Filed: 6/15/2026ACC: 0000275484-26-000022
📋 What this filing means
INDEPENDENT FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 704 equity positions with a total reported market value of $978.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
704
Positions
$978.63M
Total AUM (reported)
16.13M
Total Shares
Allocation by class
COM$442.25M45.2%
RISNG DIVD ACHIV$36.14M3.7%
CL A$30.77M3.1%
UNIT SER 1$23.79M2.4%
TOTAL STK MKT$18.81M1.9%
COM CL A$14.83M1.5%
COM NEW$12.40M1.3%
Portfolio Concentration
Top 3$113.81M11.6%
4–10$136.08M13.9%
11–25$106.21M10.9%
Rest$622.53M63.6%
Top 3 weight
11.6%
Top 10 weight
25.5%
Voting Authority Distribution
Total shares with voting rights: 16.13M
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
16.13M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole704
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings704
Rows:
APPLE INC
SOLEShares316.88K
TypeSH
Market value$44.84M
4.58%
Sole
0.00
Shared
0.00
None
316.88K
FIRST TR EXCHANGE-TRADED FD
SOLEShares761.32K
TypeSH
Market value$36.14M
3.69%
Sole
0.00
Shared
0.00
None
761.32K
AMAZON COM INC
SOLEShares9.99K
TypeSH
Market value$32.83M
3.36%
Sole
0.00
Shared
0.00
None
9.99K
NVIDIA CORPORATION
SOLEShares144.70K
TypeSH
Market value$29.98M
3.06%
Sole
0.00
Shared
0.00
None
144.70K
MICROSOFT CORP
SOLEShares94.16K
TypeSH
Market value$26.54M
2.71%
Sole
0.00
Shared
0.00
None
94.16K
INVESCO QQQ TR
SOLEShares66.45K
TypeSH
Market value$23.79M
2.43%
Sole
0.00
Shared
0.00
None
66.45K
VANGUARD INDEX FDS
SOLEShares84.73K
TypeSH
Market value$18.81M
1.92%
Sole
0.00
Shared
0.00
None
84.73K
TESLA INC
SOLEShares18.73K
TypeSH
Market value$14.53M
1.48%
Sole
0.00
Shared
0.00
None
18.73K
ISHARES TR
SOLEShares88.26K
TypeSH
Market value$11.27M
1.15%
Sole
0.00
Shared
0.00
None
88.26K
SPDR S&P 500 ETF TR
SOLEShares26K
TypeSH
Market value$11.16M
1.14%
Sole
0.00
Shared
0.00
None
26K
BLACKSTONE INC
SOLEShares89.11K
TypeSH
Market value$10.37M
1.06%
Sole
0.00
Shared
0.00
None
89.11K
ISHARES TR
SOLEShares33.40K
TypeSH
Market value$8.79M
0.90%
Sole
0.00
Shared
0.00
None
33.40K
ALPHABET INC
SOLEShares3.17K
TypeSH
Market value$8.45M
0.86%
Sole
0.00
Shared
0.00
None
3.17K
ISHARES TR
SOLEShares18.29K
TypeSH
Market value$7.88M
0.81%
Sole
0.00
Shared
0.00
None
18.29K
BROADCOM INC
SOLEShares15.47K
TypeSH
Market value$7.50M
0.77%
Sole
0.00
Shared
0.00
None
15.47K
MODERNA INC
SOLEShares18.11K
TypeSH
Market value$6.97M
0.71%
Sole
0.00
Shared
0.00
None
18.11K
SALESFORCE COM INC
SOLEShares25.67K
TypeSH
Market value$6.96M
0.71%
Sole
0.00
Shared
0.00
None
25.67K
SCHWAB STRATEGIC TR
SOLEShares89.96K
TypeSH
Market value$6.68M
0.68%
Sole
0.00
Shared
0.00
None
89.96K
VISA INC
SOLEShares29.68K
TypeSH
Market value$6.61M
0.68%
Sole
0.00
Shared
0.00
None
29.68K
SPROTT PHYSICAL GOLD TR
SOLEShares461.40K
TypeSH
Market value$6.37M
0.65%
Sole
0.00
Shared
0.00
None
461.40K
SPDR GOLD TR
SOLEShares36.57K
TypeSH
Market value$6.01M
0.61%
Sole
0.00
Shared
0.00
None
36.57K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares53.73K
TypeSH
Market value$6.00M
0.61%
Sole
0.00
Shared
0.00
None
53.73K
FACEBOOK INC
SOLEShares17.57K
TypeSH
Market value$5.96M
0.61%
Sole
0.00
Shared
0.00
None
17.57K
ISHARES GOLD TR
SOLEShares178.46K
TypeSH
Market value$5.96M
0.61%
Sole
0.00
Shared
0.00
None
178.46K
VANGUARD WHITEHALL FDS
SOLEShares55.17K
TypeSH
Market value$5.70M
0.58%
Sole
0.00
Shared
0.00
None
55.17K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 316.88K | SH | $44.84M 4.58% | 0.00 | 0.00 | 316.88K |
FIRST TR EXCHANGE-TRADED FDSOLE | RISNG DIVD ACHIV | 761.32K | SH | $36.14M 3.69% | 0.00 | 0.00 | 761.32K |
AMAZON COM INCSOLE | COM | 9.99K | SH | $32.83M 3.36% | 0.00 | 0.00 | 9.99K |
NVIDIA CORPORATIONSOLE | COM | 144.70K | SH | $29.98M 3.06% | 0.00 | 0.00 | 144.70K |
MICROSOFT CORPSOLE | COM | 94.16K | SH | $26.54M 2.71% | 0.00 | 0.00 | 94.16K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 66.45K | SH | $23.79M 2.43% | 0.00 | 0.00 | 66.45K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 84.73K | SH | $18.81M 1.92% | 0.00 | 0.00 | 84.73K |
TESLA INCSOLE | COM | 18.73K | SH | $14.53M 1.48% | 0.00 | 0.00 | 18.73K |
ISHARES TRSOLE | TIPS BD ETF | 88.26K | SH | $11.27M 1.15% | 0.00 | 0.00 | 88.26K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 26K | SH | $11.16M 1.14% | 0.00 | 0.00 | 26K |
BLACKSTONE INCSOLE | COM | 89.11K | SH | $10.37M 1.06% | 0.00 | 0.00 | 89.11K |
ISHARES TRSOLE | CORE S&P MCP ETF | 33.40K | SH | $8.79M 0.90% | 0.00 | 0.00 | 33.40K |
ALPHABET INCSOLE | CAP STK CL C | 3.17K | SH | $8.45M 0.86% | 0.00 | 0.00 | 3.17K |
ISHARES TRSOLE | CORE S&P500 ETF | 18.29K | SH | $7.88M 0.81% | 0.00 | 0.00 | 18.29K |
BROADCOM INCSOLE | COM | 15.47K | SH | $7.50M 0.77% | 0.00 | 0.00 | 15.47K |
MODERNA INCSOLE | COM | 18.11K | SH | $6.97M 0.71% | 0.00 | 0.00 | 18.11K |
SALESFORCE COM INCSOLE | COM | 25.67K | SH | $6.96M 0.71% | 0.00 | 0.00 | 25.67K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 89.96K | SH | $6.68M 0.68% | 0.00 | 0.00 | 89.96K |
VISA INCSOLE | COM CL A | 29.68K | SH | $6.61M 0.68% | 0.00 | 0.00 | 29.68K |
SPROTT PHYSICAL GOLD TRSOLE | UNIT | 461.40K | SH | $6.37M 0.65% | 0.00 | 0.00 | 461.40K |
SPDR GOLD TRSOLE | GOLD SHS | 36.57K | SH | $6.01M 0.61% | 0.00 | 0.00 | 36.57K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 53.73K | SH | $6.00M 0.61% | 0.00 | 0.00 | 53.73K |
FACEBOOK INCSOLE | CL A | 17.57K | SH | $5.96M 0.61% | 0.00 | 0.00 | 17.57K |
ISHARES GOLD TRSOLE | ISHARES NEW | 178.46K | SH | $5.96M 0.61% | 0.00 | 0.00 | 178.46K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 55.17K | SH | $5.70M 0.58% | 0.00 | 0.00 | 55.17K |
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