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INDEPENDENT FINANCIAL GROUP, LLC

Q2 2026 13F filing

Updated 57 days ago

1,546 disclosed positions worth $5.3B

Portfolio value
$5.3B
Total holdings
1,546
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-07-15

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION

Value
$342.6M
Shares
1.71M
% Port
6.41%
Q
2.QQQ

INVESCO QQQ TR

Value
$143.1M
Shares
194.3K
% Port
2.68%
A

APPLE INC

Value
$141.6M
Shares
489.4K
% Port
2.65%
M
4.MU

MICRON TECHNOLOGY INC

Value
$128.2M
Shares
111.1K
% Port
2.40%
A

BROADCOM INC

Value
$119.6M
Shares
316.7K
% Port
2.24%
A

AMAZON COM INC

Value
$94.9M
Shares
398.3K
% Port
1.77%
E

ISHARES TR

Value
$91.4M
Shares
122.0K
% Port
1.71%
S
8.SPY

STATE STR SPDR S&P 500 ETF T

Value
$80.5M
Shares
107.7K
% Port
1.50%
M

MICROSOFT CORP

Value
$72M
Shares
193.1K
% Port
1.35%
V
10.VGES

VANGUARD INDEX FDS

Value
$53.9M
Shares
145.6K
% Port
1.01%
G

ALPHABET INC

Value
$53.7M
Shares
152.1K
% Port
1.00%
?
12.N/A

PGIM ETF TR

Value
$51.4M
Shares
1.00M
% Port
0.96%
S

SELECT SECTOR SPDR TR

Value
$49.5M
Shares
259.6K
% Port
0.92%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$47.2M
Shares
98.8K
% Port
0.88%
A
15.AMD

ADVANCED MICRO DEVICES INC

Value
$44.7M
Shares
77.0K
% Port
0.84%
G

ALPHABET INC

Value
$42M
Shares
117.6K
% Port
0.79%
H
17.HODL

VANECK ETF TRUST

Value
$40.9M
Shares
62.3K
% Port
0.76%
T
18.TSLA

TESLA INC

Value
$38.3M
Shares
91.0K
% Port
0.72%
S

SPDR SERIES TRUST

Value
$37.5M
Shares
427.2K
% Port
0.70%
S
20.SNDK

SANDISK CORP

Value
$35.6M
Shares
15.7K
% Port
0.67%
C

CAPITAL GROUP DIVIDEND VALUE

Value
$33.8M
Shares
686.6K
% Port
0.63%
E
22.ETHA

ISHARES TR

Value
$33.1M
Shares
51.6K
% Port
0.62%
F
23.FPF

FIRST TR EXCHNG TRADED FD VI

Value
$31.9M
Shares
872.8K
% Port
0.60%
C
24.COST

COSTCO WHOLESALE CORPORATION

Value
$31.8M
Shares
34.0K
% Port
0.60%
E
25.ETHA

ISHARES TR

Value
$30.9M
Shares
374.5K
% Port
0.58%
?
26.N/A

NEOS ETF TRUST

Value
$30.3M
Shares
534.4K
% Port
0.57%
V
27.VGES

VANGUARD INDEX FDS

Value
$29.9M
Shares
43.6K
% Port
0.56%
M
28.META

META PLATFORMS INC

Value
$29.3M
Shares
52.1K
% Port
0.55%
F
29.FPF

FIRST TR EXCHANGE TRADED FD

Value
$29M
Shares
357.9K
% Port
0.54%
G
30.GLD

SPDR GOLD TR

Value
$27.1M
Shares
73.5K
% Port
0.51%
S

SPDR SERIES TRUST

Value
$23.7M
Shares
199.6K
% Port
0.44%
E
32.ETHA

ISHARES TR

Value
$22.6M
Shares
293.7K
% Port
0.42%
P
33.PLTR

PALANTIR TECHNOLOGIES INC

Value
$22M
Shares
188.2K
% Port
0.41%
J

J P MORGAN EXCHANGE TRADED F

Value
$21.6M
Shares
352.0K
% Port
0.40%
K
35.KOLD

PROSHARES TR

Value
$21.4M
Shares
264.3K
% Port
0.40%
J

J P MORGAN EXCHANGE TRADED F

Value
$20.9M
Shares
412.9K
% Port
0.39%
E
37.ETHA

ISHARES TR

Value
$20.7M
Shares
68.9K
% Port
0.39%
Q
38.QCOM

PACER FDS TR

Value
$20.3M
Shares
325.6K
% Port
0.38%
B

BERKSHIRE HATHAWAY INC DEL

Value
$19.8M
Shares
39.6K
% Port
0.37%
C
40.CAT

CATERPILLAR INC

Value
$19.3M
Shares
18.2K
% Port
0.36%
S

SCHWAB STRATEGIC TR

Value
$19.1M
Shares
603.6K
% Port
0.36%
M
42.MRVL

MARVELL TECHNOLOGY INC

Value
$18.7M
Shares
62.7K
% Port
0.35%
E
43.ETHA

ISHARES TR

Value
$18.3M
Shares
111.7K
% Port
0.34%
S

SCHWAB STRATEGIC TR

Value
$18.2M
Shares
539.2K
% Port
0.34%
?
45.N/A

TIDAL TRUST III

Value
$18.2M
Shares
612.9K
% Port
0.34%
F
46.FPF

FIRST TR EXCHANGE TRADED FD

Value
$18.1M
Shares
418.5K
% Port
0.34%
W
47.WMT

WALMART INC

Value
$18M
Shares
158.8K
% Port
0.34%
E
48.ETHA

BLACKROCK ETF TRUST

Value
$17.9M
Shares
263.6K
% Port
0.34%
D
49.DIOD

DIREXION SHARES ETF TRUST

Value
$17.7M
Shares
145.2K
% Port
0.33%
V
50.VGES

VANGUARD INDEX FDS

Value
$17.4M
Shares
201.9K
% Port
0.33%