Filed: 6/15/2026ACC: 0000275484-26-000023
📋 What this filing means
INDEPENDENT FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 772 equity positions with a total reported market value of $1.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
772
Positions
$1.21B
Total AUM (reported)
19.51M
Total Shares
Allocation by class
COM$539.88M44.6%
RISNG DIVD ACHIV$41.98M3.5%
NASDQ CLN EDGE$35.89M3.0%
CL A$30.56M2.5%
UNIT SER 1$26.41M2.2%
TOTAL STK MKT$20.47M1.7%
TR UNIT$17.86M1.5%
Portfolio Concentration
Top 3$147.08M12.2%
4–10$191.48M15.8%
11–25$129.89M10.7%
Rest$741.93M61.3%
Top 3 weight
12.2%
Top 10 weight
28.0%
Voting Authority Distribution
Total shares with voting rights: 19.51M
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
19.51M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole772
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings772
Rows:
APPLE INC
SOLEShares330.31K
TypeSH
Market value$58.65M
4.85%
Sole
0.00
Shared
0.00
None
330.31K
NVIDIA CORPORATION
SOLEShares157.94K
TypeSH
Market value$46.45M
3.84%
Sole
0.00
Shared
0.00
None
157.94K
FIRST TR EXCHANGE-TRADED FD
SOLEShares810.53K
TypeSH
Market value$41.98M
3.47%
Sole
0.00
Shared
0.00
None
810.53K
FIRST TR EXCHANGE TRADED FD
SOLEShares349.59K
TypeSH
Market value$35.89M
2.97%
Sole
0.00
Shared
0.00
None
349.59K
AMAZON COM INC
SOLEShares10.02K
TypeSH
Market value$33.42M
2.76%
Sole
0.00
Shared
0.00
None
10.02K
MICROSOFT CORP
SOLEShares98.09K
TypeSH
Market value$32.99M
2.73%
Sole
0.00
Shared
0.00
None
98.09K
INVESCO QQQ TR
SOLEShares66.37K
TypeSH
Market value$26.41M
2.18%
Sole
0.00
Shared
0.00
None
66.37K
TESLA INC
SOLEShares23.24K
TypeSH
Market value$24.56M
2.03%
Sole
0.00
Shared
0.00
None
23.24K
VANGUARD INDEX FDS
SOLEShares84.78K
TypeSH
Market value$20.47M
1.69%
Sole
0.00
Shared
0.00
None
84.78K
SPDR S&P 500 ETF TR
SOLEShares37.35K
TypeSH
Market value$17.74M
1.47%
Sole
0.00
Shared
0.00
None
37.35K
ISHARES TR
SOLEShares104.61K
TypeSH
Market value$13.52M
1.12%
Sole
0.00
Shared
0.00
None
104.61K
BLACKSTONE INC
SOLEShares99.42K
TypeSH
Market value$12.86M
1.06%
Sole
0.00
Shared
0.00
None
99.42K
ISHARES TR
SOLEShares21K
TypeSH
Market value$10.01M
0.83%
Sole
0.00
Shared
0.00
None
21K
BROADCOM INC
SOLEShares14.90K
TypeSH
Market value$9.91M
0.82%
Sole
0.00
Shared
0.00
None
14.90K
ISHARES TR
SOLEShares34.95K
TypeSH
Market value$9.89M
0.82%
Sole
0.00
Shared
0.00
None
34.95K
ALPHABET INC
SOLEShares3.39K
TypeSH
Market value$9.80M
0.81%
Sole
0.00
Shared
0.00
None
3.39K
SCHWAB STRATEGIC TR
SOLEShares97.81K
TypeSH
Market value$7.91M
0.65%
Sole
0.00
Shared
0.00
None
97.81K
COSTCO WHSL CORP NEW
SOLEShares13.17K
TypeSH
Market value$7.48M
0.62%
Sole
0.00
Shared
0.00
None
13.17K
SPDR GOLD TR
SOLEShares42.59K
TypeSH
Market value$7.28M
0.60%
Sole
0.00
Shared
0.00
None
42.59K
HOME DEPOT INC
SOLEShares17.51K
TypeSH
Market value$7.27M
0.60%
Sole
0.00
Shared
0.00
None
17.51K
QUALCOMM INC
SOLEShares38.25K
TypeSH
Market value$7.00M
0.58%
Sole
0.00
Shared
0.00
None
38.25K
VISA INC
SOLEShares32.18K
TypeSH
Market value$6.97M
0.58%
Sole
0.00
Shared
0.00
None
32.18K
SALESFORCE COM INC
SOLEShares26.50K
TypeSH
Market value$6.73M
0.56%
Sole
0.00
Shared
0.00
None
26.50K
ADVANCED MICRO DEVICES INC
SOLEShares46.29K
TypeSH
Market value$6.66M
0.55%
Sole
0.00
Shared
0.00
None
46.29K
SPROTT PHYSICAL GOLD TR
SOLEShares459.36K
TypeSH
Market value$6.60M
0.54%
Sole
0.00
Shared
0.00
None
459.36K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 330.31K | SH | $58.65M 4.85% | 0.00 | 0.00 | 330.31K |
NVIDIA CORPORATIONSOLE | COM | 157.94K | SH | $46.45M 3.84% | 0.00 | 0.00 | 157.94K |
FIRST TR EXCHANGE-TRADED FDSOLE | RISNG DIVD ACHIV | 810.53K | SH | $41.98M 3.47% | 0.00 | 0.00 | 810.53K |
FIRST TR EXCHANGE TRADED FDSOLE | NASDQ CLN EDGE | 349.59K | SH | $35.89M 2.97% | 0.00 | 0.00 | 349.59K |
AMAZON COM INCSOLE | COM | 10.02K | SH | $33.42M 2.76% | 0.00 | 0.00 | 10.02K |
MICROSOFT CORPSOLE | COM | 98.09K | SH | $32.99M 2.73% | 0.00 | 0.00 | 98.09K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 66.37K | SH | $26.41M 2.18% | 0.00 | 0.00 | 66.37K |
TESLA INCSOLE | COM | 23.24K | SH | $24.56M 2.03% | 0.00 | 0.00 | 23.24K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 84.78K | SH | $20.47M 1.69% | 0.00 | 0.00 | 84.78K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 37.35K | SH | $17.74M 1.47% | 0.00 | 0.00 | 37.35K |
ISHARES TRSOLE | TIPS BD ETF | 104.61K | SH | $13.52M 1.12% | 0.00 | 0.00 | 104.61K |
BLACKSTONE INCSOLE | COM | 99.42K | SH | $12.86M 1.06% | 0.00 | 0.00 | 99.42K |
ISHARES TRSOLE | CORE S&P500 ETF | 21K | SH | $10.01M 0.83% | 0.00 | 0.00 | 21K |
BROADCOM INCSOLE | COM | 14.90K | SH | $9.91M 0.82% | 0.00 | 0.00 | 14.90K |
ISHARES TRSOLE | CORE S&P MCP ETF | 34.95K | SH | $9.89M 0.82% | 0.00 | 0.00 | 34.95K |
ALPHABET INCSOLE | CAP STK CL C | 3.39K | SH | $9.80M 0.81% | 0.00 | 0.00 | 3.39K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 97.81K | SH | $7.91M 0.65% | 0.00 | 0.00 | 97.81K |
COSTCO WHSL CORP NEWSOLE | COM | 13.17K | SH | $7.48M 0.62% | 0.00 | 0.00 | 13.17K |
SPDR GOLD TRSOLE | GOLD SHS | 42.59K | SH | $7.28M 0.60% | 0.00 | 0.00 | 42.59K |
HOME DEPOT INCSOLE | COM | 17.51K | SH | $7.27M 0.60% | 0.00 | 0.00 | 17.51K |
QUALCOMM INCSOLE | COM | 38.25K | SH | $7.00M 0.58% | 0.00 | 0.00 | 38.25K |
VISA INCSOLE | COM CL A | 32.18K | SH | $6.97M 0.58% | 0.00 | 0.00 | 32.18K |
SALESFORCE COM INCSOLE | COM | 26.50K | SH | $6.73M 0.56% | 0.00 | 0.00 | 26.50K |
ADVANCED MICRO DEVICES INCSOLE | COM | 46.29K | SH | $6.66M 0.55% | 0.00 | 0.00 | 46.29K |
SPROTT PHYSICAL GOLD TRSOLE | UNIT | 459.36K | SH | $6.60M 0.54% | 0.00 | 0.00 | 459.36K |
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