from 13F-HR 0002066080-26-000002, largest first. % of portfolio is the value over $333,185,334, 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 55,379 shares; 2025Q2: 830,356 shares; 2025Q3: 774,768 shares; 2025Q4: 1,310,736 shares; 2026Q1: 1,273,476 shares 1,273,476$47.7M14.33%-37,260Timeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 30,177 shares; 2025Q2: 873,531 shares; 2025Q3: 916,296 shares; 2025Q4: 949,124 shares; 2026Q1: 993,502 shares 993,502$34.7M10.41%+44,378Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 153,215 shares; 2025Q2: 120,669 shares; 2025Q3: 191,564 shares; 2025Q4: 199,635 shares; 2026Q1: 205,401 shares 205,401$19.6M5.88%+5,766Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 93,907 shares; 2025Q2: 97,046 shares; 2025Q3: 152,913 shares; 2025Q4: 159,512 shares; 2026Q1: 163,298 shares 163,298$19.4M5.81%+3,786Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 163,739 shares; 2025Q2: 174,552 shares; 2025Q3: 285,386 shares; 2025Q4: 295,150 shares; 2026Q1: 304,360 shares 304,360$16.8M5.05%+9,210Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 61,128 shares; 2025Q2: 59,276 shares; 2025Q3: 78,035 shares; 2025Q4: 80,319 shares; 2026Q1: 74,828 shares 74,828$15.6M4.67%-5,491Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 104,420 shares; 2025Q2: 109,283 shares; 2025Q3: 114,232 shares; 2025Q4: 118,619 shares; 2026Q1: 121,374 shares 121,374$13.4M4.02%+2,755Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 6,173 shares; 2025Q2: 34,369 shares; 2025Q3: 118,255 shares; 2025Q4: 123,306 shares; 2026Q1: 124,181 shares 124,181$12.6M3.79%+875Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,705 shares; 2025Q2: 2,828 shares; 2025Q3: 2,828 shares; 2025Q4: 2,828 shares; 2026Q1: 28,743 shares 28,743$12.4M3.71%+25,915Timeline
FCOMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 159,750 shares; 2025Q2: 146,441 shares; 2025Q3: 160,321 shares; 2025Q4: 164,639 shares; 2026Q1: 170,404 shares 170,404$11.6M3.48%+5,765Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 7,075 shares; 2025Q2: 7,076 shares; 2025Q3: 192,868 shares; 2025Q4: 200,094 shares; 2026Q1: 194,038 shares 194,038$11.5M3.44%-6,056Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 139,669 shares; 2025Q2: 144,405 shares; 2025Q3: 146,296 shares; 2025Q4: 150,957 shares; 2026Q1: 162,602 shares 162,602$11.4M3.43%+11,645Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 292,215 shares; 2025Q3: 296,478 shares; 2025Q4: 307,371 shares; 2026Q1: 303,763 shares 303,763$11.3M3.39%-3,608Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 88,231 shares; 2025Q2: 83,950 shares; 2025Q3: 132,727 shares; 2025Q4: 136,703 shares; 2026Q1: 130,313 shares 130,313$11.3M3.38%-6,390Timeline
FENYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 317,691 shares 317,691$10.8M3.24%newTimeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 374,405 shares; 2025Q2: 125,915 shares; 2025Q3: 119,689 shares; 2025Q4: 118,715 shares; 2026Q1: 92,953 shares 92,953$9.5M2.85%-25,762Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 268,805 shares; 2025Q2: 271,837 shares; 2025Q3: 151,705 shares; 2025Q4: 154,024 shares; 2026Q1: 156,225 shares 156,225$7.57M2.27%+2,201Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 94,421 shares; 2025Q2: 89,911 shares; 2025Q3: 85,525 shares; 2025Q4: 88,449 shares; 2026Q1: 90,911 shares 90,911$7.51M2.25%+2,462Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 60,359 shares; 2025Q3: 63,635 shares; 2025Q4: 65,970 shares; 2026Q1: 67,012 shares 67,012$6.74M2.02%+1,042Timeline
FDISFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 58,594 shares; 2025Q3: 59,497 shares; 2025Q4: 61,839 shares; 2026Q1: 68,136 shares 68,136$6.35M1.91%+6,297Timeline
FLBLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 225,706 shares; 2025Q2: 232,696 shares; 2025Q3: 248,551 shares; 2025Q4: 262,502 shares; 2026Q1: 274,667 shares 274,667$6.32M1.9%+12,165Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 493,711 shares; 2025Q2: 74,160 shares; 2025Q3: 65,217 shares; 2025Q4: 64,448 shares; 2026Q1: 40,022 shares 40,022$6.21M1.86%-24,426Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 27,088 shares; 2025Q3: 28,339 shares; 2025Q4: 29,449 shares; 2026Q1: 30,547 shares 30,547$4.42M1.33%+1,098Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 9,298 shares; 2025Q2: 9,298 shares; 2025Q3: 9,326 shares; 2025Q4: 9,378 shares; 2026Q1: 9,408 shares 9,408$3.02M0.91%+30Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,624 shares; 2025Q2: 2,624 shares; 2025Q3: 2,632 shares; 2025Q4: 2,647 shares; 2026Q1: 2,655 shares 2,655$1.59M0.48%+8Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 140,682 shares; 2025Q2: 20,684 shares; 2025Q3: 19,073 shares; 2025Q4: 18,307 shares; 2026Q1: 18,313 shares 18,313$1.29M0.39%+6Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 756 shares; 2025Q3: 828 shares; 2025Q4: 4,279 shares; 2026Q1: 3,967 shares 3,967$1.17M0.35%-312Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 5,825 shares; 2025Q2: 5,766 shares; 2025Q3: 5,782 shares; 2025Q4: 4,901 shares; 2026Q1: 5,419 shares 5,419$919K0.28%+518Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 3,922 shares; 2025Q2: 4,120 shares; 2025Q3: 3,938 shares; 2025Q4: 3,951 shares; 2026Q1: 3,966 shares 3,966$853K0.26%+15Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 6,619 shares; 2025Q2: 6,600 shares; 2025Q3: 6,556 shares; 2025Q4: 5,332 shares; 2026Q1: 3,333 shares 3,333$846K0.25%-1,999Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,809 shares; 2025Q2: 2,755 shares; 2025Q3: 2,599 shares; 2025Q4: 2,613 shares; 2026Q1: 2,245 shares 2,245$831K0.25%-368Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,145 shares; 2025Q2: 2,119 shares; 2025Q3: 2,123 shares; 2025Q4: 2,122 shares; 2026Q1: 2,045 shares 2,045$633K0.19%-77Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,368 shares; 2026Q1: 1,313 shares 1,313$629K0.19%-55Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,937 shares; 2025Q2: 2,949 shares; 2025Q3: 2,961 shares; 2025Q4: 2,972 shares; 2026Q1: 3,085 shares 3,085$592K0.18%+113Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 5,307 shares; 2025Q2: 5,307 shares; 2025Q3: 5,325 shares; 2025Q4: 5,340 shares; 2026Q1: 5,340 shares 5,340$561K0.17%0Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,824 shares; 2025Q2: 2,827 shares; 2025Q3: 2,711 shares; 2025Q4: 2,708 shares; 2026Q1: 2,710 shares 2,710$560K0.17%+2Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 8,133 shares; 2025Q2: 7,960 shares; 2025Q3: 7,960 shares; 2025Q4: 8,005 shares; 2026Q1: 8,005 shares 8,005$537K0.16%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,611 shares; 2025Q2: 1,614 shares; 2025Q3: 1,617 shares; 2025Q4: 1,621 shares; 2026Q1: 1,330 shares 1,330$437K0.13%-291Timeline
INDBINDEPENDENT BK CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 5,541 shares; 2025Q2: 5,588 shares; 2025Q3: 5,626 shares; 2025Q4: 5,663 shares; 2026Q1: 5,698 shares 5,698$429K0.13%+35Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 3,831 shares; 2025Q2: 3,797 shares; 2025Q3: 3,560 shares; 2025Q4: 3,579 shares; 2026Q1: 3,243 shares 3,243$403K0.12%-336Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 4,046 shares; 2025Q2: 4,046 shares; 2025Q3: 4,046 shares; 2025Q4: 4,046 shares; 2026Q1: 4,046 shares 4,046$378K0.11%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,283 shares; 2025Q2: 1,258 shares; 2025Q3: 1,259 shares; 2025Q4: 1,261 shares; 2026Q1: 1,285 shares 1,285$365K0.11%+24Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 5,397 shares; 2025Q2: 5,433 shares; 2025Q3: 5,457 shares; 2025Q4: 5,411 shares; 2026Q1: 6,170 shares 6,170$310K0.09%+759Timeline
FRELFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 11,332 shares; 2025Q2: 11,336 shares; 2025Q3: 11,339 shares; 2025Q4: 11,342 shares; 2026Q1: 11,345 shares 11,345$305K0.09%+3Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,261 shares; 2025Q4: 1,263 shares; 2026Q1: 1,574 shares 1,574$304K0.09%+311Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 9,551 shares; 2025Q2: 9,253 shares; 2025Q3: 9,295 shares; 2025Q4: 9,223 shares; 2026Q1: 10,135 shares 10,135$294K0.09%+912Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 315 shares; 2026Q1: 322 shares 322$281K0.08%+7Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 6,436 shares; 2025Q2: 5,225 shares; 2025Q3: 2,692 shares; 2025Q4: 2,615 shares; 2026Q1: 2,615 shares 2,615$270K0.08%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 846 shares; 2025Q4: 846 shares; 2026Q1: 897 shares 897$257K0.08%+51Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 416 shares 416$240K0.07%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 941 shares; 2025Q2: not reported; 2025Q3: 609 shares; 2025Q4: 594 shares; 2026Q1: 590 shares 590$219K0.07%-4Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
LQDISHARES TR175,327$19.3Mshares
FALNISHARES TR476,028$13Mshares
PFFISHARES TR194,422$6.02Mshares
NVDANVIDIA CORPORATION2,084$389Kshares
VGTVANGUARD WORLD FD296$223Kshares
VVISA INC572$201Kshares

How Q1 2026 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 0002066080-26-000002 base2026-04-15acceptance time not in the bulk data set