StockDriftsStockDriftsTop 50 Independence Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FELG | FIDELITY COVINGTON TRUST | 15.21% | 1.34M | $58.7M | +5.27%(+67.12K) | $37.28(+19.14%) | 2026-06-30 | |
| FTEC | FIDELITY COVINGTON TRUST | 10.46% | 141.3K | $40.3M | +88.78%(+66.44K) | $211.02(+36.16%) | 2026-06-30 | |
| FELV | FIDELITY COVINGTON TRUST | 6.98% | 671.1K | $26.9M | -32.45%(-322.39K) | $31.43(+36.96%) | 2026-06-30 | |
| TIP | ISHARES TR | 5.45% | 192.1K | $21.0M | +58.31%(+70.77K) | $109.36(-2.22%) | 2026-06-30 | |
| IEI | ISHARES TR | 5.36% | 175.8K | $20.7M | +7.69%(+12.55K) | $117.88(-1.19%) | 2026-06-30 | |
| ICVT | ISHARES TR | 4.46% | 141.4K | $17.2M | +13.85%(+17.20K) | $95.05(+21.51%) | 2026-06-30 | |
| PFF | ISHARES TR | 4.29% | 543.0K | $16.6M | new | $30.60(-0.01%) | 2026-06-30 | |
| FDVV | FIDELITY COVINGTON TRUST | 3.57% | 228.0K | $13.7M | -25.09%(-76.37K) | $51.68(+23.46%) | 2026-06-30 | |
| FIDU | FIDELITY COVINGTON TRUST | 3.52% | 136.3K | $13.6M | +4.61%(+6.01K) | $74.26(+34.00%) | 2026-06-30 | |
| FENI | FIDELITY COVINGTON TRUST | 3.42% | 328.7K | $13.2M | +8.21%(+24.95K) | $32.32(+29.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.51% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.96% |
Independence Financial Advisors, LLC reports $385.51M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are FELG (15.2%), FTEC (10.5%) and FELV (7.0%). The top 20 holdings account for 87.85% of reported assets. Its disclosed equity book has returned +20.51% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Independence Financial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2066080). View Independence Financial Advisors, LLC’s 13F filings on SEC