Filed: 10/13/2026ACC: 0000275484-26-000032
📋 What this filing means
INDEPENDENT FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 1579 equity positions with a total reported market value of $5.51B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1579
Positions
$5.51B
Total AUM (reported)
77.65M
Total Shares
Allocation by class
COM$1.84B33.5%
UNIT SER 1$139.42M2.5%
CL A$120.77M2.2%
CORE S&P500 ETF$95.40M1.7%
TR UNIT$82.04M1.5%
COM NEW$62.81M1.1%
COM CL A$60.70M1.1%
Portfolio Concentration
Top 3$700.69M12.7%
4–10$655.69M11.9%
11–25$598.01M10.8%
Rest$3.56B64.5%
Top 3 weight
12.7%
Top 10 weight
24.6%
Voting Authority Distribution
Total shares with voting rights: 77.65M
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
77.65M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1579
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1579
Rows:
NVIDIA CORPORATION
SOLEShares1.74M
TypeSH
Market value$396.68M
7.20%
Sole
0.00
Shared
0.00
None
1.74M
APPLE INC
SOLEShares494.24K
TypeSH
Market value$164.59M
2.99%
Sole
0.00
Shared
0.00
None
494.24K
INVESCO QQQ TR
SOLEShares188.46K
TypeSH
Market value$139.42M
2.53%
Sole
0.00
Shared
0.00
None
188.46K
MICRON TECHNOLOGY INC
SOLEShares112.26K
TypeSH
Market value$119.56M
2.17%
Sole
0.00
Shared
0.00
None
112.26K
BROADCOM INC
SOLEShares298.76K
TypeSH
Market value$104.92M
1.90%
Sole
0.00
Shared
0.00
None
298.76K
MICROSOFT CORP
SOLEShares197.67K
TypeSH
Market value$101.39M
1.84%
Sole
0.00
Shared
0.00
None
197.67K
AMAZON COM INC
SOLEShares392.51K
TypeSH
Market value$97.79M
1.77%
Sole
0.00
Shared
0.00
None
392.51K
ISHARES TR
SOLEShares124.56K
TypeSH
Market value$95.40M
1.73%
Sole
0.00
Shared
0.00
None
124.56K
STATE STR SPDR S&P 500 ETF T
SOLEShares107.58K
TypeSH
Market value$82.04M
1.49%
Sole
0.00
Shared
0.00
None
107.58K
VANGUARD INDEX FDS
SOLEShares145.87K
TypeSH
Market value$54.59M
0.99%
Sole
0.00
Shared
0.00
None
145.87K
ALPHABET INC
SOLEShares156.72K
TypeSH
Market value$53.40M
0.97%
Sole
0.00
Shared
0.00
None
156.72K
PGIM ETF TR
SOLEShares1.02M
TypeSH
Market value$52.41M
0.95%
Sole
0.00
Shared
0.00
None
1.02M
SELECT SECTOR SPDR TR
SOLEShares259.67K
TypeSH
Market value$50.83M
0.92%
Sole
0.00
Shared
0.00
None
259.67K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares98.41K
TypeSH
Market value$44.89M
0.81%
Sole
0.00
Shared
0.00
None
98.41K
ADVANCED MICRO DEVICES INC
SOLEShares69.63K
TypeSH
Market value$42.60M
0.77%
Sole
0.00
Shared
0.00
None
69.63K
ALPHABET INC
SOLEShares121.93K
TypeSH
Market value$41.95M
0.76%
Sole
0.00
Shared
0.00
None
121.93K
SPDR SERIES TRUST
SOLEShares457.64K
TypeSH
Market value$41.08M
0.75%
Sole
0.00
Shared
0.00
None
457.64K
VANECK ETF TRUST
SOLEShares63.09K
TypeSH
Market value$38.42M
0.70%
Sole
0.00
Shared
0.00
None
63.09K
FIRST TR EXCHNG TRADED FD VI
SOLEShares979.16K
TypeSH
Market value$36.69M
0.67%
Sole
0.00
Shared
0.00
None
979.16K
META PLATFORMS INC
SOLEShares47.86K
TypeSH
Market value$34.71M
0.63%
Sole
0.00
Shared
0.00
None
47.86K
CAPITAL GROUP DIVIDEND VALUE
SOLEShares698.13K
TypeSH
Market value$34.10M
0.62%
Sole
0.00
Shared
0.00
None
698.13K
VANGUARD INDEX FDS
SOLEShares45.60K
TypeSH
Market value$31.96M
0.58%
Sole
0.00
Shared
0.00
None
45.60K
PALANTIR TECHNOLOGIES INC
SOLEShares169.92K
TypeSH
Market value$31.78M
0.58%
Sole
0.00
Shared
0.00
None
169.92K
SPDR GOLD TR
SOLEShares83.39K
TypeSH
Market value$31.76M
0.58%
Sole
0.00
Shared
0.00
None
83.39K
ISHARES TR
SOLEShares368.42K
TypeSH
Market value$31.41M
0.57%
Sole
0.00
Shared
0.00
None
368.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.74M | SH | $396.68M 7.20% | 0.00 | 0.00 | 1.74M |
APPLE INCSOLE | COM | 494.24K | SH | $164.59M 2.99% | 0.00 | 0.00 | 494.24K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 188.46K | SH | $139.42M 2.53% | 0.00 | 0.00 | 188.46K |
MICRON TECHNOLOGY INCSOLE | COM | 112.26K | SH | $119.56M 2.17% | 0.00 | 0.00 | 112.26K |
BROADCOM INCSOLE | COM | 298.76K | SH | $104.92M 1.90% | 0.00 | 0.00 | 298.76K |
MICROSOFT CORPSOLE | COM | 197.67K | SH | $101.39M 1.84% | 0.00 | 0.00 | 197.67K |
AMAZON COM INCSOLE | COM | 392.51K | SH | $97.79M 1.77% | 0.00 | 0.00 | 392.51K |
ISHARES TRSOLE | CORE S&P500 ETF | 124.56K | SH | $95.40M 1.73% | 0.00 | 0.00 | 124.56K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 107.58K | SH | $82.04M 1.49% | 0.00 | 0.00 | 107.58K |
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 145.87K | SH | $54.59M 0.99% | 0.00 | 0.00 | 145.87K |
ALPHABET INCSOLE | CAP STK CL C | 156.72K | SH | $53.40M 0.97% | 0.00 | 0.00 | 156.72K |
PGIM ETF TRSOLE | AAA CLO ETF | 1.02M | SH | $52.41M 0.95% | 0.00 | 0.00 | 1.02M |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 259.67K | SH | $50.83M 0.92% | 0.00 | 0.00 | 259.67K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 98.41K | SH | $44.89M 0.81% | 0.00 | 0.00 | 98.41K |
ADVANCED MICRO DEVICES INCSOLE | COM | 69.63K | SH | $42.60M 0.77% | 0.00 | 0.00 | 69.63K |
ALPHABET INCSOLE | CAP STK CL A | 121.93K | SH | $41.95M 0.76% | 0.00 | 0.00 | 121.93K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 457.64K | SH | $41.08M 0.75% | 0.00 | 0.00 | 457.64K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 63.09K | SH | $38.42M 0.70% | 0.00 | 0.00 | 63.09K |
FIRST TR EXCHNG TRADED FD VISOLE | FT LADD BUFF ETF | 979.16K | SH | $36.69M 0.67% | 0.00 | 0.00 | 979.16K |
META PLATFORMS INCSOLE | CL A | 47.86K | SH | $34.71M 0.63% | 0.00 | 0.00 | 47.86K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 698.13K | SH | $34.10M 0.62% | 0.00 | 0.00 | 698.13K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 45.60K | SH | $31.96M 0.58% | 0.00 | 0.00 | 45.60K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 169.92K | SH | $31.78M 0.58% | 0.00 | 0.00 | 169.92K |
SPDR GOLD TRSOLE | GOLD SHS | 83.39K | SH | $31.76M 0.58% | 0.00 | 0.00 | 83.39K |
ISHARES TRSOLE | MSCI US GARP ETF | 368.42K | SH | $31.41M 0.57% | 0.00 | 0.00 | 368.42K |
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