Independence Financial Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Franklin, NH
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$363,803
Net value change ($000)
+35,467 (10.8%)
New positions
2
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
FELG 22,800 71.6%
FELV 2,174 7.1%
JPM 1,118 428.4%
FDVV 833 5.2%
FENI 784 7.5%
IEI 763 4.2%
IEF 719 3.9%
FTEC 708 4.1%
FCOM 687 6.0%
LQD 625 3.3%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -220 -13.2%
NVDA -98 -20.1%
HD -97 -14.8%
MSFT -82 -6.1%
XOM -62 -9.5%
BRK-B -38 -5.2%
T -33 -12.6%
VZ -20 -8.3%
STIP -10 -3.6%
FREL -10 -3.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type