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 $333.2M across 51 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FELG ($47.7M, 14.33%), FELV ($34.7M, 10.41%), IEF ($19.6M, 5.88%), IEI ($19.4M, 5.81%), FDVV ($16.8M, 5.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FELG | FIDELITY COVINGTON TRUST | $47.7M | 14.33% | 1.3M | Trimmed |
| 2 | FELV | FIDELITY COVINGTON TRUST | $34.7M | 10.41% | 993,502 | Added |
| 3 | IEF | ISHARES TR | $19.6M | 5.88% | 205,401 | Added |
| 4 | IEI | ISHARES TR | $19.4M | 5.81% | 163,298 | Added |
| 5 | FDVV | FIDELITY COVINGTON TRUST | $16.8M | 5.05% | 304,360 | Added |
| 6 | FTEC | FIDELITY COVINGTON TRUST | $15.6M | 4.67% | 74,828 | Trimmed |
| 7 | TIP | ISHARES TR | $13.4M | 4.02% | 121,374 | Added |
| 8 | ICVT | ISHARES TR | $12.6M | 3.79% | 124,181 | Added |
| 9 | GLD | SPDR GOLD TR | $12.4M | 3.71% | 28,743 | Added |
| 10 | FCOM | FIDELITY COVINGTON TRUST | $11.6M | 3.48% | 170,404 | Added |
| 11 | FUTY | FIDELITY COVINGTON TRUST | $11.5M | 3.44% | 194,038 | Trimmed |
| 12 | FNCL | FIDELITY COVINGTON TRUST | $11.4M | 3.43% | 162,602 | Added |
| 13 | FENI | FIDELITY COVINGTON TRUST | $11.3M | 3.39% | 303,763 | Trimmed |
| 14 | FIDU | FIDELITY COVINGTON TRUST | $11.3M | 3.38% | 130,313 | Trimmed |
| 15 | FENY | FIDELITY COVINGTON TRUST | $10.8M | 3.24% | 317,691 | New |
| 16 | IUSV | ISHARES TR | $9.5M | 2.85% | 92,953 | Trimmed |
| 17 | ISTB | ISHARES TR | $7.6M | 2.27% | 156,225 | Added |
| 18 | SHY | ISHARES TR | $7.5M | 2.25% | 90,911 | Added |
| 19 | IJK | ISHARES TR | $6.7M | 2.02% | 67,012 | Added |
| 20 | FDIS | FIDELITY COVINGTON TRUST | $6.4M | 1.91% | 68,136 | Added |
| 21 | FLBL | FRANKLIN TEMPLETON ETF TR | $6.3M | 1.90% | 274,667 | Added |
| 22 | IUSG | ISHARES TR | $6.2M | 1.86% | 40,022 | Trimmed |
| 23 | IJT | ISHARES TR | $4.4M | 1.33% | 30,547 | Added |
| 24 | VTI | VANGUARD INDEX FDS | $3.0M | 0.91% | 9,408 | Added |
| 25 | VOO | VANGUARD INDEX FDS | $1.6M | 0.48% | 2,655 | Added |
Source: SEC Form 13F filings · as of 2026-03-31