Independence Financial Advisors, LLC
Net buyer this quarter
$386M
19
+$413K
4.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GLD | $13M | 3.37% | 0.01% | +22.9% | Q1 2025 |
 JPM | $1.3M | 0.34% | 0.00% | +0.1% | Q2 2025 |
 AAPL | $658K | 0.17% | 0.00% | -31.8% | Q1 2025 |
 BRK.B | $657K | 0.17% | Not reported | Not reported | Q1 2025 |
 MTB | $645K | 0.17% | 0.00% | 0.0% | Q1 2025 |
 MSFT | $620K | 0.16% | 0.00% | -25.9% | Q1 2025 |
 XOM | $589K | 0.15% | 0.00% | -20.5% | Q1 2025 |
 CRH | $575K | 0.15% | 0.00% | +0.7% | Q1 2025 |
 TD | $491K | 0.13% | 0.00% | Not reported | Q1 2025 |
 INDB | $480K | 0.12% | 0.01% | +0.6% | Q1 2025 |
 HD | $462K | 0.12% | 0.00% | -1.4% | Q1 2025 |
 GE | $387K | 0.10% | 0.00% | -19.4% | Q1 2025 |
 GEV | $319K | 0.08% | 0.00% | -15.5% | Q4 2025 |
 GOOG | $317K | 0.08% | Not reported | Not reported | Q3 2025 |
 QQQ | $306K | 0.08% | Not reported | Not reported | Q1 2026 |
 RTX | $299K | 0.08% | 0.00% | +0.2% | Q3 2025 |
 TSLA | $248K | 0.06% | 0.00% | Not reported | Q1 2025 |
 TRV | $220K | 0.06% | 0.00% | New | Q2 2026 |
 INTC | $209K | 0.05% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| GLD | $12.4M | 3.71% | 0.01% | +916.4% | Q1 2025 |
| JPM | $1.17M | 0.35% | 0.00% | -7.3% | Q2 2025 |
| XOM | $919K | 0.28% | 0.00% | +10.6% | Q1 2025 |
| AAPL | $846K | 0.25% | 0.00% | -37.5% | Q1 2025 |
| MSFT | $831K | 0.25% | 0.00% | -14.1% | Q1 2025 |
 AVGO | $633K | 0.19% | 0.00% | -3.6% | Q1 2025 |
| BRK.B | $629K | 0.19% | Not reported | -4.0% | Q1 2025 |
| CRH | $561K | 0.17% | 0.00% | Not reported | Q1 2025 |
| MTB | $560K | 0.17% | 0.00% | +0.1% | Q1 2025 |
| HD | $437K | 0.13% | 0.00% | -18.0% | Q1 2025 |
| INDB | $429K | 0.13% | 0.01% | +0.6% | Q1 2025 |
 WMT | $403K | 0.12% | 0.00% | -9.4% | Q1 2025 |
| TD | $378K | 0.11% | 0.00% | Not reported | Q1 2025 |
| GE | $365K | 0.11% | 0.00% | +1.9% | Q1 2025 |
 VZ | $310K | 0.09% | 0.00% | +14.0% | Q1 2025 |
| RTX | $304K | 0.09% | 0.00% | +24.6% | Q3 2025 |
 T | $294K | 0.09% | 0.00% | +9.9% | Q1 2025 |
| GEV | $281K | 0.08% | 0.00% | +2.2% | Q4 2025 |
| GOOG | $257K | 0.08% | Not reported | +6.0% | Q3 2025 |
| QQQ | $240K | 0.07% | Not reported | New | Q1 2026 |
| TSLA | $219K | 0.07% | 0.00% | -0.7% | Q1 2025 |
| Q4 2025 | |||||
| AAPL | $1.45M | 0.40% | 0.00% | -18.7% | Q1 2025 |
| JPM | $1.38M | 0.38% | 0.00% | +416.8% | Q2 2025 |
| MSFT | $1.26M | 0.35% | 0.00% | +0.5% | Q1 2025 |
| GLD | $1.12M | 0.31% | 0.00% | Not reported | Q1 2025 |
| AVGO | $734K | 0.20% | 0.00% | -0.1% | Q1 2025 |
| BRK.B | $688K | 0.19% | Not reported | -5.3% | Q1 2025 |
| CRH | $666K | 0.18% | 0.00% | +0.3% | Q1 2025 |
| XOM | $590K | 0.16% | 0.00% | -15.2% | Q1 2025 |
| HD | $558K | 0.15% | 0.00% | +0.3% | Q1 2025 |
| MTB | $546K | 0.15% | 0.00% | -0.1% | Q1 2025 |
| INDB | $414K | 0.11% | 0.01% | +0.7% | Q1 2025 |
| WMT | $399K | 0.11% | 0.00% | +0.5% | Q1 2025 |
 NVDA | $389K | 0.11% | 0.00% | -20.2% | Q1 2025 |
| GE | $388K | 0.11% | 0.00% | +0.2% | Q1 2025 |
| TD | $381K | 0.10% | 0.00% | Not reported | Q1 2025 |
| TSLA | $267K | 0.07% | 0.00% | -2.5% | Q1 2025 |
| GOOG | $266K | 0.07% | Not reported | Not reported | Q3 2025 |
| RTX | $232K | 0.06% | 0.00% | +0.2% | Q3 2025 |
| T | $229K | 0.06% | 0.00% | -0.8% | Q1 2025 |
| VZ | $220K | 0.06% | 0.00% | -0.8% | Q1 2025 |
| GEV | $206K | 0.06% | 0.00% | New | Q4 2025 |
 V | $201K | 0.06% | 0.00% | Not reported | Q1 2025 |
| Q3 2025 | |||||
| AAPL | $1.67M | 0.51% | 0.00% | -0.7% | Q1 2025 |
| MSFT | $1.35M | 0.41% | 0.00% | -5.7% | Q1 2025 |
| GLD | $1.01M | 0.31% | 0.00% | Not reported | Q1 2025 |
| BRK.B | $726K | 0.22% | Not reported | Not reported | Q1 2025 |
| AVGO | $700K | 0.21% | 0.00% | +0.2% | Q1 2025 |
| HD | $655K | 0.20% | 0.00% | +0.2% | Q1 2025 |
| XOM | $652K | 0.20% | 0.00% | +0.3% | Q1 2025 |
| CRH | $638K | 0.19% | 0.00% | +0.3% | Q1 2025 |
| MTB | $536K | 0.16% | 0.00% | -4.1% | Q1 2025 |
| NVDA | $487K | 0.15% | 0.00% | +0.1% | Q1 2025 |
| INDB | $389K | 0.12% | 0.01% | +0.7% | Q1 2025 |
| GE | $379K | 0.12% | 0.00% | +0.1% | Q1 2025 |
| WMT | $367K | 0.11% | 0.00% | -6.2% | Q1 2025 |
| TD | $323K | 0.10% | 0.00% | Not reported | Q1 2025 |
| TSLA | $271K | 0.08% | 0.00% | Not reported | Q1 2025 |
| T | $262K | 0.08% | 0.00% | +0.5% | Q1 2025 |
| JPM | $261K | 0.08% | 0.00% | +9.5% | Q2 2025 |
| VZ | $240K | 0.07% | 0.00% | +0.4% | Q1 2025 |
| RTX | $211K | 0.06% | 0.00% | New | Q3 2025 |
| GOOG | $206K | 0.06% | Not reported | New | Q3 2025 |