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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 2 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DYNF BLACKROCK ETF TRUST 247,197.0 $14.4M 0.32% -19K -7.2% $58.18 +13.9%
22 FSK FS KKR CAP CORP Financial Services 1,396,710.0 $14.2M 0.32% -152K -9.8% $10.18 +6.1%
23 IBM INTERNATIONAL BUSINESS MACHS Technology 53,837.0 $13.0M 0.29% -8K -13.6% $242.39 -9.9%
24 SGOV ISHARES TR 127,165.0 $12.8M 0.29% -36K -21.9% $100.66 -0.1%
25 JPM JPMORGAN CHASE & CO Financial Services 41,936.0 $12.3M 0.28% -7K -13.7% $294.16 +2.0%
26 MOAT VANECK ETF TRUST 126,479.0 $12.2M 0.27% -3K -2.0% $96.70 +2.7%
27 CAT CATERPILLAR INC Industrials 15,957.0 $11.3M 0.25% -115.0 -0.7% $708.44 +25.4%
28 CIBR FIRST TR EXCHANGE-TRADED FD 177,059.0 $11.1M 0.25% -4K -2.2% $62.68 +26.1%
29 IAU ISHARES GOLD TR Financial Services 125,483.0 $11.1M 0.25% -39K -23.6% $88.16 -3.0%
30 LLY ELI LILLY & CO Healthcare 11,615.0 $10.7M 0.24% -1K -10.5% $919.81 +9.4%
31 BIL SPDR SERIES TRUST 115,148.0 $10.6M 0.24% -16K -11.9% $91.64 -0.1%
32 V VISA INC Financial Services 31,577.0 $9.5M 0.21% -1K -3.5% $302.24 +6.7%
33 SPYV SPDR SERIES TRUST 157,612.0 $8.9M 0.20% -6K -3.4% $56.58 +5.8%
34 CGGR CAPITAL GROUP GROWTH ETF 221,660.0 $8.9M 0.20% -10K -4.2% $40.19 +13.9%
35 SRLN SSGA ACTIVE ETF TR 221,762.0 $8.9M 0.20% -3K -1.1% $40.14 +0.9%
36 CRWD CROWDSTRIKE HLDGS INC Technology 22,767.0 $8.9M 0.20% -2K -8.9% $390.42 +48.5%
37 SSO PROSHARES TR 171,199.0 $8.9M 0.20% -2K -1.1% $51.88 +28.0%
38 XLC SELECT SECTOR SPDR TR 78,820.0 $8.7M 0.20% -12K -13.0% $110.86 +4.7%
39 SPYI NEOS ETF TRUST 173,720.0 $8.6M 0.19% -28K -13.7% $49.37 +8.4%
40 EFV ISHARES TR 109,486.0 $8.1M 0.18% -59K -34.9% $74.35 +3.9%
Page 2 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%