Independence Financial Advisors, LLC
All 13F Filings
- Location
- Franklin, NH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 333,185
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 183.3 K | 55.0% | 0 | 82.88 K | -82.88 K |
| ETFs | 143.5 K | 43.1% | 72.59 K | 0 | 72.59 K |
| Debt | 6.317 K | 1.9% | 169 | 0 | 169 |
| Other | 0 | 0.0% | 0 | 20.51 K | -20.51 K |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
333,185
Holdings
51
QoQ value change ($000)
-30,618
(-8.4%)
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.