Independence Financial Advisors, LLC holds a focused book of 55 stocks worth $385.5M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Ishares Preferred & Income S and trimmed Fidelity Enh LRG Cap Val ETF. Their largest long position is Fidelity Enh LRG Cap GWTH at 15% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2066080/holdings"
Use Arkolith to show Independence Financial Advisors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Fidelity Covington Trust ENHANCED LARGE | $58.7M | 1.34M | 15.2% | ▲+5.3% Added · +67K sh | |
| 2 | Fidelity Covington Trust MSCI INFO TECH I | $40.3M | 141.3K | 10.5% | ▲+89% Added · +66K sh | |
| 3 | Fidelity Covington Trust ENHANCED LARGE | $26.9M | 671.1K | 7.0% | ▼−32% Reduced · −322K sh | |
| 4 | Ishares TR TIPS BD ETF | $21.0M | 192.1K | 5.5% | ▲+58% Added · +71K sh | |
| 5 | Ishares TR 3 7 YR TREAS BD | $20.7M | 175.8K | 5.4% | ▲+7.7% Added · +13K sh | |
| 6 | Ishares TR CONV BD ETF | $17.2M | 141.4K | 4.5% | ▲+14% Added · +17K sh | |
| 7 | Ishares TR PFD AND INCM SEC | $16.6M | 543.0K | 4.3% | ▲New New position | |
| 8 | Fidelity Covington Trust HIGH DIVID ETF | $13.7M | 228.0K | 3.6% | ▼−25% Reduced · −76K sh | |
| 9 | Fidelity Covington Trust MSCI INDL INDX | $13.6M | 136.3K | 3.5% | ▲+4.6% Added · +6K sh | |
| 10 | Fidelity Covington Trust ENHANCED INTL | $13.2M | 328.7K | 3.4% | ▲+8.2% Added · +25K sh | |
| 11 | SPDR Gold TR GOLD SHS | $13.0M | 35.3K | 3.4% | ▲+23% Added · +7K sh | |
| 12 | Fidelity Covington Trust MSCI COMMNTN SVC | $12.9M | 185.4K | 3.3% | ▲+8.8% Added · +15K sh | |
| 13 | Fidelity Covington Trust MSCI CONSM DIS | $12.7M | 123.5K | 3.3% | ▲+81% Added · +55K sh | |
| 14 | Fidelity Covington Trust MSCI MATLS INDEX | $12.0M | 204.6K | 3.1% | ▲New New position | |
| 15 | Ishares TR S&P MC 400VL ETF | $9.8M | 66.3K | 2.5% | ▲New New position | |
| 16 | Ishares TR S&P SML 600 GWT | $7.7M | 43.3K | 2.0% | ▲+42% Added · +13K sh | |
| 17 | Ishares TR SP SMCP600VL ETF | $7.4M | 54.2K | 1.9% | ▲New New position | |
| 18 | Ishares TR CORE 1 5 YR USD | $7.4M | 152.9K | 1.9% | ▼−2.1% Reduced · −3K sh | |
| 19 | Ishares TR CORE S&P US VLU | $7.0M | 63.8K | 1.8% | ▼−31% Reduced · −29K sh | |
| 20 | Ishares TR FALN ANGLS USD | $7.0M | 257.0K | 1.8% | ▲New New position | |
| 21 | Ishares TR IBOXX INV CP ETF | $6.9M | 63.5K | 1.8% | ▲New New position | |
| 22 | Franklin Templeton ETF TR SENIOR LOAN ETF | $6.9M | 298.9K | 1.8% | ▲+8.8% Added · +24K sh | |
| 23 | Ishares TR CORE S&P US GWT | $5.5M | 29.1K | 1.4% | ▼−27% Reduced · −11K sh | |
| 24 | Ishares TR S&P MC 400GR ETF | $5.2M | 44.0K | 1.3% | ▼−34% Reduced · −23K sh | |
| 25 | Vanguard Index FDS TOTAL STK MKT | $3.5M | 9.4K | 0.9% | ▲+0.3% Added · +27 sh | |
| 26 | Vanguard Index FDS S&P 500 ETF SHS | $1.8M | 2.7K | 0.5% | ▲+0.3% Added · +8 sh | |
| 27 | Ishares TR 7-10 YR TRSY BD | $1.4M | 14.4K | 0.4% | ▼−93% Reduced · −191K sh | |
| 28 | JPMorgan Chase & Co COM | $1.3M | 4.0K | 0.3% | ▲+0.1% Added · +5 sh | |
| 29 | Fidelity Covington Trust MSCI UTILS INDEX | $1.0M | 17.2K | 0.3% | ▼−91% Reduced · −177K sh | |
| 30 | Ishares TR 1 3 YR TREAS BD | $1.0M | 12.2K | 0.3% | ▼−87% Reduced · −79K sh | |
| 31 | Vanguard Specialized Funds DIV APP ETF | $942K | 4.0K | 0.2% | ▲+0.4% Added · +16 sh | |
| 32 | Fidelity Covington Trust MSCI FINLS IDX | $899K | 11.7K | 0.2% | ▼−93% Reduced · −151K sh | |
| 33 | Fidelity Covington Trust MSCI HLTH CARE I | $869K | 11.3K | 0.2% | ▼−39% Reduced · −7K sh | |
| 34 | Invesco Exchange Traded FD T S&P500 EQL WGT | $659K | 3.1K | 0.2% | ▲+0.4% Added · +12 sh | |
| 35 | Apple Inc COM | $658K | 2.3K | 0.2% | ▼−32% Reduced · −1K sh | |
| 36 | Berkshire Hathaway Inc Del CL B NEW | $657K | 1.3K | 0.2% | —Held | |
| 37 | M & T BK Corp COM | $645K | 2.7K | 0.2% | ▼~0% Reduced · −1 sh | |
| 38 | Microsoft Corp COM | $620K | 1.7K | 0.2% | ▼−26% Reduced · −582 sh | |
| 39 | John Hancock Exchange Traded MULTIFACTOR MI | $602K | 8.0K | 0.2% | ▲+0.4% Added · +31 sh | |
| 40 | Exxon Mobil Corp COM | $589K | 4.3K | 0.2% | ▼−21% Reduced · −1K sh | |
| 41 | CRH PLC ORD | $575K | 5.4K | 0.1% | ▲+0.7% Added · +37 sh | |
| 42 | Toronto Dominion BK Ont COM NEW | $491K | 4.0K | 0.1% | —Held | |
| 43 | Independent BK Corp Mass COM | $480K | 5.7K | 0.1% | ▲+0.6% Added · +36 sh | |
| 44 | Home Depot Inc COM | $462K | 1.3K | 0.1% | ▼−1.4% Reduced · −19 sh | |
| 45 | Fidelity Covington Trust MSCI RL EST ETF | $400K | 13.7K | 0.1% | ▲+20% Added · +2K sh | |
| 46 | Ge Aerospace COM NEW | $387K | 1.0K | 0.1% | ▼−19% Reduced · −249 sh | |
| 47 | Ge Vernova Inc COM | $319K | 272 | 0.1% | ▼−16% Reduced · −50 sh | |
| 48 | Alphabet Inc CAP STK CL C | $317K | 897 | 0.1% | —Held | |
| 49 | Invesco QQQ TR UNIT SER 1 | $306K | 416 | 0.1% | —Held | |
| 50 | RTX Corporation COM | $299K | 1.6K | 0.1% | ▲+0.2% Added · +3 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 55 | $385.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 51 | $333.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 55 | $363.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 53 | $328.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 51 | $257.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 47 | $263.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.