Independence Financial Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists the firm's total holdings at 55 positions.
The largest holding disclosed in the portfolio is Alphabet Inc., Class C Capital Stock, with 898 shares. The firm also holds significant positions in Apple Inc. with 2,276 shares and AT&T Inc. with 8,800 shares. Other notable individual stock holdings include Berkshire Hathaway Inc. Class B, with 1,313 shares, and ExxonMobil Holdings Corp. with 4,315 shares.
In addition to individual equities, the portfolio includes a substantial number of exchange-traded funds (ETFs) and index funds. The filing lists over 40 different ETFs, including funds managed by Fidelity Covington Trust and iShares. Major holdings among these funds include the iShares Core 1-3 Year Treasury Bond ETF, the iShares Core MSCI Total International Stock ETF, and the iShares Core S&P US Value ETF. The portfolio also includes funds tracking the S&P 500, the Russell 1000, and various sector-specific indices such as healthcare, materials, and utilities.
Other individual stocks listed in the filing include Home Depot Inc., Independent Bank Corp., JPMorgan Chase & Co., Microsoft Corp., and Tesla Inc. The filing was signed by Audrey Lanzillo, the Investment Operations Administrator, on October 8, 2026.
