Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Independence Financial Advisors, LLC (CIK 2066080) reported $385.5M across 55 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FELG ($58.7M, 15.21%), FTEC ($40.3M, 10.46%), FELV ($26.9M, 6.98%), TIP ($21.0M, 5.45%), IEI ($20.7M, 5.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FELG | FIDELITY COVINGTON TRUST | $58.7M | 15.21% | 1.3M | Added |
| 2 | FTEC | FIDELITY COVINGTON TRUST | $40.3M | 10.46% | 141,263 | Added |
| 3 | FELV | FIDELITY COVINGTON TRUST | $26.9M | 6.98% | 671,110 | Trimmed |
| 4 | TIP | ISHARES TR | $21.0M | 5.45% | 192,148 | Added |
| 5 | IEI | ISHARES TR | $20.7M | 5.36% | 175,850 | Added |
| 6 | ICVT | ISHARES TR | $17.2M | 4.46% | 141,376 | Added |
| 7 | PFF | ISHARES TR | $16.6M | 4.29% | 543,016 | New |
| 8 | FDVV | FIDELITY COVINGTON TRUST | $13.7M | 3.57% | 227,992 | Trimmed |
| 9 | FIDU | FIDELITY COVINGTON TRUST | $13.6M | 3.52% | 136,325 | Added |
| 10 | FENI | FIDELITY COVINGTON TRUST | $13.2M | 3.42% | 328,715 | Added |
| 11 | GLD | SPDR GOLD TR | $13.0M | 3.37% | 35,312 | Added |
| 12 | FCOM | FIDELITY COVINGTON TRUST | $12.9M | 3.34% | 185,438 | Added |
| 13 | FDIS | FIDELITY COVINGTON TRUST | $12.7M | 3.29% | 123,456 | Added |
| 14 | FMAT | FIDELITY COVINGTON TRUST | $12.0M | 3.11% | 204,631 | New |
| 15 | IJJ | ISHARES TR | $9.8M | 2.54% | 66,323 | New |
| 16 | IJT | ISHARES TR | $7.7M | 2.01% | 43,314 | Added |
| 17 | IJS | ISHARES TR | $7.4M | 1.92% | 54,228 | New |
| 18 | ISTB | ISHARES TR | $7.4M | 1.91% | 152,851 | Trimmed |
| 19 | FALN | ISHARES TR | $7.0M | 1.82% | 256,955 | New |
| 20 | IUSV | ISHARES TR | $7.0M | 1.82% | 63,795 | Trimmed |
| 21 | LQD | ISHARES TR | $6.9M | 1.80% | 63,500 | New |
| 22 | FLBL | FRANKLIN TEMPLETON ETF TR | $6.9M | 1.78% | 298,880 | Added |
| 23 | IUSG | ISHARES TR | $5.5M | 1.42% | 29,117 | Trimmed |
| 24 | IJK | ISHARES TR | $5.2M | 1.34% | 43,969 | Trimmed |
| 25 | VTI | VANGUARD INDEX FDS | $3.5M | 0.91% | 9,435 | Added |
Source: SEC Form 13F filings · as of 2026-06-30