Independence Financial Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Franklin, NH
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$385,511
Net value change ($000)
+52,326 (15.7%)
New positions
9
Sold out positions
5
Turnover %
19.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FTEC 24,774 159.1%
PFF 16,557 NEW
FMAT 11,973 NEW
FELG 10,908 22.8%
IJJ 9,798 NEW
TIP 7,632 57.0%
IJS 7,412 NEW
FALN 6,999 NEW
LQD 6,926 NEW
FDIS 6,342 99.8%
Top Reduces (Value $000, Stocks/ETFs)
IEF -18,245 -93.1%
FENY -10,808 -100.0%
FNCL -10,516 -92.1%
FUTY -10,456 -91.2%
FELV -7,778 -22.4%
SHY -6,502 -86.6%
FDVV -3,067 -18.2%
IUSV -2,477 -26.1%
IJK -1,577 -23.4%
IUSG -731 -11.8%
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