Filed: 6/15/2026ACC: 0000275484-26-000026
📋 What this filing means
INDEPENDENT FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 508 equity positions with a total reported market value of $531.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
508
Positions
$531.87M
Total AUM (reported)
10.56M
Total Shares
Allocation by class
COM$253.51M47.7%
CL A$16.31M3.1%
COM CL A$11.74M2.2%
ISHARES$10.40M2.0%
UNIT SER 1$8.30M1.6%
TR UNIT$7.53M1.4%
UNIT$6.76M1.3%
Portfolio Concentration
Top 3$76.09M14.3%
4–10$61.72M11.6%
11–25$64.07M12.0%
Rest$329.99M62.0%
Top 3 weight
14.3%
Top 10 weight
25.9%
Voting Authority Distribution
Total shares with voting rights: 10.56M
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
10.56M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole508
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings508
Rows:
APPLE INC
SOLEShares242.39K
TypeSH
Market value$28.07M
5.28%
Sole
0.00
Shared
0.00
None
242.39K
AMAZON COM INC
SOLEShares8.69K
TypeSH
Market value$27.35M
5.14%
Sole
0.00
Shared
0.00
None
8.69K
NVIDIA CORPORATION
SOLEShares38.20K
TypeSH
Market value$20.68M
3.89%
Sole
0.00
Shared
0.00
None
38.20K
MICROSOFT CORP
SOLEShares82.53K
TypeSH
Market value$17.36M
3.26%
Sole
0.00
Shared
0.00
None
82.53K
ISHARES GOLD TRUST
SOLEShares478.41K
TypeSH
Market value$8.61M
1.62%
Sole
0.00
Shared
0.00
None
478.41K
INVESCO QQQ TR
SOLEShares29.86K
TypeSH
Market value$8.30M
1.56%
Sole
0.00
Shared
0.00
None
29.86K
TESLA INC
SOLEShares17.82K
TypeSH
Market value$7.65M
1.44%
Sole
0.00
Shared
0.00
None
17.82K
SPDR S&P 500 ETF TR
SOLEShares21.74K
TypeSH
Market value$7.28M
1.37%
Sole
0.00
Shared
0.00
None
21.74K
SPROTT PHYSICAL GOLD TR
SOLEShares449.40K
TypeSH
Market value$6.76M
1.27%
Sole
0.00
Shared
0.00
None
449.40K
ISHARES TR
SOLEShares76.36K
TypeSH
Market value$5.77M
1.08%
Sole
0.00
Shared
0.00
None
76.36K
SPDR GOLD TR
SOLEShares30.35K
TypeSH
Market value$5.38M
1.01%
Sole
0.00
Shared
0.00
None
30.35K
SALESFORCE COM INC
SOLEShares20.84K
TypeSH
Market value$5.24M
0.98%
Sole
0.00
Shared
0.00
None
20.84K
ISHARES TR
SOLEShares14.95K
TypeSH
Market value$5.02M
0.94%
Sole
0.00
Shared
0.00
None
14.95K
VISA INC
SOLEShares23.83K
TypeSH
Market value$4.77M
0.90%
Sole
0.00
Shared
0.00
None
23.83K
QUALCOMM INC
SOLEShares39.58K
TypeSH
Market value$4.66M
0.88%
Sole
0.00
Shared
0.00
None
39.58K
ISHARES TR
SOLEShares14.28K
TypeSH
Market value$4.30M
0.81%
Sole
0.00
Shared
0.00
None
14.28K
ALPHABET INC
SOLEShares2.88K
TypeSH
Market value$4.24M
0.80%
Sole
0.00
Shared
0.00
None
2.88K
NETFLIX INC
SOLEShares8.39K
TypeSH
Market value$4.19M
0.79%
Sole
0.00
Shared
0.00
None
8.39K
BLACKSTONE GROUP INC
SOLEShares79.84K
TypeSH
Market value$4.17M
0.78%
Sole
0.00
Shared
0.00
None
79.84K
HOME DEPOT INC
SOLEShares14.73K
TypeSH
Market value$4.09M
0.77%
Sole
0.00
Shared
0.00
None
14.73K
ISHARES TR
SOLEShares25.17K
TypeSH
Market value$3.99M
0.75%
Sole
0.00
Shared
0.00
None
25.17K
COSTCO WHSL CORP NEW
SOLEShares10.51K
TypeSH
Market value$3.73M
0.70%
Sole
0.00
Shared
0.00
None
10.51K
FACEBOOK INC
SOLEShares14.22K
TypeSH
Market value$3.72M
0.70%
Sole
0.00
Shared
0.00
None
14.22K
VANGUARD WHITEHALL FDS
SOLEShares41.32K
TypeSH
Market value$3.34M
0.63%
Sole
0.00
Shared
0.00
None
41.32K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares39.99K
TypeSH
Market value$3.24M
0.61%
Sole
0.00
Shared
0.00
None
39.99K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 242.39K | SH | $28.07M 5.28% | 0.00 | 0.00 | 242.39K |
AMAZON COM INCSOLE | COM | 8.69K | SH | $27.35M 5.14% | 0.00 | 0.00 | 8.69K |
NVIDIA CORPORATIONSOLE | COM | 38.20K | SH | $20.68M 3.89% | 0.00 | 0.00 | 38.20K |
MICROSOFT CORPSOLE | COM | 82.53K | SH | $17.36M 3.26% | 0.00 | 0.00 | 82.53K |
ISHARES GOLD TRUSTSOLE | ISHARES | 478.41K | SH | $8.61M 1.62% | 0.00 | 0.00 | 478.41K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 29.86K | SH | $8.30M 1.56% | 0.00 | 0.00 | 29.86K |
TESLA INCSOLE | COM | 17.82K | SH | $7.65M 1.44% | 0.00 | 0.00 | 17.82K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 21.74K | SH | $7.28M 1.37% | 0.00 | 0.00 | 21.74K |
SPROTT PHYSICAL GOLD TRSOLE | UNIT | 449.40K | SH | $6.76M 1.27% | 0.00 | 0.00 | 449.40K |
ISHARES TRSOLE | CORE LT USDB ETF | 76.36K | SH | $5.77M 1.08% | 0.00 | 0.00 | 76.36K |
SPDR GOLD TRSOLE | GOLD SHS | 30.35K | SH | $5.38M 1.01% | 0.00 | 0.00 | 30.35K |
SALESFORCE COM INCSOLE | COM | 20.84K | SH | $5.24M 0.98% | 0.00 | 0.00 | 20.84K |
ISHARES TRSOLE | CORE S&P500 ETF | 14.95K | SH | $5.02M 0.94% | 0.00 | 0.00 | 14.95K |
VISA INCSOLE | COM CL A | 23.83K | SH | $4.77M 0.90% | 0.00 | 0.00 | 23.83K |
QUALCOMM INCSOLE | COM | 39.58K | SH | $4.66M 0.88% | 0.00 | 0.00 | 39.58K |
ISHARES TRSOLE | U.S. TECH ETF | 14.28K | SH | $4.30M 0.81% | 0.00 | 0.00 | 14.28K |
ALPHABET INCSOLE | CAP STK CL C | 2.88K | SH | $4.24M 0.80% | 0.00 | 0.00 | 2.88K |
NETFLIX INCSOLE | COM | 8.39K | SH | $4.19M 0.79% | 0.00 | 0.00 | 8.39K |
BLACKSTONE GROUP INCSOLE | COM CL A | 79.84K | SH | $4.17M 0.78% | 0.00 | 0.00 | 79.84K |
HOME DEPOT INCSOLE | COM | 14.73K | SH | $4.09M 0.77% | 0.00 | 0.00 | 14.73K |
ISHARES TRSOLE | US AER DEF ETF | 25.17K | SH | $3.99M 0.75% | 0.00 | 0.00 | 25.17K |
COSTCO WHSL CORP NEWSOLE | COM | 10.51K | SH | $3.73M 0.70% | 0.00 | 0.00 | 10.51K |
FACEBOOK INCSOLE | CL A | 14.22K | SH | $3.72M 0.70% | 0.00 | 0.00 | 14.22K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 41.32K | SH | $3.34M 0.63% | 0.00 | 0.00 | 41.32K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 39.99K | SH | $3.24M 0.61% | 0.00 | 0.00 | 39.99K |
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