Titelia

Holdings of Independence Financial Advisors, LLC

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Net assets
-
Positions
48 in 1 countries
Top ten
61.4 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Fidelity Enhanced Large Cap Growth ETF 1,273,47647.7M $
2Fidelity Covington Trust 993,50234.7M $
3iShares Trust 205,40119.6M $
4iShares Trust 163,29819.4M $
5Fidelity Covington Trust 304,36016.8M $
6FIDELITY COVINGTON TRUST 74,82815.6M $
7iShares TIPS Bond ETF 121,37413.4M $
8iShares Convertible Bond ETF 124,18112.6M $
9SPDR Gold Shares 28,74312.4M $
10FIDELITY COVINGTON TRUST 170,40411.6M $
11FIDELITY COVINGTON TRUST 194,03811.5M $
12FIDELITY COVINGTON TRUST 162,60211.4M $
13Fidelity Covington Trust 303,76311.3M $
14FIDELITY COVINGTON TRUST 130,31311.3M $
15FIDELITY COVINGTON TRUST 317,69110.8M $
16iShares Trust 92,9539.5M $
17ISHARES CORE 1-5 YEAR USD BO 156,2257.6M $
18iShares Trust 90,9117.5M $
19iShares S&P Mid-Cap 400 Growth ETF 67,0126.7M $
20FIDELITY COVINGTON TRUST 68,1366.4M $
21Franklin Senior Loan ETF 274,6676.3M $
22iShares Core S&P U.S. Growth ETF 40,0226.2M $
23iShares S&P Small-Cap 600 Growth ETF 30,5474.4M $
24Vanguard Total Stock Market ETF 9,4083M $
25Vanguard S&P 500 ETF 2,6551.6M $
26FIDELITY COVINGTON TRUST 18,3131.3M $
27JPMorgan Chase & Co 3,9671.2M $
28Exxon Mobil Corp 5,419919.5K $
29VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 3,966852.9K $
30Apple Inc 3,333845.8K $
31Microsoft Corp 2,245830.9K $
32Broadcom Inc 2,045633K $
33Berkshire Hathaway Inc 1,313629.4K $
34Invesco S&P 500 Equal Weight ETF 3,085592.1K $
35M&T Bank Corp 2,710560.3K $
36JOHN HANCOCK MULTI-FACTOR MID JOHN HANCOCK MULTI FACT MID 8,005537.3K $
37Home Depot Inc/The 1,330437.4K $
38Independent Bank Corp 5,698428.6K $
39Walmart Inc 3,243403K $
40General Electric Co 1,285364.6K $
41Verizon Communications Inc 6,170309.7K $
42RTX Corp 1,574303.6K $
43AT&T Inc 10,135293.8K $
44GE Vernova Inc 322280.7K $
45iShares 0-5 Year TIPS Bond ETF 2,615270.5K $
46Alphabet Inc 897257.3K $
47Invesco QQQ Trust Series 1 416240.1K $
48Tesla Inc 590219.3K $

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Sector breakdown

  • Funds 8.8 %
  • Financials 0.7 %
  • Technology 0.7 %
  • Industrials 0.3 %
  • Energy 0.3 %
  • Communication 0.3 %
  • Consumer discretionary 0.2 %
  • Consumer staples 0.1 %
  • Unattributed 88.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States48331.9M $100.00 %
Cite this page

Titelia. "Holdings of Independence Financial Advisors, LLC". https://titelia.com/en/funds/US13F2066080