INDEPENDENT FINANCIAL GROUP, LLC

hedge fundUpdated 23 days ago

Managed by Independent Financial Group, Llc • Latest filing Q3 2026

Portfolio value

$5.5B

Q3 2026

Filings

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

53.5%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 24 quarters

Show data table

Period	Portfolio value
Q1 2020	$340.1M
Q2 2020	$454.6M
Q3 2020	$531.9M
Q4 2020	$678.3M
Q1 2021	$773.2M
Q2 2021	$943.4M
Q3 2021	$978.6M
Q4 2021	$1.2B
Q1 2022	$1.2B
Q2 2022	$935.9M
Q3 2022	$1.1B
Q4 2022	$1.2B
Q1 2023	$1.3B
Q2 2023	$1.4B
Q3 2023	$1.5B
Q4 2023	$1.9B
Q1 2024	$2.2B
Q2 2024	$2.5B
Q3 2024	$2.7B
Q4 2024	$3B
Q1 2025	$2.9B
Q2 2025	$3.6B
Q2 2026	$5.3B
Q3 2026	$5.5B

Top holdings

1,579 positions as of Q3 2026

View filing

#	Stock	Value	Shares	% Portfolio	Change
1	N NVDA History → NVIDIA CORPORATION	$396.7M	1.74M	7.20%	Added(+1.4%)
2	A AAPL History → APPLE INC	$164.6M	494.2K	2.99%	Added(+1.0%)
3	Q QQQ History → INVESCO QQQ TR	$139.4M	188.5K	2.53%	Trimmed(-3.0%)
4	M MU History → MICRON TECHNOLOGY INC	$119.6M	112.3K	2.17%	Added(+1.1%)
5	A AVGO History → BROADCOM INC	$104.9M	298.8K	1.90%	Trimmed(-5.7%)
6	M MSFT History → MICROSOFT CORP	$101.4M	197.7K	1.84%	Added(+2.4%)
7	A AMZN History → AMAZON COM INC	$97.8M	392.5K	1.77%	Trimmed(-1.4%)
8	E ETHA History → ISHARES TR	$95.4M	124.6K	1.73%	Added(+2.1%)
9	S SPY History → STATE STR SPDR S&P 500 ETF T	$82M	107.6K	1.49%	Trimmed(-0.1%)
10	V VGES History → VANGUARD INDEX FDS	$54.6M	145.9K	0.99%	Added(+0.2%)
11	G GOOGN History → ALPHABET INC	$53.4M	156.7K	0.97%	Added(+3.1%)
12	? N/A PGIM ETF TR	$52.4M	1.02M	0.95%	Added(+1.9%)
13	S STT-PG History → SELECT SECTOR SPDR TR	$50.8M	259.7K	0.92%	Added(+0.0%)
14	T TSMWF History → TAIWAN SEMICONDUCTOR MANUFAC	$44.9M	98.4K	0.81%	Trimmed(-0.4%)
15	A AMD History → ADVANCED MICRO DEVICES INC	$42.6M	69.6K	0.77%	Trimmed(-9.6%)
16	G GOOGN History → ALPHABET INC	$42M	121.9K	0.76%	Added(+3.7%)
17	S STT-PG History → SPDR SERIES TRUST	$41.1M	457.6K	0.75%	Added(+7.1%)
18	H HODL History → VANECK ETF TRUST	$38.4M	63.1K	0.70%	Added(+1.2%)
19	F FPF History → FIRST TR EXCHNG TRADED FD VI	$36.7M	979.2K	0.67%	Added(+12.2%)
20	M META History → META PLATFORMS INC	$34.7M	47.9K	0.63%	Trimmed(-8.1%)

1.NVDA History →

NVIDIA CORPORATION

+1.4%

Value

$396.7M

1.74M

% Port

7.20%

2.AAPL History →

APPLE INC

+1.0%

Value

$164.6M

494.2K

% Port

2.99%

3.QQQ History →

INVESCO QQQ TR

-3.0%

Value

$139.4M

188.5K

% Port

2.53%

4.MU History →

MICRON TECHNOLOGY INC

+1.1%

Value

$119.6M

112.3K

% Port

2.17%

5.AVGO History →

BROADCOM INC

-5.7%

Value

$104.9M

298.8K

% Port

1.90%

6.MSFT History →

MICROSOFT CORP

+2.4%

Value

$101.4M

197.7K

% Port

1.84%

7.AMZN History →

AMAZON COM INC

-1.4%

Value

$97.8M

392.5K

% Port

1.77%

8.ETHA History →

ISHARES TR

+2.1%

Value

$95.4M

124.6K

% Port

1.73%

9.SPY History →

STATE STR SPDR S&P 500 ETF T

-0.1%

Value

$82M

107.6K

% Port

1.49%

10.VGES History →

VANGUARD INDEX FDS

+0.2%

Value

$54.6M

145.9K

% Port

0.99%

11.GOOGN History →

ALPHABET INC

+3.1%

Value

$53.4M

156.7K

% Port

0.97%

12.N/A

PGIM ETF TR

+1.9%

Value

$52.4M

1.02M

% Port

0.95%

13.STT-PG History →

SELECT SECTOR SPDR TR

+0.0%

Value

$50.8M

259.7K

% Port

0.92%

14.TSMWF History →

TAIWAN SEMICONDUCTOR MANUFAC

-0.4%

Value

$44.9M

98.4K

% Port

0.81%

15.AMD History →

ADVANCED MICRO DEVICES INC

-9.6%

Value

$42.6M

69.6K

% Port

0.77%

16.GOOGN History →

ALPHABET INC

+3.7%

Value

$42M

121.9K

% Port

0.76%

17.STT-PG History →

SPDR SERIES TRUST

+7.1%

Value

$41.1M

457.6K

% Port

0.75%

18.HODL History →

VANECK ETF TRUST

+1.2%

Value

$38.4M

63.1K

% Port

0.70%

19.FPF History →

FIRST TR EXCHNG TRADED FD VI

+12.2%

Value

$36.7M

979.2K

% Port

0.67%

20.META History →

META PLATFORMS INC

-8.1%

Value

$34.7M

47.9K

% Port

0.63%

View full portfolio (1,579 holdings) →

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