Filed: 6/15/2026ACC: 0000275484-26-000025
📋 What this filing means
INDEPENDENT FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 476 equity positions with a total reported market value of $454.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
476
Positions
$454.58M
Total AUM (reported)
9.58M
Total Shares
Allocation by class
COM$211.15M46.5%
CL A$13.59M3.0%
COM CL A$11.27M2.5%
ISHARES$9.88M2.2%
UNIT SER 1$7.17M1.6%
TR UNIT$6.69M1.5%
SHS$6.29M1.4%
Portfolio Concentration
Top 3$60.24M13.3%
4–10$51.57M11.3%
11–25$54.72M12.0%
Rest$288.05M63.4%
Top 3 weight
13.3%
Top 10 weight
24.6%
Voting Authority Distribution
Total shares with voting rights: 9.58M
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
9.58M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole476
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings476
Rows:
AMAZON COM INC
SOLEShares8.63K
TypeSH
Market value$23.81M
5.24%
Sole
0.00
Shared
0.00
None
8.63K
APPLE INC
SOLEShares55.51K
TypeSH
Market value$20.25M
4.45%
Sole
0.00
Shared
0.00
None
55.51K
MICROSOFT CORP
SOLEShares79.53K
TypeSH
Market value$16.19M
3.56%
Sole
0.00
Shared
0.00
None
79.53K
NVIDIA CORPORATION
SOLEShares34.77K
TypeSH
Market value$13.21M
2.91%
Sole
0.00
Shared
0.00
None
34.77K
ISHARES GOLD TRUST
SOLEShares506.17K
TypeSH
Market value$8.60M
1.89%
Sole
0.00
Shared
0.00
None
506.17K
INVESCO QQQ TR
SOLEShares28.98K
TypeSH
Market value$7.17M
1.58%
Sole
0.00
Shared
0.00
None
28.98K
SPDR S&P 500 ETF TR
SOLEShares21.29K
TypeSH
Market value$6.56M
1.44%
Sole
0.00
Shared
0.00
None
21.29K
SPROTT PHYSICAL GOLD TR
SOLEShares420.67K
TypeSH
Market value$6.02M
1.32%
Sole
0.00
Shared
0.00
None
420.67K
ISHARES TR
SOLEShares71.97K
TypeSH
Market value$5.40M
1.19%
Sole
0.00
Shared
0.00
None
71.97K
BLACKSTONE GROUP INC
SOLEShares81.26K
TypeSH
Market value$4.60M
1.01%
Sole
0.00
Shared
0.00
None
81.26K
ISHARES TR
SOLEShares26.39K
TypeSH
Market value$4.35M
0.96%
Sole
0.00
Shared
0.00
None
26.39K
VISA INC
SOLEShares22.34K
TypeSH
Market value$4.32M
0.95%
Sole
0.00
Shared
0.00
None
22.34K
SALESFORCE COM INC
SOLEShares22.85K
TypeSH
Market value$4.28M
0.94%
Sole
0.00
Shared
0.00
None
22.85K
ISHARES TR
SOLEShares13.75K
TypeSH
Market value$4.26M
0.94%
Sole
0.00
Shared
0.00
None
13.75K
ALPHABET INC
SOLEShares2.92K
TypeSH
Market value$4.12M
0.91%
Sole
0.00
Shared
0.00
None
2.92K
SPDR GOLD TR
SOLEShares24.08K
TypeSH
Market value$4.03M
0.89%
Sole
0.00
Shared
0.00
None
24.08K
ISHARES TR
SOLEShares14.52K
TypeSH
Market value$3.92M
0.86%
Sole
0.00
Shared
0.00
None
14.52K
HOME DEPOT INC
SOLEShares15.31K
TypeSH
Market value$3.83M
0.84%
Sole
0.00
Shared
0.00
None
15.31K
QUALCOMM INC
SOLEShares39.36K
TypeSH
Market value$3.59M
0.79%
Sole
0.00
Shared
0.00
None
39.36K
NETFLIX INC
SOLEShares7.18K
TypeSH
Market value$3.27M
0.72%
Sole
0.00
Shared
0.00
None
7.18K
TESLA INC
SOLEShares2.95K
TypeSH
Market value$3.18M
0.70%
Sole
0.00
Shared
0.00
None
2.95K
FACEBOOK INC
SOLEShares13.72K
TypeSH
Market value$3.12M
0.69%
Sole
0.00
Shared
0.00
None
13.72K
COSTCO WHSL CORP NEW
SOLEShares9.50K
TypeSH
Market value$2.88M
0.63%
Sole
0.00
Shared
0.00
None
9.50K
VANGUARD WHITEHALL FDS
SOLEShares36.02K
TypeSH
Market value$2.84M
0.62%
Sole
0.00
Shared
0.00
None
36.02K
ABBVIE INC
SOLEShares27.87K
TypeSH
Market value$2.74M
0.60%
Sole
0.00
Shared
0.00
None
27.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 8.63K | SH | $23.81M 5.24% | 0.00 | 0.00 | 8.63K |
APPLE INCSOLE | COM | 55.51K | SH | $20.25M 4.45% | 0.00 | 0.00 | 55.51K |
MICROSOFT CORPSOLE | COM | 79.53K | SH | $16.19M 3.56% | 0.00 | 0.00 | 79.53K |
NVIDIA CORPORATIONSOLE | COM | 34.77K | SH | $13.21M 2.91% | 0.00 | 0.00 | 34.77K |
ISHARES GOLD TRUSTSOLE | ISHARES | 506.17K | SH | $8.60M 1.89% | 0.00 | 0.00 | 506.17K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 28.98K | SH | $7.17M 1.58% | 0.00 | 0.00 | 28.98K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 21.29K | SH | $6.56M 1.44% | 0.00 | 0.00 | 21.29K |
SPROTT PHYSICAL GOLD TRSOLE | UNIT | 420.67K | SH | $6.02M 1.32% | 0.00 | 0.00 | 420.67K |
ISHARES TRSOLE | CORE LT USDB ETF | 71.97K | SH | $5.40M 1.19% | 0.00 | 0.00 | 71.97K |
BLACKSTONE GROUP INCSOLE | COM CL A | 81.26K | SH | $4.60M 1.01% | 0.00 | 0.00 | 81.26K |
ISHARES TRSOLE | US AER DEF ETF | 26.39K | SH | $4.35M 0.96% | 0.00 | 0.00 | 26.39K |
VISA INCSOLE | COM CL A | 22.34K | SH | $4.32M 0.95% | 0.00 | 0.00 | 22.34K |
SALESFORCE COM INCSOLE | COM | 22.85K | SH | $4.28M 0.94% | 0.00 | 0.00 | 22.85K |
ISHARES TRSOLE | CORE S&P500 ETF | 13.75K | SH | $4.26M 0.94% | 0.00 | 0.00 | 13.75K |
ALPHABET INCSOLE | CAP STK CL C | 2.92K | SH | $4.12M 0.91% | 0.00 | 0.00 | 2.92K |
SPDR GOLD TRSOLE | GOLD SHS | 24.08K | SH | $4.03M 0.89% | 0.00 | 0.00 | 24.08K |
ISHARES TRSOLE | U.S. TECH ETF | 14.52K | SH | $3.92M 0.86% | 0.00 | 0.00 | 14.52K |
HOME DEPOT INCSOLE | COM | 15.31K | SH | $3.83M 0.84% | 0.00 | 0.00 | 15.31K |
QUALCOMM INCSOLE | COM | 39.36K | SH | $3.59M 0.79% | 0.00 | 0.00 | 39.36K |
NETFLIX INCSOLE | COM | 7.18K | SH | $3.27M 0.72% | 0.00 | 0.00 | 7.18K |
TESLA INCSOLE | COM | 2.95K | SH | $3.18M 0.70% | 0.00 | 0.00 | 2.95K |
FACEBOOK INCSOLE | CL A | 13.72K | SH | $3.12M 0.69% | 0.00 | 0.00 | 13.72K |
COSTCO WHSL CORP NEWSOLE | COM | 9.50K | SH | $2.88M 0.63% | 0.00 | 0.00 | 9.50K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 36.02K | SH | $2.84M 0.62% | 0.00 | 0.00 | 36.02K |
ABBVIE INCSOLE | COM | 27.87K | SH | $2.74M 0.60% | 0.00 | 0.00 | 27.87K |
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