INDEPENDENT FINANCIAL GROUP, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 275484
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$5.3B
Holdings
1,546
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
INDEPENDENT FINANCIAL GROUP, LLC disclosed 1,546 positions worth $5.3B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 6.4% of the equity portfolio, followed by $QQQ and $AAPL. During the quarter the fund opened 244 new positions and exited 86. The portfolio is most concentrated in Other (53.0% of disclosed assets). All figures are sourced directly from INDEPENDENT FINANCIAL GROUP, LLC’s Form 13F-HR filing with the SEC under CIK 275484.
AI Fund Analysis
Concentrating
$NVDA6.4% weight
Held 12 quarters
$QQQ2.7% weight
Held 12 quarters
$AAPL2.6% weight
Held 12 quarters
$MU2.4% weight
Held 12 quarters
$AVGO2.2% weight
Held 12 quarters
VANGUARD STAR FDS - VG TL
10 quarters accumulating
SPDR SERIES TRUST - ST STR
8 quarters accumulating
SCHWAB STRATEGIC TR - US L
7 quarters accumulating
$WPC7 quarters accumulating
$IVZ7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 85.9#5
Quality
$342.6M1,712,464 sh - —
Quality
$143.1M194,302 sh - 76.4#84
Quality
$141.6M489,353 sh - 86.2
Quality
$128.2M111,056 sh - 84.5
Quality
$119.6M316,698 sh - 68.7
Quality
$94.9M398,253 sh ISHARES TR - CORE S&P500 ETF
—Quality
$91.4M122,036 sh- —
Quality
$80.5M107,744 sh - 79.8
Quality
$72.0M193,067 sh VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$53.9M145,608 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 85.9#5 | $342.6M | 1,712,464 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $143.1M | 194,302 |
| Apple Inc.$AAPL | 76.4#84 | $141.6M | 489,353 |
| MICRON TECHNOLOGY INC$MU | 86.2 | $128.2M | 111,056 |
| Broadcom Inc.$AVGO | 84.5 | $119.6M | 316,698 |
 AMAZON COM INC$AMZN | 68.7 | $94.9M | 398,253 |
| ISHARES TR - CORE S&P500 ETF | — | $91.4M | 122,036 |
 SPDR S&P 500 ETF TRUST$SPY | — | $80.5M | 107,744 |
 MICROSOFT CORP$MSFT | 79.8 | $72.0M | 193,067 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $53.9M | 145,608 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of INDEPENDENT FINANCIAL GROUP, LLC's 1,546 positions.
Showing top 10 of 1,546 holdings.
Sector Allocation
Other
$2.8B
Technology
$1.4B
Financials
$327.0M
Consumer Discretionary
$206.7M
Industrials
$177.2M
Healthcare
$88.6M
Real Estate
$80.5M
Materials
$52.6M
Top Holdings — INDEPENDENT FINANCIAL GROUP, LLC (Q2 2026)
Top 150 of 1,546 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $342.6M | 6.4% | +48% | 85.9 |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $143.1M | 2.7% | +67% | — |
| 3 | $AAPL | Apple Inc. | $141.6M | 2.6% | +54% | 76.4 |
| 4 | $MU | MICRON TECHNOLOGY INC | $128.2M | 2.4% | +199% | 86.2 |
| 5 | $AVGO | Broadcom Inc. | $119.6M | 2.2% | +126% | 84.5 |
| 6 | $AMZN | AMAZON COM INC | $94.9M | 1.8% | +141% | 68.7 |
| 7 | — | ISHARES TR - CORE S&P500 ETF | $91.4M | 1.7% | +68% | — |
| 8 | $SPY | SPDR S&P 500 ETF TRUST | $80.5M | 1.5% | +36% | — |
| 9 | $MSFT | MICROSOFT CORP | $72.0M | 1.4% | +94% | 79.8 |
| 10 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $53.9M | 1.0% | +18% | — |
| 11 |  $GOOGL | Alphabet Inc. | $53.7M | 1.0% | +128% | 78.2 |
| 12 | — | PGIM ETF TR - AAA CLO ETF | $51.4M | 1.0% | +5% | — |
| 13 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $49.5M | 0.9% | +63% | — |
| 14 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $47.2M | 0.9% | +94% | — |
| 15 |  $AMD | ADVANCED MICRO DEVICES INC | $44.7M | 0.8% | +96% | 79.8 |
| 16 |  $GOOG | Alphabet Inc. | $42.0M | 0.8% | +62% | 78.2 |
| 17 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $40.9M | 0.8% | +66% | — |
| 18 |  $TSLA | Tesla, Inc. | $38.3M | 0.7% | +39% | 53.9 |
| 19 | — | SPDR SERIES TRUST - ST STR P500ETF | $37.5M | 0.7% | +9% | — |
| 20 |  $SNDK | Sandisk Corp | $35.6M | 0.7% | +302% | 87.7 |
| 21 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $33.8M | 0.6% | +27% | — |
| 22 | — | ISHARES TR - ISHARES SEMICDTR | $33.1M | 0.6% | +193% | — |
| 23 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $31.9M | 0.6% | +22% | — |
| 24 |  $COST | COSTCO WHOLESALE CORP /NEW | $31.8M | 0.6% | +92% | 66.2 |
| 25 | — | ISHARES TR - MSCI US GARP ETF | $30.9M | 0.6% | +17% | — |
| 26 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | $30.3M | 0.6% | +84% | — |
| 27 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $29.9M | 0.6% | +71% | — |
| 28 |  $META | Meta Platforms, Inc. | $29.3M | 0.6% | +84% | 79.6 |
| 29 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $29.0M | 0.5% | +32% | — |
| 30 |  $GLD | SPDR GOLD TRUST | $27.1M | 0.5% | +61% | — |
| 31 | — | SPDR SERIES TRUST - ST STR P500GRW | $23.7M | 0.4% | +7% | — |
| 32 | — | ISHARES TR - CORE S&P MCP ETF | $22.6M | 0.4% | +13% | — |
| 33 |  $PLTR | Palantir Technologies Inc. | $22.0M | 0.4% | +21% | 84.6 |
| 34 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $21.6M | 0.4% | +78% | — |
| 35 | — | PROSHARES TR - ULTRAPRO QQQ | $21.4M | 0.4% | -11% | — |
| 36 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $20.9M | 0.4% | +54% | — |
| 37 | — | ISHARES TR - RUSSELL 2000 ETF | $20.7M | 0.4% | -2% | — |
| 38 | — | PACER FDS TR - US CASH COWS 100 | $20.3M | 0.4% | +13% | — |
| 39 |  $BRK.B | BERKSHIRE HATHAWAY INC | $19.8M | 0.4% | +107% | 73.8 |
| 40 |  $CAT | CATERPILLAR INC | $19.3M | 0.4% | +56% | 66.5 |
| 41 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $19.1M | 0.4% | +56% | — |
| 42 |  $MRVL | Marvell Technology, Inc. | $18.7M | 0.3% | +503% | 76.5 |
| 43 | — | ISHARES TR - CORE S&P TTL STK | $18.3M | 0.3% | +16% | — |
| 44 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $18.2M | 0.3% | +22% | — |
| 45 | — | TIDAL TRUST III - MRP SYNTHEQUITY | $18.2M | 0.3% | +14% | — |
| 46 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $18.1M | 0.3% | +37% | — |
| 47 |  $WMT | Walmart Inc. | $18.0M | 0.3% | +53% | 60.2 |
| 48 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $17.9M | 0.3% | +12% | — |
| 49 | — | DIREXION SHARES ETF TRUST - NASDAQ 100 EQ WT | $17.7M | 0.3% | +21% | — |
| 50 | — | VANGUARD INDEX FDS - GROWTH ETF | $17.4M | 0.3% | +861% | — |
| 51 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $17.3M | 0.3% | +73% | — |
| 52 | $IVZ | Invesco Ltd. | $17.2M | 0.3% | +135% | — |
| 53 | — | VANGUARD STAR FDS - VG TL INTL STK F | $16.9M | 0.3% | +172% | — |
| 54 |  $GEV | GE Vernova Inc. | $16.7M | 0.3% | +101% | 81.1 |
| 55 |  $PANW | Palo Alto Networks Inc | $16.5M | 0.3% | +87% | 65.5 |
| 56 |  $BPRE | Bluerock Private Real Estate Fund | $16.3M | 0.3% | +15% | — |
| 57 |  $CRWD | CrowdStrike Holdings, Inc. | $16.3M | 0.3% | +97% | 67.7 |
| 58 |  $LLY | ELI LILLY & Co | $16.2M | 0.3% | +110% | 87.5 |
| 59 |  $AMAT | APPLIED MATERIALS INC /DE | $16.2M | 0.3% | +97% | 72.3 |
| 60 | — | VANGUARD WORLD FD - INF TECH ETF | $15.3M | 0.3% | +1075% | — |
| 61 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $15.0M | 0.3% | -33% | — |
| 62 |  $GLW | CORNING INC /NY | $14.5M | 0.3% | +208% | 73.7 |
| 63 |  $LRCX | LAM RESEARCH CORP | $14.5M | 0.3% | +126% | 79.4 |
| 64 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $14.3M | 0.3% | +42% | — |
| 65 |  $JPM | JPMORGAN CHASE & CO | $14.3M | 0.3% | +65% | 70.7 |
| 66 | — | FIRST TR EXCH TRD ALPHDX FD - DEV MRK EX US | $14.2M | 0.3% | +60% | — |
| 67 |  $CRDO | Credo Technology Group Holding Ltd | $14.2M | 0.3% | +121% | 55.1 |
| 68 | — | ISHARES TR - 0-3 MTH TREASURY | $14.1M | 0.3% | +31% | — |
| 69 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $14.0M | 0.3% | +8% | — |
| 70 | — | ISHARES TR - US AER DEF ETF | $13.8M | 0.3% | +55% | — |
| 71 |  $INTC | INTEL CORP | $13.2M | 0.3% | +51% | 45.6 |
| 72 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $13.1M | 0.2% | +610% | — |
| 73 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $12.7M | 0.2% | +7% | — |
| 74 | $IVZ | Invesco Ltd. | $12.2M | 0.2% | +27% | — |
| 75 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $12.2M | 0.2% | +20% | — |
| 76 |  $SMA | SmartStop Self Storage REIT, Inc. | $12.2M | 0.2% | +6% | 60.9 |
| 77 |  $BE | Bloom Energy Corp | $12.1M | 0.2% | +773% | 66.2 |
| 78 |  $ABBV | AbbVie Inc. | $12.1M | 0.2% | +84% | 72.6 |
| 79 | — | ISHARES TR - U.S. TECH ETF | $12.0M | 0.2% | +180% | — |
| 80 |  $PDI | PIMCO Dynamic Income Fund | $12.0M | 0.2% | +38% | — |
| 81 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $11.8M | 0.2% | +41% | — |
| 82 | $IVZ | Invesco Ltd. | $11.8M | 0.2% | +28% | — |
| 83 | — | ISHARES INC - CORE MSCI EMKT | $11.7M | 0.2% | +45% | — |
| 84 | — | T ROWE PRICE EXCHANGE-TRADED - US EQUI RESH ETF | $11.7M | 0.2% | +52% | — |
| 85 |  $CSCO | CISCO SYSTEMS, INC. | $11.6M | 0.2% | +58% | 70.3 |
| 86 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $11.5M | 0.2% | -46% | — |
| 87 | — | VANECK ETF TRUST - GOLD MINERS ETF | $11.4M | 0.2% | +75% | — |
| 88 |  $V | VISA INC. | $11.3M | 0.2% | +85% | 82.9 |
| 89 |  $SLV | iShares Silver Trust | $11.2M | 0.2% | +31% | — |
| 90 | — | PROSHARES TR - PSHS ULT S&P 500 | $11.2M | 0.2% | -3% | — |
| 91 |  $HD | HOME DEPOT, INC. | $11.0M | 0.2% | +62% | 60.3 |
| 92 |  $GE | GENERAL ELECTRIC CO | $11.0M | 0.2% | +102% | 73.8 |
| 93 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | $10.9M | 0.2% | +884% | — |
| 94 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $10.9M | 0.2% | +2% | — |
| 95 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | $10.8M | 0.2% | +30% | — |
| 96 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $10.5M | 0.2% | +22% | — |
| 97 |  $XOM.R34088 | EXXON MOBIL CORP | $10.4M | 0.2% | +9% | 57.9 |
| 98 |  $STX | Seagate Technology Holdings plc | $10.4M | 0.2% | +36% | — |
| 99 |  $DELL | Dell Technologies Inc. | $10.3M | 0.2% | +405% | 71.2 |
| 100 |  $ASTS | AST SpaceMobile, Inc. | $10.2M | 0.2% | +39% | 30.8 |
| 101 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $10.2M | 0.2% | +17% | — |
| 102 | — | ISHARES INC - MSCI STH KOR ETF | $10.1M | 0.2% | NEW | — |
| 103 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $10.1M | 0.2% | +17% | — |
| 104 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $10.1M | 0.2% | +22% | — |
| 105 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $10.1M | 0.2% | +4% | — |
| 106 |  $JNJ | JOHNSON & JOHNSON | $9.8M | 0.2% | +105% | 69 |
| 107 | — | ISHARES TR - 20 YR TR BD ETF | $9.8M | 0.2% | +261% | — |
| 108 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $9.8M | 0.2% | +56% | — |
| 109 | — | PACER FDS TR - DEVELOPED MRKT | $9.8M | 0.2% | +10% | — |
| 110 |  $IAU | ISHARES GOLD TRUST | $9.5M | 0.2% | +24% | — |
| 111 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $9.4M | 0.2% | +26% | — |
| 112 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $9.4M | 0.2% | -4% | — |
| 113 | — | SPDR SERIES TRUST - ST STR P500VAL | $9.4M | 0.2% | -1% | — |
| 114 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $9.4M | 0.2% | -3% | — |
| 115 | — | VANGUARD INDEX FDS - VALUE ETF | $9.2M | 0.2% | +65% | — |
| 116 |  $NFLX | NETFLIX INC | $9.1M | 0.2% | +75% | 78.8 |
| 117 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $9.1M | 0.2% | +30% | 70 |
| 118 | — | EXCHANGE TRADED CONCEPTS TRU - RANG NUCL RE ETF | $9.1M | 0.2% | +53% | — |
| 119 | — | ANGEL OAK FUNDS TRUST - OAK ULTRASHORT | $8.8M | 0.2% | +19% | — |
| 120 | — | ISHARES TR - CORE S&P SCP ETF | $8.7M | 0.2% | +31% | — |
| 121 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | $8.7M | 0.2% | NEW | — |
| 122 |  $WDC | WESTERN DIGITAL CORP | $8.6M | 0.2% | +40% | 80.7 |
| 123 | $IVZ | Invesco Ltd. | $8.5M | 0.2% | +1% | — |
| 124 |  $ARCC | ARES CAPITAL CORP | $8.5M | 0.2% | +75% | — |
| 125 | — | ISHARES TR - S&P 500 GRWT ETF | $8.5M | 0.2% | +53% | — |
| 126 | — | FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT | $8.5M | 0.2% | -5% | — |
| 127 |  $NBIS | Nebius Group N.V. | $8.4M | 0.2% | +80% | — |
| 128 | — | ANGEL OAK FUNDS TRUST - INCOME ETF | $8.4M | 0.2% | +248% | — |
| 129 | — | GLOBAL X FDS - US INFR DEV ETF | $8.4M | 0.2% | +42% | — |
| 130 | — | ISHARES TR - CORE UNIVRSL USD | $8.3M | 0.1% | +25% | — |
| 131 | — | NEOS ETF TRUST - BOOSTED NASDAQ | $8.3M | 0.1% | +1052% | — |
| 132 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $8.2M | 0.1% | +11% | — |
| 133 |  $LITE | Lumentum Holdings Inc. | $8.1M | 0.1% | +137% | 44.3 |
| 134 | — | CAPITAL GROUP INTERNATIONAL - SHS | $8.0M | 0.1% | +22% | — |
| 135 |  $FSK | FS KKR Capital Corp | $8.0M | 0.1% | -34% | — |
| 136 |  $CIEN | CIENA CORP | $7.9M | 0.1% | +107% | 72.9 |
| 137 |  $FCX | FREEPORT-MCMORAN INC | $7.9M | 0.1% | +126% | 62 |
| 138 | — | ISHARES TR - MSCI USA MMENTM | $7.9M | 0.1% | -10% | — |
| 139 | — | ISHARES TR - MSCI EMG MKT ETF | $7.9M | 0.1% | +36% | — |
| 140 | — | ISHARES TR - MSCI USA QLT FCT | $7.7M | 0.1% | +7% | — |
| 141 |  $MSTR | Strategy Inc | $7.7M | 0.1% | +73% | 17.9 |
| 142 | — | ISHARES TR - INTL DEV SML CP | $7.6M | 0.1% | +6% | — |
| 143 |  $BA | BOEING CO | $7.6M | 0.1% | +92% | 61.6 |
| 144 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $7.5M | 0.1% | -6% | — |
| 145 | — | SPDR SERIES TRUST - ST STR P400MID | $7.4M | 0.1% | +3% | — |
| 146 |  $GS | GOLDMAN SACHS GROUP INC | $7.2M | 0.1% | +72% | 73.5 |
| 147 | — | ISHARES TR - TRUST ISHARE 0-1 | $7.2M | 0.1% | +31% | — |
| 148 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $7.1M | 0.1% | -5% | — |
| 149 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $7.1M | 0.1% | +21% | — |
| 150 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $7.1M | 0.1% | +57% | — |
New Positions (244)
ISHARES INC - MSCI STH KOR ETF$10.1M
FIRST TR EXCHANGE-TRADED FD - VEST LADDERED$8.7M
ROUNDHILL ETF TRUST - MEMORY ETF$6.4M
T ROWE PRICE EXCHANGE-TRADED - GROWTH ETF$6.3M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$5.8M PACER FDS TR - NASD IN PATE ETF$4.5M
AMERICAN CENTY ETF TR - US LARGE CAP VLU$3.6M
BLACKROCK ETF TRUST - ISHA SYST AL ETF$3.1M
DIREXION SHARES ETF TRUST - DLY MU BULL 2X$3.1M
CALAMOS ETF TR - AUTOC GROWT ETF$3.0M
J P MORGAN EXCHANGE TRADED F - ACTI HIGH YI ETF$2.6M
ENTREPRENEURSHARES SERIES TR - ERSH PRI PUB ETF$2.5M
VANGUARD WORLD FD - EXTENDED DUR$2.5M
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$2.0M
BLACKROCK ETF TRUST - ISHA PR MONE ETF$1.9M
Exited Positions (86)
ISHARES TR
$FET FORUM ENERGY TECHNOLOGIES, INC.
$CMRE Costamare Inc. ISHARES TR
$CALM CAL-MAINE FOODS INC FIRST TR EXCHNG TRADED FD VI
$SNA Snap-on Inc FIDELITY GREENWOOD STREET TR
FIDELITY GREENWOOD STREET TR
DIMENSIONAL ETF TRUST
$HUT Hut 8 Corp.
$BHP BHP Group Ltd VANGUARD SCOTTSDALE FDS
$AA Alcoa Corp INNOVATOR ETFS TRUST
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