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INDEPENDENT FINANCIAL GROUP, LLC

Q1 2026 13F Holdings

  • Location
    san diego, CA
  • Num holdings

    1,447

  • Value ($000)

    $4,457,427

  • Date Filed
    05/15/2026
  • Form type
    restatement
  • CIK
    0000275484
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$294.79M
7 %

1,690,306

A
AAPL

APPLE INC

COM
037833100
$124.89M
3 %

492,087

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$106.58M
2 %

184,658

A
AVGO

BROADCOM INC

COM
11135F101
$95.99M
2 %

310,121

A
AMZN

AMAZON COM INC

COM
023135106
$79.78M
2 %

383,080

---

PGIM ETF TR

AAA CLO ETF
69344A834
$76.44M
2 %

1,493,640

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$68.99M
2 %

106,085

M
MSFT

MICROSOFT CORP

COM
594918104
$68.52M
2 %

185,111

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$61.51M
1 %

94,167

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$44.76M
1 %

139,532

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