What does INDEPENDENT FINANCIAL GROUP, LLC hold?

INDEPENDENT FINANCIAL GROUP, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include NVDA, AAPL, QQQ. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/275484.

What is INDEPENDENT FINANCIAL GROUP, LLC's AUM?

INDEPENDENT FINANCIAL GROUP, LLC reported approximately $5.5B in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $12.9B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source INDEPENDENT FINANCIAL GROUP, LLC's holdings?

All INDEPENDENT FINANCIAL GROUP, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 275484. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is INDEPENDENT FINANCIAL GROUP, LLC's 13F data updated on 13F Pro?

INDEPENDENT FINANCIAL GROUP, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

INDEPENDENT FINANCIAL GROUP, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 275484

Institutional-grade research for retail investors

Sector Allocation

Other53.2%$2.9B
Technology27.3%$1.5B
Financials6.4%$350.4M
Consumer Discretionary3.3%$180.9M
Healthcare2.2%$120.4M
Industrials2.0%$113.1M
Consumer Staples1.5%$81.7M
Real Estate1.3%$70.7M
Energy1.0%$54.5M
Materials0.8%$44.8M

AUM History

13fpro.ai/research/fund/independent-financial-group-llc-275484

Conviction and streaks

Stable · top 10 = 24.6%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$NVDAConviction hold7.2% weight · held 12 quarters

$AAPLConviction hold3.0% weight · held 12 quarters

$QQQConviction hold2.5% weight · held 12 quarters

$MUConviction hold2.2% weight · held 12 quarters

$AVGOConviction hold1.9% weight · held 12 quarters

$Accumulating+1495% shares · 11 quarters running

$Accumulating+274% shares · 9 quarters running

$Accumulating+901% shares · 8 quarters running

$WPCAccumulating+189% shares · 8 quarters running

$IVZAccumulating+76% shares · 8 quarters running

$Trimming-30% shares · 9 quarters running

$Trimming-68% shares · 9 quarters running

$GNLTrimming-40% shares · 8 quarters running

$ADSKTrimming-53% shares · 8 quarters running

$GBTCTrimming-62% shares · 7 quarters running

Largest positions — Q3 2026

NVDA
$396.7M
AAPL
$164.6M
QQQ
$139.4M
MU
$119.6M
AVGO
$104.9M
MSFT
$101.4M
AMZN
$97.8M
ISHARES
$95.4M
SPY
$82.0M
VANGUARD
$54.6M
GOOG
$53.4M
PGIM
$52.4M
SELECT
$50.8M
TSM
$44.9M
AMD
$42.6M
GOOGL
$42.0M
SPDR
$41.1M
VANECK
$38.4M
FIRST
$36.7M
META
$34.7M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/independent-financial-group-llc-275484

INDEPENDENT FINANCIAL GROUP, LLC 13F holdings — Q3 2026

$5.5B portfolio (+3.1% QoQ) · 1,579 holdings · Q3 2026 13F · top 10 are 25% of the stock portfolio

1
NVIDIA CORP
$NVDA
$396.7M
7.2% of stocks
+1%This quarter—Since Q-end—Held
AIQuality86.0#3Est. buy—
2
Apple Inc.
$AAPL
$164.6M
3.0% of stocks
+1.0%This quarter—Since Q-end—Held
AIQuality75.7#88Est. buy—
3
INVESCO QQQ TRUST, SERIES 1
$QQQ
$139.4M
2.5% of stocks
-3%This quarter—Since Q-end—Held
AIQuality—Est. buy—
4
MICRON TECHNOLOGY INC
$MU
$119.6M
2.2% of stocks
+1%This quarter—Since Q-end—Held
AIQuality89.7#1Est. buy—
5
Broadcom Inc.
$AVGO
$104.9M
1.9% of stocks
-6%This quarter—Since Q-end—Held
AIQuality84.5#7Est. buy—
6
MICROSOFT CORP
$MSFT
$101.4M
1.8% of stocks
+2%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
7
AMAZON COM INC
$AMZN
$97.8M
1.8% of stocks
-1%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
8
ISHARES TR - CORE S&P500 ETF
$95.4M
1.7% of stocks
+2%This quarter—Since Q-end—Held
AIQuality—Est. buy—
9
SPDR S&P 500 ETF TRUST
$SPY
$82.0M
1.5% of stocks
-0.2%This quarter—Since Q-end—Held
AIQuality—Est. buy—
10
VANGUARD INDEX FDS - MRNGSTR TTL STK
$54.6M
1.0% of stocks
+0.2%This quarter—Since Q-end—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since Q-end	Held	AI quality	Est. buy
1	NVIDIA CORP$NVDA	$396.7M	7.2%	+1%	—	—	86.0#3	—
2	Apple Inc.$AAPL	$164.6M	3.0%	+1.0%	—	—	75.7#88	—
3	INVESCO QQQ TRUST, SERIES 1$QQQ	$139.4M	2.5%	-3%	—	—	—	—
4	MICRON TECHNOLOGY INC$MU	$119.6M	2.2%	+1%	—	—	89.7#1	—
5	Broadcom Inc.$AVGO	$104.9M	1.9%	-6%	—	—	84.5#7	—
6	MICROSOFT CORP$MSFT	$101.4M	1.8%	+2%	—	—	AI quality score is Pro: unlock with a free trial	—
7	AMAZON COM INC$AMZN	$97.8M	1.8%	-1%	—	—	AI quality score is Pro: unlock with a free trial	—
8	ISHARES TR - CORE S&P500 ETF	$95.4M	1.7%	+2%	—	—	—	—
9	SPDR S&P 500 ETF TRUST$SPY	$82.0M	1.5%	-0.2%	—	—	—	—
10	VANGUARD INDEX FDS - MRNGSTR TTL STK	$54.6M	1.0%	+0.2%	—	—	—	—

All holdings — INDEPENDENT FINANCIAL GROUP, LLC (Q3 2026)

Sort

1,579 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.

#		Company						Held		Source
11	$GOOG	Alphabet Inc.	Technology	$53.4M	1.0%	157K	+3%	—	AI quality score is Pro: unlock with a free trial	13F
12	—	PGIM ETF TR - AAA CLO ETFetf/fund	—	$52.4M	0.9%	1.02M	+2%	—	—	13F
13	—	SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund	—	$50.8M	0.9%	260K	+0.0%	—	—	13F
14	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr	Technology	$44.9M	0.8%	98K	-0.4%	—	—	13F
15	$AMD	ADVANCED MICRO DEVICES INC	Technology	$42.6M	0.8%	70K	-10%	—	AI quality score is Pro: unlock with a free trial	13F
16	$GOOGL	Alphabet Inc.	Technology	$42.0M	0.8%	122K	+4%	—	AI quality score is Pro: unlock with a free trial	13F
17	—	SPDR SERIES TRUST - ST STR P500ETFetf/fund	—	$41.1M	0.8%	458K	+7%	—	—	13F
18	—	VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund	—	$38.4M	0.7%	63K	+1%	—	—	13F
19	—	FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETFetf/fund	—	$36.7M	0.7%	979K	+12%	—	—	13F
20	$META	Meta Platforms, Inc.	Technology	$34.7M	0.6%	48K	-8%	—	AI quality score is Pro: unlock with a free trial	13F
21	—	CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNITlp unit	—	$34.1M	0.6%	698K	+2%	—	—	13F
22	—	VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund	—	$32.0M	0.6%	46K	+5%	—	—	13F
23	$PLTR	Palantir Technologies Inc.	Technology	$31.8M	0.6%	170K	-10%	—	AI quality score is Pro: unlock with a free trial	13F
24	$GLD	SPDR GOLD TRUSTetf/fund	Financials	$31.8M	0.6%	83K	+14%	—	—	13F
25	—	ISHARES TR - MSCI US GARP ETFetf/fund	—	$31.4M	0.6%	368K	-2%	—	—	13F
26	—	NEOS ETF TRUST - NASDAQ 100 HIGH	—	$30.8M	0.6%	555K	+4%
27	—	TIDAL TRUST III - MRP SYNTHEQUITY	—	$30.8M	0.6%	1.04M	+70%
28	$TSLA	Tesla, Inc.	Consumer Discretionary	$30.7M	0.6%	86K	-5%
29	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$30.1M	0.6%	33K	-3%
30	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$28.5M	0.5%	364K	+2%
31	—	ISHARES TR - ISHARES SEMICDTR	—	$27.6M	0.5%	49K	-6%
32	—	SPDR SERIES TRUST - ST STR P500GRW	—	$25.9M	0.5%	211K	+6%
33	$CRWD	CrowdStrike Holdings, Inc.	Technology	$25.8M	0.5%	98K	+357%
34	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$25.7M	0.5%	716K	+33%
35	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$24.5M	0.4%	753K	+25%
36	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	—	$24.2M	0.4%	480K	+16%
37	—	PROSHARES TR - ULTRAPRO QQQ	—	$24.1M	0.4%	309K	+17%
38	—	PACER FDS TR - US CASH COWS 100	—	$22.4M	0.4%	335K	+3%
39	—	ISHARES TR - CORE S&P MCP ETF	—	$21.9M	0.4%	305K	+4%
40	—	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	—	$21.9M	0.4%	358K	+2%
41	—	ISHARES TR - 0-3 MTH TREASURY	—	$19.9M	0.4%	198K	+41%
42	$LLY	ELI LILLY & Co	Healthcare	$19.8M	0.4%	17K	+26%
43	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$19.7M	0.4%	40K	-0.0%
44	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$19.4M	0.3%	229K	+16%
45	—	BLACKROCK ETF TRUST - ISHARES US EQUIT	—	$19.3M	0.3%	279K	+6%
46	$WMT	Walmart Inc.	Consumer Staples	$19.3M	0.3%	185K	+17%
47	$SNDK	Sandisk Corp	Technology	$19.3M	0.3%	11K	-29%
48	—	ISHARES TR - CORE S&P TTL STK	—	$19.2M	0.3%	115K	+3%
49	$IVZ	Invesco Ltd.	Financials	$18.5M	0.3%	61K	+7%
50	$PANW	Palo Alto Networks Inc	Technology	$18.1M	0.3%	46K	-6%
51	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$17.9M	0.3%	198K	-2%
52	—	FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF	—	$17.7M	0.3%	171K	+7%
53	$MRVL	Marvell Technology, Inc.	Technology	$17.6M	0.3%	67K	+6%
54	—	VANGUARD WORLD FD - INF TECH ETF	—	$16.8M	0.3%	134K	+5%
55	—	FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF	—	$16.6M	0.3%	409K	-2%
56	—	VANGUARD INDEX FDS - MRNGSTR MD CP GR	—	$16.6M	0.3%	57K	+0.4%
57	—	FIRST TR EXCH TRD ALPHDX FD - DEV MRK EX US	—	$16.0M	0.3%	170K	+13%
58	—	DIREXION SHARES ETF TRUST - NASDAQ 100 EQ WT	—	$15.7M	0.3%	131K	-10%
59	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$15.6M	0.3%	223K	+9%
60	—	ISHARES TR - RUSSELL 2000 ETF	—	$15.6M	0.3%	56K	-19%
61	—	BLACKROCK ETF TRUST - ISHA IN CTRY ETF	—	$15.3M	0.3%	422K	+10%
62	$JPM	JPMORGAN CHASE & CO	Financials	$15.0M	0.3%	45K	+4%
63	$DELL	Dell Technologies Inc.	Technology	$14.9M	0.3%	28K	+16%
64	$CAT	CATERPILLAR INC	Industrials	$14.4M	0.3%	18K	-2%
65	$MSTR	Strategy Inc	Financials	$14.1M	0.3%	92K	+4%
66	—	VANGUARD WORLD FD - MRNGSTR MEGA CAP	—	$14.1M	0.3%	152K	+2%
67	$BPRE	Bluerock Private Real Estate Fund	Other	$14.1M	0.3%	1.12M	-11%
68	$BE	Bloom Energy Corp	Technology	$13.8M	0.3%	50K	+25%
69	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$13.7M	0.3%	91K	+169%
70	—	VANECK ETF TRUST - GOLD MINERS ETF	—	$13.5M	0.2%	153K	+1%
71	$ABBV	AbbVie Inc.	Healthcare	$13.2M	0.2%	50K	+5%
72	—	NEOS ETF TRUST - BOOSTED NASDAQ	—	$12.8M	0.2%	253K	+63%
73	$GEV	GE Vernova Inc.	Industrials	$12.8M	0.2%	13K	-6%
74	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$12.7M	0.2%	82K	+7%
75	—	ISHARES TR - ULTRA SHORT DUR	—	$12.6M	0.2%	249K	New
76	$XOM.R34088	EXXON MOBIL CORP	Energy	$12.5M	0.2%	77K	+1.0%
77	—	JANUS DETROIT STR TR - HENDRSON AAA CL	—	$12.5M	0.2%	248K	+9%
78	—	VANECK ETF TRUST - MRNGSTR WDE MOAT	—	$12.3M	0.2%	117K	-5%
79	—	ISHARES TR - US AER DEF ETF	—	$12.3M	0.2%	59K	+4%
80	$V	VISA INC.	Financials	$12.2M	0.2%	34K	+4%
81	—	T ROWE PRICE EXCHANGE-TRADED - US EQUI RESH ETF	—	$12.2M	0.2%	253K	+3%
82	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$12.2M	0.2%	198K	+12%
83	—	CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT	—	$12.2M	0.2%	256K	+2%
84	$IVZ	Invesco Ltd.	Financials	$12.1M	0.2%	58K	+5%
85	—	ISHARES INC - CORE MSCI EMKT	—	$12.0M	0.2%	148K	+4%
86	—	FIRST TR EXCHANGE-TRADED FD - VEST LADDERED	—	$11.9M	0.2%	572K	+36%
87	$SMA	SmartStop Self Storage REIT, Inc.	Real Estate	$11.7M	0.2%	363K	-3%
88	—	NEOS ETF TRUST - NEOS S&P 500 HI	—	$11.5M	0.2%	216K	+13%
89	—	PROSHARES TR - PSHS ULT S&P 500	—	$11.4M	0.2%	165K	-0.8%
90	$IVZ	Invesco Ltd.	Financials	$11.4M	0.2%	203K	-0.9%
91	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$11.1M	0.2%	66K	+49%
92	$AMAT	APPLIED MATERIALS INC /DE	Technology	$11.1M	0.2%	22K	-3%
93	—	SPDR SERIES TRUST - ST STR PR SP1500	—	$11.1M	0.2%	121K	+0.8%
94	—	ISHARES U S ETF TR - SHOR DURA BD ETF	—	$11.1M	0.2%	223K	+4%
95	$SLV	iShares Silver Trust	Financials	$10.8M	0.2%	197K	-6%
96	$JNJ	JOHNSON & JOHNSON	Healthcare	$10.7M	0.2%	40K	+5%
97	$INTC	INTEL CORP	Technology	$10.7M	0.2%	89K	-6%
98	$IVZ	Invesco Ltd.	Financials	$10.6M	0.2%	70K	+32%
99	$CRDO	Credo Technology Group Holding Ltd	Technology	$10.5M	0.2%	54K	+3%
100	—	PACER FDS TR - DEVELOPED MRKT	—	$10.3M	0.2%	245K	+4%
101	$IAU	ISHARES GOLD TRUST	Financials	$10.2M	0.2%	130K	+4%
102	—	SPDR SERIES TRUST - ST STR BLO 1 ETF	—	$10.0M	0.2%	109K	-5%
103	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$10.0M	0.2%	43K	+0.5%
104	—	SPDR SERIES TRUST - ST STR P500VAL	—	$10.0M	0.2%	164K	+6%
105	—	VANGUARD WHITEHALL FDS - INTL HIGH ETF	—	$10.0M	0.2%	98K	+3%
106	—	SSGA ACTIVE ETF TR - ST STR BL LN ETF	—	$9.9M	0.2%	246K	-9%
107	$IVZ	Invesco Ltd.	Financials	$9.9M	0.2%	162K	+48%
108	—	ISHARES TR - 20 YR TR BD ETF	—	$9.7M	0.2%	125K	+10%
109	$LRCX	LAM RESEARCH CORP	Technology	$9.6M	0.2%	29K	-13%
110	$ARCC	ARES CAPITAL CORP	Other	$9.5M	0.2%	499K	+8%
111	$GE	GENERAL ELECTRIC CO	Industrials	$9.5M	0.2%	30K	+3%
112	$STX	Seagate Technology Holdings plc	Technology	$9.4M	0.2%	10K	-5%
113	—	VANGUARD INDEX FDS - MRNGSTR VAL ETF	—	$9.4M	0.2%	43K	+3%
114	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$9.3M	0.2%	166K	-8%
115	—	FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT	—	$9.2M	0.2%	467K	+15%
116	$FCX	FREEPORT-MCMORAN INC	Materials	$9.2M	0.2%	132K	+5%
117	—	PIMCO ETF TR - ENHAN SHRT MA AC	—	$8.8M	0.2%	88K	+31%
118	$NFLX	NETFLIX INC	Communication Services	$8.8M	0.2%	126K	-1%
119	$CSCO	CISCO SYSTEMS, INC.	Technology	$8.8M	0.2%	82K	-17%
120	—	VANGUARD INDEX FDS - MRNGSTR SM CP GR	—	$8.8M	0.2%	26K	-6%
121	—	ISHARES TR - U.S. TECH ETF	—	$8.7M	0.2%	33K	-31%
122	—	ANGEL OAK FUNDS TRUST - OAK ULTRASHORT	—	$8.7M	0.2%	172K	-0.1%
123	—	CAPITOL SER TR - MRP SYNTH EQTY	—	$8.7M	0.2%	351K	New
124	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$8.5M	0.1%	51K	-4%
125	—	ISHARES TR - MSCI USA QLT FCT	—	$8.4M	0.1%	38K	+7%
126	—	FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING	—	$8.4M	0.1%	51K	+2%
127	$FSK	FS KKR Capital Corp	Other	$8.3M	0.1%	758K	-0.3%
128	—	ISHARES TR - CORE UNIVRSL USD	—	$8.2M	0.1%	186K	+4%
129	—	ISHARES TR - INTL DEV SML CP	—	$8.1M	0.1%	151K	-0.2%
130	$PDI	PIMCO Dynamic Income Fund	Other	$8.1M	0.1%	580K	-19%
131	—	CAPITAL GROUP INTERNATIONAL - SHS	—	$8.1M	0.1%	226K	+2%
132	—	BITMINE IMMERSION TECHS INC - COM NEW	—	$8.1M	0.1%	306K	+16%
133	—	INNOVATOR ETFS TRUST - DEFINED WLT SHLD	—	$8.1M	0.1%	231K	+12%
134	$HD	HOME DEPOT, INC.	Consumer Discretionary	$8.0M	0.1%	28K	-10%
135	—	ISHARES TR - CORE S&P SCP ETF	—	$8.0M	0.1%	59K	-0.2%
136	$LITE	Lumentum Holdings Inc.	Technology	$8.0M	0.1%	8,235	-12%
137	—	STATE STR SPDR DOW JONES IND - UT SER 1	—	$8.0M	0.1%	16K	-0.6%
138	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	—	$8.0M	0.1%	159K	+29%
139	$CVX	CHEVRON CORP	Energy	$7.9M	0.1%	39K	-0.7%
140	$MRK	Merck & Co., Inc.	Healthcare	$7.8M	0.1%	54K	+21%
141	—	PACER FDS TR - METAURUS CAP 400	—	$7.8M	0.1%	171K	+16%
142	—	GLOBAL X FDS - US INFR DEV ETF	—	$7.8M	0.1%	148K	+4%
143	$NET	Cloudflare, Inc.	Technology	$7.7M	0.1%	22K	+3%
144	—	VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F	—	$7.6M	0.1%	89K	+14%
145	—	INNOVATOR ETFS TRUST - US SMALL CAP MNG	—	$7.6M	0.1%	242K	+35%
146	$FTNT	Fortinet, Inc.	Technology	$7.6M	0.1%	42K	+5%
147	—	FIRST TR EXCHANGE TRADED FD - RBA INDL ETF	—	$7.6M	0.1%	73K	+3%
148	$NTRA	Natera, Inc.	Healthcare	$7.4M	0.1%	18K	+98%
149	—	ISHARES INC - MSCI STH KOR ETF	—	$7.3M	0.1%	40K	-20%
150	—	BLACKROCK ETF TRUST - ISHA I IN TE ETF	—	$7.3M	0.1%	155K	+9%

What changed in Q3 2026

Against the previous quarter's 13F: 144 new, 731 added to, 598 trimmed, 111 sold out. Share-count changes; largest moves by dollar size first.

New positions (144)

ISHARES TR - ULTRA SHORT DUR$12.6M
first bought this quarter
CAPITOL SER TR - MRP SYNTH EQTY$8.7M
first bought this quarter
$MRNAModerna, Inc.$1.8M
first bought this quarter
$LFSTLifeStance Health Group, Inc.$1.4M
first bought this quarter
$SIMOSilicon Motion Technology CORP$1.4M
first bought this quarter
INNOVATOR ETFS TRUST - EQUITY DUAL DIRT$1.3M
first bought this quarter

+138 more in the Excel export

Added to (731)

$CRWDCrowdStrike Holdings, Inc.+357%
now $25.8M
TIDAL TRUST III - MRP SYNTHEQUITY+70%
now $30.8M
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP+169%
now $13.7M
SCHWAB STRATEGIC TR - US LCAP GR ETF+33%
now $25.7M
ISHARES TR - 0-3 MTH TREASURY+41%
now $19.9M
$NVDANVIDIA CORP+1%
now $396.7M

+725 more in the Excel export

Trimmed (598)

$SNDKSandisk Corp-29%
now $19.3M
$AVGOBroadcom Inc.-6%
now $104.9M
ISHARES TR - U.S. BAS MTL ETF-80%
now $1.2M
$AMDADVANCED MICRO DEVICES INC-10%
now $42.6M
$QQQINVESCO QQQ TRUST, SERIES 1-3%
now $139.4M
ISHARES TR - U.S. TECH ETF-31%
now $8.7M

+592 more in the Excel export

Sold out (111)

DIREXION SHARES ETF TRUST - DLY MU BULL 2Xwas $3.1M
$VSHVISHAY INTERTECHNOLOGY INCwas $1.4M
held 1 qtr
$TDCTERADATA CORP /DE/was $1.3M
held 1 qtr
$WYWEYERHAEUSER COwas $1.2M
GLOBAL X FDS - LITHIUM BTRY ETFwas $1.1M
ETF OPPORTUNITIES TRUST - T RE 2X SNDK ETFwas $1.1M

+105 more in the Excel export

Firm AUM (Form ADV): $12.9B as of 2025-12-31 · SEC IAPD

Holdings by quarter

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Portfolio Overview

INDEPENDENT FINANCIAL GROUP, LLC disclosed 1,579 positions worth $5.5B in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 7.2% of the equity portfolio, followed by $AAPL and $QQQ. During the quarter the fund opened 144 new positions and exited 111. The portfolio is most concentrated in Other (53.2% of disclosed assets). All figures are sourced directly from INDEPENDENT FINANCIAL GROUP, LLC’s Form 13F-HR filing with the SEC under CIK 275484.

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AI-Powered Hedge Fund Analysis: INDEPENDENT FINANCIAL GROUP, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For INDEPENDENT FINANCIAL GROUP, LLC (SEC CIK: 275484), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

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