Independence Financial Advisors, LLC
Q4 2025 13F Holdings
- Locationfranklin, NH
- Num holdings
55
- Value ($000)
$363,803
- Date Filed01/15/2026
- Form type13F-HR
- CIK0002066080
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FIDELITY COVINGTON TRUST | ENHANCED LARGE | 31609A305 | $54.66M | 15 % | 1,310,736 | ||
FIDELITY COVINGTON TRUST | ENHANCED LARGE | 31609A107 | $32.9M | 9 % | 949,124 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | $19.32M | 5 % | 175,327 | ||
ISHARES TR | 7-10 YR TRSY BD | 464287440 | $19.2M | 5 % | 199,635 | ||
ISHARES TR | 3 7 YR TREAS BD | 464288661 | $19.04M | 5 % | 159,512 | ||
FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | $18.05M | 5 % | 80,319 | ||
FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | $16.73M | 5 % | 295,150 | ||
ISHARES TR | TIPS BD ETF | 464287176 | $13.04M | 4 % | 118,619 | ||
ISHARES TR | FALN ANGLS USD | 46435G474 | $13M | 4 % | 476,028 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | $12.17M | 3 % | 118,715 |
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