Independence Financial Advisors, LLC ETF holdings
Franklin, NH
Reported $377.0M in 38 ETFs in its Form 13F for June 30, 2026.
ETF value
$377.0M
ETFs held
38
Change from prior quarter
+16.6%
With price moves
ETFs as a share of its 13F
97.8%
of $385.5M
Top 10 of 38 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| FELG | Fidelity Enhanced Large Cap Growth ETF | $58.7M | 1,340,600 | +67,124 shares |
| FTEC | Fidelity MSCI Information Technology Index ETF | $40.3M | 141,263 | +66,435 shares |
| FELV | Fidelity Enhanced Large Cap Value ETF | $26.9M | 671,110 | −322,392 shares |
| TIP | iShares TIPS Bond ETF | $21.0M | 192,148 | +70,774 shares |
| IEI | iShares 3-7 Year Treasury Bond ETF | $20.7M | 175,850 | +12,552 shares |
| ICVT | iShares Convertible Bond ETF | $17.2M | 141,376 | +17,195 shares |
| PFF | iShares Preferred and Income Securities ETF | $16.6M | 543,016 | New position |
| FDVV | Fidelity High Dividend ETF | $13.7M | 227,992 | −76,368 shares |
| FIDU | Fidelity MSCI Industrials Index ETF | $13.6M | 136,325 | +6,012 shares |
| FENI | Fidelity Enhanced International ETF | $13.2M | 328,715 | +24,952 shares |
28 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002066080. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Independence Financial Advisors, LLC own?
Independence Financial Advisors, LLC reported 38 ETF positions worth $377.0M in its Form 13F for June 30, 2026. The largest was FELG, at $58.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.