Filed: 7/15/2026ACC: 0000275484-26-000028
📋 What this filing means
INDEPENDENT FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 1546 equity positions with a total reported market value of $5.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1546
Positions
$5.35B
Total AUM (reported)
74.99M
Total Shares
Allocation by class
COM$1.84B34.4%
UNIT SER 1$143.08M2.7%
CL A$92.17M1.7%
CORE S&P500 ETF$91.39M1.7%
TR UNIT$80.46M1.5%
COM CL A$67.25M1.3%
COM NEW$66.31M1.2%
Portfolio Concentration
Top 3$627.33M11.7%
4–10$640.49M12.0%
11–25$602.45M11.3%
Rest$3.48B65.0%
Top 3 weight
11.7%
Top 10 weight
23.7%
Voting Authority Distribution
Total shares with voting rights: 74.99M
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
74.99M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1546
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1546
Rows:
NVIDIA CORPORATION
SOLEShares1.71M
TypeSH
Market value$342.65M
6.41%
Sole
0.00
Shared
0.00
None
1.71M
INVESCO QQQ TR
SOLEShares194.30K
TypeSH
Market value$143.08M
2.68%
Sole
0.00
Shared
0.00
None
194.30K
APPLE INC
SOLEShares489.35K
TypeSH
Market value$141.60M
2.65%
Sole
0.00
Shared
0.00
None
489.35K
MICRON TECHNOLOGY INC
SOLEShares111.06K
TypeSH
Market value$128.19M
2.40%
Sole
0.00
Shared
0.00
None
111.06K
BROADCOM INC
SOLEShares316.70K
TypeSH
Market value$119.63M
2.24%
Sole
0.00
Shared
0.00
None
316.70K
AMAZON COM INC
SOLEShares398.25K
TypeSH
Market value$94.92M
1.78%
Sole
0.00
Shared
0.00
None
398.25K
ISHARES TR
SOLEShares122.04K
TypeSH
Market value$91.39M
1.71%
Sole
0.00
Shared
0.00
None
122.04K
STATE STR SPDR S&P 500 ETF T
SOLEShares107.74K
TypeSH
Market value$80.46M
1.50%
Sole
0.00
Shared
0.00
None
107.74K
MICROSOFT CORP
SOLEShares193.07K
TypeSH
Market value$72.02M
1.35%
Sole
0.00
Shared
0.00
None
193.07K
VANGUARD INDEX FDS
SOLEShares145.61K
TypeSH
Market value$53.88M
1.01%
Sole
0.00
Shared
0.00
None
145.61K
ALPHABET INC
SOLEShares152.07K
TypeSH
Market value$53.73M
1.00%
Sole
0.00
Shared
0.00
None
152.07K
PGIM ETF TR
SOLEShares1M
TypeSH
Market value$51.44M
0.96%
Sole
0.00
Shared
0.00
None
1M
SELECT SECTOR SPDR TR
SOLEShares259.56K
TypeSH
Market value$49.45M
0.92%
Sole
0.00
Shared
0.00
None
259.56K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares98.81K
TypeSH
Market value$47.19M
0.88%
Sole
0.00
Shared
0.00
None
98.81K
ADVANCED MICRO DEVICES INC
SOLEShares77K
TypeSH
Market value$44.73M
0.84%
Sole
0.00
Shared
0.00
None
77K
ALPHABET INC
SOLEShares117.62K
TypeSH
Market value$42.03M
0.79%
Sole
0.00
Shared
0.00
None
117.62K
VANECK ETF TRUST
SOLEShares62.34K
TypeSH
Market value$40.89M
0.76%
Sole
0.00
Shared
0.00
None
62.34K
TESLA INC
SOLEShares91.05K
TypeSH
Market value$38.30M
0.72%
Sole
0.00
Shared
0.00
None
91.05K
SPDR SERIES TRUST
SOLEShares427.21K
TypeSH
Market value$37.54M
0.70%
Sole
0.00
Shared
0.00
None
427.21K
SANDISK CORP
SOLEShares15.66K
TypeSH
Market value$35.60M
0.67%
Sole
0.00
Shared
0.00
None
15.66K
CAPITAL GROUP DIVIDEND VALUE
SOLEShares686.55K
TypeSH
Market value$33.83M
0.63%
Sole
0.00
Shared
0.00
None
686.55K
ISHARES TR
SOLEShares51.63K
TypeSH
Market value$33.09M
0.62%
Sole
0.00
Shared
0.00
None
51.63K
FIRST TR EXCHNG TRADED FD VI
SOLEShares872.84K
TypeSH
Market value$31.88M
0.60%
Sole
0.00
Shared
0.00
None
872.84K
COSTCO WHOLESALE CORPORATION
SOLEShares34.02K
TypeSH
Market value$31.82M
0.60%
Sole
0.00
Shared
0.00
None
34.02K
ISHARES TR
SOLEShares374.52K
TypeSH
Market value$30.92M
0.58%
Sole
0.00
Shared
0.00
None
374.52K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.71M | SH | $342.65M 6.41% | 0.00 | 0.00 | 1.71M |
INVESCO QQQ TRSOLE | UNIT SER 1 | 194.30K | SH | $143.08M 2.68% | 0.00 | 0.00 | 194.30K |
APPLE INCSOLE | COM | 489.35K | SH | $141.60M 2.65% | 0.00 | 0.00 | 489.35K |
MICRON TECHNOLOGY INCSOLE | COM | 111.06K | SH | $128.19M 2.40% | 0.00 | 0.00 | 111.06K |
BROADCOM INCSOLE | COM | 316.70K | SH | $119.63M 2.24% | 0.00 | 0.00 | 316.70K |
AMAZON COM INCSOLE | COM | 398.25K | SH | $94.92M 1.78% | 0.00 | 0.00 | 398.25K |
ISHARES TRSOLE | CORE S&P500 ETF | 122.04K | SH | $91.39M 1.71% | 0.00 | 0.00 | 122.04K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 107.74K | SH | $80.46M 1.50% | 0.00 | 0.00 | 107.74K |
MICROSOFT CORPSOLE | COM | 193.07K | SH | $72.02M 1.35% | 0.00 | 0.00 | 193.07K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 145.61K | SH | $53.88M 1.01% | 0.00 | 0.00 | 145.61K |
ALPHABET INCSOLE | CAP STK CL C | 152.07K | SH | $53.73M 1.00% | 0.00 | 0.00 | 152.07K |
PGIM ETF TRSOLE | AAA CLO ETF | 1M | SH | $51.44M 0.96% | 0.00 | 0.00 | 1M |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 259.56K | SH | $49.45M 0.92% | 0.00 | 0.00 | 259.56K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 98.81K | SH | $47.19M 0.88% | 0.00 | 0.00 | 98.81K |
ADVANCED MICRO DEVICES INCSOLE | COM | 77K | SH | $44.73M 0.84% | 0.00 | 0.00 | 77K |
ALPHABET INCSOLE | CAP STK CL A | 117.62K | SH | $42.03M 0.79% | 0.00 | 0.00 | 117.62K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 62.34K | SH | $40.89M 0.76% | 0.00 | 0.00 | 62.34K |
TESLA INCSOLE | COM | 91.05K | SH | $38.30M 0.72% | 0.00 | 0.00 | 91.05K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 427.21K | SH | $37.54M 0.70% | 0.00 | 0.00 | 427.21K |
SANDISK CORPSOLE | COM | 15.66K | SH | $35.60M 0.67% | 0.00 | 0.00 | 15.66K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 686.55K | SH | $33.83M 0.63% | 0.00 | 0.00 | 686.55K |
ISHARES TRSOLE | ISHARES SEMICDTR | 51.63K | SH | $33.09M 0.62% | 0.00 | 0.00 | 51.63K |
FIRST TR EXCHNG TRADED FD VISOLE | FT LADD BUFF ETF | 872.84K | SH | $31.88M 0.60% | 0.00 | 0.00 | 872.84K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 34.02K | SH | $31.82M 0.60% | 0.00 | 0.00 | 34.02K |
ISHARES TRSOLE | MSCI US GARP ETF | 374.52K | SH | $30.92M 0.58% | 0.00 | 0.00 | 374.52K |
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