Independence Financial Advisors, LLC - Portfolio Stock Holdings
Independence Financial Advisors, LLC disclosed 56 stock positions in a recent SEC 13F filing. $398,345,156 of stock holdings were filed, with the largest holdings including FELG, FTEC, and FELV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $463,792,334 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
56Est. Stock Holding Value:
$398,345,156Top Stock Holdings By Sector
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Portfolio Stock Holdings - Independence Financial Advisors, LLC
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Stock
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% of Portfolio
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