Filed: 6/12/2026ACC: 0000275484-26-000008
📋 What this filing means
INDEPENDENT FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 778 equity positions with a total reported market value of $1.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
778
Positions
$1.23B
Total AUM (reported)
21.62M
Total Shares
Allocation by class
COM$552.88M44.9%
RISNG DIVD ACHIV$40.69M3.3%
NASDQ CLN EDGE$33.47M2.7%
UNIT SER 1$26.95M2.2%
CL A$25.78M2.1%
TR UNIT$19.57M1.6%
TOTAL STK MKT$19.49M1.6%
Portfolio Concentration
Top 3$146.09M11.9%
4–10$195.15M15.9%
11–25$138.06M11.2%
Rest$750.90M61.0%
Top 3 weight
11.9%
Top 10 weight
27.7%
Voting Authority Distribution
Total shares with voting rights: 21.62M
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
21.62M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole778
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings778
Rows:
APPLE INC
SOLEShares331.52K
TypeSH
Market value$57.89M
4.71%
Sole
0.00
Shared
0.00
None
331.52K
NVIDIA CORPORATION
SOLEShares174.12K
TypeSH
Market value$47.51M
3.86%
Sole
0.00
Shared
0.00
None
174.12K
FIRST TR EXCHANGE-TRADED FD
SOLEShares830.36K
TypeSH
Market value$40.69M
3.31%
Sole
0.00
Shared
0.00
None
830.36K
AMAZON COM INC
SOLEShares11.06K
TypeSH
Market value$36.05M
2.93%
Sole
0.00
Shared
0.00
None
11.06K
FIRST TR EXCHANGE TRADED FD
SOLEShares355.83K
TypeSH
Market value$33.47M
2.72%
Sole
0.00
Shared
0.00
None
355.83K
MICROSOFT CORP
SOLEShares104.78K
TypeSH
Market value$32.31M
2.63%
Sole
0.00
Shared
0.00
None
104.78K
TESLA INC
SOLEShares25.46K
TypeSH
Market value$27.44M
2.23%
Sole
0.00
Shared
0.00
None
25.46K
INVESCO QQQ TR
SOLEShares74.34K
TypeSH
Market value$26.95M
2.19%
Sole
0.00
Shared
0.00
None
74.34K
VANGUARD INDEX FDS
SOLEShares85.60K
TypeSH
Market value$19.49M
1.58%
Sole
0.00
Shared
0.00
None
85.60K
SPDR S&P 500 ETF TR
SOLEShares43.05K
TypeSH
Market value$19.45M
1.58%
Sole
0.00
Shared
0.00
None
43.05K
BLACKSTONE INC
SOLEShares142.86K
TypeSH
Market value$18.13M
1.47%
Sole
0.00
Shared
0.00
None
142.86K
ALPHABET INC
SOLEShares4.29K
TypeSH
Market value$12.00M
0.98%
Sole
0.00
Shared
0.00
None
4.29K
ISHARES TR
SOLEShares91.15K
TypeSH
Market value$11.35M
0.92%
Sole
0.00
Shared
0.00
None
91.15K
BROADCOM INC
SOLEShares16.34K
TypeSH
Market value$10.29M
0.84%
Sole
0.00
Shared
0.00
None
16.34K
ISHARES TR
SOLEShares22.55K
TypeSH
Market value$10.23M
0.83%
Sole
0.00
Shared
0.00
None
22.55K
ISHARES TR
SOLEShares35.79K
TypeSH
Market value$9.60M
0.78%
Sole
0.00
Shared
0.00
None
35.79K
COSTCO WHSL CORP NEW
SOLEShares14.49K
TypeSH
Market value$8.35M
0.68%
Sole
0.00
Shared
0.00
None
14.49K
SPDR GOLD TR
SOLEShares45.64K
TypeSH
Market value$8.25M
0.67%
Sole
0.00
Shared
0.00
None
45.64K
SCHWAB STRATEGIC TR
SOLEShares101.45K
TypeSH
Market value$8.00M
0.65%
Sole
0.00
Shared
0.00
None
101.45K
VANGUARD WORLD FDS
SOLEShares67.27K
TypeSH
Market value$7.20M
0.59%
Sole
0.00
Shared
0.00
None
67.27K
ISHARES GOLD TR
SOLEShares192.90K
TypeSH
Market value$7.10M
0.58%
Sole
0.00
Shared
0.00
None
192.90K
QUALCOMM INC
SOLEShares45.46K
TypeSH
Market value$6.95M
0.56%
Sole
0.00
Shared
0.00
None
45.46K
VISA INC
SOLEShares30.99K
TypeSH
Market value$6.87M
0.56%
Sole
0.00
Shared
0.00
None
30.99K
ALPHABET INC
SOLEShares2.47K
TypeSH
Market value$6.87M
0.56%
Sole
0.00
Shared
0.00
None
2.47K
SPROTT PHYSICAL GOLD TR
SOLEShares446.29K
TypeSH
Market value$6.86M
0.56%
Sole
0.00
Shared
0.00
None
446.29K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 331.52K | SH | $57.89M 4.71% | 0.00 | 0.00 | 331.52K |
NVIDIA CORPORATIONSOLE | COM | 174.12K | SH | $47.51M 3.86% | 0.00 | 0.00 | 174.12K |
FIRST TR EXCHANGE-TRADED FDSOLE | RISNG DIVD ACHIV | 830.36K | SH | $40.69M 3.31% | 0.00 | 0.00 | 830.36K |
AMAZON COM INCSOLE | COM | 11.06K | SH | $36.05M 2.93% | 0.00 | 0.00 | 11.06K |
FIRST TR EXCHANGE TRADED FDSOLE | NASDQ CLN EDGE | 355.83K | SH | $33.47M 2.72% | 0.00 | 0.00 | 355.83K |
MICROSOFT CORPSOLE | COM | 104.78K | SH | $32.31M 2.63% | 0.00 | 0.00 | 104.78K |
TESLA INCSOLE | COM | 25.46K | SH | $27.44M 2.23% | 0.00 | 0.00 | 25.46K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 74.34K | SH | $26.95M 2.19% | 0.00 | 0.00 | 74.34K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 85.60K | SH | $19.49M 1.58% | 0.00 | 0.00 | 85.60K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 43.05K | SH | $19.45M 1.58% | 0.00 | 0.00 | 43.05K |
BLACKSTONE INCSOLE | COM | 142.86K | SH | $18.13M 1.47% | 0.00 | 0.00 | 142.86K |
ALPHABET INCSOLE | CAP STK CL C | 4.29K | SH | $12.00M 0.98% | 0.00 | 0.00 | 4.29K |
ISHARES TRSOLE | TIPS BD ETF | 91.15K | SH | $11.35M 0.92% | 0.00 | 0.00 | 91.15K |
BROADCOM INCSOLE | COM | 16.34K | SH | $10.29M 0.84% | 0.00 | 0.00 | 16.34K |
ISHARES TRSOLE | CORE S&P500 ETF | 22.55K | SH | $10.23M 0.83% | 0.00 | 0.00 | 22.55K |
ISHARES TRSOLE | CORE S&P MCP ETF | 35.79K | SH | $9.60M 0.78% | 0.00 | 0.00 | 35.79K |
COSTCO WHSL CORP NEWSOLE | COM | 14.49K | SH | $8.35M 0.68% | 0.00 | 0.00 | 14.49K |
SPDR GOLD TRSOLE | GOLD SHS | 45.64K | SH | $8.25M 0.67% | 0.00 | 0.00 | 45.64K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 101.45K | SH | $8.00M 0.65% | 0.00 | 0.00 | 101.45K |
VANGUARD WORLD FDSSOLE | ENERGY ETF | 67.27K | SH | $7.20M 0.59% | 0.00 | 0.00 | 67.27K |
ISHARES GOLD TRSOLE | ISHARES NEW | 192.90K | SH | $7.10M 0.58% | 0.00 | 0.00 | 192.90K |
QUALCOMM INCSOLE | COM | 45.46K | SH | $6.95M 0.56% | 0.00 | 0.00 | 45.46K |
VISA INCSOLE | COM CL A | 30.99K | SH | $6.87M 0.56% | 0.00 | 0.00 | 30.99K |
ALPHABET INCSOLE | CAP STK CL A | 2.47K | SH | $6.87M 0.56% | 0.00 | 0.00 | 2.47K |
SPROTT PHYSICAL GOLD TRSOLE | UNIT | 446.29K | SH | $6.86M 0.56% | 0.00 | 0.00 | 446.29K |
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