13F Filings History of Independence Financial Advisors, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$363,803,343
Signature - Title
Audrey Lanzillo - Investment Operations Administrator
Location
Franklin, NH
Summary
This page shows a list of all the recent 13F filings made by Independence Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Independence Financial Advisors, LLC reported 55 stock holdings with total value $363,803,343 as of Q4 2025. Top holdings included FELG, FELV, LQD, IEF, and IEI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 55 $363,803,343 +$33,619,671 -$880,238 +$32,739,433 FELG, FELV, LQD, IEF, IEI 13F-HR 15 Jan 2026, 16:18
Q3 2025 53 $328,336,481 +$68,715,923 -$12,219,646 +$56,496,277 FELG, FELV, LQD, IEF, IEI 13F-HR 24 Oct 2025, 10:29
Q2 2025 51 $257,132,570 +$85,126,376 -$110,324,926 -$25,198,550 FELG, FELV, ISTB, LQD, TIP 13F-HR 08 Aug 2025, 14:45
Q1 2025 47 $263,039,611 $0 $0 $0 IUSG, IUSV, IEF, ISTB, FALN 13F-HR 08 May 2025, 08:37