Independent Financial Group
$5.3B 13F equity value
1,653 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Independent Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 1,712,464 | $343M | 6.4% |
| QQQ | INVESCO QQQ TR | 194,302 | $143M | 2.7% |
| AAPL | APPLE INC | 489,353 | $142M | 2.6% |
| MU | MICRON TECHNOLOGY INC | 111,056 | $128M | 2.4% |
| AVGO | BROADCOM INC | 316,698 | $120M | 2.2% |
| AMZN | AMAZON COM INC | 398,253 | $95M | 1.8% |
| IVV | ISHARES TR | 122,036 | $91M | 1.7% |
| SPY | STATE STR SPDR S&P 500 ETF T | 107,744 | $80M | 1.5% |
| MSFT | MICROSOFT CORP | 193,067 | $72M | 1.3% |
| VTI | VANGUARD INDEX FDS | 145,608 | $54M | 1.0% |
Track Independent Financial Group's 13F portfolio: $5.3B in reported holdings, 1,653 positions. Top holdings and quarterly changes on SentiSense.
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