Independence Financial Advisors, LLC
All 13F Filings
- Location
- Franklin, NH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 385,511
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 55 | 385,511 | 13F-HR | Independence Financial Advisors, LLC |
| Q1 2026 | 4/15/2026 | 51 | 333,185 | 13F-HR | Independence Financial Advisors, LLC |
| Q4 2025 | 1/15/2026 | 55 | 363,803 | 13F-HR | Independence Financial Advisors, LLC |
| Q3 2025 | 10/24/2025 | 53 | 328,336 | 13F-HR | Independence Financial Advisors, LLC |
| Q2 2025 | 8/8/2025 | 51 | 257,133 | 13F-HR | Independence Financial Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 201.5 K | 52.3% | 18.14 K | 0 | 18.14 K |
| ETFs | 177.2 K | 46.0% | 33.64 K | 0 | 33.64 K |
| Debt | 6.85 K | 1.8% | 533 | 0 | 533 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
385,511
Holdings
55
QoQ value change ($000)
52,326
(15.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.