Filed: 6/12/2026ACC: 0000275484-26-000012
📋 What this filing means
INDEPENDENT FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 1155 equity positions with a total reported market value of $3.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1155
Positions
$3.01B
Total AUM (reported)
51.14M
Total Shares
Allocation by class
COM$1.21B40.1%
CL A$76.12M2.5%
UNIT SER 1$65.06M2.2%
TR UNIT$59.69M2.0%
SHS$46.25M1.5%
CORE S&P500 ETF$43.42M1.4%
TOTAL STK MKT$37.26M1.2%
Portfolio Concentration
Top 3$437.32M14.5%
4–10$377.68M12.5%
11–25$334.23M11.1%
Rest$1.86B61.8%
Top 3 weight
14.5%
Top 10 weight
27.1%
Voting Authority Distribution
Total shares with voting rights: 51.14M
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
51.14M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1155
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1155
Rows:
NVIDIA CORPORATION
SOLEShares1.75M
TypeSH
Market value$235.20M
7.81%
Sole
0.00
Shared
0.00
None
1.75M
APPLE INC
SOLEShares462.91K
TypeSH
Market value$115.92M
3.85%
Sole
0.00
Shared
0.00
None
462.91K
BROADCOM INC
SOLEShares371.79K
TypeSH
Market value$86.19M
2.86%
Sole
0.00
Shared
0.00
None
371.79K
AMAZON COM INC
SOLEShares332.05K
TypeSH
Market value$72.85M
2.42%
Sole
0.00
Shared
0.00
None
332.05K
MICROSOFT CORP
SOLEShares159.88K
TypeSH
Market value$67.39M
2.24%
Sole
0.00
Shared
0.00
None
159.88K
INVESCO QQQ TR
SOLEShares127.25K
TypeSH
Market value$65.06M
2.16%
Sole
0.00
Shared
0.00
None
127.25K
SPDR S&P 500 ETF TR
SOLEShares101.60K
TypeSH
Market value$59.55M
1.98%
Sole
0.00
Shared
0.00
None
101.60K
ISHARES TR
SOLEShares73.76K
TypeSH
Market value$43.42M
1.44%
Sole
0.00
Shared
0.00
None
73.76K
VANGUARD INDEX FDS
SOLEShares128.56K
TypeSH
Market value$37.26M
1.24%
Sole
0.00
Shared
0.00
None
128.56K
TESLA INC
SOLEShares79.63K
TypeSH
Market value$32.16M
1.07%
Sole
0.00
Shared
0.00
None
79.63K
COSTCO WHSL CORP NEW
SOLEShares33.68K
TypeSH
Market value$30.86M
1.03%
Sole
0.00
Shared
0.00
None
33.68K
FS KKR CAP CORP
SOLEShares1.31M
TypeSH
Market value$28.39M
0.94%
Sole
0.00
Shared
0.00
None
1.31M
PACER FDS TR
SOLEShares493.85K
TypeSH
Market value$27.89M
0.93%
Sole
0.00
Shared
0.00
None
493.85K
FIRST TR EXCHANGE-TRADED FD
SOLEShares432.76K
TypeSH
Market value$25.59M
0.85%
Sole
0.00
Shared
0.00
None
432.76K
ALPHABET INC
SOLEShares124.94K
TypeSH
Market value$23.79M
0.79%
Sole
0.00
Shared
0.00
None
124.94K
META PLATFORMS INC
SOLEShares38.75K
TypeSH
Market value$22.69M
0.75%
Sole
0.00
Shared
0.00
None
38.75K
SELECT SECTOR SPDR TR
SOLEShares90.47K
TypeSH
Market value$21.04M
0.70%
Sole
0.00
Shared
0.00
None
90.47K
ISHARES TR
SOLEShares357.01K
TypeSH
Market value$20.08M
0.67%
Sole
0.00
Shared
0.00
None
357.01K
DIREXION SHS ETF TR
SOLEShares218.13K
TypeSH
Market value$19.58M
0.65%
Sole
0.00
Shared
0.00
None
218.13K
SPDR SER TR
SOLEShares282.53K
TypeSH
Market value$19.48M
0.65%
Sole
0.00
Shared
0.00
None
282.53K
PALANTIR TECHNOLOGIES INC
SOLEShares253.19K
TypeSH
Market value$19.15M
0.64%
Sole
0.00
Shared
0.00
None
253.19K
ALPHABET INC
SOLEShares100.99K
TypeSH
Market value$19.12M
0.64%
Sole
0.00
Shared
0.00
None
100.99K
FIRST TR EXCHANGE-TRADED FD
SOLEShares532.93K
TypeSH
Market value$19.11M
0.63%
Sole
0.00
Shared
0.00
None
532.93K
J P MORGAN EXCHANGE TRADED F
SOLEShares334.21K
TypeSH
Market value$18.84M
0.63%
Sole
0.00
Shared
0.00
None
334.21K
PACER FDS TR
SOLEShares423.15K
TypeSH
Market value$18.62M
0.62%
Sole
0.00
Shared
0.00
None
423.15K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.75M | SH | $235.20M 7.81% | 0.00 | 0.00 | 1.75M |
APPLE INCSOLE | COM | 462.91K | SH | $115.92M 3.85% | 0.00 | 0.00 | 462.91K |
BROADCOM INCSOLE | COM | 371.79K | SH | $86.19M 2.86% | 0.00 | 0.00 | 371.79K |
AMAZON COM INCSOLE | COM | 332.05K | SH | $72.85M 2.42% | 0.00 | 0.00 | 332.05K |
MICROSOFT CORPSOLE | COM | 159.88K | SH | $67.39M 2.24% | 0.00 | 0.00 | 159.88K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 127.25K | SH | $65.06M 2.16% | 0.00 | 0.00 | 127.25K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 101.60K | SH | $59.55M 1.98% | 0.00 | 0.00 | 101.60K |
ISHARES TRSOLE | CORE S&P500 ETF | 73.76K | SH | $43.42M 1.44% | 0.00 | 0.00 | 73.76K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 128.56K | SH | $37.26M 1.24% | 0.00 | 0.00 | 128.56K |
TESLA INCSOLE | COM | 79.63K | SH | $32.16M 1.07% | 0.00 | 0.00 | 79.63K |
COSTCO WHSL CORP NEWSOLE | COM | 33.68K | SH | $30.86M 1.03% | 0.00 | 0.00 | 33.68K |
FS KKR CAP CORPSOLE | COM | 1.31M | SH | $28.39M 0.94% | 0.00 | 0.00 | 1.31M |
PACER FDS TRSOLE | US CASH COWS 100 | 493.85K | SH | $27.89M 0.93% | 0.00 | 0.00 | 493.85K |
FIRST TR EXCHANGE-TRADED FDSOLE | RISNG DIVD ACHIV | 432.76K | SH | $25.59M 0.85% | 0.00 | 0.00 | 432.76K |
ALPHABET INCSOLE | CAP STK CL C | 124.94K | SH | $23.79M 0.79% | 0.00 | 0.00 | 124.94K |
META PLATFORMS INCSOLE | CL A | 38.75K | SH | $22.69M 0.75% | 0.00 | 0.00 | 38.75K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 90.47K | SH | $21.04M 0.70% | 0.00 | 0.00 | 90.47K |
ISHARES TRSOLE | MSCI USA QUALITY | 357.01K | SH | $20.08M 0.67% | 0.00 | 0.00 | 357.01K |
DIREXION SHS ETF TRSOLE | NAS100 EQL WGT | 218.13K | SH | $19.58M 0.65% | 0.00 | 0.00 | 218.13K |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 282.53K | SH | $19.48M 0.65% | 0.00 | 0.00 | 282.53K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 253.19K | SH | $19.15M 0.64% | 0.00 | 0.00 | 253.19K |
ALPHABET INCSOLE | CAP STK CL A | 100.99K | SH | $19.12M 0.64% | 0.00 | 0.00 | 100.99K |
FIRST TR EXCHANGE-TRADED FDSOLE | SMID RISNG ETF | 532.93K | SH | $19.11M 0.63% | 0.00 | 0.00 | 532.93K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 334.21K | SH | $18.84M 0.63% | 0.00 | 0.00 | 334.21K |
PACER FDS TRSOLE | PACER US SMALL | 423.15K | SH | $18.62M 0.62% | 0.00 | 0.00 | 423.15K |
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