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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 17 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 INFL LISTED FDS TR 53,986.0 $2.8M 0.06% NEW $52.06 +2.0%
322 FDL FIRST TR EXCHANGE-TRADED FD 55,220.0 $2.8M 0.06% +3K +5.1% $50.80 -0.7%
323 VIS VANGUARD WORLD FD 8,867.0 $2.8M 0.06% +4K +82.8% $312.24 +5.8%
324 SCHZ SCHWAB STRATEGIC TR 119,102.0 $2.8M 0.06% +13K +12.5% $23.22 -1.7%
325 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 52,348.0 $2.8M 0.06% -2K -2.9% $52.76 +13.1%
326 MORGAN STANLEY ETF TRUST 55,271.0 $2.7M 0.06% +44K +386.0% $49.66
327 COF CAPITAL ONE FINL CORP Financial Services 15,013.0 $2.7M 0.06% +2K +14.1% $182.43 +0.3%
328 BKIE BNY MELLON ETF TRUST 29,251.0 $2.7M 0.06% -4K -11.0% $93.43 +4.7%
329 FIIG FIRST TR EXCHANGE-TRADED FD 130,652.0 $2.7M 0.06% +111K +567.6% $20.75 -1.3%
330 IBB ISHARES TR 16,046.0 $2.7M 0.06% +240.0 +1.5% $168.85 -2.4%
331 GD GENERAL DYNAMICS CORP Industrials 7,850.0 $2.7M 0.06% -1K -15.5% $343.22 -0.8%
332 CMI CUMMINS INC Industrials 4,984.0 $2.7M 0.06% +429.0 +9.4% $538.02 +23.2%
333 IJAN INNOVATOR ETFS TRUST 73,541.0 $2.7M 0.06% $36.28 +3.1%
334 VGIT VANGUARD SCOTTSDALE FDS 44,685.0 $2.7M 0.06% +29K +187.8% $59.55 -1.9%
335 JCPB J P MORGAN EXCHANGE TRADED F 56,135.0 $2.6M 0.06% +12K +27.2% $47.08 -1.7%
336 TCAF T ROWE PRICE ETF INC 73,108.0 $2.6M 0.06% -5K -6.3% $35.59 +12.3%
337 DOC HEALTHPEAK PROPERTIES INC Real Estate 157,837.0 $2.6M 0.06% -21K -11.5% $16.43 +18.4%
338 LMBS FIRST TR EXCHANGE-TRADED FD 51,895.0 $2.6M 0.06% +14K +37.5% $49.81 -0.4%
339 UNH UNITEDHEALTH GROUP INC Healthcare 9,524.0 $2.6M 0.06% +887.0 +10.3% $270.59 +45.0%
340 QQEW FIRST TR EXCHANGE-TRADED FD 20,222.0 $2.6M 0.06% $126.97 +13.7%
Page 17 of 73  ·  1,447 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%