Independence Financial Advisors, LLC
Independence Financial Advisors, LLC reported 55 holdings worth US$398M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 8, 2026
Independence Financial Advisors, LLC reported 55 holdings worth US$398M as of Sep 30, 2026. Largest: Jp Morgan Chase & Co., Microsoft Corp. and Apple Inc. Filed Oct 8, 2026 (Form 13F).
- Holdings
- 55
- Value as reported
- US$398M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Jp Morgan Chase & Co. | 3,975 | US$1.31M | 0.33% |
| Microsoft Corp. | 1,640 | US$841K | 0.21% |
| Apple Inc | 2,276 | US$758K | 0.19% |
| Berkshire Hathaway Inc. | 1,313 | US$654K | 0.16% |
| M&t Bank Corporation | 2,708 | US$589K | 0.15% |
| Toronto-dominion Bank | 4,046 | US$476K | 0.12% |
| Independent Bank Corp. | 5,769 | US$448K | 0.11% |
| Home Depot, Inc. (the) | 1,292 | US$368K | 0.09% |
| Ge Aerospace | 1,083 | US$338K | 0.08% |
| Alphabet Inc (google) Class C | 898 | US$306K | 0.08% |
| Rtx Corporation | 1,580 | US$293K | 0.07% |
| Ge Vernova Inc. | 283 | US$269K | 0.07% |
| The Travelers Companies, Inc. | 665 | US$237K | 0.06% |
| At&t Inc. | 8,800 | US$215K | 0.05% |
| Tesla, Inc. | 590 | US$209K | 0.05% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Intel Corporation | 0 | US$0 | 0.00% |