Independence Financial Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPDR Gold Trust
GLD
|
+$11.6M |
| 2 |
Fidelity MSCI Energy Index ETF
FENY
|
+$9.45M |
| 3 |
Fidelity Enhanced Large Cap Value ETF
FELV
|
+$1.59M |
| 4 |
Fidelity MSCI Financials Index ETF
FNCL
|
+$864K |
| 5 |
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
|
+$631K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$19.3M |
| 2 |
iShares Fallen Angels USD Bond ETF
FALN
|
+$13M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
+$6.02M |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
+$4.02M |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
+$2.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 0.95% |
| 2 | Technology | 0.69% |
| 3 | Industrials | 0.28% |
| 4 | Energy | 0.28% |
| 5 | Communication Services | 0.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Tesla
TSLA
$1.22T
| $219K | 0.07% |
590
-4
| -0.7% | -$1.65K |
|
|
52
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
| – | – |
-476,028
| Closed | -$13M |
|
|
53
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
| – | – |
-175,327
| Closed | -$19.3M |
|
54
NVIDIA
NVDA
$4.72T
| – | – |
-2,084
| Closed | -$389K |
|
|
55
iShares Preferred and Income Securities ETF
PFF
$13.3B
| – | – |
-194,422
| Closed | -$6.02M |
|
56
Visa
V
$684B
| – | – |
-572
| Closed | -$201K |
|
57
Vanguard Information Technology ETF
VGT
$139B
| – | – |
-2,368
| Closed | -$223K |
|
Similar funds
Independence Financial Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Independence Financial Advisors held 57 positions worth $333M, down 8.4% from $364M the previous quarter. Its ten largest holdings account for 61% of the portfolio.
Independence Financial Advisors withdrew a net $22.7M in Q1 2026, closing 6 positions and reducing 15 holdings. Its most notable exit was iShares iBoxx $ Investment Grade Corporate Bond ETF, an estimated $19.3M position sold in full.
By sector, the portfolio is most concentrated in Financials at 0.95% of assets, down from 0.99% a quarter earlier, followed by Technology and Industrials.
Against the trend, Independence Financial Advisors opened a new position in Fidelity MSCI Energy Index ETF worth $10.8M.
- Independence Financial Advisors's largest Q1 2026 buy was Fidelity MSCI Energy Index ETF: 317,691 shares worth $10.8M.
- Independence Financial Advisors added most to SPDR Gold Trust in Q1 2026, an estimated $11.6M increase.
- Independence Financial Advisors's biggest Q1 2026 reduction was iShares Core S&P US Growth ETF, cutting an estimated $4.02M.
- Independence Financial Advisors fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2026, selling an estimated $19.3M.
- Independence Financial Advisors's ten largest holdings make up 61% of its $333M portfolio in Q1 2026.
- Independence Financial Advisors opened 2 new positions and closed 6 in Q1 2026.
- Independence Financial Advisors's portfolio value fell 8.4% quarter-over-quarter to $333M.
Based on Independence Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.