Independence Financial Advisors, LLC
โขCIK: 2066080โขFiling: Q4 2025
**Independence Financial Advisors, LLC** manages $364M across a diversified portfolio of 55 positions. The strategy shows a notable allocation toward fixed income and sector-specific plays, highlighted by the top holdings in FELG at $54.7M and FELV at $32.9M. Significant weight is also placed on core fixed-income instruments, including LQD ($19.3M), IEF ($19.2M), and IEI ($19.0M). This concentration suggests a tactical focus on credit quality and interest rate duration management.
Total AUM
$363.8M
QoQ Performance
+10.8%
Positions
30
Top 10 Concentration
59.9%
Latest Filing
Q4 2025
Top Holdings Allocation
FELG
FELV
LQD
IEF
IEI
FELG15.0%
FELV9.0%
LQD5.3%
IEF5.3%
IEI5.2%
FTEC5.0%
FDVV4.6%
TIP3.6%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other96.8%
Technology1.1%
Financial0.7%
ETF0.5%
Consumer0.3%
Materials0.2%
Industrial0.2%
Energy0.2%
Changes from Q3 2025
NEW2 new positions
โ36 increased
โ13 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025