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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 20 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DFAT DIMENSIONAL ETF TRUST 11,878.0 $742K 0.02% +2K +14.6% $62.45 +5.4%
382 AOR ISHARES TR 11,506.0 $740K 0.02% +2K +15.9% $64.35 +6.0%
383 BE BLOOM ENERGY CORP Industrials 5,427.0 $735K 0.02% +737.0 +15.7% $135.49 +90.9%
384 HDV ISHARES TR 5,414.0 $735K 0.02% +1K +28.8% $135.72 -79.7%
385 JBND J P MORGAN EXCHANGE TRADED F 13,405.0 $721K 0.02% +4K +50.4% $53.77 -1.6%
386 IJJ ISHARES TR 5,428.0 $719K 0.02% +231.0 +4.4% $132.51 +4.6%
387 CTA SIMPLIFY EXCHANGE TRADED FUN 23,771.0 $718K 0.02% +3K +15.2% $30.22 +6.3%
388 USHY ISHARES TR 19,278.0 $710K 0.02% +5K +32.9% $36.84 -0.1%
389 PBDC PUTNAM ETF TRUST 25,550.0 $705K 0.02% +9K +50.6% $27.58 -1.7%
390 ERC ALLSPRING MULTI SECTOR INCOM Financial Services 77,900.0 $702K 0.02% +12K +17.3% $9.01 -0.6%
391 BP BP PLC Energy 14,729.0 $692K 0.02% +257.0 +1.8% $47.00 -2.8%
392 ULTA ULTA BEAUTY INC Consumer Cyclical 1,323.0 $692K 0.02% +305.0 +30.0% $522.71 -5.4%
393 AVEM AMERICAN CENTY ETF TR 8,542.0 $688K 0.01% +2K +29.0% $80.58 +13.5%
394 UWM PROSHARES TR 14,513.0 $677K 0.01% +571.0 +4.1% $46.67 +22.5%
395 HWM HOWMET AEROSPACE INC Industrials 2,887.0 $665K 0.01% +202.0 +7.5% $230.45 +13.0%
396 EXC EXELON CORP Utilities 13,473.0 $660K 0.01% +132.0 +1.0% $49.02 -11.5%
397 PSCX PACER FDS TR 21,674.0 $660K 0.01% +6K +34.5% $30.45 +6.0%
398 SCHO SCHWAB STRATEGIC TR 27,108.0 $658K 0.01% +1K +4.7% $24.27 -0.5%
399 FDX FEDEX CORP Industrials 1,841.0 $656K 0.01% +40.0 +2.2% $356.25 +5.5%
400 SPEU SPDR INDEX SHS FDS 12,769.0 $654K 0.01% +2K +15.2% $51.24 +5.9%
Page 20 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%