Independence Financial Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Franklin, NH
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$333,185
Net value change ($000)
-30,618 (-8.4%)
New positions
2
Sold out positions
6
Turnover %
15.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
GLD 11,247 1003.3%
FENY 10,808 NEW
FELV 1,786 5.4%
ICVT 494 4.1%
FUTY 413 3.7%
IEF 406 2.1%
TIP 358 2.7%
IJK 352 5.5%
IEI 329 1.7%
XOM 329 55.8%
Top Reduces (Value $000, Stocks/ETFs)
LQD -19,319 -100.0%
FALN -12,996 -100.0%
FELG -6,915 -12.7%
PFF -6,019 -100.0%
IUSG -4,615 -42.6%
IUSV -2,669 -21.9%
FTEC -2,477 -13.7%
AAPL -603 -41.6%
FCOM -457 -3.8%
MSFT -433 -34.3%
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