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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 3 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MSTR STRATEGY INC Technology 84,224.0 $10.5M 0.24% +3K +3.9% $124.80 +31.0%
42 SOXX ISHARES TR 31,915.0 $10.5M 0.23% +7K +25.8% $328.66 +50.2%
43 J P MORGAN EXCHANGE TRADED F 170,851.0 $10.5M 0.23% +5K +3.2% $61.32
44 VGT VANGUARD WORLD FD 14,715.0 $10.3M 0.23% +285.0 +2.0% $697.74 -84.0%
45 HD HOME DEPOT INC Consumer Cyclical 31,149.0 $10.2M 0.23% +672.0 +2.2% $328.89 -9.1%
46 QUAL ISHARES TR 53,252.0 $10.2M 0.23% +346.0 +0.7% $191.81 +9.5%
47 IJK ISHARES TR 100,594.0 $10.1M 0.23% +87K +619.3% $100.62 +9.0%
48 ABBV ABBVIE INC Healthcare 46,453.0 $10.1M 0.23% +2K +5.2% $217.49 -3.9%
49 QQQM INVESCO EXCH TRADED FD TR II 41,652.0 $9.9M 0.22% +5K +14.8% $237.62 +21.8%
50 VZ VERIZON COMMUNICATIONS INC Communication Services 196,912.0 $9.9M 0.22% +54K +37.4% $50.20 -6.8%
51 RSP INVESCO EXCHANGE TRADED FD T 50,978.0 $9.8M 0.22% +6K +13.9% $191.92 +5.3%
52 ICOW PACER FDS TR 229,090.0 $9.7M 0.22% +5K +2.4% $42.44 +5.7%
53 CVX CHEVRON CORPORATION Energy 46,563.0 $9.6M 0.22% +16K +53.3% $206.90 -5.9%
54 FLRT PACER FDS TR 203,383.0 $9.4M 0.21% +54K +36.2% $46.31 +1.3%
55 FTCB FIRST TR EXCHANGE-TRADED FD 437,145.0 $9.2M 0.21% +351K +404.6% $20.96 -1.1%
56 PSEC PROSPECT CAP CORP Financial Services 3,460,351.0 $9.0M 0.20% +2.1M +155.4% $2.61 -16.9%
57 VIG VANGUARD SPECIALIZED FUNDS 41,732.0 $9.0M 0.20% +661.0 +1.6% $215.06 +6.7%
58 MGK VANGUARD WORLD FD 24,267.0 $8.9M 0.20% +1K +5.7% $367.44 -76.1%
59 PANW PALO ALTO NETWORKS INC Technology 55,313.0 $8.9M 0.20% +3K +5.1% $160.32 +54.6%
60 VBK VANGUARD INDEX FDS 28,093.0 $8.5M 0.19% +502.0 +1.8% $302.25 +10.2%
Page 3 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%