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Independence Financial Advisors, LLC

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13F filer, CIK 2066080, FRANKLIN, NH

Independence Financial Advisors, LLC reported $385,510,888 across 55 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-09. Its ten largest share positions make up 62.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002066080-26-000003

Period
2026-06-30
Reported value
$386M
Holdings
55
Top 10 weight
62.74%
New
9
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FTECadded+66,435$19M
PFFnew+543,016$16.6M
FMATnew+204,631$12M
IJJnew+66,323$9.8M
TIPadded+70,774$7.74M

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
IEFreduced-191,045-$18.1M
FELVreduced-322,392-$12.9M
FNCLreduced-150,856-$11.5M
FENYexited-317,691-$10.8M
FUTYreduced-176,810-$10.3M

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, Q2 2026

Share positions as resolved from 13F-HR 0002066080-26-000003, largest first. % of portfolio is the value over $385,510,888, 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; 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; 2026Q2: 1,340,600 shares 1,340,600$58.7M15.21%+67,124Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 141,263 shares 141,263$40.3M10.46%+66,435Timeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 671,110 shares 671,110$26.9M6.98%-322,392Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 192,148 shares 192,148$21M5.45%+70,774Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 175,850 shares 175,850$20.7M5.36%+12,552Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 141,376 shares 141,376$17.2M4.46%+17,195Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 194,899 shares; 2025Q2: 100,995 shares; 2025Q3: 183,828 shares; 2025Q4: 194,422 shares; 2026Q1: not reported; 2026Q2: 543,016 shares 543,016$16.6M4.29%newTimeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 227,992 shares 227,992$13.7M3.57%-76,368Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 136,325 shares 136,325$13.6M3.52%+6,012Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 292,215 shares; 2025Q3: 296,478 shares; 2025Q4: 307,371 shares; 2026Q1: 303,763 shares; 2026Q2: 328,715 shares 328,715$13.2M3.42%+24,952Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 35,312 shares 35,312$13M3.37%+6,569Timeline
FCOMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 185,438 shares 185,438$12.9M3.34%+15,034Timeline
FDISFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 58,594 shares; 2025Q3: 59,497 shares; 2025Q4: 61,839 shares; 2026Q1: 68,136 shares; 2026Q2: 123,456 shares 123,456$12.7M3.29%+55,320Timeline
FMATFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 204,631 shares 204,631$12M3.11%newTimeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 66,323 shares 66,323$9.8M2.54%newTimeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 27,088 shares; 2025Q3: 28,339 shares; 2025Q4: 29,449 shares; 2026Q1: 30,547 shares; 2026Q2: 43,314 shares 43,314$7.74M2.01%+12,767Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,228 shares 54,228$7.41M1.92%newTimeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 152,851 shares 152,851$7.38M1.91%-3,374Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 63,795 shares 63,795$7.03M1.82%-29,158Timeline
FALNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 446,140 shares; 2025Q2: 164,005 shares; 2025Q3: 451,249 shares; 2025Q4: 476,028 shares; 2026Q1: not reported; 2026Q2: 256,955 shares 256,955$7M1.82%newTimeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 109,242 shares; 2025Q2: 112,184 shares; 2025Q3: 167,706 shares; 2025Q4: 175,327 shares; 2026Q1: not reported; 2026Q2: 63,500 shares 63,500$6.93M1.8%newTimeline
FLBLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 298,880 shares 298,880$6.85M1.78%+24,213Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 29,117 shares 29,117$5.48M1.42%-10,905Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 60,359 shares; 2025Q3: 63,635 shares; 2025Q4: 65,970 shares; 2026Q1: 67,012 shares; 2026Q2: 43,969 shares 43,969$5.17M1.34%-23,043Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,435 shares 9,435$3.49M0.91%+27Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,663 shares 2,663$1.83M0.47%+8Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,356 shares 14,356$1.36M0.35%-191,045Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 756 shares; 2025Q3: 828 shares; 2025Q4: 4,279 shares; 2026Q1: 3,967 shares; 2026Q2: 3,972 shares 3,972$1.3M0.34%+5Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 17,228 shares 17,228$1.01M0.26%-176,810Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,245 shares 12,245$1.01M0.26%-78,666Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,982 shares 3,982$942K0.24%+16Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,746 shares 11,746$899K0.23%-150,856Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,255 shares 11,255$869K0.23%-7,058Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,097 shares 3,097$659K0.17%+12Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,274 shares 2,274$658K0.17%-1,059Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,313 shares 1,313$657K0.17%0Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,709 shares 2,709$645K0.17%-1Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,663 shares 1,663$620K0.16%-582Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,036 shares 8,036$602K0.16%+31Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,307 shares 4,307$589K0.15%-1,112Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,377 shares 5,377$575K0.15%+37Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,046 shares 4,046$491K0.13%0Timeline
INDBINDEPENDENT BK CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,734 shares 5,734$480K0.12%+36Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,311 shares 1,311$462K0.12%-19Timeline
FRELFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,665 shares 13,665$400K0.1%+2,320Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,036 shares 1,036$387K0.1%-249Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 315 shares; 2026Q1: 322 shares; 2026Q2: 272 shares 272$319K0.08%-50Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 846 shares; 2025Q4: 846 shares; 2026Q1: 897 shares; 2026Q2: 897 shares 897$317K0.08%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 416 shares; 2026Q2: 416 shares 416$306K0.08%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,261 shares; 2025Q4: 1,263 shares; 2026Q1: 1,574 shares; 2026Q2: 1,577 shares 1,577$299K0.08%+3Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,664 shares 2,664$272K0.07%+49Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 941 shares; 2025Q2: not reported; 2025Q3: 609 shares; 2025Q4: 594 shares; 2026Q1: 590 shares; 2026Q2: 590 shares 590$248K0.06%0Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 665 shares 665$220K0.06%newTimeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500$209K0.05%newTimeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,111 shares 2,111$202K0.05%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
FENYFIDELITY COVINGTON TRUST317,691$10.8Mshares
AVGOBROADCOM INC2,045$633Kshares
WMTWALMART INC3,243$403Kshares
VZVERIZON COMMUNICATIONS INC6,170$310Kshares
TAT&T INC10,135$294Kshares

How Q2 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 0002066080-26-000003 base2026-07-09acceptance time not in the bulk data set