Independent Financial Group
$4.5B Assets Reported
1,556 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 1,690,306 | $295M | 6.6% |
| AAPL | APPLE INC | 492,087 | $125M | 2.8% |
| QQQ | INVESCO QQQ TR | 184,658 | $107M | 2.4% |
| AVGO | BROADCOM INC | 310,121 | $96M | 2.2% |
| AMZN | AMAZON COM INC | 383,080 | $80M | 1.8% |
| PAAA | PGIM ETF TR | 1,493,640 | $76M | 1.7% |
| SPY | STATE STR SPDR S&P 500 ETF T | 106,085 | $69M | 1.5% |
| MSFT | MICROSOFT CORP | 185,111 | $69M | 1.5% |
| IVV | ISHARES TR | 94,167 | $62M | 1.4% |
| VTI | VANGUARD INDEX FDS | 139,532 | $45M | 1.0% |
Track Independent Financial Group's 13F portfolio: $4.5B in reported holdings, 1,556 positions. Top holdings, AUM, and quarterly changes on SentiSense.