INDEPENDENT FINANCIAL GROUP, LLC

Filed: 5/15/2026ACC: 0000275484-26-000005

📋 What this filing means

INDEPENDENT FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 1286 equity positions with a total reported market value of $3.63B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1286

Positions

$3.63B

Total AUM (reported)

60.44M

Total Shares

Allocation by class

COM$1.29B35.4%

CL A$126.72M3.5%

UNIT SER 1$95.49M2.6%

AAA CLO ETF$67.12M1.8%

TR UNIT$64.10M1.8%

SHS$60.58M1.7%

CORE S&P500 ETF$53.38M1.5%

Portfolio Concentration

Top 3$454.74M12.5%

4–10$486.69M13.4%

11–25$412.40M11.4%

Rest$2.28B62.7%

Top 3 weight

12.5%

Top 10 weight

25.9%

Voting Authority Distribution

Total shares with voting rights: 60.44M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

60.44M

% of voting shares100.0%

Investment Discretion (by position count)

Sole1286

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings1286

Rows:

NVIDIA CORPORATION

SOLE

COM

Shares1.66M

TypeSH

Market value$262.25M

7.23%

Sole

0.00

Shared

0.00

None

1.66M

APPLE INC

SOLE

COM

Shares472.77K

TypeSH

Market value$97.00M

2.67%

Sole

0.00

Shared

0.00

None

472.77K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares173.10K

TypeSH

Market value$95.49M

2.63%

Sole

0.00

Shared

0.00

None

173.10K

BROADCOM INC

SOLE

COM

Shares341.60K

TypeSH

Market value$94.16M

2.59%

Sole

0.00

Shared

0.00

None

341.60K

MICROSOFT CORP

SOLE

COM

Shares167.28K

TypeSH

Market value$83.21M

2.29%

Sole

0.00

Shared

0.00

None

167.28K

AMAZON COM INC

SOLE

COM

Shares351.50K

TypeSH

Market value$77.12M

2.12%

Sole

0.00

Shared

0.00

None

351.50K

PGIM ETF TR

SOLE

AAA CLO ETF

Shares1.30M

TypeSH

Market value$67.12M

1.85%

Sole

0.00

Shared

0.00

None

1.30M

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares102.97K

TypeSH

Market value$63.62M

1.75%

Sole

0.00

Shared

0.00

None

102.97K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares85.97K

TypeSH

Market value$53.38M

1.47%

Sole

0.00

Shared

0.00

None

85.97K

PALANTIR TECHNOLOGIES INC

SOLE

CL A

Shares352.77K

TypeSH

Market value$48.09M

1.33%

Sole

0.00

Shared

0.00

None

352.77K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares143.70K

TypeSH

Market value$43.67M

1.20%

Sole

0.00

Shared

0.00

None

143.70K

META PLATFORMS INC

SOLE

CL A

Shares46.33K

TypeSH

Market value$34.19M

0.94%

Sole

0.00

Shared

0.00

None

46.33K

COSTCO WHSL CORP NEW

SOLE

COM

Shares33.88K

TypeSH

Market value$33.54M

0.92%

Sole

0.00

Shared

0.00

None

33.88K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares506.49K

TypeSH

Market value$31.78M

0.88%

Sole

0.00

Shared

0.00

None

506.49K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares380.32K

TypeSH

Market value$27.65M

0.76%

Sole

0.00

Shared

0.00

None

380.32K

NETFLIX INC

SOLE

COM

Shares20.40K

TypeSH

Market value$27.31M

0.75%

Sole

0.00

Shared

0.00

None

20.40K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares102.28K

TypeSH

Market value$25.90M

0.71%

Sole

0.00

Shared

0.00

None

102.28K

TESLA INC

SOLE

COM

Shares80.76K

TypeSH

Market value$25.66M

0.71%

Sole

0.00

Shared

0.00

None

80.76K

TIDAL TR II

SOLE

YIELDMAX MSTR OP

Shares1.16M

TypeSH

Market value$25.64M

0.71%

Sole

0.00

Shared

0.00

None

1.16M

PACER FDS TR

SOLE

US CASH COWS 100

Shares440.90K

TypeSH

Market value$24.29M

0.67%

Sole

0.00

Shared

0.00

None

440.90K

FS KKR CAP CORP

SOLE

COM

Shares1.16M

TypeSH

Market value$24.06M

0.66%

Sole

0.00

Shared

0.00

None

1.16M

ALPHABET INC

SOLE

CAP STK CL C

Shares133.16K

TypeSH

Market value$23.62M

0.65%

Sole

0.00

Shared

0.00

None

133.16K

SPDR GOLD TR

SOLE

GOLD SHS

Shares73.88K

TypeSH

Market value$22.52M

0.62%

Sole

0.00

Shared

0.00

None

73.88K

ISHARES TR

SOLE

MSCI USA QUALITY

Shares371.68K

TypeSH

Market value$22.44M

0.62%

Sole

0.00

Shared

0.00

None

371.68K

DIREXION SHS ETF TR

SOLE

NAS100 EQL WGT

Shares204.64K

TypeSH

Market value$20.12M

0.55%

Sole

0.00

Shared

0.00

None

204.64K

Issuer	Class	Shares	Type	Value / Portfolio %	None
NVIDIA CORPORATIONSOLE	COM	1.66M	SH	$262.25M 7.23%	1.66M
APPLE INCSOLE	COM	472.77K	SH	$97.00M 2.67%	472.77K
INVESCO QQQ TRSOLE	UNIT SER 1	173.10K	SH	$95.49M 2.63%	173.10K
BROADCOM INCSOLE	COM	341.60K	SH	$94.16M 2.59%	341.60K
MICROSOFT CORPSOLE	COM	167.28K	SH	$83.21M 2.29%	167.28K
AMAZON COM INCSOLE	COM	351.50K	SH	$77.12M 2.12%	351.50K
PGIM ETF TRSOLE	AAA CLO ETF	1.30M	SH	$67.12M 1.85%	1.30M
SPDR S&P 500 ETF TRSOLE	TR UNIT	102.97K	SH	$63.62M 1.75%	102.97K
ISHARES TRSOLE	CORE S&P500 ETF	85.97K	SH	$53.38M 1.47%	85.97K
PALANTIR TECHNOLOGIES INCSOLE	CL A	352.77K	SH	$48.09M 1.33%	352.77K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	143.70K	SH	$43.67M 1.20%	143.70K
META PLATFORMS INCSOLE	CL A	46.33K	SH	$34.19M 0.94%	46.33K
COSTCO WHSL CORP NEWSOLE	COM	33.88K	SH	$33.54M 0.92%	33.88K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	506.49K	SH	$31.78M 0.88%	506.49K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	380.32K	SH	$27.65M 0.76%	380.32K
NETFLIX INCSOLE	COM	20.40K	SH	$27.31M 0.75%	20.40K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	102.28K	SH	$25.90M 0.71%	102.28K
TESLA INCSOLE	COM	80.76K	SH	$25.66M 0.71%	80.76K
TIDAL TR IISOLE	YIELDMAX MSTR OP	1.16M	SH	$25.64M 0.71%	1.16M
PACER FDS TRSOLE	US CASH COWS 100	440.90K	SH	$24.29M 0.67%	440.90K
FS KKR CAP CORPSOLE	COM	1.16M	SH	$24.06M 0.66%	1.16M
ALPHABET INCSOLE	CAP STK CL C	133.16K	SH	$23.62M 0.65%	133.16K
SPDR GOLD TRSOLE	GOLD SHS	73.88K	SH	$22.52M 0.62%	73.88K
ISHARES TRSOLE	MSCI USA QUALITY	371.68K	SH	$22.44M 0.62%	371.68K
DIREXION SHS ETF TRSOLE	NAS100 EQL WGT	204.64K	SH	$20.12M 0.55%	204.64K

Page 1 of 52

…