Independence Financial Advisors, LLC: 13F holdings
CIK 20660802026Q2
| Positions | 55 |
|---|---|
| Reported value | $385.5m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| FIDELITY COVINGTON TRUST | 1,340,600 | $58.7m | 15.2% |
| FTEC FIDELITY COVINGTON TRUST | 141,263 | $40.3m | 10.5% |
| FIDELITY COVINGTON TRUST | 671,110 | $26.9m | 7.0% |
| TIP ISHARES TR | 192,148 | $21.0m | 5.5% |
| IEI ISHARES TR | 175,850 | $20.7m | 5.4% |
| ICVT ISHARES TR | 141,376 | $17.2m | 4.5% |
| PFF ISHARES TR | 543,016 | $16.6m | 4.3% |
| FDVV FIDELITY COVINGTON TRUST | 227,992 | $13.7m | 3.6% |
| FIDU FIDELITY COVINGTON TRUST | 136,325 | $13.6m | 3.5% |
| FIDELITY COVINGTON TRUST | 328,715 | $13.2m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2066080")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.