INDEPENDENT FINANCIAL GROUP, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2026
  • Location
    san diego, CA
  • CIK
    0000275484
  • All SEC filings

Q2 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

1,546

$5.35B
NVDA, NDQ, AAPL, MU
13F-HR
Jul 15, 2026
000027548426000028

1,447

$4.46B
NVDA, AAPL, NDQ, AVGO
RESTATEMENT
May 15, 2026
000027548426000006

1,405

$4.48B
NVDA, AAPL, NDQ, AVGO
13F-HR
May 14, 2026
000027548426000003

1,356

$4.17B
NVDA, AAPL, AVGO, NDQ
13F-HR
May 15, 2026
000027548426000004

1,286

$3.63B
NVDA, AAPL, NDQ, AVGO
13F-HR
May 15, 2026
000027548426000005

1,174

$2.91B
NVDA, AAPL, NDQ, AMZN
13F-HR
May 19, 2026
000027548426000007

1,155

$3.01B
NVDA, AAPL, AVGO, AMZN
13F-HR
Jun 12, 2026
000027548426000012

1,126

$2.72B
NVDA, AAPL, AVGO, MSFT
13F-HR
Jun 12, 2026
000027548426000011

1,087

$2.5B
NVDA, AAPL, MSFT, NDQ
13F-HR
Jun 12, 2026
000027548426000010

1,016

$2.18B
NVDA, AAPL, MSFT, AMZN
13F-HR
Jun 12, 2026
000027548426000009

950

$1.87B
NVDA, AAPL, MSFT, NDQ
13F-HR
Jun 12, 2026
000027548426000016

898

$1.54B
NVDA, AAPL, MSFT, NDQ
13F-HR
Jun 12, 2026
000027548426000015

876

$1.45B
AAPL, NVDA, MSFT, NDQ
13F-HR
Jun 12, 2026
000027548426000014

836

$1.25B
AAPL, NVDA, MSFT, NDQ
13F-HR
Jun 12, 2026
000027548426000013

779

$1.16B
STIP, LMBS, PULS, AAPL
13F-HR
Jun 15, 2026
000027548426000019

744

$1.1B
STIP, LMBS, AAPL, PULS
13F-HR
Jun 15, 2026
000027548426000018

710

$935.94M
AAPL, MSFT, NVDA, AMZN
13F-HR
Jun 12, 2026
000027548426000017

778

$1.23B
AAPL, NVDA, RDVY, AMZN
13F-HR
Jun 12, 2026
000027548426000008

772

$1.21B
AAPL, NVDA, RDVY, GRID
13F-HR
Jun 15, 2026
000027548426000023

704

$978.63M
AAPL, RDVY, AMZN, NVDA
13F-HR
Jun 15, 2026
000027548426000022

700

$943.36M
AAPL, AMZN, RDVY, NVDA
13F-HR
Jun 15, 2026
000027548426000021

635

$773.18M
AAPL, AMZN, MSFT, NDQ
13F-HR
Jun 15, 2026
000027548426000020

566

$678.3M
AAPL, AMZN, MSFT, NVDA
13F-HR
Jun 15, 2026
000027548426000027

508

$531.88M
AAPL, AMZN, NVDA, MSFT
13F-HR
Jun 15, 2026
000027548426000026

476

$454.58M
AMZN, AAPL, MSFT, NVDA
13F-HR
Jun 15, 2026
000027548426000025

411

$340.13M
AMZN, AAPL, MSFT, NVDA
13F-HR
Jun 15, 2026
000027548426000024