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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 19 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BUYW NORTHERN LTS FD TR IV 169,444.0 $2.4M 0.05% +20K +13.6% $14.08 +2.7%
362 IFLR INNOVATOR ETFS TRUST 47,126.0 $2.4M 0.05% +29K +162.8% $50.39 +2.2%
363 GRNY TIDAL TRUST I 99,486.0 $2.4M 0.05% -10K -8.9% $23.87 +10.6%
364 TVAL T ROWE PRICE ETF INC 64,177.0 $2.3M 0.05% +15K +30.0% $36.18 +10.2%
365 IJUL INNOVATOR ETFS TRUST 68,668.0 $2.3M 0.05% $33.75 +3.4%
366 BSV VANGUARD BD INDEX FDS 29,554.0 $2.3M 0.05% -724.0 -2.4% $78.41 -0.9%
367 SHOP SHOPIFY INC Technology 19,493.0 $2.3M 0.05% -1K -6.2% $118.62 -13.7%
368 CGGO CAPITAL GROUP GBL GROWTH EQT 69,105.0 $2.3M 0.05% -15K -18.1% $33.37 +14.8%
369 UPRO PROSHARES TR 23,595.0 $2.3M 0.05% -288.0 -1.2% $96.98 +40.9%
370 WFC WELLS FARGO & CO Financial Services 28,659.0 $2.3M 0.05% -1K -4.8% $79.61 -6.6%
371 SDY SPDR SERIES TRUST 15,539.0 $2.3M 0.05% -123.0 -0.8% $145.94 +1.2%
372 MS MORGAN STANLEY Financial Services 13,683.0 $2.3M 0.05% +3K +24.2% $164.57 +17.1%
373 BXSL BLACKSTONE SECD LENDING FD Financial Services 95,015.0 $2.3M 0.05% +15K +18.8% $23.69 -0.7%
374 ANET ARISTA NETWORKS INC Technology 18,322.0 $2.2M 0.05% -2K -8.2% $122.78 +15.3%
375 BLUE OWL CAPITAL CORPORATION 203,305.0 $2.2M 0.05% +7K +3.6% $11.06
376 ROKU ROKU INC Communication Services 23,719.0 $2.2M 0.05% +3K +13.1% $94.62 +31.2%
377 RL RALPH LAUREN CORP Consumer Cyclical 6,375.0 $2.2M 0.05% +3K +89.4% $343.99 -5.3%
378 LGOV FIRST TR EXCHANGE-TRADED FD 100,781.0 $2.2M 0.05% -6K -6.0% $21.57 -2.6%
379 TBUX T ROWE PRICE ETF INC 43,433.0 $2.2M 0.05% -10K -18.6% $49.75 +0.2%
380 FBCG FIDELITY COVINGTON TRUST 43,106.0 $2.2M 0.05% +6K +15.1% $50.12 +19.4%
Page 19 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%