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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 3 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BIZD VANECK ETF TRUST 1,319,469.0 $16.9M 0.38% -44K -3.2% $12.80 -1.5%
42 SDVY FIRST TR EXCHANGE TRADED FD 418,090.0 $16.5M 0.37% +17K +4.3% $39.43 +3.5%
43 XOM EXXON MOBIL CORP Energy 96,212.0 $16.3M 0.37% +25K +35.0% $169.66 -9.9%
44 NFLX NETFLIX INC. Communication Services 169,612.0 $16.3M 0.37% +12K +7.7% $96.15 -9.6%
45 ITOT ISHARES TR 112,955.0 $16.1M 0.36% +7K +6.3% $142.43 +13.1%
46 J P MORGAN EXCHANGE TRADED F 312,515.0 $15.8M 0.35% -11K -3.5% $50.61
47 AMD ADVANCED MICRO DEVICES INC Technology 76,703.0 $15.6M 0.35% +709.0 +0.9% $203.43 +108.5%
48 GDX VANECK ETF TRUST 166,544.0 $15.3M 0.34% -26K -13.6% $91.77 -4.8%
49 SNTH TIDAL TRUST III 566,706.0 $14.9M 0.33% -10K -1.8% $26.24 +13.9%
50 VOT VANGUARD INDEX FDS 57,328.0 $14.8M 0.33% +494.0 +0.9% $257.35 +10.9%
51 VOD VODAFONE GROUP PLC Communication Services 976,548.0 $14.7M 0.33% +54K +5.9% $15.02 +3.1%
52 DYNF BLACKROCK ETF TRUST 247,197.0 $14.4M 0.32% -19K -7.2% $58.18 +13.9%
53 XLE SELECT SECTOR SPDR TR 233,796.0 $14.3M 0.32% +71K +43.2% $61.26 -2.9%
54 FSK FS KKR CAP CORP Financial Services 1,396,710.0 $14.2M 0.32% -152K -9.8% $10.18 +6.1%
55 VUG VANGUARD INDEX FDS 32,419.0 $14.2M 0.32% +818.0 +2.6% $436.80 -80.0%
56 JBBB JANUS DETROIT STR TR 283,261.0 $13.2M 0.30% +9K +3.1% $46.61 +1.6%
57 SCHD SCHWAB STRATEGIC TR 426,385.0 $13.1M 0.29% +60K +16.3% $30.68 +3.4%
58 IBM INTERNATIONAL BUSINESS MACHS Technology 53,837.0 $13.0M 0.29% -8K -13.6% $242.39 -9.9%
59 SCHG SCHWAB STRATEGIC TR 446,342.0 $13.0M 0.29% +27K +6.5% $29.13 +17.6%
60 IJS ISHARES TR 108,686.0 $12.9M 0.29% +79K +269.4% $118.45 +6.1%
Page 3 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%