Audrey Lanzillo

Independence Financial Advisors, Llc

Assets Managed

$333.185M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 11d ago

Growth Rate

-8.41%(2Q avg: 1.2%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Independence Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 51 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 333.185M in assets, with a quarterly growth rate of -8.41% and a 2-quarter average growth rate of 1.2%. The portfolio is managed by Audrey Lanzillo, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
FELG Fidelity Enhncd Lrg Cap Gwth Recent Activity Decreased -2.84%	14.33%	$47.743M 1.273M shares@ $37.5 avg price	Decreased -2.84%
FELV Fidelity Enhanced Lc Val Etf Recent Activity Increased 4.68%	10.41%	$34.683M 993,502 shares@ $34.91 avg price	Increased 4.68%
IEF Ishares 7-10 Year Treasury B Recent Activity Increased 2.89%	5.89%	$19.603M 205,401 shares@ $95.44 avg price	Increased 2.89%
IEI Ishares 3-7 Year Treasury Bo Recent Activity Increased 2.38%	5.82%	$19.367M 163,298 shares@ $118.6 avg price	Increased 2.38%
FDVV Fidelity High Dividend Etf Recent Activity Increased 3.13%	5.05%	$16.813M 304,360 shares@ $55.24 avg price	Increased 3.13%
FTEC Fidelity Msci Info Tech Etf Recent Activity Decreased -6.83%	4.68%	$15.568M 74,828 shares@ $208.06 avg price	Decreased -6.83%
TIP Ishares Tips Bond Etf Recent Activity Increased 2.33%	4.03%	$13.395M 121,374 shares@ $110.36 avg price	Increased 2.33%
ICVT Ishares Convertible Bond Etf Recent Activity Increased 0.71%	3.8%	$12.64M 124,181 shares@ $101.79 avg price	Increased 0.71%
GLD Spdr Gold Shares Recent Activity Increased 916.38%	3.72%	$12.368M 28,743 shares@ $430.29 avg price	Increased 916.38%
FCOM Fidelity Msci Communication Recent Activity Increased 3.51%	3.49%	$11.608M 170,404 shares@ $68.13 avg price	Increased 3.51%

1-10 of 51