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Independent Financial Group, LLC Top Holdings and 13F Report (2026)

About Independent Financial Group, LLC

Investment Activity

  • Independent Financial Group, LLC has $5.51 billion in total holdings as of September 30, 2026.
  • Independent Financial Group, LLC owns shares of 1,579 different stocks, but just 313 companies or ETFs make up 80% of its holdings.
  • Approximately 7.52% of the portfolio was purchased this quarter.
  • About 4.59% of the portfolio was sold this quarter.
  • This quarter, Independent Financial Group, LLC has purchased 1,546 new stocks and bought additional shares in 730 stocks.
  • Independent Financial Group, LLC sold shares of 592 stocks and completely divested from 123 stocks this quarter.

Largest Holdings

NVIDIA
$396,679,968
Apple
$164,590,347
Invesco QQQ
$139,417,488
Micron Technology
$119,564,191
Broadcom
$104,921,099

Largest New Holdings this Quarter

46434V878 - iShares Ultra Short-Term Bond Active ETF
$12,568,349 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$12,538,943 Holding
14064D428 - CAPITOL SER TR
$8,701,423 Holding
60770K107 - Moderna
$1,754,946 Holding
53228F101 - LifeStance Health Group
$1,404,623 Holding

Largest Purchases this Quarter

CrowdStrike
76,244 shares (about $20.19M)
TIDAL TRUST III
430,219 shares (about $12.69M)
iShares Ultra Short-Term Bond Active ETF
249,372 shares (about $12.57M)
EXXONMOBIL HOLDINGS CORP
77,044 shares (about $12.54M)
CAPITOL SER TR
351,147 shares (about $8.70M)

Largest Sales this Quarter

SANDISK CORP
4,577 shares (about $7.96M)
Broadcom
17,940 shares (about $6.30M)
iShares U.S. Basic Materials ETF
26,675 shares (about $4.75M)
Advanced Micro Devices
7,368 shares (about $4.51M)
Invesco QQQ
5,842 shares (about $4.32M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIndependent Financial Group, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$396,679,968$5,587,318 ▲1.4%1,736,9297.2%Technology
Apple Inc. stock logo
AAPL
Apple
$164,590,347$1,626,135 ▲1.0%494,2363.0%Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$139,417,488$4,321,750 ▼-3.0%188,4602.5%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$119,564,191$1,278,123 ▲1.1%112,2562.2%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$104,921,099$6,300,365 ▼-5.7%298,7581.9%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$101,385,309$2,361,388 ▲2.4%197,6711.8%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$97,793,224$1,431,617 ▼-1.4%392,5071.8%Consumer Discretionary
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$95,397,236$1,936,067 ▲2.1%124,5641.7%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$82,042,933$125,834 ▼-0.2%107,5791.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$54,589,246$96,928 ▲0.2%145,8671.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$53,400,743$1,583,418 ▲3.1%156,7201.0%Communication Services
PGIM ETF TR
$52,414,708$951,532 ▲1.8%1,021,9281.0%AAA CLO ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$50,830,902$22,316 ▲0.0%259,6720.9%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$44,893,290$183,389 ▼-0.4%98,4090.8%Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$42,599,806$4,507,502 ▼-9.6%69,6340.8%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$41,953,323$1,481,620 ▲3.7%121,9280.8%Communication Services
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$41,078,135$2,731,936 ▲7.1%457,6440.7%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$38,424,091$459,793 ▲1.2%63,0940.7%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$36,689,037$3,983,846 ▲12.2%979,1580.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$34,708,364$3,071,184 ▼-8.1%47,8610.6%Communication Services
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$34,103,419$565,390 ▲1.7%698,1250.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$31,958,915$1,429,071 ▲4.7%45,5990.6%ETF
PALANTIR TECHNOLOGIES INC
$31,783,315$3,419,457 ▼-9.7%169,9190.6%CL A
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$31,758,173$3,781,732 ▲13.5%83,3900.6%ETF
iShares Factors US Growth Style ETF stock logo
STLG
iShares Factors US Growth Style ETF
$31,411,063$520,853 ▼-1.6%368,4150.6%ETF
NEOS ETF TRUST
$30,821,490$1,134,554 ▲3.8%554,8420.6%NASDAQ 100 HIGH
TIDAL TRUST III
$30,772,984$12,691,461 ▲70.2%1,043,1520.6%MRP SYNTHEQUITY
Tesla, Inc. stock logo
TSLA
Tesla
$30,653,615$1,651,275 ▼-5.1%86,3950.6%Consumer Discretionary
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$30,106,437$862,083 ▼-2.8%33,0720.5%Consumer Staples
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$28,499,437$481,405 ▲1.7%364,0240.5%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$27,593,318$1,768,474 ▼-6.0%48,5250.5%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$25,933,627$1,368,776 ▲5.6%210,7050.5%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$25,836,947$20,185,595 ▲357.2%97,5900.5%Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$25,732,098$6,358,856 ▲32.8%716,1730.5%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$24,502,956$4,867,886 ▲24.8%753,2420.4%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$24,201,476$3,406,063 ▲16.4%480,4750.4%ETF
ProShares UltraPro QQQ stock logo
TQQQ
ProShares UltraPro QQQ
$24,105,510$3,482,949 ▲16.9%308,9260.4%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$22,363,337$628,078 ▲2.9%334,9810.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$21,930,017$801,596 ▲3.8%304,7950.4%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$21,910,257$349,182 ▲1.6%357,6600.4%ETF
ISHARES TR
$19,886,034$5,771,689 ▲40.9%197,5170.4%0-3 MTH TREASURY
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$19,758,321$4,124,995 ▲26.4%17,0760.4%Healthcare
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$19,719,348$3,486 ▼0.0%39,6010.4%Finance
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$19,416,791$2,613,884 ▲15.6%228,5400.4%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$19,343,325$1,084,749 ▲5.9%279,2860.4%ETF
WALMART INC
$19,276,996$2,774,462 ▲16.8%185,4980.3%COM
SANDISK CORP
$19,276,751$7,963,687 ▼-29.2%11,0790.3%COM
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$19,184,760$613,070 ▲3.3%115,3770.3%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$18,464,825$1,168,293 ▲6.8%60,6120.3%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$18,100,303$1,117,239 ▼-5.8%45,5570.3%Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$17,857,907$335,119 ▼-1.8%198,1790.3%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$17,663,028$1,228,730 ▲7.5%171,3360.3%ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$17,582,286$1,028,564 ▲6.2%66,5470.3%Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$16,815,856$729,015 ▲4.5%133,8090.3%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$16,595,567$388,067 ▼-2.3%408,9590.3%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$16,559,844$61,632 ▲0.4%56,6930.3%ETF
First Trust Developed Markets ex-US AlphaDEX Fund stock logo
FDT
First Trust Developed Markets ex-US AlphaDEX Fund
$15,970,833$1,895,532 ▲13.5%170,4650.3%ETF
Direxion NASDAQ-100 Equal Weighted Index ETF stock logo
QQQE
Direxion NASDAQ-100 Equal Weighted Index ETF
$15,710,868$1,725,981 ▼-9.9%130,8040.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$15,611,699$1,286,407 ▲9.0%222,5480.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$15,583,650$3,565,574 ▼-18.6%56,0790.3%ETF
BLACKROCK ETF TRUST
$15,335,624$1,452,400 ▲10.5%421,8880.3%ISHA IN CTRY ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$14,987,203$571,023 ▲4.0%45,3010.3%Finance
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$14,929,643$2,082,393 ▲16.2%27,7530.3%Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$14,382,056$339,727 ▼-2.3%17,7380.3%Industrials
Strategy Inc stock logo
MSTR
Strategy
$14,123,073$577,152 ▲4.3%92,2530.3%Technology
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$14,122,343$325,294 ▲2.4%152,4270.3%ETF
BLUEROCK PVT REAL ESTATE FD
$14,072,526$1,659,218 ▼-10.5%1,122,2110.3%COM
Bloom Energy Corporation stock logo
BE
Bloom Energy
$13,807,177$2,737,671 ▲24.7%49,8490.3%Industrials
SPACE EXPLORATION TECHN CORP
$13,670,400$8,584,883 ▲168.8%90,6160.2%CLASS A COM STK
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$13,451,661$182,361 ▲1.4%153,2080.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$13,152,076$612,649 ▲4.9%50,2770.2%Healthcare
NEOS ETF TRUST
$12,823,139$4,951,476 ▲62.9%252,8720.2%BOOSTED NASDAQ
GE VERNOVA INC
$12,769,864$780,354 ▼-5.8%13,4350.2%COM
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$12,749,388$789,348 ▲6.6%82,1480.2%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$12,568,349$12,568,349 ▲New Holding249,3720.2%ETF
EXXONMOBIL HOLDINGS CORP
$12,538,943$12,538,943 ▲New Holding77,0440.2%COM SHS
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$12,506,691$1,017,776 ▲8.9%247,8050.2%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$12,317,410$626,225 ▼-4.8%116,5210.2%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$12,291,421$504,485 ▲4.3%59,3270.2%ETF
Visa Inc. stock logo
V
Visa
$12,213,176$429,755 ▲3.6%33,9890.2%Finance
T. Rowe Price U.S. Equity Research ETF stock logo
TSPA
T. Rowe Price U.S. Equity Research ETF
$12,188,884$323,101 ▲2.7%252,5670.2%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$12,173,090$1,311,552 ▲12.1%197,9360.2%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$12,157,504$251,711 ▲2.1%256,3250.2%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$12,113,730$558,321 ▲4.8%58,2340.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$11,981,069$501,731 ▲4.4%147,6230.2%ETF
FIRST TR EXCHANGE-TRADED FD
$11,921,927$3,179,168 ▲36.4%571,5210.2%VEST LADDERED
SMARTSTOP SELF STORAG REIT I
$11,676,329$386,819 ▼-3.2%362,6190.2%COMMON STOCK
NEOS S&P 500 High Income ETF stock logo
SPYI
NEOS S&P 500 High Income ETF
$11,486,274$1,356,953 ▲13.4%216,0290.2%ETF
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$11,418,604$95,398 ▼-0.8%164,7000.2%ETF
Invesco S&P SmallCap 600 Revenue ETF stock logo
RWJ
Invesco S&P SmallCap 600 Revenue ETF
$11,410,917$107,043 ▼-0.9%202,9690.2%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$11,149,961$3,656,023 ▲48.8%66,2040.2%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$11,134,434$294,546 ▼-2.6%21,7740.2%Technology
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$11,126,283$90,024 ▲0.8%120,8730.2%ETF
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$11,126,160$378,487 ▲3.5%223,1480.2%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$10,750,374$678,051 ▼-5.9%197,2180.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$10,719,809$491,355 ▲4.8%40,4920.2%Healthcare
Intel Corporation stock logo
INTC
Intel
$10,666,907$679,298 ▼-6.0%88,7210.2%Technology
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$10,570,600$2,552,005 ▲31.8%69,7360.2%ETF
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$10,452,820$315,560 ▲3.1%53,6620.2%Technology
Pacer Developed Markets International Cash Cows 100 ETF stock logo
ICOW
Pacer Developed Markets International Cash Cows 100 ETF
$10,323,947$431,156 ▲4.4%245,4580.2%ETF

Showing largest 100 holdings. View all holdings.
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