Independence Financial Advisors, LLC
CIK
2066080
Location
FRANKLIN, NH
Portfolio Value
Micro
$21,254,224
Diversification
Highly concentrated
Filing Date
Global Rank
#7,685
/ 8,603
▲ 442
· as of Mar 2026
Top Industry
Banks - Diversified
17.9%
3Y Alpha vs SPY
-8.5%
Period ended 3 months ago
Filed Apr 15, 2026 · 3mo
5 quarters · since Mar 2025
Clone Performance
May 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+16.4%
SPY
+28.1%
Annualised alpha
-9.9%
Max drawdown
−10.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
58.2%
+45.8 pts
Top 5
74.5%
+23.8 pts
Top 10
86.9%
+11.7 pts
HHI
3,507
Highly concentrated+2,780
Portfolio Trend
5 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 59.3% | $12,607,931 |
| Financial Services | 14.9% | $3,162,410 |
| Technology | 10.9% | $2,309,860 |
| Industrials | 4.5% | $949,341 |
| Consumer Cyclical | 3.1% | $656,755 |
| Communication Services | 2.8% | $603,547 |
| Basic Materials | 2.6% | $561,340 |
| Consumer Defensive | 1.9% | $403,040 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLD | Spdr Gold Trust | +25,915 | 28,743 | $12,367,825 | |
| T | At&T Inc. | +912 | 10,135 | $293,813 | |
| VZ | Verizon Communications Inc | +759 | 6,170 | $309,734 | |
| RTX | RTX Corp | +311 | 1,574 | $303,624 | |
| INDB | Independent Bank Corp | +35 | 5,698 | $428,546 | |
| GE | General Electric Co | +24 | 1,285 | $364,644 | |
| GEV | GE Vernova Inc. | +7 | 322 | $281,073 | |
| MTB | M&T Bank Corp | +2 | 2,710 | $560,211 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −1,999 | 3,333 | $845,882 | |
| MSFT | Microsoft Corp | −368 | 2,245 | $831,031 | |
| WMT | Walmart Inc. | −336 | 3,243 | $403,040 | |
| JPM | Jpmorgan Chase & Co | −312 | 3,967 | $1,166,932 | |
| HD | Home Depot, Inc. | −291 | 1,330 | $437,423 | |
| AVGO | Broadcom Inc. | −77 | 2,045 | $632,947 | |
| BRK-B | Berkshire Hathaway Inc | −55 | 1,313 | $629,189 | |
| TSLA | Tesla, Inc. | −4 | 590 | $219,332 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | 416 | $240,106 | |
| No positions match the current search. | ||||
19 positions ·
$21,254,224 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Added | 28,743 | $12,367,825 | 58.19% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 3,967 | $1,166,932 | 5.49% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 3,333 | $845,882 | 3.98% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,245 | $831,031 | 3.91% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 2,045 | $632,947 | 2.98% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,313 | $629,189 | 2.96% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Held | 5,340 | $561,340 | 2.64% | |
| MTB |
M&T Bank Corp
Financial Services
|
Added | 2,710 | $560,211 | 2.64% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,330 | $437,423 | 2.06% | |
| INDB |
Independent Bank Corp
Financial Services
|
Added | 5,698 | $428,546 | 2.02% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 3,243 | $403,040 | 1.90% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Held | 4,046 | $377,532 | 1.78% | |
| GE |
General Electric Co
Industrials
|
Added | 1,285 | $364,644 | 1.72% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 6,170 | $309,734 | 1.46% | |
| RTX |
RTX Corp
Industrials
|
Added | 1,574 | $303,624 | 1.43% | |
| T |
At&T Inc.
Communication Services
|
Added | 10,135 | $293,813 | 1.38% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 322 | $281,073 | 1.32% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 416 | $240,106 | 1.13% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 590 | $219,332 | 1.03% |