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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 4 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SGOV ISHARES TR 127,165.0 $12.8M 0.29% -36K -21.9% $100.66 -0.1%
62 PDI PIMCO DYNAMIC INCOME FD Financial Services 731,544.0 $12.5M 0.28% $17.11 -1.5%
63 TQQQ PROSHARES TR 298,228.0 $12.4M 0.28% +32K +12.2% $41.68 +80.7%
64 JPM JPMORGAN CHASE & CO Financial Services 41,936.0 $12.3M 0.28% -7K -13.7% $294.16 +2.0%
65 ITA ISHARES TR 55,944.0 $12.2M 0.28% +1K +2.0% $218.75 -0.8%
66 MOAT VANECK ETF TRUST 126,479.0 $12.2M 0.27% -3K -2.0% $96.70 +2.7%
67 GEV GE VERNOVA INC Utilities 13,582.0 $11.9M 0.27% +3K +23.7% $872.90 +24.9%
68 BLACKROCK ETF TRUST 353,597.0 $11.4M 0.26% NEW $32.15
69 CAT CATERPILLAR INC Industrials 15,957.0 $11.3M 0.25% -115.0 -0.7% $708.44 +25.4%
70 SMA SMARTSTOP SELF STORAG REIT I Real Estate 369,641.0 $11.2M 0.25% +8K +2.2% $30.28 +1.7%
71 CIBR FIRST TR EXCHANGE-TRADED FD 177,059.0 $11.1M 0.25% -4K -2.2% $62.68 +26.1%
72 IAU ISHARES GOLD TR Financial Services 125,483.0 $11.1M 0.25% -39K -23.6% $88.16 -3.0%
73 FDT FIRST TR EXCH TRD ALPHDX FD 125,226.0 $10.9M 0.24% +14K +12.3% $86.93 +11.2%
74 VYMI VANGUARD WHITEHALL FDS 113,941.0 $10.7M 0.24% +4K +4.1% $94.24 +4.3%
75 LLY ELI LILLY & CO Healthcare 11,615.0 $10.7M 0.24% -1K -10.5% $919.81 +9.4%
76 VYM VANGUARD WHITEHALL FDS 72,110.0 $10.7M 0.24% +5K +8.0% $148.10 +5.2%
77 JEPI J P MORGAN EXCHANGE TRADED F 187,928.0 $10.7M 0.24% +1K +0.6% $56.68 -1.4%
78 BIL SPDR SERIES TRUST 115,148.0 $10.6M 0.24% -16K -11.9% $91.64 -0.1%
79 MSTR STRATEGY INC Technology 84,224.0 $10.5M 0.24% +3K +3.9% $124.80 +49.8%
80 SOXX ISHARES TR 31,915.0 $10.5M 0.23% +7K +25.8% $328.66 +54.9%
Page 4 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%