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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 $5.35 billion in total holdings as of June 30, 2026.
  • Independent Financial Group, LLC owns shares of 1,546 different stocks, but just 317 companies or ETFs make up 80% of its holdings.
  • Approximately 13.16% of the portfolio was purchased this quarter.
  • About 7.61% of the portfolio was sold this quarter.
  • This quarter, Independent Financial Group, LLC has purchased 1,447 new stocks and bought additional shares in 673 stocks.
  • Independent Financial Group, LLC sold shares of 584 stocks and completely divested from 111 stocks this quarter.

Largest Holdings

NVIDIA
$342,646,944
Invesco QQQ
$143,083,678
Apple
$141,599,375
Micron Technology
$128,191,035
Broadcom
$119,632,604

Largest New Holdings this Quarter

464286772 - iShares MSCI South Korea ETF
$10,139,014 Holding
33733E690 - FIRST TR EXCHANGE-TRADED FD
$8,713,422 Holding
77926X320 - ROUNDHILL ETF TRUST
$6,364,762 Holding
87283Q842 - T. Rowe Price Growth ETF
$6,253,353 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP
$5,759,667 Holding

Largest Purchases this Quarter

Micron Technology
25,781 shares (about $29.76M)
iShares Core S&P 500 ETF
27,869 shares (about $20.87M)
SANDISK CORP
9,166 shares (about $20.84M)
Vanguard Growth ETF
169,479 shares (about $14.60M)
Marvell Technology
45,857 shares (about $13.66M)

Largest Sales this Quarter

PGIM ETF TR
490,264 shares (about $25.14M)
Janus Henderson AAA CLO ETF
308,021 shares (about $15.55M)
VanEck BDC Income ETF
1,152,219 shares (about $14.59M)
PALANTIR TECHNOLOGIES INC
111,414 shares (about $13.00M)
Janus Henderson B-BBB CLO ETF
246,641 shares (about $11.68M)

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
$342,646,944$4,433,595 â–²1.3%1,712,4646.4%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$143,083,678$7,101,826 â–²5.2%194,3022.7%Finance
Apple Inc. stock logo
AAPL
Apple
$141,599,375$791,111 â–¼-0.6%489,3532.6%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$128,191,035$29,758,798 â–²30.2%111,0562.4%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$119,632,604$2,484,460 â–²2.1%316,6982.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$94,919,591$3,616,332 â–²4.0%398,2531.8%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$91,391,267$20,870,753 â–²29.6%122,0361.7%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$80,459,948$1,238,891 â–²1.6%107,7441.5%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$72,017,571$2,967,736 â–²4.3%193,0671.3%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$53,881,080$2,248,375 â–²4.4%145,6081.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$53,732,232$3,603,278 â–²7.2%152,0731.0%Computer and Technology
PGIM ETF TR
$51,443,108$25,135,845 â–¼-32.8%1,003,3761.0%AAA CLO ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$49,450,918$7,230,414 â–²17.1%259,5580.9%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$47,189,106$4,668,718 â–²11.0%98,8110.9%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$44,731,420$173,693 â–²0.4%77,0020.8%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$42,034,618$223,714 â–¼-0.5%117,6220.8%Computer and Technology
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$40,887,856$2,353,352 â–²6.1%62,3390.8%Manufacturing
Tesla, Inc. stock logo
TSLA
Tesla
$38,295,131$1,371,153 â–²3.7%91,0490.7%Auto/Tires/Trucks
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$37,543,087$2,194,630 â–¼-5.5%427,2080.7%ETF
SANDISK CORP
$35,597,517$20,841,009 â–²141.2%15,6560.7%COM
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$33,833,211$2,667,229 â–²8.6%686,5510.6%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$33,085,356$12,635,678 â–²61.8%51,6350.6%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$31,884,731$1,061,489 â–²3.4%872,8370.6%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$31,824,153$811,998 â–¼-2.5%34,0190.6%Retail/Wholesale
iShares Factors US Growth Style ETF stock logo
STLG
iShares Factors US Growth Style ETF
$30,916,956$48,457 â–²0.2%374,5240.6%Manufacturing
NEOS ETF TRUST
$30,349,624$4,978,329 â–²19.6%534,4180.6%NASDAQ 100 HIGH
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$29,917,157$2,227,303 â–²8.0%43,5600.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$29,345,498$3,124,606 â–¼-9.6%52,0960.5%Computer and Technology
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$29,009,377$232,156 â–¼-0.8%357,8750.5%Manufacturing
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$27,061,090$2,665,587 â–¼-9.0%73,4600.5%Finance
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$23,748,453$1,293,181 â–²5.8%199,5840.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$22,643,609$336,430 â–²1.5%293,6540.4%ETF
PALANTIR TECHNOLOGIES INC
$21,957,277$12,998,661 â–¼-37.2%188,2000.4%CL A
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$21,631,449$2,585,436 â–²13.6%351,9600.4%ETF
ProShares UltraPro QQQ stock logo
TQQQ
ProShares UltraPro QQQ
$21,407,487$2,748,978 â–¼-11.4%264,2900.4%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$20,878,050$5,074,149 â–²32.1%412,8540.4%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$20,703,981$4,648,256 â–¼-18.3%68,9100.4%Finance
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$20,250,653$1,469,165 â–¼-6.8%325,5730.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$19,819,630$991,782 â–²5.3%39,6080.4%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$19,335,559$2,342,801 â–²13.8%18,1570.4%Industrials
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$19,140,147$5,619,463 â–²41.6%603,5990.4%ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$18,664,044$13,660,374 â–²273.0%62,6540.3%Computer and Technology
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$18,347,431$207,803 â–¼-1.1%111,6900.3%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$18,246,340$3,142,114 â–²20.8%539,1940.3%ETF
TIDAL TRUST III
$18,222,498$1,374,329 â–²8.2%612,9330.3%MRP SYNTHEQUITY
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$18,055,018$18,636 â–²0.1%418,5220.3%ETF
WALMART INC
$17,985,588$558,822 â–¼-3.0%158,8000.3%COM
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$17,929,109$1,117,203 â–²6.6%263,6240.3%ETF
Direxion NASDAQ-100 Equal Weighted Index Shares stock logo
QQQE
Direxion NASDAQ-100 Equal Weighted Index Shares
$17,712,680$3,635,654 â–¼-17.0%145,1740.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$17,391,521$14,598,944 â–²522.8%201,8980.3%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$17,300,548$259,131 â–¼-1.5%56,4820.3%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$17,202,001$4,582,494 â–²36.3%56,7770.3%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$16,907,695$9,381,328 â–²124.6%197,7740.3%ETF
GE VERNOVA INC
$16,748,808$791,856 â–²5.0%14,2560.3%COM
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$16,494,796$2,368,043 â–¼-12.6%48,3690.3%Computer and Technology
BLUEROCK PVT REAL ESTATE FD
$16,321,368$1,271,233 â–²8.4%1,254,5250.3%COM
CrowdStrike stock logo
CRWD
CrowdStrike
$16,290,297$1,084,443 â–¼-6.2%21,3460.3%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$16,204,626$2,273,997 â–²16.3%13,5110.3%Medical
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$16,159,055$5,872,208 â–²57.1%22,3500.3%Computer and Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$15,299,477$13,540,745 â–²769.9%128,0080.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$14,991,029$10,943,870 â–¼-42.2%204,2100.3%ETF
Corning Incorporated stock logo
GLW
Corning
$14,511,861$6,973,040 â–²92.5%56,8130.3%Computer and Technology
LAM RESEARCH CORP
$14,499,719$5,014,950 â–²52.9%33,4610.3%COM NEW
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$14,323,605$1,585,132 â–¼-10.0%159,4170.3%Manufacturing
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$14,263,363$536,492 â–²3.9%43,5750.3%Finance
First Trust Developed Markets ex-US AlphaDEX Fund stock logo
FDT
First Trust Developed Markets ex-US AlphaDEX Fund
$14,223,660$2,367,596 â–²20.0%150,2330.3%Manufacturing
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$14,152,858$2,178,597 â–²18.2%52,0420.3%Computer and Technology
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$14,112,951$1,311,229 â–²10.2%140,1900.3%ETF
BLACKROCK ETF TRUST
$13,978,711$1,037,061 â–²8.0%381,9320.3%ISHA IN CTRY ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$13,791,720$229,814 â–²1.7%56,8920.3%ETF
Intel Corporation stock logo
INTC
Intel
$13,177,053$1,282,225 â–²10.8%94,3710.2%Computer and Technology
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$13,091,167$10,957,861 â–²513.7%148,9160.2%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$12,729,451$419,377 â–¼-3.2%122,4450.2%ETF
Invesco S&P SmallCap 600 Revenue ETF stock logo
RWJ
Invesco S&P SmallCap 600 Revenue ETF
$12,189,944$79,790 â–²0.7%204,8730.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$12,178,041$782,560 â–²6.9%77,0620.2%Financial Services
SMARTSTOP SELF STORAG REIT I
$12,175,547$162,208 â–²1.4%374,6320.2%COMMON STOCK
Bloom Energy Corporation stock logo
BE
Bloom Energy
$12,097,406$10,454,653 â–²636.4%39,9650.2%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$12,062,409$372,932 â–²3.2%47,9350.2%Medical
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$11,983,075$6,314,143 â–²111.4%47,5080.2%Manufacturing
PIMCO Dynamic Income Fund stock logo
PDI
PIMCO Dynamic Income Fund
$11,980,888$235,904 â–¼-1.9%717,4180.2%Financial Services
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$11,848,059$1,385,699 â–²13.2%251,0180.2%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$11,819,415$972,788 â–²9.0%55,5500.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$11,716,979$2,496,385 â–²27.1%141,4410.2%ETF
T. Rowe Price U.S. Equity Research ETF stock logo
TSPA
T. Rowe Price U.S. Equity Research ETF
$11,686,296$1,871,494 â–²19.1%245,8720.2%Manufacturing
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$11,574,206$1,489,619 â–²14.8%98,5380.2%Computer and Technology
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$11,493,503$15,551,994 â–¼-57.5%227,6390.2%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$11,402,833$1,162,911 â–¼-9.3%151,1310.2%ETF
Visa Inc. stock logo
V
Visa
$11,251,080$417,202 â–²3.9%32,7930.2%Business Services
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$11,210,343$3,935,600 â–¼-26.0%209,6570.2%ETF
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$11,190,223$345,188 â–¼-3.0%166,0760.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$11,013,187$27,509 â–²0.3%31,2270.2%Retail/Wholesale
GE Aerospace stock logo
GE
GE Aerospace
$10,974,708$147,625 â–²1.4%29,3650.2%Aerospace
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$10,920,118$8,515,693 â–²354.2%215,5570.2%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$10,885,197$134,913 â–²1.3%119,8950.2%ETF
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$10,844,718$1,909,944 â–²21.4%269,1670.2%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$10,536,061$16,129 â–¼-0.2%114,9720.2%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$10,430,119$2,724,015 â–¼-20.7%76,2880.2%Energy
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$10,405,595$502,765 â–²5.1%10,7830.2%Computer and Technology
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$10,304,173$6,882,680 â–²201.2%23,8820.2%Computer and Technology
AST SpaceMobile, Inc. stock logo
ASTS
AST SpaceMobile
$10,218,722$1,524,838 â–²17.5%114,9980.2%Computer and Technology

Showing largest 100 holdings. View all holdings.
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