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Portfolio (Quarterly) Guide ↗

INDEPENDENT FINANCIAL GROUP, LLC

· CIK 0000275484
13F Portfolio $4.5B AUM 1,447 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 153 New 602 Added 526 Reduced 111 Exited
Page 10 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TOUS T ROWE PRICE ETF INC 83,347.0 $2.9M 0.07% +5K +6.9% $34.54 +6.7%
182 FTGS FIRST TR EXCHANGE-TRADED FD 84,438.0 $2.9M 0.06% +3K +3.5% $34.05 +6.7%
183 MGV VANGUARD WORLD FD 19,812.0 $2.9M 0.06% +4K +22.7% $144.95 +6.7%
184 EMXC ISHARES INC 36,370.0 $2.9M 0.06% +10K +38.7% $78.66 +18.9%
185 XOP SPDR SERIES TRUST 15,650.0 $2.8M 0.06% +12K +382.4% $181.83 -3.1%
186 PPA INVESCO EXCHANGE TRADED FD T 17,153.0 $2.8M 0.06% +1K +7.0% $165.70 +0.5%
187 VCIT VANGUARD SCOTTSDALE FDS 34,239.0 $2.8M 0.06% +11K +45.1% $82.75 -1.0%
188 B BARRICK MNG CORP Basic Materials 69,440.0 $2.8M 0.06% +21K +44.8% $40.75 -0.4%
189 FDL FIRST TR EXCHANGE-TRADED FD 55,220.0 $2.8M 0.06% +3K +5.1% $50.80 -1.3%
190 VIS VANGUARD WORLD FD 8,867.0 $2.8M 0.06% +4K +82.8% $312.24 +6.6%
191 SCHZ SCHWAB STRATEGIC TR 119,102.0 $2.8M 0.06% +13K +12.5% $23.22 -1.3%
192 MORGAN STANLEY ETF TRUST 55,271.0 $2.7M 0.06% +44K +386.0% $49.66
193 COF CAPITAL ONE FINL CORP Financial Services 15,013.0 $2.7M 0.06% +2K +14.1% $182.43 +2.6%
194 FIIG FIRST TR EXCHANGE-TRADED FD 130,652.0 $2.7M 0.06% +111K +567.6% $20.75 -0.9%
195 IBB ISHARES TR 16,046.0 $2.7M 0.06% +240.0 +1.5% $168.85 -2.9%
196 CMI CUMMINS INC Industrials 4,984.0 $2.7M 0.06% +429.0 +9.4% $538.02 +26.0%
197 VGIT VANGUARD SCOTTSDALE FDS 44,685.0 $2.7M 0.06% +29K +187.8% $59.55 -1.6%
198 JCPB J P MORGAN EXCHANGE TRADED F 56,135.0 $2.6M 0.06% +12K +27.2% $47.08 -1.4%
199 LMBS FIRST TR EXCHANGE-TRADED FD 51,895.0 $2.6M 0.06% +14K +37.5% $49.81 -0.2%
200 UNH UNITEDHEALTH GROUP INC Healthcare 9,524.0 $2.6M 0.06% +887.0 +10.3% $270.59 +45.6%
Page 10 of 31  ·  602 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.3%
Financial Services 22.1%
Consumer Cyclical 8.1%
Communication Services 7.6%
Industrials 4.6%
Consumer Defensive 3.9%
Healthcare 3.6%
Real Estate 3.5%
Energy 3.1%
Basic Materials 1.8%