Data as of Q4 2025 (Dec 31, 2025)

Independence Financial Advisors, LLC

โ€ขCIK: 2066080โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

FELG
FIDELITY COVINGTON TRUST
+69.2%
15.0% of portfolio
FELV
FIDELITY COVINGTON TRUST
+3.6%
9.0% of portfolio
JPM
JPMORGAN CHASE & CO.
+416.8%
0.4% of portfolio
LQD
ISHARES TR
+4.5%
5.3% of portfolio
IEI
ISHARES TR
+4.3%
5.2% of portfolio

๐Ÿ“‰ Biggest Sells

AAPL
APPLE INC
-18.7%
0.4% of portfolio
IUSG
ISHARES TR
-1.2%
3.0% of portfolio
XOM
EXXON MOBIL CORP
-15.2%
0.2% of portfolio
IUSV
ISHARES TR
-0.8%
3.3% of portfolio
NVDA
NVIDIA CORPORATION
-20.2%
0.1% of portfolio

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
โ†‘36 increased
โ†“13 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025