INDEPENDENT FINANCIAL GROUP, LLC

Filed: 6/12/2026ACC: 0000275484-26-000010

📋 What this filing means

INDEPENDENT FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 1087 equity positions with a total reported market value of $2.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1087

Positions

$2.50B

Total AUM (reported)

43M

Total Shares

Allocation by class

COM$1.04B41.7%

UNIT SER 1$61.54M2.5%

CL A$54.93M2.2%

TR UNIT$45.03M1.8%

SHS$35.62M1.4%

TOTAL STK MKT$33.20M1.3%

CORE S&P500 ETF$32.84M1.3%

Portfolio Concentration

Top 3$397.38M15.9%

4–10$310.37M12.4%

11–25$277.58M11.1%

Rest$1.51B60.5%

Top 3 weight

15.9%

Top 10 weight

28.3%

Voting Authority Distribution

Total shares with voting rights: 43M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

43M

% of voting shares100.0%

Investment Discretion (by position count)

Sole1087

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings1087

Rows:

NVIDIA CORPORATION

SOLE

COM

Shares1.88M

TypeSH

Market value$232.34M

9.31%

Sole

0.00

Shared

0.00

None

1.88M

APPLE INC

SOLE

COM

Shares459.38K

TypeSH

Market value$96.75M

3.88%

Sole

0.00

Shared

0.00

None

459.38K

MICROSOFT CORP

SOLE

COM

Shares152.78K

TypeSH

Market value$68.29M

2.74%

Sole

0.00

Shared

0.00

None

152.78K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares128.44K

TypeSH

Market value$61.54M

2.46%

Sole

0.00

Shared

0.00

None

128.44K

AMAZON COM INC

SOLE

COM

Shares312.09K

TypeSH

Market value$60.31M

2.42%

Sole

0.00

Shared

0.00

None

312.09K

BROADCOM INC

SOLE

COM

Shares30.50K

TypeSH

Market value$48.97M

1.96%

Sole

0.00

Shared

0.00

None

30.50K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares82.46K

TypeSH

Market value$44.88M

1.80%

Sole

0.00

Shared

0.00

None

82.46K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares124.11K

TypeSH

Market value$33.20M

1.33%

Sole

0.00

Shared

0.00

None

124.11K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares60K

TypeSH

Market value$32.84M

1.32%

Sole

0.00

Shared

0.00

None

60K

ELI LILLY & CO

SOLE

COM

Shares31.63K

TypeSH

Market value$28.63M

1.15%

Sole

0.00

Shared

0.00

None

31.63K

ALPHABET INC

SOLE

CAP STK CL C

Shares127.15K

TypeSH

Market value$23.32M

0.93%

Sole

0.00

Shared

0.00

None

127.15K

PACER FDS TR

SOLE

US CASH COWS 100

Shares427.06K

TypeSH

Market value$23.27M

0.93%

Sole

0.00

Shared

0.00

None

427.06K

COSTCO WHSL CORP NEW

SOLE

COM

Shares25.80K

TypeSH

Market value$21.93M

0.88%

Sole

0.00

Shared

0.00

None

25.80K

TESLA INC

SOLE

COM

Shares109.48K

TypeSH

Market value$21.66M

0.87%

Sole

0.00

Shared

0.00

None

109.48K

FIRST TR EXCHANGE-TRADED FD

SOLE

RISNG DIVD ACHIV

Shares391.14K

TypeSH

Market value$21.41M

0.86%

Sole

0.00

Shared

0.00

None

391.14K

FS KKR CAP CORP

SOLE

COM

Shares1.01M

TypeSH

Market value$19.94M

0.80%

Sole

0.00

Shared

0.00

None

1.01M

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares78.83K

TypeSH

Market value$17.83M

0.71%

Sole

0.00

Shared

0.00

None

78.83K

SELECT SECTOR SPDR TR

SOLE

ENERGY

Shares195.16K

TypeSH

Market value$17.79M

0.71%

Sole

0.00

Shared

0.00

None

195.16K

ALPHABET INC

SOLE

CAP STK CL A

Shares96.91K

TypeSH

Market value$17.65M

0.71%

Sole

0.00

Shared

0.00

None

96.91K

ISHARES TR

SOLE

MSCI USA QUALITY

Shares323.69K

TypeSH

Market value$16.80M

0.67%

Sole

0.00

Shared

0.00

None

323.69K

J P MORGAN EXCHANGE TRADED F

SOLE

NASDAQ EQT PREM

Shares288.50K

TypeSH

Market value$16.01M

0.64%

Sole

0.00

Shared

0.00

None

288.50K

CROWDSTRIKE HLDGS INC

SOLE

CL A

Shares40.80K

TypeSH

Market value$15.64M

0.63%

Sole

0.00

Shared

0.00

None

40.80K

META PLATFORMS INC

SOLE

CL A

Shares30.37K

TypeSH

Market value$15.31M

0.61%

Sole

0.00

Shared

0.00

None

30.37K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares258.29K

TypeSH

Market value$15.11M

0.61%

Sole

0.00

Shared

0.00

None

258.29K

SPDR SER TR

SOLE

PORTFOLIO S&P500

Shares216.97K

TypeSH

Market value$13.89M

0.56%

Sole

0.00

Shared

0.00

None

216.97K

Issuer	Class	Shares	Type	Value / Portfolio %	None
NVIDIA CORPORATIONSOLE	COM	1.88M	SH	$232.34M 9.31%	1.88M
APPLE INCSOLE	COM	459.38K	SH	$96.75M 3.88%	459.38K
MICROSOFT CORPSOLE	COM	152.78K	SH	$68.29M 2.74%	152.78K
INVESCO QQQ TRSOLE	UNIT SER 1	128.44K	SH	$61.54M 2.46%	128.44K
AMAZON COM INCSOLE	COM	312.09K	SH	$60.31M 2.42%	312.09K
BROADCOM INCSOLE	COM	30.50K	SH	$48.97M 1.96%	30.50K
SPDR S&P 500 ETF TRSOLE	TR UNIT	82.46K	SH	$44.88M 1.80%	82.46K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	124.11K	SH	$33.20M 1.33%	124.11K
ISHARES TRSOLE	CORE S&P500 ETF	60K	SH	$32.84M 1.32%	60K
ELI LILLY & COSOLE	COM	31.63K	SH	$28.63M 1.15%	31.63K
ALPHABET INCSOLE	CAP STK CL C	127.15K	SH	$23.32M 0.93%	127.15K
PACER FDS TRSOLE	US CASH COWS 100	427.06K	SH	$23.27M 0.93%	427.06K
COSTCO WHSL CORP NEWSOLE	COM	25.80K	SH	$21.93M 0.88%	25.80K
TESLA INCSOLE	COM	109.48K	SH	$21.66M 0.87%	109.48K
FIRST TR EXCHANGE-TRADED FDSOLE	RISNG DIVD ACHIV	391.14K	SH	$21.41M 0.86%	391.14K
FS KKR CAP CORPSOLE	COM	1.01M	SH	$19.94M 0.80%	1.01M
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	78.83K	SH	$17.83M 0.71%	78.83K
SELECT SECTOR SPDR TRSOLE	ENERGY	195.16K	SH	$17.79M 0.71%	195.16K
ALPHABET INCSOLE	CAP STK CL A	96.91K	SH	$17.65M 0.71%	96.91K
ISHARES TRSOLE	MSCI USA QUALITY	323.69K	SH	$16.80M 0.67%	323.69K
J P MORGAN EXCHANGE TRADED FSOLE	NASDAQ EQT PREM	288.50K	SH	$16.01M 0.64%	288.50K
CROWDSTRIKE HLDGS INCSOLE	CL A	40.80K	SH	$15.64M 0.63%	40.80K
META PLATFORMS INCSOLE	CL A	30.37K	SH	$15.31M 0.61%	30.37K
ISHARES TRSOLE	CORE S&P MCP ETF	258.29K	SH	$15.11M 0.61%	258.29K
SPDR SER TRSOLE	PORTFOLIO S&P500	216.97K	SH	$13.89M 0.56%	216.97K

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