INDEPENDENT FINANCIAL GROUP, LLC

Est. AUM

$5.35B

13F long equity, this entity only

Positions

1,546

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$342.6M	1712464	6.41%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$143.1M	194302	2.68%	SOLE
3	APPLE INC	COM	$141.6M	489353	2.65%	SOLE
4	MICRON TECHNOLOGY INC	COM	$128.2M	111056	2.40%	SOLE
5	BROADCOM INC	COM	$119.6M	316698	2.24%	SOLE
6	AMAZON COM INC	COM	$94.9M	398253	1.78%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$91.4M	122036	1.71%	SOLE
8	STATE STR SPDR S&P 500 ETF T	TR UNIT	$80.5M	107744	1.50%	SOLE
9	MICROSOFT CORP	COM	$72.0M	193067	1.35%	SOLE
10	VANGUARD INDEX FDS	TOTAL STK MKT	$53.9M	145608	1.01%	SOLE
11	ALPHABET INC	CAP STK CL C	$53.7M	152073	1.00%	SOLE
12	PGIM ETF TR	AAA CLO ETF	$51.4M	1003376	0.96%	SOLE
13	SELECT SECTOR SPDR TR	ST STR TECHN ETF	$49.5M	259558	0.92%	SOLE
14	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$47.2M	98811	0.88%	SOLE
15	ADVANCED MICRO DEVICES INC	COM	$44.7M	77002	0.84%	SOLE
16	ALPHABET INC	CAP STK CL A	$42.0M	117622	0.79%	SOLE
17	VANECK ETF TRUST	SEMICONDUCTR ETF	$40.9M	62339	0.76%	SOLE
18	TESLA INC	COM	$38.3M	91049	0.72%	SOLE
19	SPDR SERIES TRUST	ST STR P500ETF	$37.5M	427208	0.70%	SOLE
20	SANDISK CORP	COM	$35.6M	15656	0.67%	SOLE
21	CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$33.8M	686551	0.63%	SOLE
22	ISHARES TR	ISHARES SEMICDTR	$33.1M	51635	0.62%	SOLE
23	FIRST TR EXCHNG TRADED FD VI	FT LADD BUFF ETF	$31.9M	872837	0.60%	SOLE
24	COSTCO WHOLESALE CORPORATION	COM	$31.8M	34019	0.60%	SOLE
25	ISHARES TR	MSCI US GARP ETF	$30.9M	374524	0.58%	SOLE
26	NEOS ETF TRUST	NASDAQ 100 HIGH	$30.4M	534418	0.57%	SOLE
27	VANGUARD INDEX FDS	S&P 500 ETF SHS	$29.9M	43560	0.56%	SOLE
28	META PLATFORMS INC	CL A	$29.3M	52096	0.55%	SOLE
29	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$29.0M	357875	0.54%	SOLE
30	SPDR GOLD TR	GOLD SHS	$27.1M	73460	0.51%	SOLE
31	SPDR SERIES TRUST	ST STR P500GRW	$23.7M	199584	0.44%	SOLE
32	ISHARES TR	CORE S&P MCP ETF	$22.6M	293654	0.42%	SOLE
33	PALANTIR TECHNOLOGIES INC	CL A	$22.0M	188200	0.41%	SOLE
34	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$21.6M	351960	0.40%	SOLE
35	PROSHARES TR	ULTRAPRO QQQ	$21.4M	264290	0.40%	SOLE
36	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$20.9M	412854	0.39%	SOLE
37	ISHARES TR	RUSSELL 2000 ETF	$20.7M	68910	0.39%	SOLE
38	PACER FDS TR	US CASH COWS 100	$20.3M	325573	0.38%	SOLE
39	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$19.8M	39608	0.37%	SOLE
40	CATERPILLAR INC	COM	$19.3M	18157	0.36%	SOLE
41	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$19.1M	603599	0.36%	SOLE
42	MARVELL TECHNOLOGY INC	COM	$18.7M	62654	0.35%	SOLE
43	ISHARES TR	CORE S&P TTL STK	$18.3M	111690	0.34%	SOLE
44	SCHWAB STRATEGIC TR	US LCAP GR ETF	$18.2M	539194	0.34%	SOLE
45	TIDAL TRUST III	MRP SYNTHEQUITY	$18.2M	612933	0.34%	SOLE
46	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$18.1M	418522	0.34%	SOLE
47	WALMART INC	COM	$18.0M	158800	0.34%	SOLE
48	BLACKROCK ETF TRUST	ISHARES US EQUIT	$17.9M	263624	0.34%	SOLE
49	DIREXION SHARES ETF TRUST	NASDAQ 100 EQ WT	$17.7M	145174	0.33%	SOLE
50	VANGUARD INDEX FDS	GROWTH ETF	$17.4M	201898	0.33%	SOLE

1–50 of 1,546

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.