Independence Financial Advisors, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    franklin, NH
  • CIK
    0002066080
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

51

$257.13 M
FELG, FELV, ISTB, LQD
13F-HR
Aug 8, 2025
000206608025000004

47

$263.04 M
IUSG, IUSV, IEF, ISTB
13F-HR
May 8, 2025
000206608025000003