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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 1 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 1,690,306.0 $294.8M 6.61% -24K -1.4% $174.40 +35.2%
2 AAPL APPLE INC Technology 492,087.0 $124.9M 2.80% -5K -1.1% $253.79 +18.3%
3 QQQ INVESCO QQQ TR Financial Services 184,658.0 $106.6M 2.39% -8K -4.2% $577.18 +22.8%
4 AVGO BROADCOM INC Technology 310,121.0 $96.0M 2.15% -21K -6.5% $309.51 +37.4%
5 SPY STATE STR SPDR S&P 500 ETF T Financial Services 106,085.0 $69.0M 1.55% -3K -2.7% $650.34 +13.7%
6 PLTR PALANTIR TECHNOLOGIES INC Technology 299,614.0 $43.8M 0.98% -23K -7.1% $146.28 -8.6%
7 GOOG ALPHABET INC Communication Services 141,875.0 $40.7M 0.91% -3K -1.8% $286.86 +38.5%
8 GLD SPDR GOLD TR Financial Services 80,696.0 $34.7M 0.78% -4K -5.1% $430.29 -0.7%
9 GOOGL ALPHABET INC Communication Services 118,248.0 $34.0M 0.76% -2K -1.4% $287.56 +39.5%
10 META META PLATFORMS INC Communication Services 57,643.0 $33.0M 0.74% -2K -2.9% $572.14 +8.1%
11 MU MICRON TECHNOLOGY INC Technology 85,275.0 $28.8M 0.65% -5K -5.3% $337.84 +129.7%
12 COWZ PACER FDS TR 349,193.0 $21.8M 0.49% -21K -5.6% $62.56 +0.6%
13 IJH ISHARES TR 289,291.0 $19.5M 0.44% -8K -2.5% $67.53 +6.9%
14 SLV ISHARES SILVER TR Financial Services 283,261.0 $19.3M 0.43% -120K -29.8% $68.14 +1.3%
15 QQQE DIREXION SHARES ETF TRUST 174,972.0 $17.2M 0.39% -23K -11.5% $98.53 +14.3%
16 JEPQ J P MORGAN EXCHANGE TRADED F 309,893.0 $17.2M 0.39% -8K -2.7% $55.52 +7.7%
17 BIZD VANECK ETF TRUST 1,319,469.0 $16.9M 0.38% -44K -3.2% $12.80 -1.5%
18 J P MORGAN EXCHANGE TRADED F 312,515.0 $15.8M 0.35% -11K -3.5% $50.61
19 GDX VANECK ETF TRUST 166,544.0 $15.3M 0.34% -26K -13.6% $91.77 -4.8%
20 SNTH TIDAL TRUST III 566,706.0 $14.9M 0.33% -10K -1.8% $26.24 +13.9%
Page 1 of 27  ·  526 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%