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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 · All 153 New 602 Added 526 Reduced
Page 9 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VHT VANGUARD WORLD FD 6,075.0 $1.7M 0.04% -813.0 -11.8% $272.31 +0.9%
162 VWO VANGUARD INTL EQUITY INDEX F 30,514.0 $1.6M 0.04% -2K -5.7% $54.05 +8.5%
163 UPS UNITED PARCEL SVCS INC Industrials 16,742.0 $1.6M 0.04% -1K -5.9% $98.38 -1.6%
164 ARM ARM HOLDINGS PLC Technology 10,860.0 $1.6M 0.04% -1K -11.7% $151.28 +69.7%
165 VFC V F CORP Consumer Cyclical 94,491.0 $1.6M 0.04% -2K -1.9% $16.99 -1.5%
166 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 124,157.0 $1.6M 0.04% -1K -1.1% $12.93 -0.4%
167 CWB SPDR SERIES TRUST 17,507.0 $1.6M 0.04% -130.0 -0.7% $91.52 +12.7%
168 TER TERADYNE INC Technology 5,301.0 $1.6M 0.04% -2K -29.7% $296.46 +8.5%
169 LQD ISHARES TR 14,398.0 $1.6M 0.04% -623.0 -4.2% $108.99 -1.0%
170 SHW SHERWIN WILLIAMS CO Basic Materials 4,878.0 $1.6M 0.04% -432.0 -8.1% $320.55 -6.7%
171 FBND FIDELITY MERRIMACK STR TR 33,950.0 $1.5M 0.04% -1K -4.1% $45.62 -0.7%
172 FIRST TR HIGH YIELD OPPRT 20 112,501.0 $1.5M 0.03% -3K -2.5% $13.53
173 MOS MOSAIC CO Basic Materials 58,997.0 $1.5M 0.03% -9K -12.8% $25.50 -16.1%
174 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 11,917.0 $1.5M 0.03% -9K -42.2% $125.46 +7.2%
175 SOFI SOFI TECHNOLOGIES INC Financial Services 93,658.0 $1.5M 0.03% -73K -43.9% $15.88 -4.1%
176 TXN TEXAS INSTRS INC Technology 7,649.0 $1.5M 0.03% -625.0 -7.5% $194.14 +55.7%
177 WES WESTERN MIDSTREAM PARTNERS L Energy 35,729.0 $1.5M 0.03% -2K -5.6% $41.17 +15.0%
178 NUVEEN CR STRATEGIES INCOME 301,809.0 $1.5M 0.03% -60K -16.6% $4.87
179 FXU FIRST TR EXCHANGE-TRADED FD 29,614.0 $1.5M 0.03% -3K -10.0% $49.59 -2.8%
180 INNOVATOR ETFS TRUST 69,105.0 $1.5M 0.03% -6K -8.2% $21.12
Page 9 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%