13F Filings History of Independence Financial Advisors, LLC

Latest 13F report
Q3 2025 - Oct 24, 2025
Value $
$328M
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 53 stock holdings with total value $328M as of Q3 2025. Top holdings included FELG, FELV, LQD, IEF, and IEI.

Notify me when Independence Financial Advisors, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 53 $328M +$68.7M -$12.2M +$56.5M FELG, FELV, LQD, IEF, IEI 13F-HR 10/24/2025, 10:29 AM
Q2 2025 51 $257M +$85.1M -$110M -$25.2M FELG, FELV, ISTB, LQD, TIP 13F-HR 8/8/2025, 02:45 PM
Q1 2025 47 $263M $0 $0 IUSG, IUSV, IEF, ISTB, FALN 13F-HR 5/8/2025, 08:37 AM