Long-term investor
Independence Financial Advisors, LLC @independencefinancialadv
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002066080).
Record
- Tracked since 2025-06-30 (448 days), 68 trades recorded
- Returns: week n/a · month n/a · 90 days +9.7% · 6 months n/a · 1 year +13.6% · all +13.6%
- Max drawdown n/a · win rate 75% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 31609A305 · 15.2% · long · since 2025-06-30
- 316092808 · 10.5% · long · since 2025-06-30
- 31609A107 · 7.0% · long · since 2025-06-30
- 464287176 · 5.5% · long · since 2025-06-30
- 464288661 · 5.4% · long · since 2025-06-30
- 46435G102 · 4.5% · long · since 2025-06-30
- 464288687 · 4.3% · long · since 2025-06-30
- 316092840 · 3.6% · long · since 2025-06-30
- 316092709 · 3.5% · long · since 2025-06-30
- 31609A404 · 3.4% · long · since 2025-06-30
- GLD · 3.4% · long · since 2025-06-30
- 316092873 · 3.3% · long · since 2025-06-30