Filed: 6/15/2026ACC: 0000275484-26-000020
📋 What this filing means
INDEPENDENT FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 635 equity positions with a total reported market value of $773.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
635
Positions
$773.18M
Total AUM (reported)
13.40M
Total Shares
Allocation by class
COM$345.28M44.7%
CL A$20.72M2.7%
UNIT SER 1$18.04M2.3%
TOTAL STK MKT$14.05M1.8%
COM CL A$10.39M1.3%
TR UNIT$10.35M1.3%
COM NEW$9.38M1.2%
Portfolio Concentration
Top 3$82.12M10.6%
4–10$85.03M11.0%
11–25$84.91M11.0%
Rest$521.13M67.4%
Top 3 weight
10.6%
Top 10 weight
21.6%
Voting Authority Distribution
Total shares with voting rights: 13.40M
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
13.40M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole635
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings635
Rows:
APPLE INC
SOLEShares272.50K
TypeSH
Market value$33.29M
4.31%
Sole
0.00
Shared
0.00
None
272.50K
AMAZON COM INC
SOLEShares9.31K
TypeSH
Market value$28.80M
3.73%
Sole
0.00
Shared
0.00
None
9.31K
MICROSOFT CORP
SOLEShares84.96K
TypeSH
Market value$20.03M
2.59%
Sole
0.00
Shared
0.00
None
84.96K
INVESCO QQQ TR
SOLEShares56.53K
TypeSH
Market value$18.04M
2.33%
Sole
0.00
Shared
0.00
None
56.53K
NVIDIA CORPORATION
SOLEShares30.48K
TypeSH
Market value$16.27M
2.10%
Sole
0.00
Shared
0.00
None
30.48K
VANGUARD INDEX FDS
SOLEShares67.98K
TypeSH
Market value$14.05M
1.82%
Sole
0.00
Shared
0.00
None
67.98K
TESLA INC
SOLEShares17.67K
TypeSH
Market value$11.80M
1.53%
Sole
0.00
Shared
0.00
None
17.67K
SPDR S&P 500 ETF TR
SOLEShares25.58K
TypeSH
Market value$10.14M
1.31%
Sole
0.00
Shared
0.00
None
25.58K
ISHARES TR
SOLEShares113.04K
TypeSH
Market value$7.75M
1.00%
Sole
0.00
Shared
0.00
None
113.04K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares58.95K
TypeSH
Market value$6.97M
0.90%
Sole
0.00
Shared
0.00
None
58.95K
FIRST TR EXCHANGE-TRADED FD
SOLEShares152.73K
TypeSH
Market value$6.95M
0.90%
Sole
0.00
Shared
0.00
None
152.73K
ISHARES TR
SOLEShares26.60K
TypeSH
Market value$6.92M
0.90%
Sole
0.00
Shared
0.00
None
26.60K
SPROTT PHYSICAL GOLD TR
SOLEShares476.99K
TypeSH
Market value$6.40M
0.83%
Sole
0.00
Shared
0.00
None
476.99K
ALPHABET INC
SOLEShares3.01K
TypeSH
Market value$6.22M
0.80%
Sole
0.00
Shared
0.00
None
3.01K
ISHARES GOLD TR
SOLEShares375.59K
TypeSH
Market value$6.11M
0.79%
Sole
0.00
Shared
0.00
None
375.59K
SCHWAB STRATEGIC TR
SOLEShares83.04K
TypeSH
Market value$6.05M
0.78%
Sole
0.00
Shared
0.00
None
83.04K
SALESFORCE COM INC
SOLEShares26.49K
TypeSH
Market value$5.61M
0.73%
Sole
0.00
Shared
0.00
None
26.49K
QUALCOMM INC
SOLEShares40.65K
TypeSH
Market value$5.39M
0.70%
Sole
0.00
Shared
0.00
None
40.65K
BROADCOM INC
SOLEShares11.55K
TypeSH
Market value$5.35M
0.69%
Sole
0.00
Shared
0.00
None
11.55K
DISNEY WALT CO
SOLEShares28.35K
TypeSH
Market value$5.23M
0.68%
Sole
0.00
Shared
0.00
None
28.35K
VISA INC
SOLEShares24.11K
TypeSH
Market value$5.10M
0.66%
Sole
0.00
Shared
0.00
None
24.11K
ISHARES TR
SOLEShares57.33K
TypeSH
Market value$5.03M
0.65%
Sole
0.00
Shared
0.00
None
57.33K
BLACKSTONE GROUP INC
SOLEShares66.73K
TypeSH
Market value$4.97M
0.64%
Sole
0.00
Shared
0.00
None
66.73K
ISHARES TR
SOLEShares46.45K
TypeSH
Market value$4.84M
0.63%
Sole
0.00
Shared
0.00
None
46.45K
HOME DEPOT INC
SOLEShares15.48K
TypeSH
Market value$4.73M
0.61%
Sole
0.00
Shared
0.00
None
15.48K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 272.50K | SH | $33.29M 4.31% | 0.00 | 0.00 | 272.50K |
AMAZON COM INCSOLE | COM | 9.31K | SH | $28.80M 3.73% | 0.00 | 0.00 | 9.31K |
MICROSOFT CORPSOLE | COM | 84.96K | SH | $20.03M 2.59% | 0.00 | 0.00 | 84.96K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 56.53K | SH | $18.04M 2.33% | 0.00 | 0.00 | 56.53K |
NVIDIA CORPORATIONSOLE | COM | 30.48K | SH | $16.27M 2.10% | 0.00 | 0.00 | 30.48K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 67.98K | SH | $14.05M 1.82% | 0.00 | 0.00 | 67.98K |
TESLA INCSOLE | COM | 17.67K | SH | $11.80M 1.53% | 0.00 | 0.00 | 17.67K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 25.58K | SH | $10.14M 1.31% | 0.00 | 0.00 | 25.58K |
ISHARES TRSOLE | CORE LT USDB ETF | 113.04K | SH | $7.75M 1.00% | 0.00 | 0.00 | 113.04K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 58.95K | SH | $6.97M 0.90% | 0.00 | 0.00 | 58.95K |
FIRST TR EXCHANGE-TRADED FDSOLE | RISNG DIVD ACHIV | 152.73K | SH | $6.95M 0.90% | 0.00 | 0.00 | 152.73K |
ISHARES TRSOLE | CORE S&P MCP ETF | 26.60K | SH | $6.92M 0.90% | 0.00 | 0.00 | 26.60K |
SPROTT PHYSICAL GOLD TRSOLE | UNIT | 476.99K | SH | $6.40M 0.83% | 0.00 | 0.00 | 476.99K |
ALPHABET INCSOLE | CAP STK CL C | 3.01K | SH | $6.22M 0.80% | 0.00 | 0.00 | 3.01K |
ISHARES GOLD TRSOLE | ISHARES | 375.59K | SH | $6.11M 0.79% | 0.00 | 0.00 | 375.59K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 83.04K | SH | $6.05M 0.78% | 0.00 | 0.00 | 83.04K |
SALESFORCE COM INCSOLE | COM | 26.49K | SH | $5.61M 0.73% | 0.00 | 0.00 | 26.49K |
QUALCOMM INCSOLE | COM | 40.65K | SH | $5.39M 0.70% | 0.00 | 0.00 | 40.65K |
BROADCOM INCSOLE | COM | 11.55K | SH | $5.35M 0.69% | 0.00 | 0.00 | 11.55K |
DISNEY WALT COSOLE | COM | 28.35K | SH | $5.23M 0.68% | 0.00 | 0.00 | 28.35K |
VISA INCSOLE | COM CL A | 24.11K | SH | $5.10M 0.66% | 0.00 | 0.00 | 24.11K |
ISHARES TRSOLE | U.S. TECH ETF | 57.33K | SH | $5.03M 0.65% | 0.00 | 0.00 | 57.33K |
BLACKSTONE GROUP INCSOLE | COM | 66.73K | SH | $4.97M 0.64% | 0.00 | 0.00 | 66.73K |
ISHARES TRSOLE | US AER DEF ETF | 46.45K | SH | $4.84M 0.63% | 0.00 | 0.00 | 46.45K |
HOME DEPOT INCSOLE | COM | 15.48K | SH | $4.73M 0.61% | 0.00 | 0.00 | 15.48K |
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