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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 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AVUV AMERICAN CENTY ETF TR 13,174.0 $1.5M 0.03% -900.0 -6.4% $110.47 +7.2%
182 FPE FIRST TR EXCH TRADED FD III 80,898.0 $1.4M 0.03% -5K -6.2% $17.75 +1.5%
183 CGBL CAPITAL GROUP CORE BALANCED 41,354.0 $1.4M 0.03% -10K -19.4% $34.41 +7.1%
184 TUG LISTED FDS TR 37,689.0 $1.4M 0.03% -4K -9.1% $37.17 +21.5%
185 PII POLARIS INC Consumer Cyclical 25,319.0 $1.4M 0.03% -600.0 -2.3% $54.50 +18.6%
186 CGCP CAPITAL GRP FIXED INCM ETF T 61,298.0 $1.4M 0.03% -13K -18.0% $22.34 -0.8%
187 TORTOISE CAPITAL SERIES TRUS 130,935.0 $1.4M 0.03% -2K -1.4% $10.43
188 VFH VANGUARD WORLD FD 11,200.0 $1.4M 0.03% -2K -16.2% $120.81 +4.9%
189 FIRST TR EXCHANGE TRADED FD 58,304.0 $1.3M 0.03% -24K -28.8% $22.95
190 CGGE CAPITAL GROUP GLOBAL EQUITY 43,347.0 $1.3M 0.03% -969.0 -2.2% $30.50 +9.8%
191 ALL ALLSTATE CORP Financial Services 6,326.0 $1.3M 0.03% -535.0 -7.8% $207.34 +4.8%
192 IEI ISHARES TR 11,014.0 $1.3M 0.03% -12K -52.9% $118.60 -1.4%
193 GBDC GOLUB CAP BDC INC Financial Services 103,122.0 $1.3M 0.03% -12K -10.3% $12.66 +3.2%
194 FSLR FIRST SOLAR INC Energy 6,605.0 $1.3M 0.03% -3K -31.3% $197.26 +18.3%
195 SCHF SCHWAB STRATEGIC TR 50,211.0 $1.2M 0.03% -2K -2.9% $24.75 +8.6%
196 AXON AXON ENTERPRISE INC Industrials 2,899.0 $1.2M 0.03% -19.0 -0.7% $424.69 -6.0%
197 ARKK ARK ETF TR 17,996.0 $1.2M 0.03% -841.0 -4.5% $67.59 +10.2%
198 BMY BRISTOL-MYERS SQUIBB CO Healthcare 20,029.0 $1.2M 0.03% -979.0 -4.7% $60.65 -5.5%
199 PSI INVESCO EXCHANGE TRADED FD T 12,730.0 $1.2M 0.03% -679.0 -5.1% $94.38 +51.5%
200 KMB KIMBERLY-CLARK CORP Consumer Defensive 12,399.0 $1.2M 0.03% -12K -50.2% $96.47 -0.6%
Page 10 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%