INDEPENDENT FINANCIAL GROUP, LLC
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.
Largest positions — Q3 2026
NVDA
$396.7MAAPL
$164.6MQQQ
$139.4MMU
$119.6MAVGO
$104.9MMSFT
$101.4MAMZN
$97.8M- ISHARES$95.4M
SPY
$82.0M- VANGUARD$54.6M
GOOG
$53.4M- PGIM$52.4M
- SELECT$50.8M
TSM
$44.9MAMD
$42.6MGOOGL
$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
$396.7M
7.2% of stocks
+1%This quarter-5.5%Since filed27+ qtrsHeld$164.6M
3.0% of stocks
+1.0%This quarter+0.8%Since filed27+ qtrsHeld$139.4M
2.5% of stocks
-3%This quarter-4.2%Since filed27+ qtrsHeld$119.6M
2.2% of stocks
+1%This quarter-5.2%Since filed27+ qtrsHeld$104.9M
1.9% of stocks
-6%This quarter-7.9%Since filed27+ qtrsHeld$101.4M
1.8% of stocks
+2%This quarter-2.0%Since filed27+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$97.8M
1.8% of stocks
-1%This quarter-3.7%Since filed27+ qtrsHeld- 8
ISHARES TR - CORE S&P500 ETF
$95.4M
1.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $82.0M
1.5% of stocks
-0.2%This quarter-1.6%Since filed27+ qtrsHeld- 10
VANGUARD INDEX FDS - MRNGSTR TTL STK
$54.6M
1.0% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — INDEPENDENT FINANCIAL GROUP, LLC (Q3 2026)
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 | Alphabet Inc. | Technology | $53.4M | 1.0% | 157K | +3% | 27+ qtrsAdded 2 qtrs in a row | 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 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $44.9M | 0.8% | 98K | -0.4% | 27+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | ADVANCED MICRO DEVICES INC | Technology | $42.6M | 0.8% | 70K | -10% | 27+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Alphabet Inc. | Technology | $42.0M | 0.8% | 122K | +4% | 27+ qtrsAdded 2 qtrs in a row | 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 Platforms, Inc. | Technology | $34.7M | 0.6% | 48K | -8% | 27+ qtrs | 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 | Palantir Technologies Inc. | Technology | $31.8M | 0.6% | 170K | -10% | 24 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | SPDR GOLD TRUSTetf/fund | Financials | $31.8M | 0.6% | 83K | +14% | 27+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 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 · held 25 qtrs, 2 adds in a row
- TIDAL TRUST III - MRP SYNTHEQUITY+70%
now $30.8M
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP+169%now $13.7M · held 2 qtrs, 2 adds in a row
- SCHWAB STRATEGIC TR - US LCAP GR ETF+33%
now $25.7M
- ISHARES TR - 0-3 MTH TREASURY+41%
now $19.9M
now $396.7M · held 27+ qtrs, 2 adds in a row
+725 more in the Excel export
Trimmed (598)
$SNDKSandisk Corp-29%
now $19.3M · held 5 qtrs
now $104.9M · held 27+ qtrs
- ISHARES TR - U.S. BAS MTL ETF-80%
now $1.2M
now $42.6M · held 27+ qtrs
now $139.4M · held 27+ qtrs
- 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
Holdings by quarter
Every 13F INDEPENDENT FINANCIAL GROUP, LLC has filed, 26 earlier quarters. Pick one to see what it held then.
Is it too late to follow INDEPENDENT FINANCIAL GROUP?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of INDEPENDENT FINANCIAL GROUP's top 20 holdings: 80/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-4.0%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 21% over the last 4
Top 10 weight
25%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2020 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
Every holding in INDEPENDENT FINANCIAL GROUP, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.