Holders — by stockHoldings — by fund
INDEPENDENT FINANCIAL GROUP, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 275484
$5.35B
disclosed book value
1,546
positions
6.4%
largest position share
Positions, as of 2026-06-30
top 100 of 1,546 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1.7M | $342.6M | 6.4% |
| 2 | QQQINVESCO QQQ TR | 194,302 | $143.1M | 2.7% |
| 3 | AAPLAPPLE INC | 489,353 | $141.6M | 2.6% |
| 4 | MUMICRON TECHNOLOGY INC | 111,056 | $128.2M | 2.4% |
| 5 | AVGOBROADCOM INC | 316,698 | $119.6M | 2.2% |
| 6 | AMZNAMAZON COM INC | 398,253 | $94.9M | 1.8% |
| 7 | IVVISHARES TR | 122,036 | $91.4M | 1.7% |
| 8 | SPYSTATE STR SPDR S&P 500 ETF T | 107,744 | $80.5M | 1.5% |
| 9 | MSFTMICROSOFT CORP | 193,067 | $72.0M | 1.3% |
| 10 | VTIVANGUARD INDEX FDS | 145,608 | $53.9M | 1% |
| 11 | GOOGALPHABET INC | 152,073 | $53.7M | 1% |
| 12 | PAAAPGIM ETF TR | 1.0M | $51.4M | 1% |
| 13 | XLKSELECT SECTOR SPDR TR | 259,558 | $49.5M | 0.9% |
| 14 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 98,811 | $47.2M | 0.9% |
| 15 | AMDADVANCED MICRO DEVICES INC | 77,002 | $44.7M | 0.8% |
| 16 | GOOGLALPHABET INC | 117,622 | $42.0M | 0.8% |
| 17 | SMHVANECK ETF TRUST | 62,339 | $40.9M | 0.8% |
| 18 | TSLATESLA INC | 91,049 | $38.3M | 0.7% |
| 19 | SPYMSPDR SERIES TRUST | 427,208 | $37.5M | 0.7% |
| 20 | SNDKSANDISK CORP | 15,656 | $35.6M | 0.7% |
| 21 | CGDVCAPITAL GROUP DIVIDEND VALUE | 686,551 | $33.8M | 0.6% |
| 22 | SOXXISHARES TR | 51,635 | $33.1M | 0.6% |
| 23 | BUFRFIRST TR EXCHNG TRADED FD VI | 872,837 | $31.9M | 0.6% |
| 24 | COSTCOSTCO WHOLESALE CORPORATION | 34,019 | $31.8M | 0.6% |
| 25 | GARPISHARES TR | 374,524 | $30.9M | 0.6% |
| 26 | QQQINEOS ETF TRUST | 534,418 | $30.3M | 0.6% |
| 27 | VOOVANGUARD INDEX FDS | 43,560 | $29.9M | 0.6% |
| 28 | METAMETA PLATFORMS INC | 52,096 | $29.3M | 0.5% |
| 29 | RDVYFIRST TR EXCHANGE TRADED FD | 357,875 | $29.0M | 0.5% |
| 30 | GLDSPDR GOLD TR | 73,460 | $27.1M | 0.5% |
| 31 | SPYGSPDR SERIES TRUST | 199,584 | $23.7M | 0.4% |
| 32 | IJHISHARES TR | 293,654 | $22.6M | 0.4% |
| 33 | PLTRPALANTIR TECHNOLOGIES INC | 188,200 | $22.0M | 0.4% |
| 34 | JEPQJ P MORGAN EXCHANGE TRADED F | 351,960 | $21.6M | 0.4% |
| 35 | TQQQPROSHARES TR | 264,290 | $21.4M | 0.4% |
| 36 | JPSTJ P MORGAN EXCHANGE TRADED F | 412,854 | $20.9M | 0.4% |
| 37 | IWMISHARES TR | 68,910 | $20.7M | 0.4% |
| 38 | COWZPACER FDS TR | 325,573 | $20.3M | 0.4% |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 39,608 | $19.8M | 0.4% |
| 40 | CATCATERPILLAR INC | 18,157 | $19.3M | 0.4% |
| 41 | SCHDSCHWAB STRATEGIC TR | 603,599 | $19.1M | 0.4% |
| 42 | MRVLMARVELL TECHNOLOGY INC | 62,654 | $18.7M | 0.3% |
| 43 | ITOTISHARES TR | 111,690 | $18.3M | 0.3% |
| 44 | SCHGSCHWAB STRATEGIC TR | 539,194 | $18.2M | 0.3% |
| 45 | TIDAL TRUST III | 612,933 | $18.2M | 0.3% |
| 46 | SDVYFIRST TR EXCHANGE TRADED FD | 418,522 | $18.1M | 0.3% |
| 47 | WMTWALMART INC | 158,800 | $18.0M | 0.3% |
| 48 | DYNFBLACKROCK ETF TRUST | 263,624 | $17.9M | 0.3% |
| 49 | QQQEDIREXION SHARES ETF TRUST | 145,174 | $17.7M | 0.3% |
| 50 | VUGVANGUARD INDEX FDS | 201,898 | $17.4M | 0.3% |
| 51 | VOTVANGUARD INDEX FDS | 56,482 | $17.3M | 0.3% |
| 52 | QQQMINVESCO EXCH TRADED FD TR II | 56,777 | $17.2M | 0.3% |
| 53 | VXUSVANGUARD STAR FDS | 197,774 | $16.9M | 0.3% |
| 54 | GEVGE VERNOVA INC | 14,256 | $16.7M | 0.3% |
| 55 | PANWPALO ALTO NETWORKS INC | 48,369 | $16.5M | 0.3% |
| 56 | BPREBLUEROCK PVT REAL ESTATE FD | 1.3M | $16.3M | 0.3% |
| 57 | CRWDCROWDSTRIKE HLDGS INC | 21,346 | $16.3M | 0.3% |
| 58 | LLYELI LILLY & CO | 13,511 | $16.2M | 0.3% |
| 59 | AMATAPPLIED MATLS INC | 22,350 | $16.2M | 0.3% |
| 60 | VGTVANGUARD WORLD FD | 128,008 | $15.3M | 0.3% |
| 61 | BNDVANGUARD BD INDEX FDS | 204,210 | $15.0M | 0.3% |
| 62 | GLWCORNING INC | 56,813 | $14.5M | 0.3% |
| 63 | LRCXLAM RESEARCH CORP | 33,461 | $14.5M | 0.3% |
| 64 | CIBRFIRST TR EXCHANGE-TRADED FD | 159,417 | $14.3M | 0.3% |
| 65 | JPMJPMORGAN CHASE & CO | 43,575 | $14.3M | 0.3% |
| 66 | FDTFIRST TR EXCH TRD ALPHDX FD | 150,233 | $14.2M | 0.3% |
| 67 | CREDO TECHNOLOGY GROUP HOLDI | 52,042 | $14.2M | 0.3% |
| 68 | SGOVISHARES TR | 140,190 | $14.1M | 0.3% |
| 69 | COROBLACKROCK ETF TRUST | 381,932 | $14.0M | 0.3% |
| 70 | ITAISHARES TR | 56,892 | $13.8M | 0.3% |
| 71 | INTCINTEL CORP | 94,371 | $13.2M | 0.2% |
| 72 | MGKVANGUARD WORLD FD | 148,916 | $13.1M | 0.2% |
| 73 | MOATVANECK ETF TRUST | 122,445 | $12.7M | 0.2% |
| 74 | RWJINVESCO EXCH TRADED FD TR II | 204,873 | $12.2M | 0.2% |
| 75 | VYMVANGUARD WHITEHALL FDS | 77,062 | $12.2M | 0.2% |
| 76 | SMASMARTSTOP SELF STORAG REIT I | 374,632 | $12.2M | 0.2% |
| 77 | BEBLOOM ENERGY CORP | 39,965 | $12.1M | 0.2% |
| 78 | ABBVABBVIE INC | 47,935 | $12.1M | 0.2% |
| 79 | IYWISHARES TR | 47,508 | $12.0M | 0.2% |
| 80 | PDIPIMCO DYNAMIC INCOME FD | 717,418 | $12.0M | 0.2% |
| 81 | CGGRCAPITAL GROUP GROWTH ETF | 251,018 | $11.8M | 0.2% |
| 82 | RSPINVESCO EXCHANGE TRADED FD T | 55,550 | $11.8M | 0.2% |
| 83 | IEMGISHARES INC | 141,441 | $11.7M | 0.2% |
| 84 | TSPAT ROWE PRICE EXCHANGE-TRADED | 245,872 | $11.7M | 0.2% |
| 85 | CSCOCISCO SYS INC | 98,538 | $11.6M | 0.2% |
| 86 | JAAAJANUS DETROIT STR TR | 227,639 | $11.5M | 0.2% |
| 87 | GDXVANECK ETF TRUST | 151,131 | $11.4M | 0.2% |
| 88 | VVISA INC | 32,793 | $11.3M | 0.2% |
| 89 | SLVISHARES SILVER TR | 209,657 | $11.2M | 0.2% |
| 90 | SSOPROSHARES TR | 166,076 | $11.2M | 0.2% |
| 91 | HDHOME DEPOT INC | 31,227 | $11.0M | 0.2% |
| 92 | GEGE AEROSPACE | 29,365 | $11.0M | 0.2% |
| 93 | NEARISHARES U S ETF TR | 215,557 | $10.9M | 0.2% |
| 94 | SPTMSPDR SERIES TRUST | 119,895 | $10.9M | 0.2% |
| 95 | SRLNSSGA ACTIVE ETF TR | 269,167 | $10.8M | 0.2% |
| 96 | BILSPDR SERIES TRUST | 114,972 | $10.5M | 0.2% |
| 97 | EXMOCEXXON MOBIL CORP | 76,288 | $10.4M | 0.2% |
| 98 | SEAGATE TECHNOLOGY HLDNGS PL | 10,783 | $10.4M | 0.2% |
| 99 | DELLDELL TECHNOLOGIES INC | 23,882 | $10.3M | 0.2% |
| 100 | ASTSAST SPACEMOBILE INC | 114,998 | $10.2M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.