Independence Financial Advisors
Independence Financial Advisors reported 55 stocks worth $398M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are FELG (15.8%), FTEC (11.3%) and FELV (7.3%). Compared with Q2 2026, the fund opened new positions in XOM and T, added to FELG, FTEC and FELV, trimmed IUSV, IUSG and MSFT and sold out of XOM and INTC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FELG Fidelity Covington Trust | $63.1M | 15.8% | 1.4M | +59K (+4%) | 7 of 7 | |
| 2 |  FTEC Fidelity Covington Trust | $45.2M | 11.3% | 151K | +9,259 (+7%) | 7 of 7 | |
| 3 |  FELV Fidelity Enhanced Large Cap Value ETF | $29M | 7.3% | 700K | +29K (+4%) | 7 of 7 | |
| 4 |  TIP Ishares Tips Bond ETF | $21.3M | 5.3% | 205K | +13K (+7%) | 7 of 7 | |
| 5 |  IEI Ishares TR | $21M | 5.3% | 185K | +9,123 (+5%) | 7 of 7 | |
| 6 |  PFF Ishares TR | $17.5M | 4.4% | 592K | +49K (+9%) | 6 of 7 | |
| 7 |  ICVT Ishares TR Conv BD ETF | $16.9M | 4.3% | 150K | +8,444 (+6%) | 7 of 7 | |
| 8 |  FDVV Fidelity Covington Trust | $14.3M | 3.6% | 236K | +7,953 (+3%) | 7 of 7 | |
| 9 |  GLD Spdr Gold TR | $14.1M | 3.5% | 37K | +1,585 (+4%) | 7 of 7 | |
| 10 |  FCOM Fidelity Covington Trust | $13.9M | 3.5% | 193K | +7,616 (+4%) | 7 of 7 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 8, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Independence Financial Advisors 13F FAQ
What does Independence Financial Advisors own?
Independence Financial Advisors reported 55 stocks worth $398M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are FELG (15.8%), FTEC (11.3%) and FELV (7.3%). The table above lists every position in the filing (the top 10 without an account).
What did Independence Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 34 added to, 9 trimmed and 2 sold out. New positions include XOM and T. It sold all of XOM and INTC.
When will Independence Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Independence Financial Advisors's portfolio worth?
The Q3 2026 filing reports $398M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.