Filed: 5/19/2026ACC: 0000275484-26-000007
📋 What this filing means
INDEPENDENT FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 1174 equity positions with a total reported market value of $2.91B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1174
Positions
$2.91B
Total AUM (reported)
54.09M
Total Shares
Allocation by class
COM$1.09B37.3%
UNIT SER 1$75.91M2.6%
CL A$73.46M2.5%
SHS$53.41M1.8%
TR UNIT$52.32M1.8%
CORE S&P500 ETF$44.61M1.5%
TOTAL STK MKT$36.65M1.3%
Portfolio Concentration
Top 3$357.79M12.3%
4–10$352.98M12.1%
11–25$328.91M11.3%
Rest$1.87B64.3%
Top 3 weight
12.3%
Top 10 weight
24.4%
Voting Authority Distribution
Total shares with voting rights: 54.09M
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
54.09M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1174
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1174
Rows:
NVIDIA CORPORATION
SOLEShares1.63M
TypeSH
Market value$176.74M
6.08%
Sole
0.00
Shared
0.00
None
1.63M
APPLE INC
SOLEShares473.33K
TypeSH
Market value$105.14M
3.61%
Sole
0.00
Shared
0.00
None
473.33K
INVESCO QQQ TR
SOLEShares161.89K
TypeSH
Market value$75.91M
2.61%
Sole
0.00
Shared
0.00
None
161.89K
AMAZON COM INC
SOLEShares327.65K
TypeSH
Market value$62.34M
2.14%
Sole
0.00
Shared
0.00
None
327.65K
BROADCOM INC
SOLEShares367.84K
TypeSH
Market value$61.59M
2.12%
Sole
0.00
Shared
0.00
None
367.84K
MICROSOFT CORP
SOLEShares158.84K
TypeSH
Market value$59.63M
2.05%
Sole
0.00
Shared
0.00
None
158.84K
SPDR S&P 500 ETF TR
SOLEShares92.78K
TypeSH
Market value$51.90M
1.78%
Sole
0.00
Shared
0.00
None
92.78K
ISHARES TR
SOLEShares79.39K
TypeSH
Market value$44.61M
1.53%
Sole
0.00
Shared
0.00
None
79.39K
VANGUARD INDEX FDS
SOLEShares133.34K
TypeSH
Market value$36.65M
1.26%
Sole
0.00
Shared
0.00
None
133.34K
FS KKR CAP CORP
SOLEShares1.73M
TypeSH
Market value$36.27M
1.25%
Sole
0.00
Shared
0.00
None
1.73M
COSTCO WHSL CORP NEW
SOLEShares34.18K
TypeSH
Market value$32.33M
1.11%
Sole
0.00
Shared
0.00
None
34.18K
FIRST TR EXCHANGE TRADED FD
SOLEShares459.42K
TypeSH
Market value$26.89M
0.92%
Sole
0.00
Shared
0.00
None
459.42K
PACER FDS TR
SOLEShares490.76K
TypeSH
Market value$26.87M
0.92%
Sole
0.00
Shared
0.00
None
490.76K
META PLATFORMS INC
SOLEShares42.79K
TypeSH
Market value$24.66M
0.85%
Sole
0.00
Shared
0.00
None
42.79K
PIMCO DYNAMIC INCOME FD
SOLEShares1.16M
TypeSH
Market value$22.94M
0.79%
Sole
0.00
Shared
0.00
None
1.16M
SPDR GOLD TR
SOLEShares74.76K
TypeSH
Market value$21.54M
0.74%
Sole
0.00
Shared
0.00
None
74.76K
SPDR SER TR
SOLEShares317.52K
TypeSH
Market value$20.88M
0.72%
Sole
0.00
Shared
0.00
None
317.52K
TESLA INC
SOLEShares78.27K
TypeSH
Market value$20.28M
0.70%
Sole
0.00
Shared
0.00
None
78.27K
SELECT SECTOR SPDR TR
SOLEShares96.37K
TypeSH
Market value$19.90M
0.68%
Sole
0.00
Shared
0.00
None
96.37K
PALANTIR TECHNOLOGIES INC
SOLEShares231.36K
TypeSH
Market value$19.53M
0.67%
Sole
0.00
Shared
0.00
None
231.36K
ALPHABET INC
SOLEShares124.68K
TypeSH
Market value$19.48M
0.67%
Sole
0.00
Shared
0.00
None
124.68K
ISHARES TR
SOLEShares369.55K
TypeSH
Market value$18.85M
0.65%
Sole
0.00
Shared
0.00
None
369.55K
FIRST TR EXCHANGE-TRADED FD
SOLEShares556.89K
TypeSH
Market value$18.66M
0.64%
Sole
0.00
Shared
0.00
None
556.89K
DIREXION SHS ETF TR
SOLEShares212.54K
TypeSH
Market value$18.53M
0.64%
Sole
0.00
Shared
0.00
None
212.54K
BERKSHIRE HATHAWAY INC DEL
SOLEShares32.97K
TypeSH
Market value$17.56M
0.60%
Sole
0.00
Shared
0.00
None
32.97K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.63M | SH | $176.74M 6.08% | 0.00 | 0.00 | 1.63M |
APPLE INCSOLE | COM | 473.33K | SH | $105.14M 3.61% | 0.00 | 0.00 | 473.33K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 161.89K | SH | $75.91M 2.61% | 0.00 | 0.00 | 161.89K |
AMAZON COM INCSOLE | COM | 327.65K | SH | $62.34M 2.14% | 0.00 | 0.00 | 327.65K |
BROADCOM INCSOLE | COM | 367.84K | SH | $61.59M 2.12% | 0.00 | 0.00 | 367.84K |
MICROSOFT CORPSOLE | COM | 158.84K | SH | $59.63M 2.05% | 0.00 | 0.00 | 158.84K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 92.78K | SH | $51.90M 1.78% | 0.00 | 0.00 | 92.78K |
ISHARES TRSOLE | CORE S&P500 ETF | 79.39K | SH | $44.61M 1.53% | 0.00 | 0.00 | 79.39K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 133.34K | SH | $36.65M 1.26% | 0.00 | 0.00 | 133.34K |
FS KKR CAP CORPSOLE | COM | 1.73M | SH | $36.27M 1.25% | 0.00 | 0.00 | 1.73M |
COSTCO WHSL CORP NEWSOLE | COM | 34.18K | SH | $32.33M 1.11% | 0.00 | 0.00 | 34.18K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 459.42K | SH | $26.89M 0.92% | 0.00 | 0.00 | 459.42K |
PACER FDS TRSOLE | US CASH COWS 100 | 490.76K | SH | $26.87M 0.92% | 0.00 | 0.00 | 490.76K |
META PLATFORMS INCSOLE | CL A | 42.79K | SH | $24.66M 0.85% | 0.00 | 0.00 | 42.79K |
PIMCO DYNAMIC INCOME FDSOLE | SHS | 1.16M | SH | $22.94M 0.79% | 0.00 | 0.00 | 1.16M |
SPDR GOLD TRSOLE | GOLD SHS | 74.76K | SH | $21.54M 0.74% | 0.00 | 0.00 | 74.76K |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 317.52K | SH | $20.88M 0.72% | 0.00 | 0.00 | 317.52K |
TESLA INCSOLE | COM | 78.27K | SH | $20.28M 0.70% | 0.00 | 0.00 | 78.27K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 96.37K | SH | $19.90M 0.68% | 0.00 | 0.00 | 96.37K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 231.36K | SH | $19.53M 0.67% | 0.00 | 0.00 | 231.36K |
ALPHABET INCSOLE | CAP STK CL C | 124.68K | SH | $19.48M 0.67% | 0.00 | 0.00 | 124.68K |
ISHARES TRSOLE | MSCI USA QUALITY | 369.55K | SH | $18.85M 0.65% | 0.00 | 0.00 | 369.55K |
FIRST TR EXCHANGE-TRADED FDSOLE | SMID RISNG ETF | 556.89K | SH | $18.66M 0.64% | 0.00 | 0.00 | 556.89K |
DIREXION SHS ETF TRSOLE | NAS100 EQL WGT | 212.54K | SH | $18.53M 0.64% | 0.00 | 0.00 | 212.54K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 32.97K | SH | $17.56M 0.60% | 0.00 | 0.00 | 32.97K |
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