Filed: 5/15/2026ACC: 0000275484-26-000004
📋 What this filing means
INDEPENDENT FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 1356 equity positions with a total reported market value of $4.17B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1356
Positions
$4.17B
Total AUM (reported)
63.56M
Total Shares
Allocation by class
COM$1.43B34.2%
CL A$142.09M3.4%
UNIT SER 1$105.69M2.5%
AAA CLO ETF$78.54M1.9%
COM CL A$73.68M1.8%
TR UNIT$70.42M1.7%
SHS$67.06M1.6%
Portfolio Concentration
Top 3$544.68M13.1%
4–10$546.11M13.1%
11–25$454.10M10.9%
Rest$2.62B62.9%
Top 3 weight
13.1%
Top 10 weight
26.2%
Voting Authority Distribution
Total shares with voting rights: 63.56M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
63.56M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1356
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1356
Rows:
NVIDIA CORPORATION
SOLEShares1.69M
TypeSH
Market value$314.57M
7.55%
Sole
0.00
Shared
0.00
None
1.69M
APPLE INC
SOLEShares478.68K
TypeSH
Market value$121.89M
2.93%
Sole
0.00
Shared
0.00
None
478.68K
BROADCOM INC
SOLEShares328.05K
TypeSH
Market value$108.23M
2.60%
Sole
0.00
Shared
0.00
None
328.05K
INVESCO QQQ TR
SOLEShares176.03K
TypeSH
Market value$105.69M
2.54%
Sole
0.00
Shared
0.00
None
176.03K
MICROSOFT CORP
SOLEShares170.47K
TypeSH
Market value$88.30M
2.12%
Sole
0.00
Shared
0.00
None
170.47K
PGIM ETF TR
SOLEShares1.52M
TypeSH
Market value$78.54M
1.89%
Sole
0.00
Shared
0.00
None
1.52M
AMAZON COM INC
SOLEShares356K
TypeSH
Market value$78.17M
1.88%
Sole
0.00
Shared
0.00
None
356K
SPDR S&P 500 ETF TR
SOLEShares105.72K
TypeSH
Market value$70.42M
1.69%
Sole
0.00
Shared
0.00
None
105.72K
PALANTIR TECHNOLOGIES INC
SOLEShares348.65K
TypeSH
Market value$63.60M
1.53%
Sole
0.00
Shared
0.00
None
348.65K
ISHARES TR
SOLEShares91.73K
TypeSH
Market value$61.39M
1.47%
Sole
0.00
Shared
0.00
None
91.73K
VANGUARD INDEX FDS
SOLEShares139.69K
TypeSH
Market value$45.84M
1.10%
Sole
0.00
Shared
0.00
None
139.69K
META PLATFORMS INC
SOLEShares53.10K
TypeSH
Market value$38.99M
0.94%
Sole
0.00
Shared
0.00
None
53.10K
TESLA INC
SOLEShares83.11K
TypeSH
Market value$36.96M
0.89%
Sole
0.00
Shared
0.00
None
83.11K
ALPHABET INC
SOLEShares141.45K
TypeSH
Market value$34.45M
0.83%
Sole
0.00
Shared
0.00
None
141.45K
SPDR SERIES TRUST
SOLEShares426.13K
TypeSH
Market value$33.38M
0.80%
Sole
0.00
Shared
0.00
None
426.13K
COSTCO WHSL CORP NEW
SOLEShares34.21K
TypeSH
Market value$31.66M
0.76%
Sole
0.00
Shared
0.00
None
34.21K
SELECT SECTOR SPDR TR
SOLEShares107.63K
TypeSH
Market value$30.34M
0.73%
Sole
0.00
Shared
0.00
None
107.63K
FIRST TR EXCHANGE TRADED FD
SOLEShares442.26K
TypeSH
Market value$29.75M
0.71%
Sole
0.00
Shared
0.00
None
442.26K
SPDR GOLD TR
SOLEShares82.39K
TypeSH
Market value$29.29M
0.70%
Sole
0.00
Shared
0.00
None
82.39K
ALPHABET INC
SOLEShares110.16K
TypeSH
Market value$26.78M
0.64%
Sole
0.00
Shared
0.00
None
110.16K
ISHARES TR
SOLEShares373.42K
TypeSH
Market value$24.51M
0.59%
Sole
0.00
Shared
0.00
None
373.42K
NETFLIX INC
SOLEShares19.49K
TypeSH
Market value$23.37M
0.56%
Sole
0.00
Shared
0.00
None
19.49K
PACER FDS TR
SOLEShares403.09K
TypeSH
Market value$23.17M
0.56%
Sole
0.00
Shared
0.00
None
403.09K
FIRST TR EXCHNG TRADED FD VI
SOLEShares682.75K
TypeSH
Market value$22.82M
0.55%
Sole
0.00
Shared
0.00
None
682.75K
APPLOVIN CORP
SOLEShares31.74K
TypeSH
Market value$22.81M
0.55%
Sole
0.00
Shared
0.00
None
31.74K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.69M | SH | $314.57M 7.55% | 0.00 | 0.00 | 1.69M |
APPLE INCSOLE | COM | 478.68K | SH | $121.89M 2.93% | 0.00 | 0.00 | 478.68K |
BROADCOM INCSOLE | COM | 328.05K | SH | $108.23M 2.60% | 0.00 | 0.00 | 328.05K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 176.03K | SH | $105.69M 2.54% | 0.00 | 0.00 | 176.03K |
MICROSOFT CORPSOLE | COM | 170.47K | SH | $88.30M 2.12% | 0.00 | 0.00 | 170.47K |
PGIM ETF TRSOLE | AAA CLO ETF | 1.52M | SH | $78.54M 1.89% | 0.00 | 0.00 | 1.52M |
AMAZON COM INCSOLE | COM | 356K | SH | $78.17M 1.88% | 0.00 | 0.00 | 356K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 105.72K | SH | $70.42M 1.69% | 0.00 | 0.00 | 105.72K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 348.65K | SH | $63.60M 1.53% | 0.00 | 0.00 | 348.65K |
ISHARES TRSOLE | CORE S&P500 ETF | 91.73K | SH | $61.39M 1.47% | 0.00 | 0.00 | 91.73K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 139.69K | SH | $45.84M 1.10% | 0.00 | 0.00 | 139.69K |
META PLATFORMS INCSOLE | CL A | 53.10K | SH | $38.99M 0.94% | 0.00 | 0.00 | 53.10K |
TESLA INCSOLE | COM | 83.11K | SH | $36.96M 0.89% | 0.00 | 0.00 | 83.11K |
ALPHABET INCSOLE | CAP STK CL C | 141.45K | SH | $34.45M 0.83% | 0.00 | 0.00 | 141.45K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 426.13K | SH | $33.38M 0.80% | 0.00 | 0.00 | 426.13K |
COSTCO WHSL CORP NEWSOLE | COM | 34.21K | SH | $31.66M 0.76% | 0.00 | 0.00 | 34.21K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 107.63K | SH | $30.34M 0.73% | 0.00 | 0.00 | 107.63K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 442.26K | SH | $29.75M 0.71% | 0.00 | 0.00 | 442.26K |
SPDR GOLD TRSOLE | GOLD SHS | 82.39K | SH | $29.29M 0.70% | 0.00 | 0.00 | 82.39K |
ALPHABET INCSOLE | CAP STK CL A | 110.16K | SH | $26.78M 0.64% | 0.00 | 0.00 | 110.16K |
ISHARES TRSOLE | MSCI USA QUALITY | 373.42K | SH | $24.51M 0.59% | 0.00 | 0.00 | 373.42K |
NETFLIX INCSOLE | COM | 19.49K | SH | $23.37M 0.56% | 0.00 | 0.00 | 19.49K |
PACER FDS TRSOLE | US CASH COWS 100 | 403.09K | SH | $23.17M 0.56% | 0.00 | 0.00 | 403.09K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 682.75K | SH | $22.82M 0.55% | 0.00 | 0.00 | 682.75K |
APPLOVIN CORPSOLE | COM CL A | 31.74K | SH | $22.81M 0.55% | 0.00 | 0.00 | 31.74K |
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