INDEPENDENT FINANCIAL GROUP, LLC
Q3 2026 13F filing
Updated 23 days ago1,579 disclosed positions worth $5.5B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVIDIA CORPORATION | $396.7M | 1.74M | 7.20% | Added(+1.4%) |
| 2 | A APPLE INC | $164.6M | 494.2K | 2.99% | Added(+1.0%) |
| 3 | Q INVESCO QQQ TR | $139.4M | 188.5K | 2.53% | Trimmed(-3.0%) |
| 4 | M MICRON TECHNOLOGY INC | $119.6M | 112.3K | 2.17% | Added(+1.1%) |
| 5 | A BROADCOM INC | $104.9M | 298.8K | 1.90% | Trimmed(-5.7%) |
| 6 | M MICROSOFT CORP | $101.4M | 197.7K | 1.84% | Added(+2.4%) |
| 7 | A AMAZON COM INC | $97.8M | 392.5K | 1.77% | Trimmed(-1.4%) |
| 8 | E ISHARES TR | $95.4M | 124.6K | 1.73% | Added(+2.1%) |
| 9 | S STATE STR SPDR S&P 500 ETF T | $82M | 107.6K | 1.49% | Trimmed(-0.1%) |
| 10 | V VANGUARD INDEX FDS | $54.6M | 145.9K | 0.99% | Added(+0.2%) |
| 11 | G 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 SELECT SECTOR SPDR TR | $50.8M | 259.7K | 0.92% | Added(+0.0%) |
| 14 | T TAIWAN SEMICONDUCTOR MANUFAC | $44.9M | 98.4K | 0.81% | Trimmed(-0.4%) |
| 15 | A ADVANCED MICRO DEVICES INC | $42.6M | 69.6K | 0.77% | Trimmed(-9.6%) |
| 16 | G ALPHABET INC | $42M | 121.9K | 0.76% | Added(+3.7%) |
| 17 | S SPDR SERIES TRUST | $41.1M | 457.6K | 0.75% | Added(+7.1%) |
| 18 | H VANECK ETF TRUST | $38.4M | 63.1K | 0.70% | Added(+1.2%) |
| 19 | F FIRST TR EXCHNG TRADED FD VI | $36.7M | 979.2K | 0.67% | Added(+12.2%) |
| 20 | M META PLATFORMS INC | $34.7M | 47.9K | 0.63% | Trimmed(-8.1%) |
| 21 | C CAPITAL GROUP DIVIDEND VALUE | $34.1M | 698.1K | 0.62% | Added(+1.7%) |
| 22 | V VANGUARD INDEX FDS | $32M | 45.6K | 0.58% | Added(+4.7%) |
| 23 | P PALANTIR TECHNOLOGIES INC | $31.8M | 169.9K | 0.58% | Trimmed(-9.7%) |
| 24 | G SPDR GOLD TR | $31.8M | 83.4K | 0.58% | Added(+13.5%) |
| 25 | E ISHARES TR | $31.4M | 368.4K | 0.57% | Trimmed(-1.6%) |
| 26 | ? N/A NEOS ETF TRUST | $30.8M | 554.8K | 0.56% | Added(+3.8%) |
| 27 | ? N/A TIDAL TRUST III | $30.8M | 1.04M | 0.56% | Added(+70.2%) |
| 28 | T TESLA INC | $30.7M | 86.4K | 0.56% | Trimmed(-5.1%) |
| 29 | C COSTCO WHOLESALE CORPORATION | $30.1M | 33.1K | 0.55% | Trimmed(-2.8%) |
| 30 | F FIRST TR EXCHANGE TRADED FD | $28.5M | 364.0K | 0.52% | Added(+1.7%) |
| 31 | E ISHARES TR | $27.6M | 48.5K | 0.50% | Trimmed(-6.0%) |
| 32 | S SPDR SERIES TRUST | $25.9M | 210.7K | 0.47% | Added(+5.6%) |
| 33 | C CROWDSTRIKE HLDGS INC | $25.8M | 97.6K | 0.47% | Added(+357.2%) |
| 34 | S SCHWAB STRATEGIC TR | $25.7M | 716.2K | 0.47% | Added(+32.8%) |
| 35 | S SCHWAB STRATEGIC TR | $24.5M | 753.2K | 0.44% | Added(+24.8%) |
| 36 | J J P MORGAN EXCHANGE TRADED F | $24.2M | 480.5K | 0.44% | Added(+16.4%) |
| 37 | K PROSHARES TR | $24.1M | 308.9K | 0.44% | Added(+16.9%) |
| 38 | Q PACER FDS TR | $22.4M | 335.0K | 0.41% | Added(+2.9%) |
| 39 | E ISHARES TR | $21.9M | 304.8K | 0.40% | Added(+3.8%) |
| 40 | J J P MORGAN EXCHANGE TRADED F | $21.9M | 357.7K | 0.40% | Added(+1.6%) |
| 41 | E ISHARES TR | $19.9M | 197.5K | 0.36% | Added(+40.9%) |
| 42 | L ELI LILLY & CO | $19.8M | 17.1K | 0.36% | Added(+26.4%) |
| 43 | B BERKSHIRE HATHAWAY INC DEL | $19.7M | 39.6K | 0.36% | Trimmed(-0.0%) |
| 44 | V VANGUARD STAR FDS | $19.4M | 228.5K | 0.35% | Added(+15.6%) |
| 45 | E BLACKROCK ETF TRUST | $19.3M | 279.3K | 0.35% | Added(+5.9%) |
| 46 | W WALMART INC | $19.3M | 185.5K | 0.35% | Added(+16.8%) |
| 47 | S SANDISK CORP | $19.3M | 11.1K | 0.35% | Trimmed(-29.2%) |
| 48 | E ISHARES TR | $19.2M | 115.4K | 0.35% | Added(+3.3%) |
| 49 | E INVESCO EXCH TRADED FD TR II | $18.5M | 60.6K | 0.34% | Added(+6.8%) |
| 50 | P PALO ALTO NETWORKS INC | $18.1M | 45.6K | 0.33% | Trimmed(-5.8%) |