Independence Financial Advisors, LLC
All 13F Filings
- Location
- Franklin, NH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 398,345
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 55 | 398,345 | 13F-HR | Independence Financial Advisors, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 212.4 K | 53.3% | 10.94 K | 0 | 10.94 K |
| ETFs | 178.7 K | 44.9% | 1.482 K | 0 | 1.482 K |
| Debt | 7.271 K | 1.8% | 421 | 0 | 421 |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
398,345
Holdings
55
QoQ value change ($000)
12,834
(3.3%)
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.