Independence Financial Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Franklin, NH
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
53
Total value ($000)
$328,336
Net value change ($000)
+71,203 (27.7%)
New positions
4
Sold out positions
2
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FUTY 10,519 2827.7%
ICVT 8,734 282.0%
FALN 8,085 181.6%
IEF 6,921 59.9%
FDVV 6,819 75.1%
IEI 6,718 58.1%
LQD 6,398 52.0%
FTEC 5,647 48.3%
FIDU 4,367 67.1%
FELV 2,971 10.7%
Top Reduces (Value $000, Stocks/ETFs)
ISTB -5,816 -44.0%
AKX -860 -100.0%
IUSG -423 -3.8%
SHY -355 -4.8%
STIP -260 -48.3%
V -201 -100.0%
FHLC -48 -3.6%
MSFT -24 -1.8%
MTB -12 -2.2%
T -6 -2.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type