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Audrey Lanzillo

Independence Financial Advisors, Llc

Assets Managed
$385.511M
Holdings
55
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
15.71%(2Q avg: 3.65%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Independence Financial Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Independence Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 385.511M in assets, with a quarterly growth rate of 15.71% and a 2-quarter average growth rate of 3.65%. The portfolio is managed by Audrey Lanzillo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FELG
Fidelity Enhncd Lrg Cap Gwth
Recent Activity
Increased 5.28%
15.22%
$58.651M
1.341M shares@ $43.75 avg price
FTEC
Fidelity Msci Info Tech Etf
Recent Activity
Increased 88.79%
10.47%
$40.342M
141,263 shares@ $285.59 avg price
FELV
Fidelity Enhanced Lc Val Etf
Recent Activity
Decreased -32.45%
6.98%
$26.905M
671,110 shares@ $40.1 avg price
TIP
Ishares Tips Bond Etf
Recent Activity
Increased 58.32%
5.46%
$21.027M
192,148 shares@ $109.43 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Increased 7.69%
5.36%
$20.654M
175,850 shares@ $117.46 avg price
ICVT
Ishares Convertible Bond Etf
Recent Activity
Increased 13.85%
4.47%
$17.211M
141,376 shares@ $121.74 avg price
PFF
Ishares Preferred & Income S
Recent Activity
New Position
4.3%
$16.557M
543,016 shares@ $30.5 avg price
FDVV
Fidelity High Dividend Etf
Recent Activity
Decreased -25.09%
3.57%
$13.746M
227,992 shares@ $60.29 avg price
FIDU
Fidelity Industrials Etf
Recent Activity
Increased 4.62%
3.53%
$13.579M
136,325 shares@ $99.61 avg price
FENI
Fidelity Enhanced Int Etf
Recent Activity
Increased 8.22%
3.43%
$13.191M
328,715 shares@ $40.13 avg price

1-10 of 55