Independence Financial Advisors, LLC
Independence Financial Advisors, LLC reported 55 holdings worth US$386M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
Independence Financial Advisors, LLC reported 55 holdings worth US$386M as of Jun 30, 2026. Largest: Jp Morgan Chase & Co., Apple Inc and Berkshire Hathaway Inc. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 55
- Value as reported
- US$386M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Jp Morgan Chase & Co. | 3,972 | US$1.3M | 0.34% |
| Apple Inc | 2,274 | US$658K | 0.17% |
| Berkshire Hathaway Inc. | 1,313 | US$657K | 0.17% |
| M&t Bank Corporation | 2,709 | US$645K | 0.17% |
| Microsoft Corp. | 1,663 | US$620K | 0.16% |
| Exxon Mobil Corporation | 4,307 | US$589K | 0.15% |
| Toronto-dominion Bank | 4,046 | US$491K | 0.13% |
| Independent Bank Corp. | 5,734 | US$480K | 0.12% |
| Home Depot, Inc. (the) | 1,311 | US$462K | 0.12% |
| Ge Aerospace | 1,036 | US$387K | 0.10% |
| Ge Vernova Inc. | 272 | US$319K | 0.08% |
| Alphabet Inc (google) Class C | 887 | US$317K | 0.08% |
| Rtx Corporation | 1,577 | US$299K | 0.08% |
| Tesla, Inc. | 590 | US$248K | 0.06% |
| The Travelers Companies, Inc. | 665 | US$220K | 0.06% |
| Intel Corporation | 1,500 | US$209K | 0.05% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Broadcom Inc. | 0 | US$0 | 0.00% |