Independence Financial Advisors, LLC reported 18 positions worth $22.52M for the quarter ended Sep 30, 2026, up 4.8% on the prior quarter. It opened 1 new position, added to 10, trimmed 3 and exited 1. Its largest holding is Spdr Gold Trust at 62.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLD Spdr Gold Trust | +1,585 | +4.5% | $603.63K | 62.41% |
| T At&T Inc. | +8,800 | – | $214.72K | 0.954% |
| GE General Electric Co | +47 | +4.5% | $14.67K | 1.5% |
| GEV GE Vernova Inc. | +11 | +4.0% | $10.44K | 1.19% |
| INDB Independent Bank Corp | +35 | +0.6% | $2.72K | 1.99% |
| CRH Crh Public Ltd Co | +24 | +0.4% | $1.99K | 1.99% |
| XOM ExxonMobil Holdings Corp | +8 | +0.2% | $1.30K | 3.12% |
| JPM Jpmorgan Chase & Co | +3 | +0.1% | $992.40 | 5.84% |
| AAPL Apple Inc. | +2 | +0.1% | $665.90 | 3.37% |
| RTX RTX Corp | +3 | +0.2% | $557.10 | 1.3% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| T At&T Inc. | +8,800 | $214.72K | 0.954% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| INTC Intel Corp | -1,500 | $209.45K | 0.975% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GLD Spdr Gold Trust | Financial Services | 36.9K | $14.05M | 62.41% | +1,585 | +4.5% | Added | 0.01% |
| 2 | JPM Jpmorgan Chase & Co | Financial Services | 3,975 | $1.31M | 5.84% | +3 | +0.1% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 1,640 | $841.02K | 3.74% | -23 | -1.4% | Reduced | 0% |
| 4 | AAPL Apple Inc. | Technology | 2,276 | $757.80K | 3.37% | +2 | +0.1% | Added | 0% |
| 5 | XOM ExxonMobil Holdings Corp | Energy | 4,315 | $702.30K | 3.12% | +8 | +0.2% | Added | 0% |
| 6 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,313 | $653.98K | 2.9% | 0 | 0.0% | Unchanged | 0% |
| 7 | MTB M&T Bank Corp | Financial Services | 2,708 | $589.28K | 2.62% | -1 | 0.0% | Reduced | 0% |
| 8 | TD Toronto Dominion Bank | Financial Services | 4,046 | $475.53K | 2.11% | 0 | 0.0% | Unchanged | 0% |
| 9 | INDB Independent Bank Corp | Financial Services | 5,769 | $447.96K | 1.99% | +35 | +0.6% | Added | 0.01% |
| 10 | CRH Crh Public Ltd Co | Basic Materials | 5,401 | $447.17K | 1.99% | +24 | +0.4% | Added | 0% |
| 11 | HD Home Depot, Inc. | Consumer Discretionary | 1,292 | $367.60K | 1.63% | -19 | -1.4% | Reduced | 0% |
| 12 | GE General Electric Co | Industrials | 1,083 | $338.09K | 1.5% | +47 | +4.5% | Added | 0% |
| 13 | GOOG Alphabet Inc. | Technology | 898 | $305.96K | 1.36% | +1 | +0.1% | Added | 0% |
| 14 | RTX RTX Corp | Industrials | 1,580 | $293.41K | 1.3% | +3 | +0.2% | Added | 0% |
| 15 | GEV GE Vernova Inc. | Industrials | 283 | $268.72K | 1.19% | +11 | +4.0% | Added | 0% |
Tip. Select a row to see that position’s full history at Independence Financial Advisors.
As of its Q3 2026 13F filing, Independence Financial Advisors, LLC’s five largest positions were Spdr Gold Trust (GLD) at 62.4%, Jpmorgan Chase & Co (JPM) at 5.8%, Microsoft Corp (MSFT) at 3.7%, Apple Inc. (AAPL) at 3.4%, ExxonMobil Holdings Corp (XOM) at 3.1% of the reported portfolio.
Independence Financial Advisors, LLC reported a 13F portfolio worth $22.52M across 18 positions for Q3 2026. That is up 4.8% from the previous quarter.
Its largest purchases by value were Spdr Gold Trust ($603.63K), At&T Inc. ($214.72K), General Electric Co ($14.67K). It opened 1 new positions.
Its largest sales by value were Intel Corp ($209.45K), Microsoft Corp ($11.79K), Home Depot, Inc. ($5.41K). It exited 1 positions entirely.
From the Form 13F-HR reports Independence Financial Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.