Institutions / Independent Financial Group, LLC
Independent Financial Group, LLC
CIK 275484 · Institution · as of Jun 30, 2026
Portfolio value
$5.35B
Positions
1,546
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$5.35B+20.0%Positions
1,546+6.8%Top holdings
Jun 30, 2026View all 1,546 →
| Company | Value | % of portfolio |
|---|---|---|
| Nvidia Corp | $342.65M | 6.4% |
| Invesco Qqq Tr | $143.08M | 2.7% |
| Apple Inc. | $141.60M | 2.6% |
| Micron Technology Inc | $128.19M | 2.4% |
| Broadcom Inc. | $119.63M | 2.2% |
| Amazon Com Inc | $94.92M | 1.8% |
| Ishares Msci Denmark ETF | $91.39M | 1.7% |
| State Str SPDR S&P 500 ETF T | $80.46M | 1.5% |
| Microsoft Corp | $72.02M | 1.3% |
| Vanguard Index Fds | $53.88M | 1.0% |
| Alphabet Inc. | $53.73M | 1.0% |
| PGIM ETF Tr | $51.44M | 1.0% |
| Select Sector SPDR Tr | $49.45M | 0.9% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $47.19M | 0.9% |
| Advanced Micro Devices Inc | $44.73M | 0.8% |
| Alphabet Inc. | $42.03M | 0.8% |
| VanEck ETF Trust | $40.89M | 0.8% |
| Tesla, Inc. | $38.30M | 0.7% |
| SPDR Series Trust | $37.54M | 0.7% |
| Sandisk Corporation | $35.60M | 0.7% |
| Capital Group Dividend Value | $33.83M | 0.6% |
| iShares Tr | $33.09M | 0.6% |
| First Tr Exchng Traded Fd VI | $31.88M | 0.6% |
| Costco Wholesale Corp /New | $31.82M | 0.6% |
| iShares Tr | $30.92M | 0.6% |
Activity
Jun 30, 2026
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 26 quarters of holdings.