Independent Financial Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$4.46B
Q ending 2026-03-31
Prior quarter
$4.48B
Q ending 2025-12-31
Change
-0.5% QoQ · +53.2% YoY
Positions
1,447
reported holdings
Largest positions
Top 100 of 1,447 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $294.8M | 1.7M |
| Apple Inc | AAPL | Shares | $124.9M | 492K |
| Invesco Qqq Tr | QQQ | Shares | $106.6M | 185K |
| Broadcom Inc | AVGO | Shares | $96.0M | 310K |
| Amazon Com Inc | AMZN | Shares | $79.8M | 383K |
| Pgim Etf Tr | PAAA | Shares | $76.4M | 1.5M |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $69.0M | 106K |
| Microsoft Corp | MSFT | Shares | $68.5M | 185K |
| Ishares Tr | IVV | Shares | $61.5M | 94K |
| Vanguard Index Fds | VTI | Shares | $44.8M | 140K |
| Palantir Technologies Inc | PLTR | Shares | $43.8M | 300K |
| Alphabet Inc | GOOG | Shares | $40.7M | 142K |
| Costco Wholesale Corporation | COST | Shares | $34.8M | 35K |
| Spdr Gold Tr | GLD | Shares | $34.7M | 81K |
| Spdr Series Trust | SPYM | Shares | $34.6M | 452K |
| Alphabet Inc | GOOGL | Shares | $34.0M | 118K |
| Meta Platforms Inc | META | Shares | $33.0M | 58K |
| Tesla Inc | TSLA | Shares | $32.6M | 88K |
| Taiwan Semiconductor Manufac | TSM | Shares | $30.1M | 89K |
| Select Sector Spdr Tr | XLK | Shares | $29.5M | 222K |
| Micron Technology Inc | MU | Shares | $28.8M | 85K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $28.5M | 844K |
| Janus Detroit Str Tr | JAAA | Shares | $27.0M | 536K |
| Capital Group Dividend Value | CGDV | Shares | $26.9M | 632K |
| Vanguard Bd Index Fds | BND | Shares | $26.0M | 353K |
| First Tr Exchange Traded Fd | RDVY | Shares | $24.6M | 361K |
| Vanguard Index Fds | VOO | Shares | $24.1M | 40K |
| Ishares Tr | GARP | Shares | $23.9M | 374K |
| Vaneck Etf Trust | SMH | Shares | $22.5M | 59K |
| Neos Etf Trust | QQQI | Shares | $22.2M | 447K |
| Pacer Fds Tr | COWZ | Shares | $21.8M | 349K |
| Ishares Tr | IWM | Shares | $20.9M | 84K |
| Walmart Inc | WMT | Shares | $20.3M | 164K |
| Ishares Tr | IJH | Shares | $19.5M | 289K |
| Ishares Silver Tr | SLV | Shares | $19.3M | 283K |
| Bluerock Pvt Real Estate Fd | BPRE | Shares | $19.2M | 1.2M |
| Spdr Series Trust | SPYG | Shares | $18.5M | 189K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $18.0M | 38K |
| Direxion Shares Etf Trust | QQQE | Shares | $17.2M | 175K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $17.2M | 310K |
| Vaneck Etf Trust | BIZD | Shares | $16.9M | 1.3M |
| First Tr Exchange Traded Fd | SDVY | Shares | $16.5M | 418K |
| Exxon Mobil Corp | XOM | Shares | $16.3M | 96K |
| Netflix Inc. | NFLX | Shares | $16.3M | 170K |
| Ishares Tr | ITOT | Shares | $16.1M | 113K |
| J P Morgan Exchange Traded F | JPST | Shares | $15.8M | 313K |
| Advanced Micro Devices Inc | AMD | Shares | $15.6M | 77K |
| Vaneck Etf Trust | GDX | Shares | $15.3M | 167K |
| Tidal Trust Iii | SNTH | Shares | $14.9M | 567K |
| Vanguard Index Fds | VOT | Shares | $14.8M | 57K |
| Vodafone Group Plc | VOD | Shares | $14.7M | 977K |
| Blackrock Etf Trust | DYNF | Shares | $14.4M | 247K |
| Select Sector Spdr Tr | XLE | Shares | $14.3M | 234K |
| Fs Kkr Cap Corp | FSK | Shares | $14.2M | 1.4M |
| Vanguard Index Fds | VUG | Shares | $14.2M | 32K |
| Janus Detroit Str Tr | JBBB | Shares | $13.2M | 283K |
| Schwab Strategic Tr | SCHD | Shares | $13.1M | 426K |
| International Business Machs | IBM | Shares | $13.0M | 54K |
| Schwab Strategic Tr | SCHG | Shares | $13.0M | 446K |
| Ishares Tr | IJS | Shares | $12.9M | 109K |
| Ishares Tr | SGOV | Shares | $12.8M | 127K |
| Pimco Dynamic Income Fd | PDI | Shares | $12.5M | 732K |
| Proshares Tr | TQQQ | Shares | $12.4M | 298K |
| Jpmorgan Chase & Co | JPM | Shares | $12.3M | 42K |
| Ishares Tr | ITA | Shares | $12.2M | 56K |
| Vaneck Etf Trust | MOAT | Shares | $12.2M | 126K |
| Ge Vernova Inc | GEV | Shares | $11.9M | 14K |
| Blackrock Etf Trust | CORO | Shares | $11.4M | 354K |
| Caterpillar Inc | CAT | Shares | $11.3M | 16K |
| Smartstop Self Storag Reit I | SMA | Shares | $11.2M | 370K |
| First Tr Exchange-Traded Fd | CIBR | Shares | $11.1M | 177K |
| Ishares Gold Tr | IAU | Shares | $11.1M | 125K |
| First Tr Exch Trd Alphdx Fd | FDT | Shares | $10.9M | 125K |
| Vanguard Whitehall Fds | VYMI | Shares | $10.7M | 114K |
| Eli Lilly & Co | LLY | Shares | $10.7M | 12K |
| Vanguard Whitehall Fds | VYM | Shares | $10.7M | 72K |
| J P Morgan Exchange Traded F | JEPI | Shares | $10.7M | 188K |
| Spdr Series Trust | BIL | Shares | $10.6M | 115K |
| Strategy Inc | MSTR | Shares | $10.5M | 84K |
| Ishares Tr | SOXX | Shares | $10.5M | 32K |
| J P Morgan Exchange Traded F | JQUA | Shares | $10.5M | 171K |
| Invesco Exch Traded Fd Tr Ii | RWJ | Shares | $10.3M | 204K |
| Vanguard World Fd | VGT | Shares | $10.3M | 15K |
| Home Depot Inc | HD | Shares | $10.2M | 31K |
| Ishares Tr | QUAL | Shares | $10.2M | 53K |
| Ishares Tr | IJK | Shares | $10.1M | 101K |
| Abbvie Inc | ABBV | Shares | $10.1M | 46K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $9.9M | 42K |
| Verizon Communications Inc | VZ | Shares | $9.9M | 197K |
| Invesco Exchange Traded Fd T | RSP | Shares | $9.8M | 51K |
| Pacer Fds Tr | ICOW | Shares | $9.7M | 229K |
| Chevron Corporation | CVX | Shares | $9.6M | 47K |
| Visa Inc | V | Shares | $9.5M | 32K |
| Pacer Fds Tr | FLRT | Shares | $9.4M | 203K |
| Spdr Series Trust | SPTM | Shares | $9.4M | 118K |
| First Tr Exchange-Traded Fd | FTCB | Shares | $9.2M | 437K |
| Prospect Cap Corp | PSEC | Shares | $9.0M | 3.5M |
| Angel Oak Funds Trust | UYLD | Shares | $9.0M | 177K |
| Vanguard Specialized Funds | VIG | Shares | $9.0M | 42K |
| Spdr Series Trust | SPYV | Shares | $8.9M | 158K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.