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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 4 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSPA T ROWE PRICE ETF INC 206,497.0 $8.4M 0.19% +4K +2.1% $40.90 +14.3%
62 TOPT ISHARES TR 294,826.0 $8.4M 0.19% +224K +314.6% $28.62 +18.7%
63 SPDW SPDR INDEX SHS FDS 180,344.0 $8.2M 0.18% +4K +2.5% $45.65 +7.7%
64 GE GE AEROSPACE Industrials 28,970.0 $8.2M 0.18% +806.0 +2.9% $283.77 +2.7%
65 NUKZ EXCHANGE TRADED CONCEPTS TRU 123,946.0 $8.2M 0.18% +11K +9.7% $65.77 +4.9%
66 IEMG ISHARES INC 111,306.0 $7.8M 0.17% +42K +59.7% $69.75 +14.0%
67 VEA VANGUARD TAX-MANAGED FDS 120,478.0 $7.7M 0.17% +74K +158.4% $64.08 +7.8%
68 AIRR FIRST TR EXCHANGE TRADED FD 69,602.0 $7.7M 0.17% +7K +11.4% $110.78 +15.3%
69 VTV VANGUARD INDEX FDS 36,778.0 $7.2M 0.16% +11K +40.7% $196.20 +5.3%
70 JNJ JOHNSON & JOHNSON Healthcare 28,915.0 $7.1M 0.16% +407.0 +1.4% $244.44 -5.6%
71 ISVL ISHARES TR 145,438.0 $7.0M 0.16% +132K +971.0% $48.11 +6.6%
72 CGIC CAPITAL GROUP INTERNATIONAL 209,118.0 $6.9M 0.15% +78K +60.0% $33.11 +6.7%
73 SHLD GLOBAL X FDS 97,668.0 $6.9M 0.15% +20K +25.2% $70.84 -12.0%
74 ENFR ALPS ETF TR 179,948.0 $6.9M 0.15% +31K +20.9% $38.21 +3.4%
75 XLI SELECT SECTOR SPDR TR 42,394.0 $6.9M 0.15% +11K +35.7% $161.73 +6.0%
76 IJR ISHARES TR 55,102.0 $6.8M 0.15% +3K +5.2% $124.31 +7.7%
77 VXUS VANGUARD STAR FDS 88,038.0 $6.8M 0.15% +27K +44.5% $77.11 +7.8%
78 PEP PEPSICO INC Consumer Defensive 43,482.0 $6.8M 0.15% +4K +9.1% $155.29 -4.3%
79 ANNALY CAPITAL MANAGEMENT IN 314,747.0 $6.7M 0.15% +14K +4.8% $21.15
80 IUSB ISHARES TR 143,675.0 $6.6M 0.15% +5K +3.8% $46.19 -1.1%
Page 4 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%