Independence Financial Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Franklin, NH
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$398,345
Net value change ($000)
+12,834 (3.3%)
New positions
2
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 4,824 12.0%
FELG 4,451 7.6%
FELV 2,059 7.7%
GLD 1,044 8.0%
FCOM 1,018 7.9%
PFF 921 5.6%
EXXONMOBIL HOLDINGS CORP 702 NEW
FDVV 583 4.2%
FENI 562 4.3%
FMAT 494 4.1%
Top Reduces (Value $000, Stocks/ETFs)
FIDU -974 -7.2%
IEF -773 -56.9%
FNCL -609 -67.7%
XOM -589 -100.0%
FUTY -576 -57.3%
IUSV -563 -8.0%
IJT -358 -4.6%
ICVT -291 -1.7%
SHY -253 -25.2%
FDIS -243 -1.9%
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