Independence Financial Advisors, LLC
RIA/Wealth
Independence Financial Advisors, LLC is a RIA/Wealth based in Franklin, NH led by Michael Francis Ventura, reporting $432.9M in AUM as of Q3 2025 with 96% ETF concentration and 57% concentrated in top 10 holdings.
CEOMichael Francis Ventura
- Portfolio Value
- $328.3M
- Positions
- 53
- Top Holding
- FELG at 9.7%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Independence Financial Advisors, LLC's portfolio (57.4% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $31.9M | 9.70% | -$2.3M Sold | — 774.8K shares | |
ETF ETF | $30.7M | 9.36% | +$1.4M Bought | — 916.3K shares | |
ETF ETF | $18.7M | 5.69% | +$6.2M Bought | — 167.7K shares | |
ETF ETF | $18.5M | 5.63% | +$6.8M Bought | — 191.6K shares | |
ETF ETF | $18.3M | 5.57% | +$6.7M Bought | — 152.9K shares | |
ETF ETF | $17.3M | 5.28% | +$4.2M Bought | — 78.0K shares | |
ETF ETF | $15.9M | 4.84% | +$6.2M Bought | — 285.4K shares | |
ETF ETF | $12.7M | 3.87% | +$550.4K Bought | — 114.2K shares | |
ETF ETF | $12.5M | 3.82% | +$8.0M Bought | — 451.2K shares | |
ETF ETF | $12.0M | 3.64% | -$622.3K Sold | — 119.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Independence Financial Advisors, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+2,625.66% | |
+244.07% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-48.48% | |
-44.19% | |
-12.06% |
Analytics
Portfolio insights and performance metrics for Independence Financial Advisors, LLC
GthenA