Filed: 6/15/2026ACC: 0000275484-26-000021
📋 What this filing means
INDEPENDENT FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 700 equity positions with a total reported market value of $943.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
700
Positions
$943.36M
Total AUM (reported)
15.32M
Total Shares
Allocation by class
COM$416.48M44.1%
RISNG DIVD ACHIV$29.68M3.1%
CL A$29.66M3.1%
UNIT SER 1$21.18M2.2%
TOTAL STK MKT$15.75M1.7%
COM CL A$15.48M1.6%
SPONSORED ADS$11.40M1.2%
Portfolio Concentration
Top 3$102.85M10.9%
4–10$121.51M12.9%
11–25$97.63M10.3%
Rest$621.37M65.9%
Top 3 weight
10.9%
Top 10 weight
23.8%
Voting Authority Distribution
Total shares with voting rights: 15.32M
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
15.32M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole700
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings700
Rows:
APPLE INC
SOLEShares296.50K
TypeSH
Market value$40.61M
4.30%
Sole
0.00
Shared
0.00
None
296.50K
AMAZON COM INC
SOLEShares9.47K
TypeSH
Market value$32.57M
3.45%
Sole
0.00
Shared
0.00
None
9.47K
FIRST TR EXCHANGE-TRADED FD
SOLEShares617.76K
TypeSH
Market value$29.68M
3.15%
Sole
0.00
Shared
0.00
None
617.76K
NVIDIA CORPORATION
SOLEShares33.47K
TypeSH
Market value$26.78M
2.84%
Sole
0.00
Shared
0.00
None
33.47K
MICROSOFT CORP
SOLEShares90.24K
TypeSH
Market value$24.44M
2.59%
Sole
0.00
Shared
0.00
None
90.24K
INVESCO QQQ TR
SOLEShares59.76K
TypeSH
Market value$21.18M
2.25%
Sole
0.00
Shared
0.00
None
59.76K
VANGUARD INDEX FDS
SOLEShares70.66K
TypeSH
Market value$15.75M
1.67%
Sole
0.00
Shared
0.00
None
70.66K
TESLA INC
SOLEShares17.13K
TypeSH
Market value$11.65M
1.23%
Sole
0.00
Shared
0.00
None
17.13K
ISHARES TR
SOLEShares87.65K
TypeSH
Market value$11.22M
1.19%
Sole
0.00
Shared
0.00
None
87.65K
SPDR S&P 500 ETF TR
SOLEShares24.51K
TypeSH
Market value$10.49M
1.11%
Sole
0.00
Shared
0.00
None
24.51K
BLACKSTONE GROUP INC
SOLEShares81.20K
TypeSH
Market value$7.89M
0.84%
Sole
0.00
Shared
0.00
None
81.20K
ALPHABET INC
SOLEShares3.05K
TypeSH
Market value$7.65M
0.81%
Sole
0.00
Shared
0.00
None
3.05K
ISHARES TR
SOLEShares27.80K
TypeSH
Market value$7.47M
0.79%
Sole
0.00
Shared
0.00
None
27.80K
SALESFORCE COM INC
SOLEShares27.27K
TypeSH
Market value$6.66M
0.71%
Sole
0.00
Shared
0.00
None
27.27K
ISHARES TR
SOLEShares15.32K
TypeSH
Market value$6.59M
0.70%
Sole
0.00
Shared
0.00
None
15.32K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares54.64K
TypeSH
Market value$6.57M
0.70%
Sole
0.00
Shared
0.00
None
54.64K
SPROTT PHYSICAL GOLD TR
SOLEShares467.63K
TypeSH
Market value$6.56M
0.70%
Sole
0.00
Shared
0.00
None
467.63K
SCHWAB STRATEGIC TR
SOLEShares86.75K
TypeSH
Market value$6.56M
0.70%
Sole
0.00
Shared
0.00
None
86.75K
FACEBOOK INC
SOLEShares18.52K
TypeSH
Market value$6.44M
0.68%
Sole
0.00
Shared
0.00
None
18.52K
BROADCOM INC
SOLEShares13.14K
TypeSH
Market value$6.27M
0.66%
Sole
0.00
Shared
0.00
None
13.14K
VISA INC
SOLEShares25.93K
TypeSH
Market value$6.06M
0.64%
Sole
0.00
Shared
0.00
None
25.93K
QUALCOMM INC
SOLEShares42.38K
TypeSH
Market value$6.06M
0.64%
Sole
0.00
Shared
0.00
None
42.38K
ISHARES GOLD TR
SOLEShares173.77K
TypeSH
Market value$5.86M
0.62%
Sole
0.00
Shared
0.00
None
173.77K
SPDR GOLD TR
SOLEShares33.66K
TypeSH
Market value$5.58M
0.59%
Sole
0.00
Shared
0.00
None
33.66K
VANGUARD WHITEHALL FDS
SOLEShares51.82K
TypeSH
Market value$5.43M
0.58%
Sole
0.00
Shared
0.00
None
51.82K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 296.50K | SH | $40.61M 4.30% | 0.00 | 0.00 | 296.50K |
AMAZON COM INCSOLE | COM | 9.47K | SH | $32.57M 3.45% | 0.00 | 0.00 | 9.47K |
FIRST TR EXCHANGE-TRADED FDSOLE | RISNG DIVD ACHIV | 617.76K | SH | $29.68M 3.15% | 0.00 | 0.00 | 617.76K |
NVIDIA CORPORATIONSOLE | COM | 33.47K | SH | $26.78M 2.84% | 0.00 | 0.00 | 33.47K |
MICROSOFT CORPSOLE | COM | 90.24K | SH | $24.44M 2.59% | 0.00 | 0.00 | 90.24K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 59.76K | SH | $21.18M 2.25% | 0.00 | 0.00 | 59.76K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 70.66K | SH | $15.75M 1.67% | 0.00 | 0.00 | 70.66K |
TESLA INCSOLE | COM | 17.13K | SH | $11.65M 1.23% | 0.00 | 0.00 | 17.13K |
ISHARES TRSOLE | TIPS BD ETF | 87.65K | SH | $11.22M 1.19% | 0.00 | 0.00 | 87.65K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 24.51K | SH | $10.49M 1.11% | 0.00 | 0.00 | 24.51K |
BLACKSTONE GROUP INCSOLE | COM | 81.20K | SH | $7.89M 0.84% | 0.00 | 0.00 | 81.20K |
ALPHABET INCSOLE | CAP STK CL C | 3.05K | SH | $7.65M 0.81% | 0.00 | 0.00 | 3.05K |
ISHARES TRSOLE | CORE S&P MCP ETF | 27.80K | SH | $7.47M 0.79% | 0.00 | 0.00 | 27.80K |
SALESFORCE COM INCSOLE | COM | 27.27K | SH | $6.66M 0.71% | 0.00 | 0.00 | 27.27K |
ISHARES TRSOLE | CORE S&P500 ETF | 15.32K | SH | $6.59M 0.70% | 0.00 | 0.00 | 15.32K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 54.64K | SH | $6.57M 0.70% | 0.00 | 0.00 | 54.64K |
SPROTT PHYSICAL GOLD TRSOLE | UNIT | 467.63K | SH | $6.56M 0.70% | 0.00 | 0.00 | 467.63K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 86.75K | SH | $6.56M 0.70% | 0.00 | 0.00 | 86.75K |
FACEBOOK INCSOLE | CL A | 18.52K | SH | $6.44M 0.68% | 0.00 | 0.00 | 18.52K |
BROADCOM INCSOLE | COM | 13.14K | SH | $6.27M 0.66% | 0.00 | 0.00 | 13.14K |
VISA INCSOLE | COM CL A | 25.93K | SH | $6.06M 0.64% | 0.00 | 0.00 | 25.93K |
QUALCOMM INCSOLE | COM | 42.38K | SH | $6.06M 0.64% | 0.00 | 0.00 | 42.38K |
ISHARES GOLD TRSOLE | ISHARES NEW | 173.77K | SH | $5.86M 0.62% | 0.00 | 0.00 | 173.77K |
SPDR GOLD TRSOLE | GOLD SHS | 33.66K | SH | $5.58M 0.59% | 0.00 | 0.00 | 33.66K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 51.82K | SH | $5.43M 0.58% | 0.00 | 0.00 | 51.82K |
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